Keep the Operations Research Name!

A few years ago, INFORMS spent significant amounts of money on its “Science of Better” campaign in an effort to brand the phrase “Operations Research”.  This was not an easy or uncontroversial decision.  Even choosing “Operations Research” was controversial.  Practically everyone agrees that it is a lousy name for a field:  it is uninformative and easily confused with many other fields.  But it is the historical name for the field, and trying to rebrand our field with a new name looked (and looks) hopeless.  So “Operations Research” it is, and the Science of Better campaign tried to get people to associate the phrase with success, competitive advantage, and all sorts of other good things.  People like Tom Cook, Irv Lustig, and many others put in tremendous efforts to get this campaign going.

By its nature, an advertising campaign for an idea is a hard thing to do, particularly for a society  of just 12,000 or so.  Spending a million or two was possible, but not tens or hundreds of millions.  That 30 second ad at the Super Bowl was right out.  The campaign did lots of interesting things, some of which (like the website and the enhanced Edelman Award) continue, but it is hard to find a meter that moved because of the campaign.  Despite that, I am very happy we had the campaign:  it reminded a lot of us as to the value of our field, and let others know of that value.

However, just as cities like Pittsburgh get tremendous advertising by being backdrops for national sporting event telecasts, our field gets its best advertising just in how departments and schools get mentioned.  In the New York Times today there is an article on how students at Princeton are having trouble getting jobs on Wall Street.  While the overall tenor of the article is depressing, the phrases that include operations research are very nice:

Despite being in the rigorous Operations Research and Financial Engineering program, …

…vast armies of Wall Street recruiters have traditionally taken over the historic Nassau Inn nearby to woo not just Operations Research and Financial Engineering whizzes but innocent art history majors as well.

Sure, it would be better to have been part of an article on how everyone in operations research is getting a $250,000 job and guaranteed life-fulfillment, but having the New York Times readers associate “operations research” with rigor and woo-ability is an association that we literally cannot buy.

So if you are part of a department (either in academia or business) considering replacing “operations research” with a trendier name (“analytics”, “business intelligence”, “information engineering” and so on), you might want to fight that move:  consider the fate of all the groups who went with “eBusiness” and “web” ten years ago.  And those of you who changed to something more “with-it”:  come on back!  There is still room under the umbrella for you.  You can be part of the “operations research” success.

Note added 7PM: I see the tagline on the Edelman Page is “The Best of Applied Analytics”.  Even INFORMS (INFAA?) isn’t immune to trendy names.

Larry Wein on Post Traumatic Stress

I missed Larry Wein’s op-ed in the New York Times on post-traumatic stress disorder (PTSD), so thanks to Güzin Bayraksan for pointing it out in her blog.  Entitled “Counting the Walking Wounded”, the piece argues that the number of soldiers expected to get PTSD is quite a bit higher than previous estimates (which were in the range of 15%):

We found that about 35 percent of soldiers and marines who deploy to Iraq will ultimately suffer from P.T.S.D. — about 300,000 people, with 20,000 new sufferers for each year the war last.

If you check out the blog for my son Alexander, you will see that we are in the midst of our own “traumatic stress”:  nothing like a soldier in Iraq, of course, but between the passing of my mother and the destruction of our kitchen by a broken pipe, not to mention starting up teaching again and a few other things in my life, I feel mini-PTSD coming on!  Fortunately, playing catch with Alexander is pretty good therapy.

A Sheriff Goes to Jail for Not Using Operations Research

An Alabama sheriff spent time in jail for not feeding his prisoners enough.  From the CNN Report:

A federal judge ordered a north Alabama sheriff jailed this week, saying the lawman intentionally served jail inmates “woefully insufficient” meals in order to pocket more than $200,000.

At issue is an Alabama law that attorneys for the inmates claim provides sheriffs with an incentive to skimp on feeding inmates. Under the law, sheriffs are permitted to keep — as personal income — money left over after purchasing food for inmates.

The state provides sheriffs with $1.75 per day per inmate for food, according to the Alabama Attorney General’s Office. However, in a March 2008 opinion, the office affirmed that sheriffs may legally keep what is left over.

