a model for scheduling postal distribution
TRANSCRIPT
8/7/2019 A model for scheduling postal distribution
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374 E u r o p e a n J o u r n a l o f O p e r a t i o n a l R e s e a r c h 5 8 ( 1 9 92 ) 3 7 4 - 3 8 5
N o r t h - H o l l a n d
Theory and M ethodology
A model for scheduling postal distr ibutionemployees
Manoj K. Malhotra
Department of M anagement Science, College of B usiness Administration, University o f South Carolina,
Columbia, SC 29208, USA
L a r r y P . R i t z m a n , W . C . B e n t o n a n d G . K e o n g L e o n g
Academic Fac ulty o f Management Sciences, The Ohio State University, 177 5 College Ro ad, Columbus,
OH 43210, USA
R e c e i v e d J u n e 1 9 9 0 ; r e v i s e d N o v e m b e r 1 9 9 0
Abst rac t : Th is paper desc r ibes the des ign and ana lys is o f a genera l izab le l inea r p rogramm ing mode l fo r
schedu l ing personne l in Uni ted S ta tes pos ta l d is t r ibu t ion s ta t ions . The schedu l ing mode l incorpora tes
param ete rs such as d i f fe ren t work loads a long rou tes , equ i tab le ass ignment o f overt ime be tw een fu l l - time
employees des i r ing over t ime , t ra in ing leve ls o f pa r t - t ime employees , and management p re fe rences fo r
different levels of custom er service. A nea r optim al sche dule specifying daily assignm ent of ful l- t ime and
part- t ime employees to different task categories is developed. The model is i l lustra ted using data from atypical week in a large postal d is tr ibution s ta t ion located in a representat ive American ci ty . Analysis of
the resu l t s shows tha t the p roposed mode l cap tu res the essence o f schedu l ing dec is ions under taken by
pos ta l superv iso rs and mid- leve l managers f rom the same da ta se t . The schedu les deve loped by the
mode l a re cons idered feas ib le from an im plem enta t ion v iewpoin t , and a lso requ i re le ss over time than the
ma nagem ent schedu les . The ' impac t o f chang ing ce r ta in long- te rm po l icy is sues ( such as the mix be tw een
par t - t ime and fu l l -t ime employees , a ss ignment po l ic ies , and t ra in ing leve ls o f pa r t - t ime employees ) can
be eva lua ted by conduc t ing a sys temat ic sens i tiv ity ana lys is o f the mod e l ' s pa ram ete rs . A noth er poss ib le
fu tu re bene f i t l ie s in using the mod e l on a m ic rocomp ute r fo r deve lop ing ac tua l day- to -day schedu les o f
postal d is tr ibution employees.
K e y w o r d s : Service, post office, scheduling, distribution
1 . I n t r o d u c t i o n
Research in service sector scheduling can be
classif ied along three levels of disaggregation as
sugges ted by Kra jewsk i and R i tzm an (1977): the
staff s iz ing problem, shif t scheduling and crew
ass ignment p rob lem, and shor t - te rm ind iv idua l
assignment problem. The third level of disaggre-
gation, the operat ional level , has been scanti ly
addressed in the service sector l i terature even
though several theoret ical and applicat ion ori-
ented s tudies in a varie ty of industr ies have been
reported at the f irs t two levels . Past research at
the f i r s t two leve ls has cen te red on opera to r
scheduling in the te lephone industry (Segal , 1974;
H end erso n a nd Berry, 1976 ; Buffa e t a l ., 1976;
and Keith , 197 9), shif t scheduling in the ba nking
indus t ry (Ma ber t and R aede ls , 1977 ; and Kra jew-
ski e t a l . , 1980 ), shif t scheduling in the postal
depa r tme nt (R i tzm an e t a l ., 1976 ; and Show al te r
0 3 7 7 - 2 2 1 7 / 9 2 / $ 0 5 . 0 0 © 1 9 9 2 - E l s e v i e r S c i e n c e P u b l i s h e r s B . V . A l l r i g h t s r e s e r v e d
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M .K Malho tra e t a l. / Mo de l fo r schedu l ing pos ta l d i s t ribu t ion employees 375
e t a l . , 1 9 7 8 ) , p e r so n n e l s t a f f in g an d sch ed u l in g in
t h e h e a l t h c a r e i n d u s t r y ( W a r n e r a n d P r a w d a ,
1 9 7 2 ; Ab e r n a th y e t a l . , 1 9 7 3 ; an d Fr an z e t a l . ,
1 9 8 9 ) , an d c r ew p lan n in g in th e a i r l i n e in d u s t r y
( Mar s t en e t a l . , 1 9 7 9 ) . Th ese s tu d ie s h av e d emo n -
s t r a t e d t h e u s e f u l n e ss o f o p t im i z a t i o n m o d e l s a n dh e u r i s t i c m e t h o d s f o r m o d e l l i n g a c t u a l s e r v i c e
sy s t ems . Th e se t t i n g f o r o u r s tu d y i s t h e ma i l
d i s t r ib u t io n f u n c t io n o f p o s t o f f i ce s . I t d ea l s wi th
t h e d e t a i l e d s h o r t - t e r m e m p l o y e e a s s i g n m e n t a n d
o p e r a t i o n s s c h e d u l i n g p r o b l e m a t t h e t h i r d l e v e l
o f d i s a g g r e g a t i o n , a n u n d e r a d d r e s s e d a r e a o f t h e
se r v ice sec to r sch ed u l in g l i t e r a tu r e .
T h e c o n s t r a i n ts a n d o b j ec t iv e f u n c t i o n o f o u r
m a t h e m a t i c a l p r o g r a m m i n g m o d e l r e p r e s e n t t h e
s c h e d u l i n g p r o c e s s u n d e r t a k e n d a i l y b y p o s t a l
s u p e r v i s o r s a n d o t h e r m i d - l e v e l m a n a g e m e n t p e r -
so n n e l i n th e U .S . Po s t a l Se r v ice . Th e s t r u c tu r e
o f t h e m o d e l i s s i m i l a r t o t h e l i n e a r p r o g r a m m i n g
f o r m u l a t i o n o f a g g r e g a t e p r o d u c t i o n p l a n n i n g b y
H a n n s m a n a n d H e s s ( 1 9 6 0 ) , w h e r e b y c o s t s a r e
min imized su b jec t t o a i n v en to r y b a lan ce co n -
s t r a in t ( i n v en to r y o f ma i l i n t h i s ca se ) , av a i l ab le
cap ac i ty ( to t a l h o u r s th a t emp lo y ees can wo r k ) ,
a n d t h e c o n s t r a i n t o f w o r k g e t t i n g d o n e
( p r o cess in g o f ma i l) . Th e d ec i s io n v a r i ab le s a r e
u n d e r t i m e , r e g u l a r t i m e , a n d o v e r t i m e a l l o c a t i o n s
o f h o u r s to emp lo y ees f o r p r o cess in g th e g iv en
wo r k lo ad s . Ho wev er , t h i s mo d e l i s u sed f o r o b -t a in in g d e ta i l ed l ev e l d a i ly sch ed u l in g d ec i s io n s ,
a s o p p o s e d t o l o n g e r - t e r m a g g r e g a t e p r o d u c t i o n
p lan n in g d ec i s io n s .
Sec t io n 2 r ev iews th e p r o b lem se t t i n g in wh ich
th e mo d e l i s d ev e lo p ed , a s we l l a s t h e a s su mp -
t io n s mad e in sp ec i f y in g th e mo d e l co n s t r a in t s .
S e c t i o n 3 p r e s e n t s t h e m o d e I . T h e m o d e l is te s t e d
a n d v a l i d a t e d w i t h d a t a c o l l e c t e d f r o m a r e p r e -
sen ta t iv e s t a t io n in Sec t io n 4 an d th e mo d e l r e -
s u i t s a r e c o m p a r e d w i t h a c t u a l m a n a g e m e n t d e c i -
s io n s . Th e f in a l sec t io n d i scu sses th e p o ten t i a l
u s e f u l n e s s o f t h e m o d e l f o r d e c i s i o n m a k i n g i n
p o s ta l o r g an iza t io n s .
2 . P r o b l e m s e t t i n g
For a g iven c i ty , mai l i s de l ivered to f ina l
d es t in a t io n s f r o m sev e r a l d i f f e r en t s t a t io n s , an d
each s t a t io n i s sp l i t i n to a sp ec i f i c n u mb er o f
r o u te s . Fo r each r o u te , emp lo y ees f i r s t ' c a se ' t h e
m a i l ( a r r a n g e a c c o r d i n g t o d e l i v er y s e q u e n c e ) b e -
f o r e s t a r t i n g th e s t r ee t d e l iv e r y . ' Sch eme k n o wl -
ed g e ' i s r eq u i r ed f o r ca s in g th e ma i l f o r an y g iv en
r o u t e . T h i s m e a n s t h a t a n e m p l o y e e m u s t b e
t r a in ed b e f o r e b eco min g f u l ly p r o f i c i en t i n ca s in g
th e ma i l f o r an y sp ec i f i c r o u te . Th e wo r k f o r ce
c o n s i s t s o f p e r m a n e n t f u l l - t i m e ( F T ) e m p l o y e e s
wh o wo r k e ig h t h o u r s a d ay , an d p a r t - t ime f l ex i -b l e ( P T F ) e m p l o y e e s w h o c a n b e s c h e d u l e d f o r a
l i m i t e d a m o u n t o f t i m e e a c h w e e k , a n d n e e d n o t
b e ca l l ed in ev e r y d ay . Th e wo r k sh i f t f o r PTF
emp lo y ees can s t a r t a t an y t ime o f t h e d ay . Th e
m i x b e t w e e n t h e f u l l -t i m e a n d p a r t - t i m e w o r k e r s
d e te r min es th e sch ed u l in g f l ex ib i l i t y av a i l ab le f o r
b u f f e r i n g a g a i n s t d e m a n d u n c e r t a i n t i e s , a n d o t h e r
u n f o r e s e e n c i r c u m s t a n c e s s u c h a s a b s e n t e e i s m ,
sick leave , and a t t r i t ion . Schedul ing f lex ib i l i ty i s
co n s t r a in ed b y a u n io n r u l e , wh ich cu r r en t ly s t i p -
u l a t e s t h a t a t l e a s t 9 0 % o f th e w o r k f o r c e s h o u l d
b e c o m p r i s e d o f F T e m p l o y e e s .
