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2 Related Work
Many different approaches for solving rotating workforce instances are docu-
mented in the literature. Balakrishnan and Wong [1] solved a problem of rotating
workforce scheduling by modeling it as a network flow problem. Laporte [6] con-
sidered developing the rotating workforce schedules by hand and showed how the
constraints can be relaxed to get acceptable schedules. Musliu et al. [9] proposed
and implemented a method for the generation of rotating workforce schedules,
which is based on pruning the search space by involving the decision maker dur-
ing the generation of partial solutions. The algorithms have been included in
a commercial product called First Class Scheduler (FCS) [4], which is used by
many companies in Europe. In [10], Musliu applied a min-conflicts heuristic in
combination with tabu search. Although this yields good performance on many
instances, the resulting search method is incomplete and its results are there-
fore not directly comparable with FCS. This paper also introduced 20 real-life
problems collected from different areas in industry and the literature. 1
The use of constraint logic programming for rotating workforce scheduling was
first shown by Chan in [3]. Recently, Laporte and Pesant [7] have also proposed
a constraint programming algorithm for solving rotating workforce scheduling
problems, implemented in ILOG and requiring custom extensions.
3 The Rotating Workforce Scheduling Problem
With CP-Rota and in the present paper, we focus on a specific variant of a
general workforce-scheduling problem, which we formally define in this section.
The following definition is from [9] and proved to be able to satisfactorily handle
a broad range of real-life scheduling instances in commercial settings. A rotating
workforce scheduling instance as discussed in the present paper consists of:
- n
: Number of employees.
- A
m
a 1 ,
a 2 , ...,
a m .
:Setof
shifts (activities) :
- w
= 7, to assign one shift type
for each day of the week to each employee. The total length of a planning
period is
: Length of the schedule. A typical value is
w
n × w
due to the schedule's cyclicity as discussed below.
- R
R i,j
shows the required number of employees that need to be assigned shift type
: Temporal requirements matrix, an
m×w
-matrix where each element
i
during day
j
.Thenumber
o j of day-off “shifts” for a specific day
j
is implicit
n − i =1 R i,j .
in the requirements and can be computed as
o j =
-
Sequences of shifts not permitted to be assigned to employees. For example,
one such sequence might be
ND
(Night Day): after working in the night shift,
it is not allowed to work the next day in the day shift. A typical rotating
workforce instance forbids several shift sequences, often due to legal reasons
and safety concerns.
1 Examples available from http://www.dbai.tuwien.ac.at/staff/musliu/benchmarks/
 
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