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Epidemics control and logistics operations: A review

Thomas K. Dasaklis
n
, Costas P. Pappis, Nikolaos P. Rachaniotis
University of Piraeus, Department of Industrial Management and Technology, 80 Karaoli & Dimitriou Str., 18534 Piraeus, Greece
a r t i c l e i n f o
Article history:
Received 15 September 2010
Accepted 17 May 2012
Available online 28 May 2012
Keywords:
Epidemics control
Emergency supply chains
Epidemics control logistics
a b s t r a c t
Outbreaks of epidemics account for a great number of deaths. Communicable or infectious diseases are
also a major cause of mortality in the aftermath of natural or man-made disasters. Effective control of
an epidemic outbreak calls for a rapid response. Available resources such as essential medical supplies
and well-trained personnel need to be deployed rapidly and to be managed in conjunction with
available information and nancial resources in order to contain the epidemic before it reaches
uncontrollable or disastrous proportions. Therefore, the establishment and management of an
emergency supply chain during the containment effort are of paramount importance. This paper
focuses on dening the role of logistics operations and their management that may assist the control of
epidemic outbreaks, critically reviewing existing literature and pinpointing gaps. Through the analysis
of the selected literature a series of insights are derived and several future research directions are
proposed. In conclusion, this paper provides both academics and practitioners with an overview of
literature on epidemics control and logistics operations aiming at stimulating further interest in the
area of epidemics control supply chain management.
& 2012 Elsevier B.V. All rights reserved.
1. Introduction
Among disasters, outbreaks of epidemics account for excessive
damages of human and material capital, including a great number of
deaths. Polio, smallpox, cholera and HIV are among the diseases that
continue to pose a threat for many developing and developed
countries. Human history is full of public health incidents where
pandemics occurred in a certain period of time causing suffering and
death. For example, plague epidemics in late Medieval Europe
characterized by high mortality rates caused many fatalities, while
the 19181919 Spanish inuenza pandemic killed an estimated 20
to 50 million people worldwide (Benedictow, 1987; Tumpey et al.,
2005). Epidemic outbreaks may occur in the context of natural
causes such as the recent outbreak of novel inuenza A(H1N1) virus
where, according to the World Health Organization (WHO), fromthe
start of the pandemic until May 28, 2010, the virus had already
spread over 214 countries causing 18,114 deaths (http://www.who.
int/csr/don/2010_05_28/en/index.html). Epidemic outbreaks are
also very common in the aftermath of natural disasters. Acute
respiratory infections, measles, malaria and diarrhea are the most
prevalent infectious diseases after natural disasters and all of them
are closely related to unsanitary health conditions and malnutrition
of the population affected (Watson et al., 2007). Finally, deliberate
bioterrorist actions and the release of biological warfare agents
could also lead to epidemic outbreaks. According to Henderson
(1999) smallpox and anthrax are considered to be among the two
most feared biological agents that could be used in a probable
bioterrorist attack as they have the potential to be grown reason-
ably easily and in large quantities and are sturdy organisms that are
resistant to destruction. The anthrax attacks of 2001 in the United
States demonstrated the threat of a possible bioterrorist action and
its severe impacts.
The importance of addressing epidemic outbreaks nowadays is
even greater as the general framework in which they may occur
has dramatically changed during the last years. New challenges
have arisen and certain drivers like climate change, population
density and urbanization could serve as catalysts for the accel-
eration of pandemic incidents. Climate change is expected to play
a crucial role in the birth and transmission of specic diseases
(McMichael, 2003). Many studies suggest that diseases such as
yellow fever, dengue and cholera are re-emerging due to climate
change among other factors (Shope, 1991). Specic arbovirus
diseases have recently emerged outside their usual endemic
range and this could be attributed to changes in climate patterns
(Gould and Higgs, 2009). Apart from climate change, the wit-
nessed rapid urbanization of the worlds population along with a
substantial growth in general population could lead to acceler-
ated epidemic outbreaks, rendering socioeconomic systems even
more vulnerable. A possible outbreak combined with changes in
demographic conditions like population distribution, size and
density could potentially lead to a pandemic of unprecedented
Contents lists available at SciVerse ScienceDirect
journal homepage: www.elsevier.com/locate/ijpe
Int. J. Production Economics
0925-5273/$ - see front matter & 2012 Elsevier B.V. All rights reserved.
http://dx.doi.org/10.1016/j.ijpe.2012.05.023
n
Corresponding author. Tel.: 30 2104142150; fax: 30 2104142629.
E-mail addresses: dasaklis@unipi.gr (T.K. Dasaklis),
pappis@unipi.gr (C.P. Pappis), nraxan@unipi.gr (N.P. Rachaniotis).
Int. J. Production Economics 139 (2012) 393410
proportion where available capacities and resources could be
strained to their limits.
The control of an epidemics outbreak calls for a prompt
response. Certain control protocols should be followed and huge
amounts of supplies together with the necessary human
resources (medical and other personnel) should be available in
order to be utilized during the containment effort. For example, if
a smallpox attack happens, vaccination of the affected population
should take place within 4 days while in the case of an anthrax
outbreak the distribution of antibiotics should take place within 2
days of the event (Lee, 2008). As a consequence, any control of an
epidemics outbreak should rely on the establishment of an
emergency supply chain as a plethora of logistics issues is raised
according to the control strategy adopted and the very nature of
the agent triggering the outbreak. All the logistics operations such
as transportation of medical supplies and commodities or the
deployment of medical personnel must be managed in conjunc-
tion with available information and nancial resources in order to
contain the epidemic before it reaches critical proportions. This is
the reason why leading international health organizations like
World Health Organization and the Pan American Health Organi-
zation explicitly recognize the importance of logistics operations
to any successful health task undertaken for the control of an
outbreak. A basic component of the World Health Organizations
Epidemic and Pandemic Alert and Response program addresses
logistic issues in order to provide operational assistance in the
ongoing management of logistics required for epidemic and pandemic
preparedness and response and for the rapid deployment of medical
and laboratory supplies, transport, communications as well as the
rapid deployment of outbreak response teams (http://www.afro.
who.int/en/divisions-a-programmes/ddc/epidemic-a-pandemic-a
lert-and-response/programme-components/logistics.html). Inter-
national aid organizations, like the United States Agency for
International Development (USAID), also pay attention to logis-
tical issues in the case of epidemic outbreaks control. The
USAID9DELIVER PROJECT, Task Order 2-Supply Chain Manage-
ment for Outbreak Response supports USAIDs efforts to mitigate
existing and emerging pandemic threats by procuring, stock-
piling, and distributing outbreak response commodities (http://
deliver.jsi.com/dhome/topics/health/outbreakresponse).