G e n e r a l l y , f u l l -t i m e e m p l o y e e s ' o w n t h e b i d ' t o
d e l iv e r ma i l o n a g iv en r o u te . Th e FT emp lo y ees
u su a l ly ca se th e ma i l o n th e i r o wn ed r o u te s , b u t
a l so can b e u sed f o r d e l iv e r in g ma i l o n a l t e r n a te
r o u t e s. A l t e r n a t e l y , F T e m p l o y e e s m a y b e u s e d
o n ly f o r d e l iv e r y p u r p o ses o n th e i r o wn r o u te s i f
t h e wo r k lo ad f o r t h e r o u te i s h eav y . I f a FT
emp lo y ee i s u n av a i l ab le d u e to v aca t io n o r s i ck
leav e , t h e r o u te i s t emp o r a r i ly a s s ig n ed d u r in g
t h e a b s e n c e p e r i o d t o a s e n i o r P T F e m p l o y e e
t r a i n e d f o r t h a t r o u t e . R e g u l a r d e l i v e r y f o r t h a tr o u t e i s a g a i n c a r r i e d o u t b y t h e F T e m p l o y e e o n
r e t u r n i n g f o r w o r k a f t e r t h e b r e a k . F T e m p l o y e e s
wo r k f o r f iv e d ay s o n ly in a week , wh e r eas th e
p o s t o f f i ce d e l iv e r s ma i l s ix d ay s a week . Th e
wo r k f o r t h e s ix th d ay o n each r o u te i s a s s ig n ed
t o a F T e m p l o y e e c a l l e d a ' T 6 ' w o r k e r . T h e T 6
emp lo y ee wo r k s o n f iv e d i f f e r en t r o u te s in a g iv en
w e e k , w i t h e a c h w o r k d a y c o r r e s p o n d i n g t o t h e
o f f d ay f o r t h e b id o wn er o f t h a t p a r t i cu la r r o u te .
Ma i l v o lu me can f lu c tu a te s ig n i f i can t ly b e -
tween d ay s o f a week an d ac r o ss d i f f e r en t r o u te s .W h e n t h e c a s i n g a n d d e l i ve r y w o r k l o a d f o r a
r o u t e e x c e e d s a n e i g h t - h o u r w o r k e q u i v a l e n t, e i-
th e r o v e r t ime i s i n cu r r ed , o r a s s i s t an ce mu s t b e
p r o v i d e d t o t h e F T e m p l o y e e w h o o w n s t h e b i d
f o r t h a t r o u te . Th i s a s s i s t an ce can b e in th e f o r m
o f p r o v id in g f u ll t ime ' r o u te r s ' t o t h a t r o u te f o r a
g iv en d ay . R o u te r s a s s i s t o n ly in ca s in g th e ma i l ,
t h e r e b y l e a v i ng t h e r e g u l a r o w n e r o f t h a t r o u t e
mo r e t ime f o r d e l iv e r y o n th e s t r ee t s b y r ed u c in g
th e ca s in g wo r k lo ad . Each r o u te r i s t y p ica l ly
t r a in ed f o r ca s in g ma i l o n ab o u t t en r o u te s . An -
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376 M.K~ Ma lhotra et al. / Mo del fo r schedu ling postal distribu tion employees
o t h e r w a y t o h e l p o u t a n o v e r l o a d e d F T e m -
p l oye e on a pa r t i c u l a r rou t e i s t o a s s i gn a P TF
e m p l o y e e t r a i n e d f o r t h a t r o u t e f o r c a s i n g a n d
a ux i l i a ry de l i ve ry a s s i s t a nc e on t he s t r e e t s . O n
t h e o t h e r h a n d , F T e m p l o y e e s w h o s e r o u t e s a r e
u n d e r l o a d e d c a n a l s o b e u s e d f o r d e l i v e r i n g m a i l
o n o t h e r o v e r l o a d e d r o u t e s a f t e r c o m p l e t i n g t h e i r
o w n d e l iv e r y s c h e d u l e . S o m e F T e m p l o y e e s d o
no t ow n t he b i d t o de l i ve r on a spe c i f i c rou t e .
T h e y a r e k n o w n a s ' u n a s s i g n e d r e g u l a r s ' . C o r r e -
spond i ng l y , t he y a l so c a n be use d fo r de l i ve ry
p u r p o s e s o n a n y r o u t e w h i c h i s o v e r l o a d e d , a n d
f o r c a s i n g o n t h o s e r o u t e s f o r w h i c h t h e y p o s s e s s
s c h e m e k n o w l e d g e f r o m p a s t t r a i n i n g .
N o w t h e p r o b l e m a r i s e s o n a s s i g n i n g w o r k t o
t he a va i l a b l e e mpl oye e s i n suc h a w a y t ha t ove r -
t i me i s mi n i mi z e d . A c us t ome r s e rv i c e s t a nda rd
must a l so be sa t i s f ied: Al l f i rs t c lass mai l rece ived
a t a s t a t i on i n t he morn i ng mus t be de l i ve re d t he
sa me da y . The bu l k bus i ne s s c l a s s ma i l mus t be
de l i ve re d w i t h i n 48 hours , w h i c h me a ns t ha t a
l i m i t e d a m o u n t o f m a i I c a n b e i n v e n t o r ie d . E a c h
c a t e gory o f ma i l c a n be p hys i c a l ly i de n t i f i e d be -
fo re t he c a s i ng ope ra t i on be g i ns .
T h i s s c h e d u l i n g p r o b l e m i s a n i n v o l v e d o n e ,
b e c a u s e a s t a t i o n m a n a g e r d o e s n o t k n o w w h i c h
P T F e m p l o y e e s h o u l d b e u s e d i n w h a t c a p a c i ty t o
ob t a i n t he be s t r e su l t s . The op t i ons ope n a re t o
use a P TF fo r c a s i ng he l p , a ux i l i a ry de l i ve ry a s s i s -t a nc e on t he roa d , o r bo t h c a s i ng a nd de l i ve ry on
a spe c i f i c rou t e ( t o c ove r fo r t hose F T e mpl oye e s
w ho a re una va i l a b l e on a g i ve n da y due t o va c a -
t io n o r s i ck le a v e) . M o r e o v e r , e a c h P T F e m p l o y e e
i s t r a i ne d fo r c a s i ng ma i l ' on d i f fe re n t rou t e s .
W h i c h r o u t e m u s t h e / s h e b e a ss ig n e d to o n a
g i ve n da y so a s t o mi n i mi z e ove r t i me hours , a nd
a l so me e t t he s e rv i c e s t a nda rds? O t he r ob j e c t i ve s
a r e t o m i n i m i z e t h e i d l e t i m e f o r F T e m p l o y e e s ,
a n d t o e q u i t a b ly d i s t ri b u t e t h e o v e r t i m e h o u r s
a m o n g a l l F T e m p l o y e e s d e s i r i n g o v e r t i m e . T h ei mp or t a n c e o f t he se ob j e c t i ve s is c a p t u re d by
a s s i gn i ng d i f fe re n t r e l a t i ve w e i gh t s t o t he m i n t he
o b j ec t iv e f u n c t i o n , a n d b y a d d i n g a p p r o p r i a t e
c o n s t r ai n t s . T h i s p r o b l e m i s m o d e l e d a s a l i n e a r
p r o g r a m , a s p r e s e n t e d n e x t.
