BUSML 4382: LOGISTICS ANALYTICS SPRING 2015 ------------------------------------------------------------------------------------------------------------------Classes: M, W, F | 9.10 – 10.05am | Schoenbaum Hall (SB) 305 Lab sessions in SB 219 Instructor: Mikaella Polyviou 356 Fisher Hall polyviou.1@buckeyemail.osu.edu Office hours: Mondays | 10.30am – 12.30pm (or by appointment) Carmen is the online portal for this course. Check Carmen for latest syllabus, lecture slides, course materials, grades, news about the course, jobs, scholarships, and events. It is your responsibility to check Carmen regularly for changes in the course materials. I will post all lecture slides for any given class before that class day. If you do not see them, please email me. ------------------------------------------------------------------------------------------------------------------COURSE INFORMATION Course description and goals: BUSML 4382 is a modeling course in Logistics. The course will examine a variety of models (forecasting, optimization, heuristic, and simulation models) and their applications to logistics problems. The course will include two case studies on Forecasting and Network Design and one mini case study on Network Design. Students will learn to use MS Excel Solver to solve optimization problems. Finally, students will learn to use IBM’s ILOG LogicNet to solve network design problems. By the end of the course, students will: Be familiar with several modeling problems commonly faced in logistics today. Be able to choose, construct, and apply the appropriate mathematical models to solve logistics problems. Be able to understand and utilize the information provided by software used to model and solve logistics problems to make appropriate business decisions. Understand how companies address logistics problems in the “real world”. Course packet and other materials: There is an electronic course packet for the Network Design Module. I will post details on Carmen regarding how you can access this packet before we begin this module. Other required readings are available on-line through the OSU library system (see the reading list), or they will be posted on the Carmen site. Additional literature: You are expected to know what has been covered in the class lectures, electronic course packet, required readings, and study question sets. The references below are mentioned for the interested reader, or as extra study aid: S. Makridakis, S. Wheelwright, and R. Hyndman, Forecasting Methods and Applications, 3d ed., New York: Wiley, 1998. Wayne L. Winston, Operations Research: Applications and Algorithms, 4th ed., Duxburry Press, 2003 (there are several good operations research books on the market, this is just one) S. Chopra and P. Meindl, Supply Chain Management: strategy, planning, and operation, 2nd ed., Upper Saddle River: Prentice Hall, 2004. (Chapters 5, 7, 14) D. Simchi-Levi, P. Kaminsky, and E. Simchi Levi, Designing and Managing the Supply Chain: concepts, strategies, and case studies, 2nd ed., New York: McGraw Hill, 2003. (Chapters 2, 3.3-3.7) J. Shapiro, Modeling the Supply Chain, Pacific Grove: Duxbury, 2001 (Chapters 3, 4, 6) Other readings that can supplement some of the lectures are available upon request. Teaching format: The course will be taught via a combination of lectures, discussions of readings assigned before and/or during class, and individual/team-based work. Classes will be as interactive as possible. Everyone is expected to participate in class and to prepare by reading the appropriate assigned readings prior to the class meeting. Students may be called upon by name to discuss assigned topics and concepts. ------------------------------------------------------------------------------------------------------------------COURSE EVALUATION Grade distribution: I will base your grades on the following allocation system: Exam 1 Exam 2 Exam 3 Forecasting Case Network Design Case I Network design Case II 25 points 25 points 20 points 10 points 5 points 15 points *Extra credit: Up to 5 points I will determine the exact cutoffs at the end of the semester. However, the following are, approximately, what I expect the ranges of the final grades to look like: A AB+ B BC+ C CD+ D E > [86, [83, [79, [75, [69, [66, [64, [62, [60, < 89 89] 85] 82] 78] 74] 68] 65] 63] 61] 60 *Note: Please monitor your grades throughout the semester and contact me early (not at the last minute) to discuss your progress and address any concerns. Exams: All exams will be closed-book and closed-notes. You will be provided a formula sheet with all the required formulas on it, if that is necessary. *Absences that are not pre-arranged or covered by a valid excuse (per University policy) will result in a grade of zero for the exam. Students who show up late for an exam will only have the remaining time in the individual part of the exam period to complete the exam – they will not be given additional time. 2 *Makeup exams for scheduled exams missed by a student will not be administered unless the student has received prior approval by the instructor. A documented excuse will be required indicating either a valid medical or personal reason. Makeup exams may be in a different format than the exams taken by the class during regularly scheduled exam periods. The only acceptable reasons for missing an exam are: Death in the family Unforeseen medical emergency Case #1 | Forecasting Case: During the Forecasting module of this course, you need to solve the Mahindra & Mahindra case study. This case requires extensive use of Microsoft Excel to compare and select the most