Although logistics operations are very important for control-
ling an epidemics outbreak, the scientic community has yet to
produce a large amount of well-established approaches that
explicitly incorporate epidemics logistics features. Even further,
issues of appropriately managing epidemics logistics operations
have been paid limited attention. So far, epidemics logistics
operations have been seen through the lens of resource allocation
or have been implicitly incorporated as qualitative variables into
preparedness and response plans. For example, a considerable
volume of scientic research has been conducted in the case of
resources allocation for the control of infectious diseases
(Brandeau, 2005; Rachaniotis et al., 2012; Zaric and Brandeau,
2001,2002) or in the case of developing preparedness and
response plans for health-care facilities to deal with epidemic
outbreaks (Ammon et al., 2007; Ippolito et al., 2006; Rebmann
et al., 2007; Savoia et al., 2009; Webby and Webster, 2003). While
resource allocation models and contingency plans provide a
strong insight towards epidemics control, they often overlook
some critical aspects: allocation of resources cannot be accom-
plished unless the availability of these resources is assured at the
right time, right place and right quantity. In addition, contingency
plans often overlook critical logistical parameters like patient
ow logistics and the availability of workforce and, therefore,
several decision variables related to possible bottlenecks or
workforce shortages are omitted. Results of many full-scale
exercises have shown that logistics poses a real challenge when
controlling an epidemic outbreak (Aaby et al., 2006). Logistical
barriers could also be apparent even when establishing a simple
quarantine program in terms of transferring supplies across
quarantine lines, recruiting qualied medical personnel etc.
(Barbera et al., 2001).
The aforementioned gap in the literature concerning epidemics
logistics operations and their management has been our main driver
for conducting this review paper. Our scope is to shed light into the
general context of emergency supply chain management in the case
of epidemics containment. Thus the objectives of the paper may be
summarized as follows:
To dene and inter-correlate the logistics operations taking
place during the containment of an epidemic.
To nd to what extent literature has produced a critical mass
of scientic work in terms of methodologies applied and
research techniques utilized regarding the issues of epidemics
control logistics.
To determine whether the methodologies applied in business
logistics problems could be utilized in the context of epidemics
control logistics (e.g. Operational Research methods utilization
etc.).
To develop a more robust denition of the epidemics control
supply chain and enhance its understanding.
To look for trends in epidemics control supply chain manage-
ment academic research and to propose areas for further
investigation.
The remainder of the paper is structured as follows: in Section 2
some key concepts of emergency and humanitarian supply chain
management are outlined. Section 3 provides an overview of the
research methodology utilized for the purposes of the review and
the boundaries of our research. In Section 4 an inventory of the
logistics operations taking place during the control of an epidemic
is developed. Section 5 deals with the analysis and classication of
the selected literature regarding epidemics logistics operations. In
Section 6 the main ndings of the review are discussed. Finally, the
paper ends with some concluding remarks and suggestions for
future research directions.
2. Epidemics control and emergency supply chain
management
The control of infectious diseases may be based on measures
adopted at international, national, provincial or even community
level. Reducing the rate by which susceptibles become infected,
reducing the mortality rate for those already infected and increas-
ing the immunization capacity of the population comprise the
main objectives of any containment effort. Such control measures
demand the launching of vaccination or quarantine programs
over certain geographic regions. They also call for interventions
that will ensure the provision of medical supplies like antiretro-
viral drugs, antibiotics, clean water/adequate sanitation and
better nutrition conditions in order that the multiplication of
the infectious agent be reduced. Control measures could be
adopted with the aim either to prevent the spread after the
initiation of an infectious disease (as pre-event measures) or to
control a conrmed outbreak (post-event measures). In the rst
case, a certain level of medical supplies should be kept in order to
be utilized immediately at the initiation of an epidemic. In the
second case the deployment of all the available resources should
rapidly take place providing either treatment to those already
infected or prophylaxis to those susceptible to the agent triggering
the outbreak.
T.K. Dasaklis et al. / Int. J. Production Economics 139 (2012) 393410 394
It is therefore evident that the control of any epidemic out-
break should be based on the establishment of an emergency
supply chain as physical movement of large amounts of medical
supplies takes place. For example, manufacturers should produce
vaccines, antiretroviral drugs and complementary medical sup-
plies. Governments and public health institutions should pur-
chase and stockpile well in advance a plethora of such supplies for
a possible outbreak. During the containment effort transportation
and distribution of these supplies from central warehouses to
regional store sites and then to local Points of Dispensing (POD)
will have to take place. In the case of vaccines, a cold supply chain
must be established to assure that vaccines are transported,
stored and packed in accordance with manufacturers instructions
(stable temperature). Affected people will proceed to treatment
centers where patient ow operations along with dispensing
activities of the medical supplies should be managed appropri-
ately. Reverse logistics activities should also take place as dan-
gerous wastes must be treated carefully or disposed of in such a
way that they do not pose a threat for the medical personnel and
people engaged in the containment effort. In addition, coordina-
tion issues across the entire emergency supply chain arise.
Manufacturers, governments, primary health care institutes and
possibly military agencies are few among many players that
should be coordinated during the control effort. Finally, managing
the information regarding the demand for medical supplies as
well as the ow of funds is also critical. In Fig. 1 an End-to-End
approach of the epidemics control supply chain is depicted. Note
that the reverse ow may refer to only a part of the medical
supplies.
The outbreak of an epidemic can be related to a high rate of
mortality, thus it may be characterized as a disaster. Disaster
Operations in general are a set of activities that are performed
before, during and after a disaster with the goal of preventing loss
of human life, reducing its impact on the economy and returning
to a state of normalcy (Altay and Green Iii, 2006). Disaster
management is an applied science which seeks, by the systematic
observation and analysis of disasters, to improve measures relating to
prevention, mitigation, preparedness, emergency response and recov-
ery (Pettit and Beresford, 2005).
Recent studies have demonstrated the contribution of appro-
priate management of disasters to save or offer relief to as many
people as possible. According to Kovacs and Spens (2007) an
emergency or humanitarian supply chain encompasses a range of
activities, including preparedness, planning, procurement, trans-
port, warehousing, tracking and tracing and customs clearance.
Humanitarian logistics is an umbrella term for a mixed array of
operations, from disaster relief to continuous support for devel-
oping regions, and could be dened as the process of planning,
implementing and controlling the efcient, cost effective ow and
storage of goods and materials as well as related information from
the point of origin to the point of consumption for the purpose of
alleviating the suffering of vulnerable people. As an example, one
of the notable aspects of the relief effort following the 2004 Asian
tsunami was the public acknowledgment of the role of logistics in
effective relief (Thomas and Kopczak, 2007).