3 . S t a f f s c h e d u l i n g m o d e l
The c ons t ra i n t s e t a nd t he ob j e c t i ve func t i on
o f t h i s l i n e a r p r o g r a m m i n g m o d e l a r e r e p r e s e n t a -
t iv e o f t h e a c t u a l o p e r a t i n g e n v i r o n m e n t o f a
pos t a l d i s t r i bu t i on sys t e m. I t c a n be so l ve d t o
y i e l d da i l y s c he du l e s , w h i c h i de n t i fy w ha t rou t e s
e a c h e m p l o y e e m u s t w o r k o n , i n w h a t c a p a c i t y
( o v e r t i m e o r r e g u l a r ) , a n d h o w m a n y h o u r s m u s t
b e s p e n t o n e a c h w o r k o p t i o n . F o r t h e P T Fe mpl oye e s , t he s c he du l e spe c i f i e s t he rou t e s on
w h i c h a P T F e m p l o y e e w o r k s f o r c a s i n g m a i l o r
re nde r i ng a ux i l i a ry de l i ve ry a s s i s t a nc e on t he
s t re e t s . I t a l so show s w h i c h P TF e mpl oye e s shou l d
be use d f rom t hose a va i l a b l e on a g i ve n da y . The
m o d e l o u t p u t s t h e a m o u n t o f u n c a s e d o r cu r -
t a i l e d ma i l on e a c h rou t e fo r t ha t da y . The s t a -
t i o n m a n a g e r c a n t h e n e i t h e r h o l d b a c k t h e b u l k -
bus i ne s s c l a s s ma i l on t ha t rou t e fo r t he ne x t da y ,
o r a u t h o r i z e m o r e o v e r t i m e . T h e c u r t a i l e d m a i l i s
g i ve n t he s a me p r i o r i t y a s f i r s t c l a s s ma i l a r r i v i ng
o n t h e f o l l o w i n g m o r n i n g . T h i s p r o c e d u r e p e r m i t s
t h e m o d e l t o m e e t t h e s e rv i ce s t a n d a r d s o f d el iv -
e r i ng t he bu l k bus i ne s s c l a s s ma i l a l so w i t h i n 48
hours , a nd i n f a c t is ide n t i c a l t o t he w a y t he
de c i s i ons a re a c t ua l l y ma de b y t he pos t a l supe rv i -
sors .
C u r r e n t l y t h e s c h e d u l e r a s s i g n s w o r k e r s f o r a
g i ve n da y t o t he i r r e spe c t i ve rou t e s on t he ba s i s
o f e mpl o ye e a va i la b i l it y . N o fo re c a s t i ng o f ma i l i s
done , s i nc e t he a c t ua l ma i l vo l ume f i gu re s a re
a va i l a b l e a t t he t i me t ha t s c he du l i ng de c i s i ons
m u s t b e m a d e . T h e P T F w o r k e r s a r e c a l l e d i n o nt h e b a s i s o f ac t u a l m a i l v o l u m e s e x p e r i e n c ed . T h e
b i d o w n e r s o f o v e r - l o a d e d r o u t e s r e q u e s t a d d i -
t i ona l a s s i s t a nc e o n a da i l y ba s is . Th e sup e rv i so r
c a n t h e n a s s i g n t h e m s o m e P T F w o r k e r f r o m t h e
p o o l a v a i l a b l e , a s s i g n a F T e m p l o y e e f r o m a n
u n d e r - l o a d e d r o u t e , o r a u t h o r i z e o v e r t i m e . A
c o m b i n a t i o n o f th e s e a l t e r n a t i v e s m a y a l s o b e
c o n s i d e r e d .
3 .1 . S t a f f s c h e d u l i n g m o d e l n o t a t i o n
T h e s t a ff s c h e d u l i n g m o d e l p a r a m e t e r s a n d
de c i s i on va r i a b l e s a re de f i ne d be l ow .
P a r a m e t e r s :
D ; - - - D e m a n d o f m a i l i n f e e t t o b e d e l i v e r e d
on rou t e i .
p c i = N o r m a l p r o d u c t i v it y o f c a si n g , m e a s u r e d
a s f e e t o f ma i l c a se d pe r hour by a fu l l y
t r a i n e d e m p l o y e e o n r o u t e i .
j 1 = T h e o r d e r e d s e t o f F T e m p l o y e e s a t t h e
s t a t i on . Th i s i nc l ude s una s s i gne d re gu -
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M.K. Ma lhotra et al. / M o d el fo r scheduling postal dis tr ibution employees 377
j 2
j3
jR
l u
Qi
Ci
U
q~.tj
q2tj
l a r s , a s w e l l a s t h e e m p l o y e e s w h o o w n
b i d s f o r t h e i r r o u t e s .
T h e o r d e r e d s e t o f P T F e m p l o y e e s .
T h e o r d e r e d s e t o f F T e m p l o y e e s w i ll in g
t o w o r k o v e r t i me . T h i s i s a s u b s e t o f j 1
T h e o r d e r e d s e t of e m p l o y e e s w h o o n l yd o r o u t e r w o r k o n s o m e s p e c i f i e d r o u t e s .
T h e s e t o f u n d e r l o a d e d r o u t e s ( h a vi n g
l e s s t h a n a n e i g h t - h o u r e q u i v a l e n t o f
w o r k ) o n a g i v e n d a y .
' O f f i c e h o u r s s t a n d a r d i z a t i o n ' f o r r o u t e i ,
d e f i n e d a s t h e n u m b e r o f ho u r s s p e n t f o r
c a s i n g t h e r e f e r e n c e v o l u m e o f m a i l i n a
n o r m a l e i g h t - h o u r d a y .
' S t r e e t h o u r s s t a n d a r d i z a t i o n ' f o r r o u t e i ,
d e f i n e d a s th e n u m b e r o f h o u r s s p e n t f o r
d e l i v e r i n g t h e r e f e r e n c e v o l u m e o f m a i l i n
a n o r m a l e i g h t - h o u r d a y .
M a x i m u m a m o u n t o f m a i l in h o u r s e q ui v -
a l e n t w h i c h c a n b e c u r t a i l e d o n r o u t e i
o n a n y s i n g l e d a y .
A n u p p e r b o u n d o n t h e t o t a l m a i l c u r -
t a i l e d a c r o s s a l l t h e r o u t e s . T h i s p a r a m e -
t e r c a n b e s e t b y t h e m a n a g e m e n t , a n d
s e r v e s a s a s u r r o g a t e m e a s u r e o f c u s -
t o m e r s e r v i c e .
T h e s e t o f a l l t h e r o u t e s t o b e s e r v i c e d a t
a s t a t i o n .
1 i f a F T e m p l o y e e j o w n s t h e b i dt o d e l i v e r m a i l o n r o u t e i ;
0 o t h e r w i s e .
1 i f a F T e m p l o y e e j , w h o s e r v e s a s a
r o u t e r , i s t r a i n e d f o r c a s i n g m a i l o n
r o u t e i ;
0 o t h e r w i s e .
1 i f a P T F e m p l o y e e j is t r a i n e d f o r
c a s i n g m a i l o n r o u t e i ;
0 o t h e r w i s e .
1 i f a FT e m p l o y e e j is w i l l in g t o
b j = w o r k o v e r t i m e ;
0 o t h e r w i s e .
10 i f t h e FT e m p l o y e e j is a v a i l a b l e
r ) - - f o r w o r k o n t h e g i v e n d a y ;
o t h e r w i s e .
i i f t h e F T e m p l o y e e j , w h o s e r v e s a s
t h e r o u t e r , i s a v a i l a b le f o r w o r k o n
t h e g i v e n d a y ;
o t h e r w i s e .
0
i f t h e P T F e m p l o y e e j i s a v a i l a b le
f o r w o r k o n t h e g i v e n d a y ;
o t h e r w i s e .
f = O v e r t i m e l im i t , i n h o u r s p e r d a y , f o r e a c h
e m p l o y e e . I t i s n o r m a l l y t w o h o u r s o f
o v e r t i m e , w h i c h r e p r e s e n t s t h e i n d u s t r y
s t a n d a r d o f a 2 5 % o v e r t i m e l i m i t p e r
e m p l o y e e .
p ; = R e l a t i v e c a s i n g e f f i c ie n c y o f a n u n t r a i n e d
P T F e m p l o y e e w o r k i n g a s a s u b s t i t u t e b i d
o w n e r o n a n u n t r a i n e d r o u t e . T h i s v a r i -
a b l e is a r e a l n u m b e r g r e a t e r t h a n 1 .0 f o r
a n u n t r a i n e d P T F e m p l o y e e , a n d e q u a l s
1 . 0 f o r a f u l l y t r a i n e d e mp l o y e e .
{1 / p i i f t h e r o u t e i i s c a r r i e d t e m p o -
r a r i ly b y a s u b s t i t u t e P T F e m -Ci
p l o y e e o n a g i ve n d a y ;
1 o t h e r w i s e .
D e c i s i o n v a r i a b l e s:
D ~j = L a b o r h o u r s o f F T e m p l o y e e j a t r e g u l a r
w a g e r a t e a s s i g n e d f o r d e l i v e r y o n r o u t e i .
D O ~j = L a b o r h o u r s o f F T e m p l o y e e j a t o v e r -
t i m e w a g e r a t e a s s i g n e d f o r d e l i v e r y o n
r o u t e i .
D 2. = L a b o r h o u r s o f P T F e m p l o y e e j a t re g u -
l a r w a g e r a t e a s s i g n e d f o r d e l i v e r y o nr o u t e i .
D O 2 = L a b o r h o u r s o f P T F e m p l o y e e j a t o v e r -
t i m e w a g e r a t e a s s i g n e d f o r d e l i v e r y o n
r o u t e i .
C i~ = L a b o r h o u r s o f F T e m p l o y e e j at r e g u l a r
w a g e r a t e a s s i g n e d f o r c a s i n g m a i l o n
r o u t e i .
C O /lj = L a b o r h o u r s o f F T e m p l o y e e j a t o v e r -
t i m e w a g e r a t e a s s i g n e d f o r c a s i n g m a i l
o n r o u t e i .