appropriate forecasting method. You should form teams of three, solve the case as a team, and hand in one write-up for the team. On the second week of the semester, I will introduce the case, provide case questions, guidelines, and answer questions. The case is available for purchase from Ivey publishing here: https://www.iveycases.com/ProductView.aspx?id=60877 (You can buy one case per team) Case #2 | Network Design Case I: The primary goal for this case is to get you started on using IBM’s ILOG LogicNet, which we will mainly be using for Network Design Case II. This case requires individual effort. You will be working on the case in class during the first lab session. You need to submit a write-up regarding the results you get and what you make of those results. I will upload more detailed instructions for the case on Carmen closer to the lab sessions. Case #3 | Network Design Case II: You will use lab time to work on this case using IBM’s ILOG LogicNet. I will introduce the software on the first lab-day and you will have six “lab-days” to work on the case. However, you can (and should) work on this case beyong the lab-hours of this class. You need to solve the case as a team and hand in one write-up for the team. Please work in the same team as the one for Case #1. *Note on Teams: You will choose your team members for Cases #1 and #3 on your own. Assign one person to communicate the team members to the instructor by the end of the first week of the semester. Team sizes are limited by the class size, as depicted on the signup sheet (three members). Choose wisely! The issue of team dynamics, free ridership, and conflict resolution are as real for you here as they are in the real world. Study Question Sets: I will upload 7 study question sets (SQS) and their corresponding solution sets on Carmen. I encourage you to do them all as we cover the material, but I will not grade you on these so you do not have to hand them in. The purpose of these question sets is to get you used to the types of questions you may face in the exams and get you prepared for the exams. Use these question sets wisely! I will be available during office hours or by appointment to discuss any questions you may have. 3 Opportunities for extra credit: Logistics inside and outside the classroom (up to 5 points): You have the opportunity to gain up to five additional points in the following ways: Tell me something interesting about the readings: You will receive 0.5 points each time you write a one-page write-up on what you have learned or what you found interesting from the readings. TLA meetings: The Transportation and Logistics Association (TLA) meets at 7:15 pm on Tuesdays. You will receive 0.5 points each time you attend a meeting and then submit a one-page write-up on what you learned. ------------------------------------------------------------------------------------------------------------------MY GROUND RULES Class attendance: Class attendance is not mandatory for this course but it is highly encouraged. I will only take attendance during the first two weeks of class or until the class roster stabilizes. Students will be responsible for all material posted on Carmen, covered in required readings, and discussed during the lectures. If you miss a class, do not ask me for information/class notes regarding what you have missed. Please ask your fellow students. Nameplates: It is important that I learn to match names and faces. I need your help. I will expect you to use a nameplate every day we meet, especially on exam days. Late policy: Any late assignments lose 20% of their declared value for every 24 hours that they are late after being due. Example: 20 minutes late means 20% off. 26 hours means 40%. Grade Appeal Policy: Any re-grading request should be submitted in writing (e-mail) within 1 week after receipt of the grading and should include a brief explanation of your reasoning. I reserve the right to review the entire assignment or homework, up or down. Feedback: Your feedback is valuable and it motivates continuous course improvement. Please do not hesitate to let me know, throughout the semester, how I can enhance your learning experience. Academic integrity: All tests, written exercises, and papers are to be your own work. Academic integrity is essential to maintaining an environment that fosters excellence in teaching, research, and other educational and scholarly activities. Thus, the Ohio State University and the Committee on Academic Misconduct (COAM) expect that all students have read and understand the University’s Code of Student Conduct, and that all students will complete all academic and scholarly assignments with fairness and honesty. Students must recognize that failure to follow the rules and guidelines established in the University’s Code of Student Conduct and this syllabus may constitute “Academic Misconduct.” The Ohio State University’s Code of Student Conduct (Section 3335-23-04) defines academic misconduct as “Any activity that tends to compromise the academic integrity of the University, or subvert the educational process.” 