The management of emergency and/or humanitarian supply
chains has recently attracted the attention of both practitioners
and researchers. Such supply chains have much in common with
commercial supply chains but at the same time they pose
signicant challenges as they operate under uncertain, and many
times, chaotic conditions. Research methodologies widely utilized
in solving business logistics problems could be adopted in the
context of emergency supply chain operations. Similarities exist-
ing between commercial and emergency supply chains offer the
opportunity of transferring knowledge from the business sector to
humanitarian organizations (Maon et al., 2009). Even at a long-
term level, strategies adopted in commercial supply chains could
be also adopted in the case of emergency and/or humanitarian
supply chains in an effort to match supply with demand
(Oloruntoba and Gray, 2006; Taylor and Pettit, 2009). A very
comprehensive description towards the issues of humanitarian
logistics can be found in Van Wassenhove (2006).
Research conducted so far towards emergency and/or huma-
nitarian supply chain operations has been targeted towards
inventory management, facility location, transportation problems
and performance measurement. For example, Beamon and
Kotleba (2006) and Clay Whybark (2007) examined the problem
of inventory management in case of response to emergencies.
Balcik and Beamon (2008) examined the facility location problem
of a humanitarian relief chain responding to quick-onset disas-
ters. Balcik et al. (2008) studied the last mile distribution
problem of the relief chain, which refers to the distribution of
emergency supplies from local distribution centers to nal ben-
eciaries affected by disasters. Issues of performance measure-
ment in humanitarian supply chains are examined in Beamon and
Balcik (2008) and Van Der Laan et al. (2009). Finally, coordination
and knowledge sharing issues or even the role of all the players
taking part in an emergency and/or humanitarian supply chain
have also been the subject of research (Balcik et al., 2010; Kova cs
and Spens, 2010; Pettit and Beresford, 2005).
3. Research methodology and boundaries
The literature regarding epidemics containment is vast. Three
basic streams of research conducted so far may be identied. The
rst stream consists of research addressing pharmaceutical inter-
ventions for the control of an epidemic. In this case, public health
treatment programs (like vaccination campaigns) take place
where limited resources are utilized. These resources could be
Fig. 1. Materials ow of the epidemics control supply chain (End-to-End approach).
T.K. Dasaklis et al. / Int. J. Production Economics 139 (2012) 393410 395
either discrete (like vaccines, antibiotics or antiretroviral drugs,
etc.) or continuous (like funds). The second stream consists of
research approaches addressing non-pharmaceutical interven-
tions like the closure of schools, voluntary quarantines over a
wide area, social distancing and travel limitations. Finally, the
third stream consists of research approaches where the pharma-
ceutical and non-pharmaceutical interventions are combined and
harmonized control actions are proposed.
From the aforementioned literature our focus has been on
pharmaceutical and harmonized approaches where certain logis-
tics operations features are incorporated into the decision making
process (either quantitative or qualitative). Therefore, this review
covers the logistical aspects that support the pre-event as well as
post-event logistics operations in the case of emergencies like an
unprecedented pandemic outbreak, a bioterrorist attack, epi-
demic outbreaks during mass gatherings or epidemic outbreaks
in the aftermath of natural or man-made disasters. As a conse-
quence, this review does not take into consideration logistics
aspects arising in the context of seasonal inuenza outbreaks or
relevant diseases outbreaks which may be expected, anticipated
or last for a long period of time (like HIV outbreaks).
It is worth mentioning that this review focuses on the opera-
tional issues arising in relation to the control of epidemics. Thus
papers addressing problems such as resource allocation or general
contingency plans have not been included in the main reference
list. For the interested reader an additional reference list can be
found after the main reference list, where several resource
allocation papers as well as contingency plan papers are cited.
Furthermore, modeling approaches not calibrated to the epi-
demics control context have not been included in the classica-
tion framework of this review. A relevant survey regarding
modeling approaches in the generic context of emergency supply
chain management can be found in Caunhye et al. (2012). Apart
from the aforementioned limitations, in this review two exemp-
tions have been made regarding the papers of Chick et al. (2008)
and Ak et al. (in press). The justication of these exemptions is
provided in the relevant section where both papers are cited.
Finally, this review cannot by any means be considered as an
exhaustive one.
In order to review the available literature our rst task was to
dene our sources and to establish the appropriate search criteria.
Epidemics control handbooks and relevant information from
several databases (governmental and international agencies such
as the World Health Organization, the Pan-American Health
Organization and the European Centre for Disease Prevention
and Control etc.) were studied in order to determine the logistics
operations taking place during the control of an outbreak. Key-
word searches were made through several scientic databases
including Springer, Science Direct and Scopus. During the selec-
tion process all abstracts or list of references from the papers
were examined in order to locate additional relevant research
works. A total number of 73 papers were nally selected.
We are aware of at least one review regarding OR/MS research
in disaster operations management (Altay and Green Iii, 2006), in
which epidemics control issues were excluded and one review
regarding bioterrorism response logistics (Bravata et al., 2004a).
In addition, Brandeau et al. (2009) made an inventory of health
sector disaster response models in which logistical constraints
were incorporated in the case of epidemic outbreaks, while
Ferguson et al. (2003) reviewed the usage of available mathema-
tical models when planning for smallpox outbreaks. The need for
a more integrated incorporation of logistical constraints into
existing modeling approaches was among the ndings of the
review.
For the classication of the selected literature all the logistical
variables and relevant logistics aspects of each reference were
initially identied. Our classication scheme was based on a
three-level assessment framework presented in Fig. 2. In the rst
level of assessment the various logistical features incorporated in
each reference are classied according to the time framework in
which they take place (pre-event or post-event). In the second
level of assessment a context-specic classication is made where
the logistics features are correlated to the nature of the epidemics
outbreak. Finally, in the third level of assessment the logistical
features and the methodologies applied (qualitative or quantita-
tive) for solving the problem tackled are classied. It is worth
mentioning that in the classication scheme the incorporated
logistical features of each reference have been utilized as the
main driver for the classication process. Such an approach not
only provides the means for better synthesizing and analyzing the
selected literature but also gives us the opportunity to better
understand the interdependencies between logistics operations
and the general control context in which they take place. As a
consequence, the classication scheme highlights several attri-
butes of epidemics logistics operations and enables us to develop
a more robust research agenda towards epidemics control supply
chain management.