C ~j = L a b o r h o u r s o f P T F e m p l o y e e j a t r e g u -l a r w a g e r a t e a s s i g n e d f o r c a s i n g m a i l o n
r o u t e i .
C O 2 -- L a b o r h o u r s o f P T F e m p l o y e e j a t o v e r -
t i m e w a g e r a t e a s s i g n e d f o r c a s i n g m a i l
o n r o u t e i .
R~s = L a b o r h o u r s o f F T e m p l o y e e j a t r e g u l a r
w a g e r a t e a s s i g n e d a s r o u t e r t i m e f o r
c a s i n g m a i l o n r o u t e i .
U j I = N u m b e r o f i d le l a b o r h o u r s f o r F T e m -
p l o y e e j .
U j R = N u m b e r o f id l e l a b o r h o u r s f o r r o u t e r F T
e m p l o y e e j .
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3 7 8 M .K M alhotra et al. / Mo delfor schedulingpostal distribution employees
E ,
E"
S i
.~
d ; =
C u r t a i l e d m a i l o n r o u t e i in t h e c u r r e n t
p e r i o d , d e f i n e d a s h o u r s o f a d d i ti o n a l
c a s i n g w o r k r e q u i r e d .
C u r t a i l e d m a i l o n r o u t e i i n t h e p r e v i o u s
p e r i o d , d e f i n e d a s h o u r s o f a d d i ti o n a l
c a s i n g w o r k r e q u i r e d .
T h e u n p r o c e s s e d s u r p l u s m a i l o n r o u t e i
wh i c h e xc e e ds t he a l l owe d c u r t a i l e d l e v -
e l s . Th i s s u rp l u s m a y a r i s e due t o bus i -
n e s s m a i l in g s o f p r o m o t i o n a l a d v e r ti s e -
m e n t c a m p a i g n s .
O v e r - d e v i a t i o n o f t h e d i f f e r e n c e o f o v e r-
t i m e h o u r s a s s i g n e d t o th e j - t h a n d ( j +
1 ) - t h F T e m p l o y e e .
U n d e r - d e v i a t i o n o f d i f f e r e n c e o f o v e r t i m e
h o u r s a s s i g n e d t o j - t h a n d ( j + 1 ) -t h F T
e m p l o y e e .
3 .2 . S t a f f s c h e d u l in g m o d e l c o n s tr a i n ts
1) Ma i l a r i v i ng a t t he d i s t r i bu t i on s t a t i on a f t e r
s o r t i ng a t t he m a i n pos t o f f i c e m us t be de l i ve re d .
T h e m a i l a r r i v e s f o r d i s t r i b u t i o n i n t h e m o r n i n g
( 5 - 7 a . m . ) , a n d b e f o r e n o o n . F o r t h e p u r p o s e o f
r u n n i n g t h e m o d e l , t h e a g g r e g a t e d m a i l a r r i v a l s
a r e a d d e d t o t h e m a i l c u r t a i l e d f r o m t h e p r e v i o u s
da y t o ge t t he t o t a l work l oa d fo r a g i ve n da y .
On l y a l i m i t e d i nve n t o ry o f bu l k bus i ne s s c l a s s
m a i l is a l l owe d . The de m a n d c o ns t r a i n t i s p re -
s e n t e d i n t wo pa r t s : one fo r m e e t i ng c a s i ng r e -
q u i r e m e n t s , a n d t h e o t h e r f o r m e e t i n g d e l i v e r y
r e q u i r e m e n t s . T h e t r a i n i n g p r o c e ss i s r e f l e c te d i n
t he c a s i ng c ons t r a i n t , a s i s m a i l c u r t a i l m e n t due
to insuff ic ient capac i ty .
1 . a) F o r c a s i ng r e qu i re m e n t s t o be s a t i sf i e d :
E qijRijl 1 + C i ( E w l j ( C l + b j C O l ) ) + S ij ~ j R j E j l
+ ~., q.2.{C.2. + C 0 2 . ) + E i = + ,
J EJ2 U \ tj ~ Ei
for a l l i ~ I . (1 a )
The r e l a t i ve c a s i ng e f f i c i e nc y o f a n un t r a i ne d
e m pl oye e (p~ ) a s s i gne d fo r c a s i ng a nd de l i ve r i ng
on rou t e i is r e p r e s e n t e d i n t he c i t e rm . I f a P T F
e m pl oye e i s c a r ry i ng m a i l fo r t he f i r s t t i m e a s t he
s u b s t it u t e b i d o w n e r , p ~ w o u l d n o r m a l l y b e g r e a t e r
t ha n one . T hus P i is a func t i on o f the P TF
e m p l o y e e b e i n g s u b s t i t u t e d o n t h e r o u t e i f o r a
g i v e n d a y , a n d w h e t h e r t h a t e m p l o y e e h a s h a d a
p r e v i o u s t r a i n i n g e x p o s u r e o n t h a t r o u t e . F o r
u n t r a i n e d e m p l o y e e s , a l o ss o f 3 0 - 5 0 % i n p r o -
duc t i v i t y c a n oc c u r on t he f i r s t da y . The l e a rn i ng
effec t i s s igni f icant , because i t en ta i l s a loss of
a v a i la b l e r e g u l a r t i m e h o u r s . A n e m p l o y e e is g e n -
e ra l l y fu l ly t r a i ne d i n a we e k ' s t i m e , a nd r e t a i n s
t h e c a s i n g s c h e m e k n o w l e d g e f o r t h a t r o u t e e v e n
w h e n n o t w o r k i n g o n i t f o r e x t e n d e d p e r i o d s o f
t i m e . T he d i s c us s i on on t he E i a n d S i t e rm s i n
t h e c a s i ng r e q u i r e m e n t s c o n s t r a i n t is c o v e r e d l a t e r
on in th i s sec t ion .
1 . b. i) F o r de l i ve ry r e qu i re m e n t s t o be s a t is -
f ied :
E w ~ ( D l j + bs D O l j ) + E ( D ~ + D O ~ ) = S T i]Cj l jEj2
for a l l i • I ,
1.b.ii)
w l . ( D ] j ) = STi for a l l i • I , . ( l b)
P a r a m e t e r S T ,. , t h e s t r e e t h o u r s s t a n d a r d i z a t i o n
fo r rou t e i , i s f a i r l y i n s e ns i t i ve t o w i de f l uc t ua -
t i ons i n t he vo l um e t o be de l i ve re d . De v i a t i ons i n
m a i l v o l u m e s f r o m r e f e r e n c e v o l u m e s a r e c a p -
t u r e d a s i n c r e a s e d o r d e c r e a s e d w o r k l o a d s f o r
c a s i ng on l y . S om e t i m e s t he re a re a f e w rou t e s
w h i c h g e t l e s s t h a n t h e i r r e f e r e n c e v o l u m e o f
m a i l . T h e s e r e g u l a r b i d o w n e r s a r e t h e n f r e e d u p
t o d e l i v e r m a i l o n o v e r l o a d e d r o u t e s , a p r o c e d u r e
c a l l e d ' p i vo t i ng ' . I t i s ha nd l e d i n t he m ode l by
s e t t i ng t he wlj . pa r a m e t e r e qua l t o one fo r t hos e
F T e m p l o y e e s w h o o w n t h e b i d o n u n d e r l o a d e d
r o u t e s . T h i s e q u a l i t y i s m a d e p r i o r t o r u n n i n g t h e
m o d e l b y i n s p e c ti n g t h e d e m a n d d a t a f o r a gi v en
da y . The re a re ge ne ra l l y l e s s t ha n f i ve rou t e s on
a n a v e r a g e d a y w h i c h a r e u n d e r l o a d e d , a n d a s
s u c h c a n b e p i v o t e d . T h e n t h e ( 0 , 1 ) p a r a m e t e r
e n s u r e s t h a t o n l y t h e b i d o w n e r , o r F T e m p l o y e e s
s e rv i ng a s p i vo t s , c a n de l i ve r on a g i ve n rou t e . No
s uc h r e s t r i c t i on i s p l a c e d on t he P TF e m pl oye e s .
T h e y c a n d e l i v e r o n a n y r o u t e w i t h t h e s a m e l e v e lo f p ro f i c i e nc y . The s e c ond de l i ve ry c ons t r a i n t
s how n a s 1 . b .i i) e n s u re s t ha t b i d owne rs o f und e r -
l oa de d rou t e s f i r s t f i n i s h de l i ve r i ng on t he i r rou t e s
b e f o r e p i v o t i n g o n t o o t h e r o v e r l o a d e d r o u t e s .
2 ) O v e r t i m e h o u r s a s s i g n e d s h o u l d n o t e x c e e d
a c e r t a i n f r a c t i on o f r e gu l a r t i m e hou r s .