4 Examples of academic misconduct include (but are not limited to) plagiarism, collusion (unauthorized collaboration), copying the work of another student, and possession of unauthorized materials during an examination. Ignorance of the University’s Code of Student Conduct is never considered an “excuse” for academic misconduct, so I recommend that you review the Code of Student Conduct and, specifically, the sections dealing with academic misconduct. If I suspect that a student has committed academic misconduct in this course, I am obligated by University Rules to report my suspicions to the Committee on Academic Misconduct. If COAM determines that you have violated the University’s Code of Student Conduct (i.e., committed academic misconduct), the sanctions for the misconduct could include a failing grade in this course and suspension or dismissal from the University. If you have any questions about the above policy or what constitutes academic misconduct in this course, please contact me. Disabilities: If you feel that you need an accommodation based on the impact of a disability, please contact me privately to discuss your needs in the first two weeks of the class. Also, contact the Office for Disability Services (ODS) at (614) 292-3307 or visit them at 150 Pomerene Hall. ODS will coordinate all accommodations for students with documented disabilities. Recording: Audio, video, or still photograph recording of lectures on any media, permanent or temporary, without permission is not allowed. The only exceptions will be those authorized in writing by the Office for Disability Services (see above). The presence, or even suggestion, of recording in a classroom discourages openness and spontaneity in students and the instructor. Other: All cellular phones, pagers, and other electronic communication devices need to be turned off during class. Laptop computers are allowed for the purposes of note taking. However, at any point I reserve the privilege to ask that all laptops be closed if these devices are deemed a distraction. Course disclaimer: This syllabus is an outline for the course and the instructor can change it based on extenuating circumstances, class progress, or by mutual agreement between the instructor and the students. 5 CLASS SCHEDULE *Subject to change with prior notice Week Day Date Topic 1 M 1/12 Introduction and Overview W 1/14 Introduction to Forecasting F 1/16 Forecasting I: "Simple" time-series methods 2 M 1/19 No class (Martin Luther King Day) W 1/21 Forecasting II: Exponential Smoothing method F 1/23 Forecasting III: Holt's, Winter's, and Holt-Winter's methods 3 M 1/26 Forecasting IV: Regression analysis W 1/28 Forecast Accuracy F 1/30 Exam review 4 M 2/2 Forecasting in Practice W 2/4 EXAM 1 F 2/6 Guest lecture: Demand Management 5 M 2/9 Introduction to Optimization W 2/11 Linear Programming I F 2/13 Linear Programming II 6 M 2/16 Linear Programming using MS Excel Solver W 2/18 Integer Programming I F 2/20 Integer Programming II 7 M 2/23 Integer Programming III W 2/25 Introduction to Heuristics F 2/27 Introduction to Simulation 8 M 3/2 Simulation I W 3/4 Simulation II F 3/6 Exam review 9 M 3/9 EXAM 2 W 3/11 Inventory Management I F 3/13 Inventory Management II 10 M 3/16 No class (Spring Break) W 3/18 No class (Spring Break) F 3/20 No class (Spring Break) 11 M 3/23 Inventory Management III W 3/25 Routing Problems I F 3/27 Routing Problems II 12 M 3/30 Vehicle Routing Problems I W 4/1 Vehicle Routing Problems II F 4/3 Facility Location Problems 13 M 4/6 Introduction to Network Design W 4/8 Introduction to ILOG LogicNet (SB 219) F 4/10 Work on Network Design case II (SB 219) 14 M 4/13 Work on Network Design case II (SB305 mobile lab) Readings Due SQS #1 SQS #2 #1 Case #1 #2, #3 SQS #3 SQS #4 #4 SQS #5 SQS #6 SQS #7 #5, #6, #7 Case #2 6 15 16 W F M W F M F 4/15 4/17 4/20 4/22 4/24 4/27 5/1 Work on Network Design case II (SB305 mobile lab) Work on Network Design case II (SB305 mobile lab) Work on Network Design case II (SB 219) Work on Network Design case II (SB 219) Network Design in Practice Exam review (Last day of class) EXAM 3 (10 - 11.45am) #8, #9 Case #3 READING LIST 1. Robeano, S. 1991. Demand forecasting: Reality vs. theory or what would I really do differently, if I could forecast demand. National Management Science Roundtable, Nashville, TN. 2. Optimization Methods in Management Science/Operations Research: Excel Techniques – Tool for Solving a Linear Program (2013). MIT OpenCourseWare. 15.053/058 http://ocw.mit.edu/courses/sloan-school-of-management/15-053-optimizationmethods-in-management-science-spring-2013/tutorials/MIT15_053S13_tut03.pdf 3. Solver installation reference: http://depts.washington.edu/mbaclub/wordpress/wpcontent/uploads/2013/07/Tutorial-Adding-Solver-Excel-2013.pdf 4. Evers, P. T. and Wan, X. 2012. Systems analysis using simulation. Journal of Business Logistics, 33(2), 80-89. 5. Watson, M. 2013. Supply chain network design: Applying optimization and analytics to the global supply chain. Pearson Education. Chapter 1 (in electronic course packet) 6. Watson, M. 2013. Supply chain network design: Applying optimization and analytics to the global supply chain. Pearson Education. Chapter 12 (in electronic course packet) 7. Watson, M. 2013. Supply chain network design: Applying optimization and analytics to the global supply chain. Pearson Education. Chapter 13 (in electronic course packet) 8. Robinson, E. P., Gao, L. L., and Muggenborg, S. D. 1993. Designing an integrated distribution system at DowBrands, Inc. Interfaces, 23(3), 107-117 9. Cheung, W., Leung, L. C., and Wong, Y. M. 2001. Strategic service network design for DHL Hong Kong. Interfaces, 31(4), 1-14. *Note: All articles (except #1) can be found on the OSU Library website. To find them online: Go to www.library.osu.edu and log in using your OSU credentials. Click on ‘Online Journals List’ and type the title of the Journal you are looking for. Conduct a search using the author, the article title, or the publication year. Once you find the article, you should be able to click on "PDF Full Text" to download the article in pdf format. 7