4. Epidemics control and logistics operations
Governmental agencies and health institutions should be
prepared in advance for the control of epidemic outbreaks. This
means that they should have in place robust contingency plans
addressing issues like the availability of emergency medical
stocks and well-trained personnel, their appropriate deployment,
the availability of different types of vehicles for the transportation
of essential medical supplies and commodities etc. Generally, it
remains very difcult to dene whether the needs for producing
and distributing vaccines in the case of e.g. a possible pandemic
inuenza outbreak can be met (Fedson, 2003; Webby and
Webster, 2003) by existing capacities. Consequently, any attempt
to contain an epidemic outbreak demands real-time solutions
that should ensure the effective management of all the logistics
activities taking place, since sometimes these activities may
become a real nightmare if not managed properly (Osterholm,
2001). In the sequence, an inventory of all the logistics operations
taking place during the various phases of an epidemics contain-
ment effort is provided. Generally, these phases could be classi-
ed as follows (John Hopkins Bloomberg School of Public Health
Fig. 2. A framework for epidemics logistics literature classication.
T.K. Dasaklis et al. / Int. J. Production Economics 139 (2012) 393410 396
and the International Federation of Red Cross and Red Crescent
Societies, 2008; World Health Organization, 2005):
Preparedness
Outbreak investigation
Response
Evaluation.
4.1. Preparedness
Many organizations around the world have established prepa-
redness plans in the case of epidemic or pandemic outbreaks. Such
plans range from community to national level and they include all
the measures required for the successful containment of an out-
break. The World Health Organization has published several pan-
demic preparedness guidelines since 1999 and it updates them in
the light of new developments regarding increased understanding of
past pandemics, strengthened outbreak communications, greater
insight on disease spread etc. (World Health Organization, 2009).
Epidemic preparedness aims at maintaining a certain level of
available resources so as to reduce morbidity and mortality when
an epidemic outbreak occurs. This means that pharmaceuticals
and supplies should remain accessible or kept in large quantities
(Richards et al., 1999) in order to assist a prompt response, if
necessary. Procurement of vaccines and medical supplies and
their exact storing location play a crucial role for the outcome of
any containment effort. For instance, the Strategic National Stock-
pile (SNS) program in the United States is an indicative prepared-
ness program with the objective to maintain large quantities of
medicine and medical supplies and to provide these materials to
states and communities within twelve hours in the event of a
large-scale public health emergency (Esbitt, 2003). In addition, a
certain amount of vaccines should be available for the immuniza-
tion of control teams and health-care workers. This is of great
importance as medical personnel will treat the very rst infected
persons and should be protected against the disease that causes
the outbreak. Among the most important logistics operations
taking place and relevant logistics-oriented decisions to be made
during the phase of preparedness are the following (John Hopkins
Bloomberg School of Public Health and the International
Federation of Red Cross and Red Crescent Societies, 2008; World
Health Organization, 2005, 2008):
Identication of sources for the procurement of medical
supplies and relevant commodities
Contract management for all the materials procured
Inventory management for all the essential medical supplies
(vaccines, antibiotics, antiretroviral drugs) and supplementary
medical commodities (personal protective supplies) kept
Periodical review and updating of medical supplies
Facility location and capacity determination for stockpiling
centers
Network design for transportation/distribution activities and
selection of appropriate means for transportation/distribution
activities
Selection of appropriate vaccination facilities/health care sys-
tems and their capacity (size, availability of rooms and
designated areas, availability and scheduling of personnel etc.)
Availability of funds.
4.2. Outbreak investigation
Outbreak investigation consists of the detection of any sus-
pected outbreak and its conrmation through laboratory testing.
In order to detect and conrm a suspected outbreak, surveillance
systems must be put in place in order to provide the decision
makers of the health agencies in charge with the essential
information regarding any unexplained infection increases seen
over a period of time through the systematic analysis of data
collected. Surveillance systems provide adequate information that
facilitates the development of an initial response framework
where the type and magnitude of the containment effort could
be determined once epidemic thresholds have been reached. The
term epidemic threshold refers to the level of disease above
which an urgent response is required. It is specic for each
disease and depends on the infectiousness, other determinants
of transmission and local endemicity levels (World Health
Organization, 2005).
Leading world health organizations have developed surveillance
systems covering cases like pandemic outbreaks (European Centre
for Disease Prevention and Control, June, 2009), epidemic out-
breaks following natural disasters (World Health Organization,
2005) or even possible disease outbreaks during mass gatherings
(World Health Organization, 2008). Additionally, surveillance sys-
tems have been developed by the scientic community (Dato et al.,
2004; Krause et al., 2007; Lombardo et al., 2003) and many
researchers have studied relevant issues arising during the detec-
tion and conrmation of diseases outbreaks attributed to bioter-
rorist attacks (Bravata et al., 2004b; Buehler et al., 2003; Lober
et al., 2002; Pavlin et al., 2003; Platt et al., 2003) or epidemic
outbreaks related to specic agents (Arita et al., 2004; Dietz et al.,
1990; Jansson et al., 2005). It is worth mentioning that the
development of a surveillance system to detect epidemic outbreaks
that occur during emergency situations (like a humanitarian crisis)
may necessitate taking into consideration some context-specic
features like the target population, the political context, the poor
infrastructure and, nally, the presence of multiple partners in the
eld (Mikanatha et al., 2007). Among the logistics activities that
support the detection and conrmation mechanisms of a suspected
outbreak are (U.S. Agency for International Development, 2009;
World Health Organization, 2005):
The provision of all the appropriate materials like report sheets
to hospitals, emergency medical services and local public
health departments that will be used for the collection of
primary data regarding initial cases
The training of clinical workers to recognize unexpected
patterns of the occurrence of specic diseases and to promptly
identify and report suspected cases using standard denitions
The provision of all the necessary commodities and resources
to the outbreak response team that will facilitate and ensure
its operational deployment
The collection of specimens and their labeling
The secure transportation of specimens to the appropriate
laboratory (using cold boxes and coolant blocks)
The appropriate storage of specimens in the laboratory (kept
within a specic temperature range)
The procurement, handling, storing and distribution of labora-
tory commodities, their classication, their quality assurance
and quality control etc.
It is clear that any successful attempt to contain an epidemic
outbreak is closely related to the services provided by labora-
tories. These services rely on a huge number of materials and
commodities that laboratories utilize and they necessitate
increased inventory management capabilities. Additionally, dur-
ing epidemic outbreaks laboratories must ensure that they have
the capacity to cope with increased testing demands (Crawford
et al., 2010). A good reference regarding laboratory logistics can
be found in U.S. Agency for International Development (2009).