2 ( D O / l j + C O l j) < f r ] for a l l j C J 1 ,i e l
E ( D o 2 + C 0 2 ) <_fr} f o r a l l j ~ j 2 . ( 2 )
i ~ l
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M.K. M alhot ra e t a l , / Mo de l for s c he dul ing pos ta l d i s tr ibu t ion e m ploy e e s 379
T h e p r e s e n c e o f t h e a p p r o p r i a t e r v a r i a b l e
e n s u r e s t h a t a n e m p l o y e e i s a s s i g n e d o v e r t im e
on l y if p re s e n t i n t he s t a t i on on a g i ve n day . S om e
o f t h e P T F e m p l o y e e s a r e a s s i g n e d t o th e r o u t e s
whos e i nd i v i dua l owne rs a re no t a va i l a b l e . The n
t h e r e g u l a r h o u r s f o r t h o s e r o u t e s r e m a i n e q u a lt o e i gh t , bu t t he a va i l a b l e hou r s fo r t ha t P TF
e m pl oye e a re s e t e qua l t o z e ro . S i m i l a r l y , t he T6
e m p l o y e e s d o n o t h a v e a u n i q u e i d e n t i t y , b u t a r e
s l o t t e d i n t o d i f f e re n t rou t e s on d i f f e re n t da ys o f
t h e w e e k .
3 ) T h e r e g u l a r t i m e c o n s t r a i n t s t a t e s t h a t e a c h
e m p l o y e e c a n n o t w o r k m o r e t h a n a s p e c i f i e d
n u m b e r o f h o u r s o n a r e g u l a r w a g e r a t e . T h e F T
e m p l o y e e s a r e g u a r a n t e e d e i g h t h o u r s o f w o r k
e v e ry d a y. H e n c e u n d e r t i m e i s p e n a l i z e d i n t h e
ob j e c t i ve func t i on .
3 . a ) F o r F T e m p l o y e e s :
E ( D ] ] + C ] j) + U , .= S r ) f o r a l l j • J ' ,i E I
ER Ij+ Uj~=8r] f o r a l l j • j I~ ( 3 a )
i ~ I
3 . b ) T h e P T F e m p l o y e e s c a n b e u s e d f o r l e s s
t h a n e i g h t h o u r s o f w o r k o n a n y d a y . T h i s c o n -
s t r a i n t e n s u r e s t h a t P T F e m p l o y e e s a r e a s s i g n e d
r e g u l a r w o r k h o u r s o n l y i f t h e y a r e p r e s e n t i n t h es t a ti o n o n t h a t d a y . M o r e o v e r , r e g u l a r w a g e r a t e s
a r e o n l y a p p l i c a b l e t o e i g h t o r f e w e r w o r k h o u r s
p e r d a y .
E ( D ~ + C ~ ) - < 8 4 f o r a l I j • j 2 . ( 3 b )i ~ l
3 .c ) T h e P T F e m p l o y e e s c a n n o t d e l i v er f o r
m o r e t h a n s ix h o u r s , i n o r d e r t o e n s u r e t h a t
a l m os t a l l m a i l i s de l i ve re d by m i d -a f t e rnoon .
T h i s m a n a g e m e n t p r e f e r e n c e w a s i n c o r p o r a t e d
i n t o t he m ode l i n the fo rm o f c ons t r a i n t (3c ) . Th i s
c ons t r a i n t i s e s pe c i a l l y i m por t a n t fo r t he ne w
P T F e m p l o y e e s w h o d o n o t p o s s es s s c h e m e
k n o w l e d g e f o r m a n y r o u t e s , a n d s o m u s t b e m a d e
t o g i ve a ux i l i a ry a s s i s t a nc e on t he s t r e e t s .
E ( D 2 + D O / ~ ) < 6 4 for a l l j • J 2 . (3c )i E l
4) The e qu i t y c ons t r a i n t r e qu i re s t ha t a l l t he
F T e m p l o y e e s w h o a r e w i l l in g t o w o r k o v e r t i m e
m us t r e c e i ve i t i n a n e qu i t a b l e f a s h i on . The d i f -
f e r e n c e s i n o v e r t im e a s s ig n e d a r e c o n s i d e r e d b e -
t w e e n c o n s e c u t i v e p a i r o f e m p l o y e e s b e l o n g i n g t o
t h e s e t o f F T e m p l o y e e s d e s i r in g o v e r t i m e . N o
ove r t i m e e qu i t y c ons t r a i n t s e x i s t s fo r t he rou t e r s
o r P T F w o r k e r s .
E ( D O l j' + C O ] j ) - E ( D O ] ( ] + , , + C O 1 ~/+l) )i ~ l i ~ l
= d f - d 7 f o r a l l j • j 3 a n d j4~lJ31. (4 )
5 ) Th e c u r t a i l e d m a i l c ons t r a i n t r e qu i re s t h a t
m a i l wh i c h c a nno t ge t c a s e d on a g i ve n da y ,
t e r m e d a s t h e ' c u r t a i l e d m a i l ' , i s a d d e d t o t h e
n e x t d a y 's p r o c e ss i n g r e q u i r e m e n t s . T h e t o t a l c u r-
t a i l e d m a i l c o m e s f r o m t w o s o u r c e s - f r o m t h e E i
t e rm , a n d t he S~ t e rm i n t he c a s ing c ons t r a i n t .
T h e E~ t e r m c o m e s f r o m t h e t r a d e - o f f b e t w e e n
c o s t a n d c u s t o m e r s e r v i c e , w h e r e b y t h e m a n a g e -
m e n t f e e l s t ha t i t i s be t t e r t o c u r t a i l m a i l a c ro s s
a l l rou t e s up t o a c e r t a i n l i m i t U , be fo re ove r t i m e
i s u s e d t o p roc e s s i t. The S i t e rm i s t he s u rp l u s
c u r t a i l e d m a i l ove r a nd a bove t he c u r t a i l e d m a i l
E~, a nd on l y a r i s e s wh e n no t e nou gh r e s ou rc e s
a re a va i l a b l e t o p roc e s s t he g i ve n wo rk l oa ds .
S uc h ove r l o a d s i t ua t i ons c a n oc c u r i f a s u rge o f
p ro m o t i ona l m a i l h it s a bus i ne s s o r r e s i de n t i a l
rou t e on a ny g i ve n da y . The d i f f e re n t i a t i on be -
t we e n t he s e t wo c a t e go r i e s o f c u r t a i l e d m a i l is
r e q u i r e d i n o r d e r t o e n f o r ce t h e m a n a g e m e n t
p r i o r i t i e s i n t he ob j e c t i ve func t i on . The re i s a n
up pe r l i m i t on i nd i v i dua l E i t e rm s , a s we l l a s t he
s um o f t he E , t e rm s fo r a ll t he rou t e s i n t he
s t a t i on on a g i ve n da y . No s uc h uppe r l i m i t e x i s t s
on the S~ te rm .
The c u r t a i l e d m a i l c ons t r a i n t r e f l e c t s t he fa c t
t h a t t h e a m o u n t o f c u r ta i l e d m a i l o n a n y g iv e n
d a y w i ll d e p e n d u p o n t h e a v a i la b l e w o r k f o r c e
s iz e , a nd t h e de m a nd o f m a i l t o be p roc e s s e d . In
o r d e r t o a v o id s o l u t io n s w h e r e b y e x ce s si v e a m o u n to f m a i l i s l e f t unp roc e s s e d on a ny i nd i v i dua l
r o u t e , w e c o n s t r a i n t h e m a x i m u m d e s i r e d a m o u n t
o f u n c a s e d m a i l o n a n y r o u t e . A t t h e s a m e t i m e ,
t h e t o t a l a m o u n t o f m a i l w h i c h c a n b e c u r t a i le d
a c ros s a l l t he rou t e s i n t he s t a t i on a l s o ha s a n
u p p e r b o u n d .
E ; < C i f or a l l i • I ,
}~Ei<U.i ~ l
(5 )
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380 M.K. M alho tra e t a l. / Mod e l fo r schedu l ing pos ta l d is t r ibu tion employees
T h e c o e f fi c i e nt o f o n e p a r t o f c u r ta i l e d m a i l
( E i ) i n t h e o b jec t iv e f u n c t io n i s l e s s t h an th e
co e f f i c i en t f o r o v e r t im e . T h en th e so lu t io n to t h e
m o d e l w o u l d a lw a y s tr y t o u s e u p t h a t p a r t o f t h e
cu r t a i l ed m a i l ( E i ) u p to t h e sp ec i f i ed v a lu e o f
t h e u p p e r b o u n d . T h e m a n a g e m e n t c a n t h u s c o n -t r o l t h e t o t a l cu r t a i l ed m a i l t h a t t h e so lu t io n m u s t
ref lec t . In th is way , they a lso ind i rec t ly con t ro l
t h e n u m b e r o f o v e r ti m e h o u r s i n c u r r e d o n a g i v en
d ay . T h e su r p lu s p a r t o f cu r t a i l ed m a i l ( S~) i s p u t
in t h e o b jec t iv e f u n c t io n w i th a v e r y h ig h r e l a t i v e
v a lu e f o r i t s co e f f ic i en t . T h i s h ig h co e f f i c i en t v a lu e
in d ica t e s t h a t t h e su r p lu s m a i l h e ld b ack i s n o t a
m a n a g e m e n t p r i o r i t y , b u t a f i n a l r e s o r t w h e n
ad d i t i o n a l r e so u r ce s a r e e i t h e r n o t av a i l ab l e , o r
c a n n o t b e a u t h o r i z e d d u e t o b u d g e t c o n s t r a i n t s .
T h e c u s t o m e r s e r v i c e s t a n d a r d s w o u l d d e c l i n e i n
th a t c a se .
