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Optimal facility location

Optimal facility location is a mathematics topic covered in the lgStudy science library. This page brings together a partial reference excerpt, illustrations, worked examples, real-world applications and a short study plan, so you can understand Optimal facility location rather than just read about it. In short: Optimal facility location (OFL), also called location analysis, is a class of optimization problems. In all these problems, the goal is to decide where to locate some facility (e.g. a school, a gas station, a factory, etc.), in a way that optimizes some pre-specified criteria.

Key takeaways

  • Optimal facility location belongs to mathematics; place it in that map before memorising details.
  • Learn the definition first, then one example that makes the definition concrete.
  • Connect Optimal facility location to a quantity you can measure, compute or draw — that is where exam questions come from.
  • Reproduce the core statement of Optimal facility location from memory before moving on to harder problems.

Reference excerpt

Optimal facility location (OFL), also called location analysis, is a class of optimization problems. In all these problems, the goal is to decide where to locate some facility (e.g. a school, a gas station, a factory, etc.), in a way that optimizes some pre-specified criteria. Some examples are:

"Decide where to locate a new school, given the locations of the students, such that the sum of daily transportation costs of all students to the school will be as small as possible." "Decide where to locate a new factory, given the locations of citizens, such that the minimum distance between the factory and a citizen house is as large as possible". OFL is studied in operations research, computational geometry (a branch of computer science), and location theory (a branch of economics). Some techniques used for OFL also apply to cluster analysis. There are various kinds of OFL problems. They differ in their objective function (e.g. sum of distances or minimum distance), in the optimization direction (maximization vs. minimization), in the number of facilities (one vs. many), and more.

Utilitarian location: minimizing the sum of distances A minisum facility location problem is an OFL in which the input is a set of points in space, and the goal is to find a location for a facility, such that the sum of distances between the facility to the points is as small as possible. If the points correspond to people, and the distances correspond to their dis-utility (the cost they incur from traveling to a faraway facility), then minisum OFL is an instantiation of the utilitarian rule. Some special cases are:

If there are only 3 input points, the solution is their Fermat point of the triangle. If there are n points, the solution is their geometric median. The Weber problem is a generalization in which each input point has a weight, and the goal is to minimize the weighted sum of distances. In the most general form, there can be multiple facilities, but each facility has a construction cost. The goal is to pick a subset of facilities to open, to minimize the sum of distances from each demand point to its nearest facility, plus the sum of construction costs of the facilities. A different common formulation limits the number of facilities to a fixed integer k instead of giving them a cost. The minisum facility location problem on general graphs is NP-hard to solve optimally, by reduction from (for example) the set cover problem. A number of approximation algorithms have been developed for the facility location problem and many of its variants. Without assumptions on the set of distances between clients and sites (in particular, without assuming that the distances satisfy the triangle inequality), the problem is known as non-metric facility location and can be approximated to within a factor O(log n). This factor is tight, via an approximation-preserving reduction from the set cover problem. If we assume distances between clients and sites are undirected and satisfy the triangle inequality, we are talking about a metric facility location (MFL) problem. The MFL is still NP-hard and hard to approximate within factor better than 1.463. The currently best known approximation algorithm achieves approximation ratio of 1.488.

Egalitarian location: Minimizing the maximum distance A minimax facility location problem is an OFL in which the input is a set of points in space, and the goal is to find a location for a facility, such that the largest distance between the facility and any of the points is as small as possible. If the points correspond to people, and the distances correspond to their dis-utility, then minimax OFL is an instantiation of the egalitarian rule. Some special cases are:

In the case of the Euclidean metric for k = 1 (one facility) on the plane, it is known as the smallest enclosing circle problem. For one facility in three dimensional space, it is known as the smallest enclosing sphere problem or 1-center problem. Its study is traced at least to the year of 1860. The general problem with k facilities, in a general metric space, is called Metric k-center. The multi-facility variant can be formally defined as follows:Given a point set P ⊂ R d {\displaystyle \mathbb {R} ^{d}} , find a point set S ⊂ R d {\displaystyle \mathbb {R} ^{d}} , |S| = k, so that

maxp ∈ P(minq ∈ S(d(p, q)) ) is minimized.

NP hardness Exact solution of k-center problem is NP hard.

Approximation to the problem was found to be also NP hard when the error is small. The error level in the approximation algorithm is measured as an approximation factor, which is defined as the ratio between the approximation and the optimum. It's proved that the k-center problem approximation is NP hard when approximation factor is less than 1.822 (dimension = 2) or 2 (dimension > 2).

… excerpt ends here. Continue reading the full article.

Worked examples

Example 1 — a first encounter with Optimal facility location

Start with the simplest possible case. Write down what Optimal facility location claims or describes in one sentence, then invent the smallest concrete situation in which that sentence is true. In mathematics, the smallest case is usually a single object, a single equation or a single measurement. Check that every symbol or term in your sentence has a meaning in that case.

Example 2 — changing one variable

Take the situation from Example 1 and change exactly one quantity: double it, halve it, or set it to zero. Predict what should happen to Optimal facility location before you calculate. Comparing your prediction with the result is the fastest way to find out whether you understand the idea or only the words.

Example 3 — an exam-style question

Typical questions about Optimal facility location ask you to (a) state it precisely, (b) apply it to given data, and (c) explain a limitation. Practise writing all three answers in under five minutes; the third part is what separates a full-mark answer from an average one.

Applications of Optimal facility location

In research
Optimal facility location appears in mathematics research whenever the underlying quantities have to be modelled precisely. Papers usually cite it as a starting assumption and then explore where it breaks down.
In technology and industry
Engineering practice reuses Optimal facility location in design rules, simulations and safety margins. Knowing the idea lets you read a specification sheet and understand why the numbers look the way they do.
In the classroom
Optimal facility location is common in secondary-school and first-year university syllabi. It links to neighbouring topics Computational problems in graph theory, Facility location, Mathematical optimization in business, so understanding it makes those chapters shorter.
In everyday life
Look for Optimal facility location outside the textbook — in sport, cooking, traffic, electronics or the sky above you. An example you found yourself is remembered far longer than one you were given.

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How to study Optimal facility location in 20 minutes

  1. Read the reference excerpt below once, without taking notes.
  2. Close the page and write down what Optimal facility location means in your own words.
  3. Compare your version with the excerpt and mark what you missed.
  4. Work through the three examples above with pen and paper.
  5. Explain Optimal facility location out loud to somebody else — or to Teacher Smith in the lgStudy chat.

Frequently asked questions

What is Optimal facility location in simple terms?

Optimal facility location (OFL), also called location analysis, is a class of optimization problems. In all these problems, the goal is to decide where to locate some facility (e.g. a school, a gas station, a factory, etc.), in a way that optimizes some pre-specified criteria.

Why does Optimal facility location matter?

Because it connects several mathematics ideas at once: it gives you a definition you can apply, a quantity you can calculate, and a way to check whether a result is plausible.

How should I study Optimal facility location?

Read the excerpt, restate it from memory, then work through the examples and applications listed on this page. The five-step study plan above takes about twenty minutes.

What does this page cover?

It gives you a compact reference excerpt plus original lgStudy explanations, examples, applications and study material on Optimal facility location.

Tags

  • Computational problems in graph theory
  • Facility location
  • Mathematical optimization in business

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