T.K. Dasaklis et al. / Int. J. Production Economics 139 (2012) 393410 397
4.3. Response
Once leading health agencies have conrmed an epidemic
outbreak, measures and control strategies must be implemented
as soon as possible at a regional or national level. Treatment
centers should be established and available resources such as
medical supplies and personnel should be deployed rapidly in
order to contain the epidemic before it reaches uncontrollable
proportions. Vaccination of susceptible groups or isolation and
quarantine of those infected are considered standard interven-
tions for the containment of an epidemic. All measures taken
must be based on a clear understanding of the agents nature
triggering the outbreak as some diseases necessitate specic
control protocols to be followed (World Health Organization,
2005). This in turn calls for the availability of additional infra-
structure and medical supplies within health care premises such
as isolation rooms with good ventilation systems, respiratory
equipment etc. The logistics operations and relevant decisions to
be made during the phase of response to a conrmed outbreak
refer to (John Hopkins Bloomberg School of Public Health and the
International Federation of Red Cross and Red Crescent Societies,
2008; World Health Organization, 2005, 2008):
the selection of facilities to serve as PODs
the periodical review and updating of supplies and
commodities needed
the transportation/distribution of supplies and commodities
from central warehouses to local POD
the procurement of supplies/resources once depleted
the dispensing of medical supplies, supplementary materials
and commodities to the public
the establishment of a cold supply chain for the provision of
essential medical supplies like vaccines
the daily/weekly capacity of available personnel to perform
mass vaccination campaigns (for example the maximum
number of people that can vaccinate per day)
the scheduling of available vehicles to be used for transporta-
tion and distribution purposes
adjustments to the capacity of health care facilities to hospitalize
infected people
the management of patients in triage centers (clinical ow
logistics).
During the phase of response laboratory logistics activities
take place as it is very important for the parties involved to have a
clear understanding of how the epidemic evolves over space and
time (rate of spread among subpopulations). This will allow them
to proceed to the necessary adjustments or modications of the
measures initially adopted in order for the new measures to be
compliant with the data analysis from laboratories tests (World
Health Organization, 2005). Other logistics-oriented activities
necessitated during this phase may be the safe disposal of body
fuels or even the handling of dead bodies, the presence of troops
to keep order etc.
4.4. Evaluation
After the epidemic has been contained, decision makers and
public health policy makers engaged in the control efforts should
proceed to the evaluation of all the measures undertaken during
the previous phases. Generally, the evaluation phase is very useful
as it provides strong insights towards a series of modications
that need to be made in order to increase the resilience of the
control mechanisms in future epidemic outbreaks. Despite the
fact that the evaluation phase entails limited physical movement
of medical supplies and complementary commodities, it remains
important from a logistical point of view. Many useful conclu-
sions can be drawn with respect to logistics control operations
such as (AHRQ, 2004; John Hopkins Bloomberg School of Public
Health and the International Federation of Red Cross and Red
Crescent Societies, 2008):
the identication and assessment of possible bottlenecks or
delays that hindered the deployment of the available medical
supplies
the evaluation of the timeliness that should have been
respected during the control of the epidemic
the follow-up and monitoring of patients for antibiotic effec-
tiveness or vaccine immunoresponse
the identication of patients requiring dose modication or
alternative treatment regimen due to adverse effects
the development of indicators regarding the performance of
the logistics control operations
the assessment of coordination issues risen among the parties
involved
the establishment and operation of rehabilitation procedures
in the case of epidemic outbreaks in the aftermath of natural
disasters.
All the above should lead to clear conclusions and, therefore,
recommendations that will enhance the capabilities of the parties
involved and will reduce vulnerabilities of the control mechan-
isms. Finally, the dissemination of knowledge and the lessons
learned should take place among all the parties involved, from
public health policy makers and health agencies to local
communities.
5. Literature classication and analysis
In this section the classication and analysis of the selected
literature takes place in accordance with the classication scheme
presented in Fig. 2.
5.1. Time frame and type of the outbreak
Epidemic control measures may vary depending on the nature
of the outbreak and the time horizon in which they are imple-
mented. For example, a country may face a bioterrorist attack or a
natural inuenza outbreak. Communicable disease outbreaks may
also occur in the aftermath of natural disasters where certain sub-
populations are dislocated or subject to a humanitarian crisis.
Disease outbreaks may also occur during big events and mass
gatherings such as the Olympic Games. In addition, the time
frame in which control measures apply may also be different.
Stockpiling of medical supplies for a future outbreak is a proactive
measure and takes place well before the outbreak occurs while
the distributing and dispensing of these supplies take place once
the outbreak has occurred. The classication of the selected
literature according to the aforementioned thresholds can be
seen in Table 1.
37 out of 73 research studies deal with the deployment of the
available resources once the outbreak has occurred and the
majority of them are closely related to bioterrorism (22 out of
37). Research efforts towards pre-event strategies follow (22 out
of 73) and they mostly refer to natural outbreaks (15 out of 22)
like inuenza epidemics. Integrated approaches covering both
pre-event and post-event control measures are limited. In the
case of epidemics control in the aftermath of natural disasters a
total of 5 articles were retrieved. Some papers address issues of
epidemics control logistics without explicitly specifying the con-
text of the outbreak. We refer to this type of literature as
T.K. Dasaklis et al. / Int. J. Production Economics 139 (2012) 393410 398
miscellaneous. It is worth mentioning that no paper dealing with
epidemics control logistics during mass gatherings has been
identied. Fig. 3 shows a numerical allocation of the literature
according to the time frame of the response and the nature of the
outbreak.
5.2. Logistical attributes and methodologies
In the following sub-sections the literature is classied accord-
ing to the logistical attributes embedded within the modeling
frameworks and, of course, the methodologies applied. For this
classication, four clusters have been identied. These refer to the
epidemics logistics network conguration, stockpiling of medical
supplies, triage operations and other approaches. In Fig. 4 an
allocation of the selected papers is provided regarding the afore-
mentioned clustering, their type and source of publication.
5.2.1. Epidemics logistics network conguration
During the containment of an epidemic, medical supplies
(vaccines, antiviral drugs etc.) and commodities (food, water
etc.) held in central storage sites must be distributed to regional
stockpile centers and then to local PODs (Fig. 5). The aforemen-
tioned problem refers to the logistics network design problem
where a series of decisions should be made with respect to:
the location, number and capacity of both the stockpile centers
and PODs (facilities)
the assignment of these facilities to serve certain sub-
populations
the selection of modes of distribution and relevant capacities
Fig. 3. Time-frame and outbreak-type literature classication.
Fig. 4. Literature classication according to logistical attributes, type and source
of publication.
Table 1
Time-frame and context-specic related literature classication.