3 . 3 . O b j e c t i v e f u n c t io n
T h e o b jec t iv e f u n c t io n i s a we ig h ted su m o f
the fo l lowing ob jec t ives :
1 ) M in im ize th e t o t a l o v e r t im e in cu r r ed , f o r
b o th th e f u l l - t im e , a s we l l a s t h e p a r t - t im e em -
p loyees .
2 ) M i n i m i z e t h e u n d e r t i m e i n c u r r e d f o r t h eF T e m p l o y e e s .
3 ) M i n i m i z e t h e t o t al a m o u n t o f u n p r o c e s s e d
m a i l o v e r t h e p l an n in g h o r i zo n ( d a i ly i n t h i s c a se ) .
T h i s t e r m e n s u r e s t h a t t h e m o d e l d o e s n o t y i e l d a
t r i v i a l so lu t io n , wh e r eb y a l l t h e m a i l t o b e d e l iv -
e r ed i s se t a s id e a s t h e cu r t a i l ed v o lu m e .
4 ) M i n i m i z e t h e s u m o f t h e d e v i a t i o n s f r o m
e q u i t a b l e o v e r t i m e a s s i g n m e n t t o t h e F T e m p l o y -
ee s .
5 ) M i n i m i z e t h e s u m o f t h e r e g u l a r h o u r s
w o r k e d b y t h e P T F e m p l o y e e s . T h i s d e c i si o n v ar i-
a b l e is o n e w h i c h t h e m a n a g e m e n t c a n c o n t ro l ,
b e c a u s e a P T F e m p l o y e e n e e d n o t b e u t i l i z e d f o r
fu l l e igh t hours .
6 ) M in im ize th e su r p lu s cu r t a i l ed m a i l .
M in Z = 1 . 5 { Y ' . ~ ] ( D O ~ j + C O ~ ,.)i ~ l j ~ j 3
+ E E ( D O / + C O ) }i ~ I j E J 2
+ 1 .25 ( ]~] U j+ ~ U j } + ~ 7 ~ E ij E J l j c J R i ~ l
E ( d 7 + d ] -)j E J 3
j~=lJ3[
i ~ l j ~ j 2 i ~ l
( 6 )
A se r i e s o f sen s i t iv i t y r u n s we r e m ad e in o r d e r
to o b ta in so m e in s ig h t s i n to t h e r e l a t i v e we ig h t s
o n d i f f e r en t t e r m s in t h e o b jec t iv e f u n c t io n . W h en
th e to t a l o v e r t im e in cu r r ed i s g iv en th e sam e
w e i g h t a s t h a t o f c u r t a i l e d m a i l , t h e m o d e l u s e su p l a r g e r a m o u n t s o f o v e r ti m e t h a n c u r t a i l e d
m a i l . T h i s is u n d e s i r a b l e f r o m t h e m a n a g e m e n t ' s
v i e w p o i n t . W h e n t h e t o t a l c u r t a i l e d m a i l i s
we ig h ted ev en s l i g h t ly l e s s t h an to t a l o v e r t im e ,
v e r y s m a l l a m o u n t s o f o v e r t i m e a r e i n c u r r e d .
S in ce th e co e f f i c i en t o f t o t a l cu r t a i l ed m a i l i n t h e
o b jec t iv e f u n c t io n i s l e s s t h an th e co e f f i c i en t o f
to t a l o v e r t im e , t h e m o d e l w i l l a lway s a t t em p t t o
cu r t a i l a s m u ch m a i l a s p o ss ib l e b e f o r e a s s ig n in g
o v e r t i m e . R e d u c i n g t h e u p p e r b o u n d o n t h e t o t a l
cu r t a i l ed m a i l j u s t r e su l t s i n an eq u iv a l en t n u m -
b e r o f h o u r s sh i f t i n g in to t o t a l o v e r t im e . T h u s f o r
a g iv en se t o f p r o d u c t iv i ty v a lu e s , t h e m an ag e -
m en t c an co n t r o l t h e d a i ly o v e r t im e b y sp ec i f y in g
t h e u p p e r l i m i t o n t o t a l c u r t a i l e d v o l u m e f o r t h e
day .
T h e co e f f i c i en t f o r t h e t o t a l o v e r t im e t e r m i s
1 .5 , i n o r d e r t o r e f l e c t t h e r e l a t i v e d o l l a r co s t f o r
o v e r t i m e . T h e c o e f fi c i en t s o f o t h e r t e r m s i n t h e
o b jec t iv e f u n c t io n a r e n o t a l l eq u a l t o u n i ty , i n d i -
ca t in g th a t t h ey h av e d i f f e r en t r e l a t i v e im p o r -
t a n c e t o m a n a g e m e n t . W i t h e q u a l w e i g h t s o n
u n d e r u t i l i z e d f u l l t i m e h o u r s , P T F w o r k e r h o u r s ,a n d t h e c u r t a i l e d m a i l ( E l ) , t h e m o d e l m a y n o t
u se u p a l l av a i l ab l e f u l l t im e h o u r s b e f o r e cu r t a i l -
i n g m a i l o r a s s i g n in g P T F w o r k e r s o n t h a t r o u t e .
T h u s a h i e r a r ch y o f p r io r i t i e s ex is t s , wh e r eb y th e
h e l d b a c k s u r p l u s m a i l ( S i ) i s t h e l e a s t d e s i r ab l e ,
an d a s su ch i s a s s ig n ed a v e r y h ig h co e f f i c i en t
v a lu e o f 2 0 . Ov e r t im e i s t h e n ex t l e a s t d e s i r ab l e
o p t io n w i th a co e f f i c i en t v a lu e o f 1 .5 . T h e FT
u n d e r u t i l i z a t i o n s h o u l d b e d r i v e n d o w n t o z e r o
b e f o r e m a i l i s cu r t a i l ed o n an y r o u te , o r ad d i -
t i o n a l h e l p a s s i g n e d i n t h e f o r m o f a P T F e m -
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M.K, M atho tra e t a l. / Mo de l fo r schedu l ing pos ta l d is t r ibu t ion em ployees 381
p l o y e e . T h e mo d e l a c h i e v e s t h i s b y g i v i n g a r e l a -
t iv e l y h i g h e r w e i g h t o f 1 .2 5 t o t h e u n d e r u t i l i z e d
h o u r s. P T F w o r k e r h o u r s h a v e t h e s a m e w e i g h t in
t h e o b j e c t i v e f u n c t i o n a s t h e c u r t a i l e d m a i l E i , s o
t h a t a P T F w o r k e r m a y n o t b e u s e d f o r e ig h t
h o u r s i f m a i l c a n b e c u r t a i l e d o n r o u t e s u p t o t h es p e c i f i e d l i m i t U . T h i s m e a n s t h a t t h e m o d e l i s
i n d i f f e r e n t b e t w e e n c u r t a i l in g m a i l ( E i ) o r u s i n g
m o r e P T F h o u r s o n a n y r o u t e , a s l o n g a s t h e
o t h e r c o n s t r a i n t s o f t h e m o d e l a r e s a t is f i ed . F i -
n a l ly , t h e e q u i t a b l e a s s i g n m e n t o f o v e r t i m e b e -
t w e e n e m p l o y e e s d e s i r i n g o v e r t i m e h o u r s h a s t h e
l o w e s t r e l a t i v e p r i o r i t y , a n d a s s u c h i s a s s i g n e d a
w e i g h t o f u n i t y i n t h e o b j e c t i v e f u n c t i o n .
4 . M o d e l v a l i d a t i o n
T h e m o d e l d e v e l o p e d i n t h e p r e v i o u s s e c t i o n i s
b a s e d o n a n a c t u a l d i s t r i b u t i o n s y s t e m , a n d s h o u l d
g i ve f e a s i b l e d e c i s i o n s c o m p a r a b l e i n q u a l i t y w i t h
t h e o n e s b e i n g m a d e c u r r e n t l y b y m a n a g e m e n t .
T o v a l i d a t e t h e m o d e l , a n d s h o w i ts v a l u e a s a
d e c i s i o n s u p p o r t s y s t e m , it w a s a p p l i e d t o a n
a c t u a l c a s e s i t u a t i o n .
A l l ma j o r U . S . c i t i e s h a v e a l a r g e ma i n p o s t
o f f i c e , w h i c h s e r v e s a s t h e c e n t r a l c l e a r i n g h o u s e
o f m a i l t o s m a l l e r d e s t r i b u t i o n s t a t io n s . T h e m a i l
i s s o r t e d a c c o r d i n g t o t h e z i p c o d e s , a n d d i s -
p a t c h e d f o r d i s t r i b u t i o n t o t h e s t a t i o n s t w i c e a
d a y . T y p i c a l l y e a c h z i p c o d e c o r r e s p o n d s t o a
d e l i v e r y s t a t io n . W i t h i n e a c h z i p c o d e , t h e m a i l
c a n b e d i s t r i b u t e d a l o n g s e v e r a l d i f f e r e n t r o u t e s .
T h e s o r t i n g o f m a i l a l o n g d i f f e r e n t r o u t e s f o r a
g i v e n z i p c o d e i s a l s o d o n e a t t h e c e n t r a l p o s t
o f f i c e . I n o r d e r t o c a p t u r e t h e s c h e d u l i n g c o m -
p l e x i t y a t a s t a t i o n , t h e l a r g e s t o n e i n a ma j o r
m i d w e s t e r n c i ty w a s s e l e c t e d . T h i s s t a t i o n c o n -
s is t s o f t w o z i p c o d e s , t o g e t h e r t o t a l li n g m o r et h a n f i f ty r o u t e s . T h e n u m b e r o f ro u t e s a t m o s t
o t h e r s t a t i o n s u s u a l ly d o e s n o t e x c e e d t h i rt y .
