H umanitarian aid agencies deliver emergency supplies and services to people affected by disasters. Scholars and practitioners have developed modeling approaches to support aid delivery planning, but they have used objective functions with little validation as to the trade-offs among the multiple goals of aid delivery. We develop a method to value the performance of aid delivery plans based on expert preferences over five key attributes: the amount of cargo delivered, the prioritization of aid by commodity type, the prioritization of aid by delivery location, the speed of delivery, and the operational cost. Through a conjoint analysis survey, we measure the preferences of 18 experienced humanitarian logisticians. The survey results quantify the importance of each attribute and enable the development of a piecewise linear utility function that can be used as an objective function in optimization models. The results show that the amount of cargo delivered is the most valued objective and cost the least important. In addition, experts prioritize more vulnerable communities and more critical commodities, but not to the exclusion of others. With these insights and the experts' utility functions, better humanitarian objective functions can be developed to enable better aid delivery in emergency response.

When dealing with urgent, ill‐defined problems, such as rapidly evolving emergency situations, operations managers have little time for problem formulation or solution. While the mechanisms by which humans formulate and solve problems have been described, mechanisms for rapid, concurrent formulating and solving are not well understood. This study investigates these mechanisms through a field study of transportation planning in a humanitarian response setting. The findings show that the problem is solved through greedy search and formulated through sensemaking, in which search enables updates to an evolving problem formulation, and the formulation directs and limits the search process. This study explores the implications of these findings for the development of better problem formulation processes and problem‐solving strategies for urgent and ill‐defined operations management problems.

This paper discusses the role that qualitative methods can and should play in engineering systems research and lays out the process of doing good qualitative research. As engineering research increasingly focuses on sociotechnical systems, in which human behavior and organizational context play important roles in system behavior, there is an increasing need for the insights qualitative research can provide. This paper synthesizes the literature on qualitative methods and lessons from the authors’ experience employing qualitative methods to study a variety of engineering systems. We hope that by framing the key issues clearly, other engineers who hope to join the qualitative path will build on what we have learned so far to enable greater insight into engineering systems.

Meeting the United Nations Sustainable Development Goals (SDGs) will require adapting or redirecting a variety of very complex global and local human systems. It is essential that development scholars and practitioners have tools to understand the dynamics of these systems and the key drivers of their behavior, such as barriers to progress and leverage points for driving sustainable change. System dynamics tools are well suited to address this challenge, but they must first be adapted for the data‐poor and fragmented environment of development work. Our key contribution is to extend the causal loop diagram (CLD) with a data layer that describes the status of and change in each variable based on available data. By testing dynamic hypotheses against the system's actual behavior, it enables analysis of a system's dynamics and behavioral drivers without simulation. The data‐layered CLD was developed through a 4‐year engagement with USAID/Uganda. Its contributions are illustrated through an application to agricultural financing in Uganda. Our analysis identified a lack of demand for agricultural loans as a major barrier to broadening agricultural financing, partially refuting an existing hypothesis that access to credit was the main constraint. Our work extends system dynamics theory to meet the challenges of this practice environment, enabling analysis of the complex dynamics that are crucial to achieving the SDGs.

Purpose -The purpose of this paper is to describe and analyze a successful training exercise in detail, through both a practical and a theoretical lens, in order to identify critical aspects of its success and enable others to build upon it; and to capture insights and lessons learned in a framework that will facilitate the design of future trainings for a variety of goals and audiences. Design/methodology/approach -The authors document and analyze the case study of a successful humanitarian logistics training exercise: the World Food Programme's Logistics Response Team (WFP's LRT) training. The LRT is described in detail in order to capture the extensive knowledge and experience that went into developing the full-scale, immersive exercise. Findings -The authors evaluate the LRT training through a theoretical lens, considering how it teaches the diverse set of skills required and identifying reasons for its success. The authors contrast the LRT with a light version developed for classroom use, and capture insights in a framework that highlights critical aspects of training design.Research limitations/implications -The requirements and design aspects highlighted in the framework are very high level, but they focus attention on key aspects that should be considered. Future research should develop more targeted metrics for evaluating what people learn from training exercises. More generally, a systematic approach to capturing knowledge and codifying good practices should be developed. Practical implications -The detailed case study and framework provide a basis for the design and improvement of simulated emergency training exercises, which are common in the humanitarian practice community. Originality/value -The case study of WFP's LRT training formally documents valuable knowledge and experience that went into its development. The humanitarian community can use the proposed framework to more systematically evaluate, improve, and extend training exercises.