Time-
frame
Context-specic aspects
Bioterrorist attacks Natural outbreaks Miscellaneous Disaster
aftermath
Pre-event (Berman and Gavious, 2007;
Huang et al., 2010; Murali et al., 2012)
(Adu et al., 1996; Arinaminpathy and McLean,
2009; Balicer et al., 2005; Chick et al., 2008; Cinti
et al., 2005; DeLaurentis et al., 2008, 2009;
Dhankhar et al., 2010, 2009; Harrington and Hsu,
2010; Hashikura and Kizu, 2009; Lee et al., 2006b;
Lugne r and Postma, 2009; Radonovich et al., 2009;
Siddiqui and Edmunds, 2008)
(Adida et al., 2011; Jia et al.,
2007a,2007b; Rebmann et al.,
2011)

Post-
event
(Barbera et al., 2001; Brandeau et al., 2008; Craft
et al., 2005; Giovachino et al., 2005; Herrmann
et al., 2009; Hu and Zhao, 2012, 2011; Hui, 2010;
Hupert et al., 2002; Jingjing et al., 2009; Kaplan
et al., 2003; Ke and Zhao, 2008; Lee, 2008; Liu and
Zhao, 2009, 2011; Liu et al., 2011; Miller et al.,
2006; Patvivatsiri et al., 2007; Porco et al., 2004;
Richter and Khan, 2009; Wein et al., 2003; Zhao and
Han, 2010)
(Collin and de Radigu es, 2009; Ekici et al., 2008;
Hadler, 2005)
(Aaby et al., 2006; Lee et al.,
2009a, 2009b; Li and Jie, 2010;
Liu, 2007; Pietz et al., 2009;
Wang et al., 2009)
(Blecken
et al., 2010;
Date et al.,
2011;
Moore et al.,
1990;
Rottkemper
et al.,
2011, 2012)
Integrated (Brandeau et al., 2007; Bravata et al., 2006; Manley
and Bravata, 2009; Shen et al., 2009; Whitworth,
2006; Zaric et al., 2008; Zhao and Sun, 2008)
(Arinaminpathy and McLean, 2008; Conn et al.,
2008; Duintjer Tebbens et al., 2010; Hessel, 2009;
Jennings et al., 2008)
(Ak et al., in press; Lee et al.,
2006a)

T.K. Dasaklis et al. / Int. J. Production Economics 139 (2012) 393410 399
the inventory level of medical supplies and commodities held
as well as the replenishment policies followed.
As far as facility location is concerned, research efforts have been
based on P-median, P-center and maximal covering location model-
ing approaches as well as game theory for the formulation of the
problem. Jia et al. (2007a) propose a series of facility location
approaches based on the covering model, the P-median model and
the P-center model, each suited for different needs according to the
characteristics of several large-scale emergencies. A demonstration of
the P-center and P-median approach is presented (for a possible
anthrax and smallpox bioterrorist attack, respectively). In Jia et al.
(2007b) the problem is formulated as a maximal covering problem
with multiple facility quantity-of-coverage and quality-of-coverage
requirements and a genetic algorithm heuristic, a locate-allocate
heuristic and a Lagrangean relaxation heuristic are developed for
the solution of the problem. An illustrative example (anthrax attack)
and performance analysis for the heuristics are also provided. In
Berman and Gavious (2007) the problem is formulated as a game
between a terrorist and a state where set-up costs along with
preventive ones are considered. Game theory and mathematical
programming are used for the formulation and solution of the
problem. Murali et al. (2012) formulate the problem as a special case
of the maximal covering location problem. Demand uncertainty and
distance-sensitive demand are taken into account by using a loss
function and a locate-allocate heuristic is used for the solution of the
problem. Huang et al. (2010) use a variation of the p-center problem,
where the model presumes that some of the facilities at a node fail to
respond to the nodes demand. Dynamic programming is used for
nding the optimal location on a path network whereas an efcient
algorithm for optimal locations on a general network is used,
respectively.
In the case of logistics network design the majority of the
modeling approaches deals with the estimation of the number of
available facilities to be utilized, the inventory to be held, relevant
replenishment policies as well as transportation and distribution
activities for the supplies from central points to regional sites and,
consequently, local PODs. Differential equations used for the demand
estimation (diseases progression) are coupled with logistics network
modeling approaches. Hu and Zhao (2012) develop a multi-objective
programming model for the selection of emergency centers and the
determination of the amount of medicine transported from the
replenishment sources to selected emergency centers and from the
selected centers to the points of dispensing. Wang et al. (2009)
examine the selection of storage points and distribution activities of
medical supplies to an affected area by using a multi-objective
stochastic programming model, which is solved by a genetic
algorithm based on Monte Carlo simulation. Hu and Zhao (2011)
use a systems dynamics approach to study the dynamics behavior of
the replenishment sources, receiving warehouses and the dispensing
sites in the case of an anthrax attack. Liu and Zhao (2011) develop a
dynamic optimization model with time-varying demand for the
replenishment and the transportation of medical supplies from local
health departments to affected areas. A heuristic algorithmis used for
solving the optimization problem. The case of food distribution during
an epidemic outbreak and relevant network design aspects have also
been examined (Ekici et al., 2008). Other approaches include logistics
network design frameworks with replenishment and non-replenish-
ment sources (Zhao and Sun, 2008) or network design frameworks
where the objective is total costs (inventory and transportation costs)
and response time minimization (Jingjing et al., 2009; Li and Jie,
2010).
Research has also been directed towards the issues of epidemics
distribution network design. As in the case of logistics network
design, the demand for the medical supplies to be distributed relies
on differential equations describing the progression of the disease. In
most of the cases medical supplies such as vaccines or antiviral drugs
and medical supplements are distributed. Ke and Zhao (2008)
examine the problem of emergency materials distribution in an
anti-bioterrorism system subject to related logistical constraints by
using dynamic programming theory and simulation techniques. Lee
et al. (2009b) develop a simulation model for the distribution of relief
supplies from central distribution centers to local PODs. The model
takes into consideration transshipment between the PODs. Liu et al.
(2011) propose a mixed-collaborative distribution model based on
the point-to-point delivery mode and the multiple traveling salesmen
delivery system. For the solution of the optimization problem a
genetic algorithm is presented. In addition, Zhao and Han (2010)
study the problem of distributing medical supplies to affected areas
taking into account supply base levels, limited response time-frames
and several costs (transportation and shortage costs etc.). Finally,
vehicle routing problems in the context of epidemic control logistics
have also been studied (Herrmann et al., 2009; Liu and Zhao, 2009;
Shen et al., 2009).