4 .1 . D ata co l l ec t ion
T h e f i rs t s t e p i n d a t a c o l l e c t i o n w a s s e t t i n g t h e
m o d e l p a r a m e t e r s . T h e s e p a r a m e t e r s a r e: 1 ) t h e
r e f e r e n c e v o l u m e o f m a i l o n e a c h r o u t e , 2 ) t h e
t i m e t h a t s h o u l d b e s p e n t i n t h e s t a t i o n f o r c a s i n g
t h e ma i l ( o f f i c e t i me ) , a n d 3 ) t h e t i me w h i c h
s h o u l d b e s p e n t o n t h e s t r e e t s f o r d e l i v e r i n g t h e
r e f e r e n c e v o l u m e i n a n e i g h t - h o u r d a y . T h i s i n -
f o r m a t i o n w a s o b t a i n e d f r o m t h e s t a n d a r d s d a t a
m a i n t a i n e d a t t h e s t a t i o n . T h e c a s i n g p r o d u c t i v i t y
w a s o b t a i n e d a s t h e f e e t o f m a i l w h i c h c a n b ec a s e d i n a n h o u r b y a w o r k e r t r a i n e d f o r c a s i n g
o n t h a t p a r t i c u l a r r o u t e . T h i s p r o d u c t i v i t y i s t h e
p c ~ p a r a m e t e r u s e d i n t h e d e m a n d c o n s t r a i n t .
T h e c a s i n g p r o d u c t i v i t y d i f f e r s f r o m o n e r o u t e t o
a n o t h e r , b e c a u s e o f d i f f e r e n t d e n s i t y o f s t r e e t
a d d r e s s e s a l o n g d i f f e r e n t r o u t e s , a n d t h e v a r i a -
t i o n o f t h e m i x b e t w e e n l e t t e r m a i l a n d f l a t m a i l
a l o n g d i f f e r e n t r o u t e s . S o m e r o u t e s h a v e m o r e
b u s i n e s s a d d r e s s e s t h a n r e s i d e n t i a l o n e s . T h e a v -
e r a g e i s a b o u t 4 f e e t o f m a i l p e r h o u r , w h i c h
t r a n s l a t e s i n t o c a s i n g 1 8 l e t t e r s o r 8 f l a t s p e r
m i n u t e .
T h e a c t u a l m a i l a r ri v a l v o l u m e d a t a f o r e a c h
r o u t e w a s c o ll e c t e d n e x t . I t w a s d e c i d e d t h a t d a t a
w o u l d b e c o l l e c t e d f o r o n e w h o l e w e e k . T h e m a i l
a r r i v e s a t t h e s t a t i o n a t 5 - 7 a . m . i n t h e m o r n i n g ,
a n d t h e n a g a i n a t 1 0 a . m . T h e m a i l v o l u m e s a r e
s t o r e d o n t h e p a p e r t a p e s , a f t e r t h e c u r t a i l e d
v o l u m e f r o m t h e p r e v i o u s e v e n i n g i s a d d e d t o i t .
S i m i l a r ly t h e a f t e r n o o n v o l u m e i n c l u d e s th e m a i l
c u r t a i l e d i n t h e m o r n i n g . T o o b t a i n t h e t o t a l w o r k
l o a d f o r t h e d a y , t h e m o r n i n g m a i l v o l u m e f r o m
t h e t a p e s w a s a d d e d t o t h e a f t e r n o o n v o l u m e .T h e m a i l c u r t a i l e d i n t h e m o r n i n g w a s s u b t r a c t e d
f r o m t h i s t o t a l t o a v o i d d o u b l e c o u n t i n g . T h e n
t h e m o d e l r e c e i v e s th e s a m e v o l u m e o f t o t a l m a i l
a s t h a t a c t u a l l y a r r i v i n g a t t h e s t a t i o n , a n d t h e
v o l u m e c u r t a i l e d f r o m t h e p r e v i o u s e v e n i n g . T h u s
e v e r y d a y t h e m o d e l s t a r t s a f r e s h , a f t e r a c c o m o -
d a t in g t h e r e s u lt s o f m a n a g e m e n t ' s d e c is i on s o n
c u r t a i l e d v o l u m e s o n t h e p r e v i o u s d a y . T h i s t r e a t -
m e n t m a k e s p e r f o r m a n c e c o m p a r i s o n s e a s i e r . T h e
c a s i n g w o r k l o a d i s t h e r e b y o b t a i n e d b y d i v i d i n g
t h i s t o t a l v o l u m e b y t h e c a s i n g p r o d u c t i v i t y . T h ed e l i v e r y w o r k l o a d i s a l w a y s t h e s a m e a s t h e
s t r e e t t i me , i r r e s p e c t i v e o f t h e ma i l t o b e d e l i v -
e r e d .
I n o r d e r t o s c h e d u l e t h e e m p l o y e e s , t h e i r p r o -
f i l e s o f t r a i n i n g a s w e i 1 a s b i d a s s i g n me n t s mu s t
b e k n o w n . T h i s d a t a w a s c o l l e c t e d f o r a l l t h e F T
( i n c l u d i n g t h e r o u t e r s ) a n d P T F e m p l o y e e s w h o
a r e i n v o lv e d i n t h e d e l i v e r y p r o c e s s . F o r e a c h
P T F e m p l o y e e , t h e l i s t o f r o u t e s o n w h i c h t h e y
a r e t r a i n e d w a s a l s o o b t a i n e d . S i mi l a r l y , t h e l i s t
w a s o b t a i n e d f o r t h e f iv e F T e m p l o y e e s w h o
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382 M.K. M alhotra et al. / Mod el fo r scheduling pos tal distribution employees
w o r k e d a s t h e r o u t e r s . T h e o v e r t i m e d e s i r e d l i s t
c ons i s ts o f a bou t 20 e mp l oye e s , a n d i nc l ude s a
fe w T6 e mpl oye e s a l so . Th i s l i s t i s u se d t o c on -
s t r u ct t h e o r d e r e d s e t j 3 , r e q u i r e d f o r e n f o r c i n g
t he e qu i t y c ons t ra i n t . T h i s pha se o f da t a c o l l e c -
t i on a l so s e t t he va l ue s o f a l l (0 , 1 ) pa ra me t e r s i n
t h e m o d e l , w h i c h a r e u s e d t o e n f o r c e b i d o w n e r -
sh i p , a nd t o r e s t r i c t c a s i ng by P TF w orke rs t o
o n l y t h o s e r o u t e s f o r w h i c h t h e y h a v e b e e n p r e v i -
ous l y t r a i ne d .
T h e n e x t p h a s e o f d a t a c o l l e c ti o n f o r v a l i d at -
i n g t h e m o d e l w a s t o o b t a i n t h e a t t e n d a n c e
r e c o r d s o f a l l t h e e m p l o y e e s f o r t h e g i v e n w e e k .
S o m e e m p l o y e e s o n l y w o r k p a r t o f th e d a y d u e t o
t e m po ra ry j ob - re l a t e d d i s a b i l i ti e s , a nd so t he i r
w o r k d a y is s h o r t e n e d b e c a u s e t h e y c a n n o t d e -
l i ve r on t he s t r e e t s . S ome e mpl oye e s a re a w a y on
t h e i r a n n u a l v a ca t i o n , so t h a t t h e r p a r a m e t e r
c o r r e s p o n d i n g t o th e i r p r e s e n c e i n t h e s t a t i o n is
s e t e qua l t o z e ro fo r t he w ho l e w e e k . The c o l l e c -
t i o n o f t h e s e a t t e n d a n c e r e c o r d s e n s u r e s t h a t o n l y
t hose e mpl oye e s w ho a re a c t ua l l y a va i l a b l e a t t he
s t a t i on a re s c he d u l e d fo r t he g i ven w e e k .
4 .2 . S o m e a d j u s t m en t s
A n a l y s is o f m a n a g e m e n t s c h e d u l e s s h o w e d t h a t
b i d o w n e r s a r e a s s i g n e d o v e r t i m e o n t h e i r o w n
r o u t e , i r r e s p e ct i v e o f w h e t h e r t h e y a r e o n t h e
o v e r t i m e d e s i r e d l i st o r n o t . D e v e l o p m e n t o f f e a -s i bl e s c h e d u l e s i s c o n s i d e r e d m o r e i m p o r t a n t . T h e
e q u i t y c o n s t r a i n t w a s t h u s n o t a b i n d i n g o n e f r o m
t h e m a n a g e m e n t ' s p e r s p e c ti v e , a n d s o w a s s ub s e -
q u e n t l y d r o p p e d f r o m f u r t h e r r u n s o f t h e m o d e l .
I t c a n a l w a y s b e i n c l u d e d w h e n e v e r a n e q u i t a b l e
a s s i g n m e n t o f o v e r t i m e h o u r s b e t w e e n a se l e ct
g r o u p o f F T e m p l o y e e s b e c o m e s a n i m p o r t a n t
c o n s i d e r a t i o n .