A typical dinner was two hot dogs or meat patties; a slice of bread; and mixed vegetables or baked beans, the judge wrote.

Of course, if Sheriff Bartlett had studied operations research, he would have immediately recognized his issue as the well-known “diet problem” in linear programming.  A quick google search would have led him to the NEOS page on the subject.  Some clicks, and the magic of linear programming gives an optimal diet of cost just 96 cents:

The Optimized Menu

The cost of this optimal diet is $0.96 per day.

The Solution and Cost Breakdown by Food

Food Servings Cost ($)
Carrots,Raw 0.24 0.02
Peanut Butter 3.60 0.25
Popcorn,Air-Popped 4.82 0.19
Potatoes, Baked 3.54 0.21
Skim Milk 2.17 0.28

2000 calories, and it meets all the nutritional requirements. I bet the Sheriff wasn’t making 79 cents off each prisoner per day with his plan! I would love to see the lawyers get a hold of this: “But judge: potatoes with peanut butter are the perfect food! Carrots on the side, and milk to wash it down. We even give them popcorn for movie night! What’s not to like?”

OR Forum paper on Personal Decisions

There is a new paper and discussion at the OR Forum.  Raph Keeney published  a neat paper entitled “Personal Decisions are the Leading Cause of Death” in Operations Research, where he argues that the choices people make (eating, drinking, etc.) cause more deaths than anything else.  There are some very insightful commentaries about this, and I hope the paper and commentaries lead to an interesting discussion.  Check it out!

This paper was the subject of a Newsweek article, and I suspect it will show up more in the media than most OR papers.

Minimum Democracy

A few weeks ago, I pointed out that Barack Obama (or John McCain) could win the upcoming Presidential Election with a tiny fraction of the popular vote.  I wrote:

It is possible to win the election for President of the United States with .00001% of the vote. For instance, suppose only one voter shows up in 49 states, and those voters vote for Obama, and 10,000,000 Republicans vote for McCain in New York, then Obama would lose the national popular vote 10,000,000 to 49 but he would have an overwhelming majority in the electoral college. While the results would never be that extreme, it is certainly possible (and has happened) to win the national popular vote and lose the electoral vote.

The current issue of OR/MS Today has a neat article by Winston Yang (University of Wisconsin-Stout) who takes the problem much more seriously.  Rather than allow my extreme variance in turnout, he works with population numbers (which is equivalent to assuming the same turnout rate in every state).  In this case, the minimum popular vote for a winner must be at least 22% or so.  This occurs when a candidate just wins enough states to get 270 electoral votes, and loses (completely) all other states.  Yang then analyzes a number of different ways of allocating electoral votes from the states.  For instance, Maine and Nebraska both use a system where there are electoral districts allocating all but two of the electoral votes, with the two electoral votes then be allocated to the candidate who wins the most popular votes.   Many political thinkers have proposed a number of approaches to allocating the electoral votes.  Yang has a nice graph illustrating the minimum fraction of votes necessary to win for the past elections:

Be sure to check out the full article at OR/MS Today!

Healthcare, Baseball, and Operations Research

The New York Times had an op-ed today about health care written by Billy Beane, Newt Gingrich, and John Kerry.  Billy is the general manager of the Oakland Athletics baseball team and is the primary subject of the book Moneyball, which looked at how a new look at statistics affects a baseball team’s decisions.  What a strange group of coauthors!  Gingrich and Kerry are politicians from the opposite sides of the political spectrum.  My wife (who pointed out the article to me) thought Gingrich and Kerry were strange coauthors:  add in Beane and you are verging on an alternative universe.

The authors argue that health care has got to take a better look at the data, just like baseball teams look at player data.

Remarkably, a doctor today can get more data on the starting third baseman on his fantasy baseball team than on the effectiveness of life-and-death medical procedures. Studies have shown that most health care is not based on clinical studies of what works best and what does not — be it a test, treatment, drug or technology. Instead, most care is based on informed opinion, personal observation or tradition.