Due to the unpredictable nature of epidemic outbreaks a signi-
cant issue that has to be addressed in the aftermath of natural
disasters is the relocation of inventories. During an ongoing humani-
tarian crisis attributed primarily to a natural disaster (earthquake,
tsunamis etc.) a disease outbreak may occur triggering a surge of
medical supplies and necessitating the deployment of additional
commodities. In this case, available supplies should be relocated
and relevant network design transportation decisions should be made
enabling the rapid supply of regions coming up with new and urgent
demand (Blecken et al., 2010; Rottkemper et al., 2012, 2011). In
Fig. 5. Epidemics control logistics network.
T.K. Dasaklis et al. / Int. J. Production Economics 139 (2012) 393410 400
Table 2
Logistical features and methodologies applied in epidemic logistics network conguration literature.
References Literature characteristics
Logistical attribute Objectives Constraints Problem formulation/
methodology applied
Optimization
(solution)
Stochastic/
deterministic
(Berman and Gavious, 2007) Facility location Cost (or disutility)
minimization
Number of facilities Game theory, mathematical
programming
Deterministic
(Blecken et al., 2010) Inventory relocation,
transportation, transshipment
Cost minimization Demand satisfaction, supply Integer programming Heuristic algorithm Stochastic
(Ekici et al., 2008) Facility location, distribution Cost minimization Capacity, demand satisfaction, supply Mixed integer programming,
simulation
Deterministic
(Herrmann et al., 2009) Vehicle routing, distribution of
medical supplies
Time minimization Capacity, demand satisfaction, supply Integer programming Problem decomposition,
two-stage algorithm
Deterministic
(Hu and Zhao, 2012) Logistics network design Time and cost minimization Capacity, demand satisfaction, supply Multi-objective programming Deterministic
(Hu and Zhao, 2011) Distribution, inventory
management
Inventory level, unsatised
demand
capacity, time, supply System dynamics Deterministic
(Huang et al., 2010) Facility location Minimize the maximum
weighted distance
number of facilities Integer programming Dynamic programming
algorithm
Deterministic
(Jia et al., 2007a) Facility location Demand satisfaction Number of facilities, demand
satisfaction
Integer programming Deterministic
(Jia et al., 2007b) Facility location Demand satisfaction Number of facilities, demand
satisfaction
Integer programming Heuristic algorithms Deterministic
(Jingjing et al., 2009) Logistics network design Cost minimization Capacity, demand satisfaction, supply Mathematical programming Heuristic algorithm Deterministic
(Ke and Zhao, 2008) Distribution of medical supplies Cost minimization Time, demand, type of material Dynamic programming Deterministic
(Lee et al., 2009b) Distribution, dispensing, capacity
planning
Demand satisfaction Capacity Simulation, mathematical
modeling
Deterministic
(Li and Jie, 2010) Logistics network design Cost minimization Supply, demand satisfaction Network equilibrium model Numerical analysis,
approximation methods
Stochastic
(Liu and Zhao, 2009) Vehicle routing Time minimization Number of demand points Multiple traveling salesman
approach
Genetic algorithm Deterministic
(Liu and Zhao, 2011) Logistics network design Cost minimization capacity, demand satisfaction, supply Mathematical programming Heuristic algorithm Deterministic
(Liu et al., 2011) Distribution of medical supplies Distance, time minimization Capacity, demand satisfaction, supply,
distance
Mix integer programming Genetic algorithm Deterministic
(Murali et al., 2012) Facility location Demand satisfaction Capacity, demand satisfaction, supply Integer programming, mix
integer programming
Heuristic algorithm Stochastic
(Rottkemper et al., 2011) Inventory relocation,
transportation
Cost minimization Supply, demand satisfaction, capacity Mixed-integer programming Deterministic
(Rottkemper et al., 2012) Inventory relocation,
distribution, transshipment
Cost minimization Supply, demand satisfaction, capacity Mixed-integer programming Deterministic
(Shen et al., 2009) Vehicle routing Unsatised demand, visit time Time, demand satisfaction Mixed integer programming Tabu heuristic,
approximation heuristic
Stochastic
(Wang et al., 2009) Distribution of medical supplies Time and cost minimization Demand satisfaction Multi-objective programming Genetic algorithm Stochastic
(Zhao and Sun, 2008) Distribution, production Cost minimization Economic analysis, numerical
simulation
Deterministic
(Zhao and Han, 2010) Distribution of medical supplies Cost minimization Supply, demand satisfaction Linear programming deterministic
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Table 2 a classication of the epidemic logistics network congura-
tion can be seen with respect to the methodologies applied, the
objectives of the models and the constraints. We pay special attention
in this sub-section because the literature described here depicts the
core logistics approaches we managed to retrieve. As the control of an
epidemic outbreak entails a range of operations to take place, the
topic is very suitable for OR/MS research.
5.2.2. Stockpiling of medical supplies
Inventory control in the case of epidemics control may relate to
managing specic medical supplies like vaccines, antiviral drugs or
antibiotics as well as ancillary medical resources like Personal
Protective Equipment (PPE) etc. In some cases the problem of
stockpiling of medical supplies has been treated as a joint inventory
stockpiling problem for several groups of hospitals. In this case it is
assumed that mutual aid agreements for inventory sharing are
established among the hospitals. A game theoretical approach is
adopted for the formulation of the problem (Adida et al., 2011;
DeLaurentis et al., 2008, 2009). Some researchers have also tried to
determine the amounts of medical supplies like PPEs to be held that
could serve as a means of preventing inuenza pandemics
(Hashikura and Kizu, 2009). Additionally, many researchers have
tried to estimate the capacity of health care facilities to respond to
spreading diseases in terms of materials (Radonovich et al., 2009)
and PPEs needed (Rebmann et al., 2011).
As far as antiviral drugs are concerned, logistical constraints
such as a nite stockpile of drugs and limited distribution rates
during the deployment of antiviral drugs (Arinaminpathy and
McLean, 2008) or different antiviral coverage strategies using a
limited stockpile of drugs (Arinaminpathy and McLean, 2009)
have been examined in the case of an inuenza pandemic control.
Lee et al. (2006b) utilize cost-benet and cost-effectiveness
analyses with Monte Carlo simulations to compare strategies for
stockpiling neuraminidase inhibitors to treat and prevent an
inuenza pandemic outbreak. Lugne r and Postma (2009) utilize
cost-effectiveness considerations when stockpiling antiviral drugs
in order to mitigate an inuenza pandemic outbreak. Siddiqui and
Edmunds (2008) develop a decision analytical model to investi-
gate the cost-effectiveness of stockpiling antiviral drugs for a
potential inuenza pandemic in the United Kingdom and the
possible role of near-patient testing in conserving antiviral drug
stocks. Balicer et al. (2005) analyze strategies for the utilization of
stockpiled antivirals for a future inuenza pandemic and estimate
cost-benet ratios, while Cinti et al. (2005) provide a strategy for
stockpiling certain antivirals at a reasonable cost. Finally,
Harrington and Hsu (2010) examine the so-called Manufacturer
Reserve Programs which are used by manufacturers to promote
stockpiling of anti-viral drugs in preparation for pandemic inu-
enza by non-governmental organizations such as hospitals.