F i n a l l y , a s e t o f e m p l o y e e a s s i g n m e n t s w e r e
de ve l ope d a nd show n t o t he pos t a l supe rv i so r ,
w h o g e n e r a l l y c o n s i d e r e d t h e m q u i t e f e a si b le .
O n e o f o u r e a r ly co n c e r n s w a s w h e t h e r t h e m o d e l
m a d e a s s i g n m e n t s t h a t w e r e t o o s h o r t i n d u r a -
t i on . The supe rv i so r s a s su re d us t ha t t h i s c onc e rn
w a s u n w a r r a n t e d f o r c a s i n g w o r k . A s s i g n m e n t s a s
sho r t a s f i ve mi n u t e s a re c on s i de re d re a sona bIe .
Ca s i ng fo r a l l rou t e s i s done i n one b i g ha l l , a nd
Table 1Representative assignment schedule for a typical day
Route Re gu la r/ T6 /PT F Time Overtime Additional Duty Time Total
carrie r hours hours assistance hours hours
1 XY Z 8.00 0.52 Rout er3 Case 0.18 8.70
2 PKE 8.00 0.00 PTF1 Carry 0.53 8.53
3 SKD 8.00 0.00 PTF2 Carry 0.75 8.75
4 RTW 8.00 0.00 Rou ter3 Case 1.57 9.57
5 JKL 8.00 0.00 PTF1 Carry 2.38 10.38
6 NR F 8.00 0.00 PTF1 Carry 0.52 8.52
7 MKM 8.00 0.00 PTF3 Case 1.05
PTF5 Carry 0.50 9.55
51 DAR 8.00 1.00 PTF2 Case 0.27 9.27
52 GTK 8.00 0.00 PTF2 Case 2.05 10.05
53 MMD 8.00 1.10 Non e 9.10
54 QU T 8.00 1.69 Non e 9.69
55 BIN 8.00 0.00 Rou ter2 Case 1.17
PTF5 Case 0.26 9.43
56 LCV 8.00 0.60 Rou ter5 Case 1.63 10.23
Notes
1) The assignment schedule is shown only for a few routes. The identity of the workers has been protected by giving them code
initials.
2) The PTF employees who are trai ned on more routes t end to case more fr equently than carry. Here PTF1 is a relatively new
employee.
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M.I'L Malhotra et al. /M od el for scheduling postal distribution employees 383
there is virtually no travel or setup time involved
when changing from one work center to another.
Furthermore, experience with the model (see next
section) shows that only about 4% of all casing
assignments are less than 20 minutes. In terms of
total work hours per week, these assignments arenegligible.
As for delivery work, the supervisor did not
think that a delivery assignment of less than half
an hour on any route was profitable, because of
the travel times involved between different routes.
No specific constraint was introduced to handle a
delivery assignment of less than 0.5 hour, again
because a very small number of variables give
assignments of this nature. For the scheduling
problem based on this case station data, there are
a total of about 2500 variables and 330 con-
straints in the model. For several test runs of the
model, only six variables on the average give
fractional assignments of less than 0.5 hour, which
are then manually allocated to the regular bid
owners as overtime work. This adjustment is re-
flected in the schedules and results presented
next.
4.3. Mo del results
A detailed representative schedule developedby the model for the first day of the week is
partially shown in Table 1. While the model does
not give the start and finish times for these as-
signments, a lot of casing activity occurs in the
afternoon when the bid owners are away on their
delivery routes. This frees up the work centers for
casing work, and hence no interference is caused.
Similarly, the PTF workers can finish delivering
on some routes, and then return to the station forcollecting the cased mail for the remaining routes
that they have been assigned for the day. The
central idea is that they either help deliver or
case on overloaded routes, and overtime is as-
signed only after all the regular time hours have
been used up. Sometimes it may become neces-
sary to assign overtime to even the PTF employ-
ees in order to get the desired amount of mail
processed.
The schedules were similarly developed for the
remaining days of the week, and their summa-
rized results are shown in Table 2, along with the
results of the schedules actually developed by the
management (two supervisors developed the
schedules on different days of the week for which
the data was collected). The table shows the
number of regular hours, overtime hours, and
total hours incurred, along with the curtailed mail
held back on a daily basis. The upper bound on
the total curtailed mail was made equal to the
mail actually left uncased by the workers on that
particular day. This equality allows cleaner com-
parisons between the model and actual results.Table 2 shows that the model cuts overtime
usage by 61%, from 118.8 hours to only 68.1
hours. The model consistently incurs a lower
Table 2
Comparison of the model with the actual decisions
Day of week ' Regular hours Overtime hours
Model Actual Model Actual
Total hours Curtailed hours
Model Actual Model Actual
Monday 509.23 501.20 23.47 31.50Tuesda y 509.63 498.80 3.57 14.40
Wednesday 493.28 484.60 15.72 24.40
Thu rsd ay 498.67 490.20 11.73 20.20
Fri day 500.94 489.50 13.06 24.50
Saturday 456.93 453.70 0.57 3.80
Total 2968.68 2918.00 68.12 118.80
Overt ime% Model = 2.24
Cost at $10. 65/h our Model --- $ 32705
532.70 532.70 34.10 34.10513.20 513.20 29.15 29.15
509.00 509.00 27.73 27.73
510.40 510.40 56.45 56.45
514.00 514.00 0.00 0.00
457.50 457.50 36.72 36.72
30 36 .8 0 3036.80 184.15 184.15
Actual = 3.91
Actual = $ 32 975
Note. The perc enta ge savings in dollars for the whole week is computed as follows:
(Actual - Model)100% 270-100%A = 0.82%.
Actual 32975
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40
30
20
10
MODEL
Mon Tue Wed Thu Fr i Sa t
384 M .~ Malhotra et al. / Model for scheduling postal distribution employees
Day of week
Figure 1. Comparison of model and actual overtime hours
overtime percentage on each day than achieved
by the actual decisions. This improvement is ac-
complished due to better utilization of the PTF
employees, who are assigned complete eight hours
of work before overtime allocation decision is
made for FT employees. Thus the model does amuch better job of using up all the available
regular time hours, since it can slot all the avail-
able employees optimally in an effort to incur as
little overtime as possible. The difference be-
tween the overtime hours incurred by the model
and actual decisions is graphically shown in Fig-
ure 1.
In terms of to ta l costs, the results are less
dramatic. Table 2 also shows that the total hours
worked in the post office are equal to those
worked by the model. This result is expected,since both the model as well as the actual deci-
sions are based on equivalent work loads. On the
average, the model outperforms the actual deci-
sions by 0.82% in total dollar costs incurred.
The model therefore develops feasible sched-
ules, and also gives results which are close to
those obtained by the management. The compu-
tational times for the model are also quite attrac-
tive. The model was solved using LINDO
(Schrage, 1987), and reached an optimal solution
in 112 seconds and 400 iterations on an average
on a PRI ME 9955 computer. The model solu-
tions exhibit multiple optima, whereby the objec-
tive function values are identical on different
optimizers (LINDO, SCICONIC and MPSX), but
there are differences in some specific assign-
ments. The report generation is done by means ofa Statistical Analysis of Systems (SAS) program,
which converts the model output into the form
which can be readily interpreted.
5 . C o n c l u s i o n
In this study we have developed and validated
a staff scheduling model for the postal distribu-
tion system. The primary purpose of this research
was to construct a representative staff schedulingmodel. Even though actual implementation has
not been carried out so far, our experience sug-
gests that the model can be used in several differ-
ent ways by the postal management. In the plan-
ning mode, the model can be used for developing
weekly schedules based on forecasted demand.
The model can also be used for constructing
detailed daily schedules. The mail volume for the
pre-noon arrival is usually a certain percentage of
the early morning mail arrival. All the scheduler
needs to do is to input the mail volumes and
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M.K~ Malhotra et al . /M od el for scheduling postal distribution employees 38 5
e m p l o y e e a v a i l a b i l i t y i n t o t h e c o m p u t e r , a n d s u b -
s e q u e n t l y p l a n t h e a c t u a l a s s i g n m e n t s o n t h e b a -
s is o f th e s c h e d u l e g e n e r a t e d . H u m a n i n t e r v e n -
t i o n c a n a d j u s t f o r s u c h f a c t o r s a s p r o d u c t i v i t y
d i f f e r e n t i a l s a n d t h e e l i m i n a t i o n o f t h e f e w d e l i v -
e r y a s s i g n m e n t s w h i c h a r e l e s s t h a n 0 . 5 h o u r . T h i s
m a n - m a c h i n e a p p r o a c h c a n s a v e s c h e d u l e r s '
t i m e , a s w e l l a s h e l p t h e m t o c o n s t r u c t n e a r
o p t i m a l s c h e d u l e s . F i n a l l y , t h e m o d e l c a n b e u s e d
t o e v a l u a t e t h e i m p a c t o f c e r t a i n l o n g - t e r m p o l i c y
i s su e s o n s y s t e m p e r f o r m a n c e . T h e s e i s s u e s , w h i c h
d e a l w i th t h e m i x b e t w e e n p a r t - t im e a n d f u l l- t i m e
e m p l o y e e s , c u r t a i l m e n t p o l i c i e s , a s s i g n m e n t p o l i -
c i e s , a n d t r a i n i n g l e v e l s a r e t o p i c s f o r f u t u r e
r e s e a r c h .
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