They give a number of examples on what happens when people really look at data:

…a health care system that is driven by robust comparative clinical evidence will save lives and money. One success story is Cochrane Collaboration, a nonprofit group that evaluates medical research. Cochrane performs systematic, evidence-based reviews of medical literature. In 1992, a Cochrane review found that many women at risk of premature delivery were not getting corticosteroids, which improve the lung function of premature babies. Based on this evidence, the use of corticosteroids tripled. The result? A nearly 10 percentage point drop in the deaths of low-birth-weight babies and millions of dollars in savings by avoiding the costs of treating complications.

They conclude with a call for looking at the stats:

America’s health care system behaves like a hidebound, tradition-based ball club that chases after aging sluggers and plays by the old rules: we pay too much and get too little in return. To deliver better health care, we should learn from the successful teams that have adopted baseball’s new evidence-based methods. The best way to start improving quality and lowering costs is to study the stats.

The authors are clearly right.  There seems to be great value to looking at the statistics, and this is a necessary step towards rationalizing the system.  The key is making better decisions.  Some of these decisions seem pretty obvious.  But as the decision making gets more complicated, operations research comes into play.  To go back to the baseball analogy, Beane discovered that players with high “on-base percentage” were undervalued by the market, who were paying big money for sluggers (players who hit home runs) instead.  An obvious better decision is to buy up more of the undervalued players.  A more complicated decision would be to form a team that maximized overall output for a given budget constraint.  More complicated still would be forming a team relative to a budget constraint that was affected by team performance.  These more complicated decisions are not the result of a simple rule (“Buy high OBP players”) but rather the result of much more complicated models.

Managing health care, by its nature, requires complicated decision processes.  And that is where operations research comes in (and why I think OR in health care and medicine are two great areas for our field).

Traffic Behavior and Operations Research

mergingThe New York Times Magazine has an article today entitled “The Urge to Merge” on how people handle tunnels, construction, and so on, when driving, where the number of lanes decreases. Some people, the lineuppers, carefully get into one of the continuing lanes and wait patiently to go through the tunnel. Others, the sidezoomers, zip along one of the ending lanes until the last minute, and then force themselves into the lane. Of course, whether they can merge in depends on the mood and attention of the lineupper involved. All this leads to aggravation and, worse, inefficiency, since the constant stop-and-go allows less traffic to flow through than a smoothly flowing system.

When I lived in Germany, traffic patterns were noticeably more organized (as was much of life). There, cars all go up to the merge point, at which point the cars alternated in the use of the lane. This “zipper” effect could be done at reasonably high speed, since there was never any question on whose turn it was. The only worry was some silly American messing up their system (at which point I got to learn lots of German words that were not taught in my classes). This is a great example of the value of coordination. Almost any solution where people each know what the others will do is better than uncertainty.

My only complaint about the article came in the following part:

So I started consulting professionals on my own: traffic engineers, the highway police, queuing theorists. The learning curve, it must be said, was robust. I hadn’t known queuing had theories. But of course it does, mathematicians and business-operations people have to work them out, the heart-attack patient gets in ahead of the sprained ankle and nobody has a problem with that, and anybody who has been to Europe intuitively understands what one engineer meant when in midsentence he said to me, “perfect England,” meaning culturally mandated compulsive queuing, and, “perfect Italy,” meaning culturally mandated compulsive nonqueuing.

Operations Research, dammit, Operations Research!

More success for OR and sports

ILOG has a press release on using constraint programming for the Japanese Football (soccer for Americans) League.  Seems like a pretty big league:

J. LEAGUE is a top professional football (soccer) league in Japan and one of the most successful leagues in the Asian Football Confederation. The organization recognized a need to automate and streamline its complex match scheduling process, involving 33 teams and 79 schedules, with a total of 682 matches over a 10-month playing season. With no packaged application available for complex scheduling, J. LEAGUE decided on a custom approach based on optimization technology from ILOG. Optimization improves business decision making speed and efficiency by allowing organizations to calculate the best utilization of existing resources — in this case, team personnel, stadiums and spectators.

