bstract: This study considers the shift minimization personnel task scheduling problem, which is to assign a set of tasks with fixed start and finish times to a minimum number of workers from a heterogeneous workforce. An effective lower bounding procedure based on solving a new integer programming model of the problem is proposed for the problem. An extensive computational study on benchmark data sets reveals that the proposed lower bounding procedure outperforms those existing in the literature and consistently and rapidly yields high quality lower bounds that are necessary for the decision makers to assess the quality of the obtained schedules.
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INTRODUCTIONPersonnel scheduling can be defined as determining timetables of personnel and assignment of tasks to personnel. Because optimizing the process of personnel scheduling yields significant cost savings for firms, different variants of personnel scheduling problems arising in many areas like airlines, railways, call centers, and health care systems are considered in the literature (see e.g. Ernst et al. 2004). In this study, we consider a particular personnel scheduling problem, the shift minimization personnel task scheduling problem (SMPTSP), which is encountered in many practical cases like days-of-operations rostering (see Krishnamoorthy et al. 2012 for details).The SMPTSP, introduced by Krishnamoorthy et al. (2012), is to assign a set of tasks with fixed start and finish times to a minimum number of workers from a heterogeneous workforce. Because personnel work in shifts with fixed start and finish times, and their shifts have already been determined in the SMPTSP, workers and shifts can be used interchangebly. Each worker can perform a set of tasks with one task at a time only if those tasks' start and finish times fit those of the worker and the worker has the required qualifications to perform those tasks. Each task has to be performed by one of the eligible workers without interruption.The SMPTSP, a strongly NP-hard problem (Kroon et al., 1997), has been studied by Krishnamoorthy et al. (2012), Smet and Berghe (2012), Smet et al. (2014), Fages andLapegue (2013), andLin andYing (2014). Krishnamoorthy et al. (2012) proposed Lagrangian relaxation-based upper and lower bounding procedures using a mixed integer programming (MIP) model of the problem (see Section 1) and assessed the performance of these procedures on a data set of 137 instances, referred to as KEB instances, which they generated considering real-life applications. The lower (resp. upper) bounding procedure of Krishnamoorthy et al. (2012) found lower (resp. upper) bounds that deviate on average 1.36% (resp. 4.50%) from the optimal values. Smet and Berghe (2012) developed a heuristic which starts with an initial feasible solution found by a construction heuristic and then improves it by optimally solving the MIP model of a randomly selected part of the problem. Their heuristic yielded solutions that deviate on average 0.56% from the optimal values. Smet et al. (2014) proposed a ...