It is not clear why 33 teams need 79 schedules!  I find it hard enough to find a schedule for every team in a league.

More about Airlines and Operations Research

Another sign of the difficulty operations research has in getting implemented within airlines comes from the National Post in Canada:

Attention passengers: most airlines make boarding more painful than necessary by insisting on traditional back-to-front boarding even though new research shows it can be done faster.

Back-to-front boarding is only marginally more efficient than front-to-back boarding, but much slower than filling seats in alternate rows, beginning with windows seats from back to front, then middle and aisle seats.

The new research, to be published in the forthcoming edition of the Journal of Air Transport Management, found this optimal boarding method cuts down boarding time by about half, from 25 minutes to 12 or 13 minutes for an aircraft that seats 120 passengers. Back-to-front boarding is “very likely the second worst method,” concludes American physicist Jason Steffen.

There has been previous work on improved boarding.  Will airlines use it?  Probably not:

In Canada, the two major airlines say they like the status quo and have no plans to redraft boarding policies based on new research showing there are faster ways.

WestJet has tried out different boarding methods, and has landed on random boarding. The company won’t release details of its tests, but says random boarding is up to 20% faster than sequential boarding.

Air Canada conducted its own research a few years ago to test various boarding techniques, including random boarding and window-middle-aisle ordering.

Spokesman Peter Fitzpatrick conceded that while traditional back-to-front “is not necessarily the most expeditious, we concluded it is the most customer-friendly. Customers are accustomed to the system, so we do not have to provide a lengthy explanation prior to every flight.”

More on Operations Research in the Air

The New Yorker article by Malcolm Gladwell entitled “In the Air” had a second theme (I talked about the first theme: the multiple near-simultaneous discovery of inventions): the engineering of the sorts of insights that lead to invention. Can you create an environment where invention occurs?

The typical picture of an inventor is an obsessed loner wandering around until a lightening bolt strikes and the inventor puts it all together. Nathan Myhrvold, who made a fortune at Microsoft, thought that perhaps he could made invention and creativity happen. He did this by bringing together bunches of smart people, giving them broad topics, and seeing what resulted. And lots happened:

How useful is it to have a group of really smart people brainstorm for a day? When Myhrvold started out, his expectations were modest. Although he wanted insights like Alexander Graham Bell’s, Bell was clearly one in a million, a genius who went on to have ideas in an extraordinary number of areas—sound recording, flight, lasers, tetrahedral construction, and hydrofoil boats, to name a few. The telephone was his obsession. He approached it from a unique perspective, that of a speech therapist. He had put in years of preparation before that moment by the Grand River, and it was impossible to know what unconscious associations triggered his great insight. Invention has its own algorithm: genius, obsession, serendipity, and epiphany in some unknowable combination. How can you put that in a bottle?

But then, in August of 2003, I.V. held its first invention session, and it was a revelation. “Afterward, Nathan kept saying, ‘There are so many inventions,’ ” Wood recalled. “He thought if we came up with a half-dozen good ideas it would be great, and we came up with somewhere between fifty and a hundred. I said to him, ‘But you had eight people in that room who are seasoned inventors. Weren’t you expecting a multiplier effect?’ And he said, ‘Yeah, but it was more than multiplicity.’ Not even Nathan had any idea of what it was going to be like.”

The original expectation was that I.V. [Intellectual Ventures, a company formed by Myhrvold] would file a hundred patents a year. Currently, it’s filing five hundred a year. It has a backlog of three thousand ideas. Wood said that he once attended a two-day invention session presided over by Jung, and after the first day the group went out to dinner. “So Edward took his people out, plus me,” Wood said. “And the eight of us sat down at a table and the attorney said, ‘Do you mind if I record the evening?’ And we all said no, of course not. We sat there. It was a long dinner. I thought we were lightly chewing the rag. But the next day the attorney comes up with eight single-spaced pages flagging thirty-six different inventions from dinner. Dinner.”

This is exactly the environment we would love to have in universities. Once in a while, when a group of faculty get together there is an environment of creativity and excitement. Most of the time, we whine about the administration.