In the case of vaccine inventory control, Liu (2007) considers
the case in which a sudden demand for vaccines attributed to an
urgent incident like a natural outbreak or a bioterrorist attack
occurs and develops mathematical models for estimating the
necessary stockpile levels of vaccines in order to meet future
urgent needs. Dhankhar et al. (2009) examine the quantities to be
held in stock and relevant economic evaluations of vaccines in
accordance with their time of expiration. Vaccine control strate-
gies in the case of secondary bacterial infections (especially
pneumococcal infections) during a pandemic inuenza outbreak
have also been examined (Dhankhar et al., 2010). Finally, Duintjer
Tebbens et al. (2010) develop a mathematical framework for
determining the optimal management of a vaccine stockpile
over time where several logistical constraints are considered
like capacity constraints, production and lling delays, risks
associated with the stockpile etc. The case of the polio vaccine
stockpile is selected for the application of the proposed
framework.
5.2.3. Triage operations
Once the medical supplies have been positioned to local PODs,
dispensing operations must take place. In addition, several facil-
ities like hospital and primary health-care premises might need to
be converted into dispensing centers. During the control effort
within the dispensing centers patients will be examined by
medical personnel and will be further offered medical treatment
(vaccination, antiviral treatment etc.). Logistical considerations in
this case may include the facility layout of the selected premises
to serve as dispensing centers, capacity planning, patient ow
logistics, relevant dispensing or vaccination rates etc. Simulation
is the prevalent methodological tool for addressing this kind of
problems.
For example, Porco et al. (2004) develop a continuous-time
event-driven network simulation model of smallpox ring vaccina-
tion taking into consideration aspects like response logistics and
limited numbers of vaccinators. Whitworth (2006) utilizes simu-
lation models for the evaluation of candidate PODs, alternative
dispensing processes, stafng plans and trafc-management stra-
tegies to help a community develop its plan for responding to an
anthrax attack. Wein et al. (2003) develop a mathematical model
to compare various emergency responses in the event of an
airborne anthrax attack where a set of spatially distributed two-
stage queuing systems consisting of antibiotic distribution and
hospital care is considered. Aaby et al. (2006) use discrete-event
simulation queuing theory models for the clinic planning of
public-health services. Some guidelines for the physical design
and lay-out of clinics are also proposed. Miller et al. (2006) apply
combination strategies for controlling a bioterrorist attack (small-
pox) by using discrete-event simulation. The model estimates the
medical resources required for each step in the diagnosis and
treatment within public-health facilities and, therefore, possible
bottlenecks in care delivery. Patvivatsiri et al. (2007) simulate
various possible bioterrorist attack scenarios in order to deter-
mine the total time a patient stays in the system and to identify
staff requirements. Hupert et al. (2002) use discrete event
simulation modeling to determine stafng levels for entry screen-
ing, triage, medical evaluation and drug dispensing stations in a
hypothetical antibiotic distribution center operating in low,
medium, and high disease prevalence bioterrorism response
scenarios.
Apart from simulation, other approaches combine epidemic
diffusion rules and queuing theory and the models developed
could serve as capacity planning tools. Logistical considerations in
this case may relate to limited vaccination or dispensing rates.
Craft et al. (2005) analyze a system of differential equations that
includes among others a set of spatially distributed tandem
queues for distributing antibiotics and providing hospital care.
Giovachino et al. (2005) utilize computer modeling techniques
where real data obtained by an exercise are used in order to
optimize the capacity of a dispensing center in the case of a
bioterrorist attack. Kaplan et al. (2003) evaluate existing and
alternative proposals for emergency response to a deliberate
smallpox attack by embedding key operational features of such
interventions into a smallpox disease transmission model where
the model explicitly incorporates a tracing/vaccination queue, and
hence can be used as a capacity planning tool. Hui (2010)
develops a queuing network model where distribution times
and serving rates of antibiotics are considered.
Decision support systems have also been developed in the case
of triage management operations. In this case, mathematical
modeling, large-scale simulation and optimization techniques
T.K. Dasaklis et al. / Int. J. Production Economics 139 (2012) 393410 402
are used for analyzing different dispensing scenarios, recongur-
ing PODs during the containment effort, estimating the most cost-
effective combination of dispensing strategies and determining
resources utilization along with facilities set-up and facilities
lay-out options (Lee et al., 2006a; Pietz et al., 2009). Comparisons
between different dispensing strategies have also been examined.
Richter and Khan (2009) use multi-criteria decision analysis for
assessing the trade-offs of different dispensing strategies in a
large metropolitan area during a biological or chemical event. In
Table 3, the logistical features incorporated in the triage opera-
tions as well as stockpiling of medical supplies literature are
depicted along with the relevant methodologies applied.
5.2.4. Other approaches
This sub-section refers to publications that are both of quali-
tative and quantitative nature that could not be classied within
any of the aforementioned classication schemes. The qualitative
approaches deal with a plethora of logistical issues arising in the
context of vaccine supply chain or when quarantine and vaccina-
tion campaigns are implemented. In addition, aspects of coordi-
nation as well as information management are also examined in
these theoretical papers. More integrated response frameworks
and sourcing aspects of the epidemic control supply chain build
up the remaining quantitative approaches.
Some of the aforementioned approaches embrace a plethora of
logistical considerations from stockpiling of medical supplies to
their distribution and dispensing. Zaric et al. (2008) develop a
dynamic compartmental model that incorporates anthrax disease
progression, prophylaxis and treatment in a population of
exposed and potentially exposed individuals, where aspects of
distribution of supplies from national and regional storage facil-
ities to local communities, stockpiling of local inventories and
dispensing to affected populations are examined. Cost-effective-
ness analysis is utilized to evaluate alternative preparedness
plans under different attack and response scenarios. Bravata
et al. (2006) utilize cost-benet analysis to evaluate alternative
strategies for maintaining and dispensing local and regional
inventories of antibiotics and medical supplies for responses to
anthrax bioterrorism. Brandeau et al. (2007) identies ve supply
chain strategies that can potentially increase the speed of
response to a bioterrorism attack, reduce inventories and save
money. Among them are the effective supply chain network
design, the effective inventory management, the postponement
of product customization and modularization of component parts,
the coordination of supply chain stakeholders and appropriate
use of incentives and nally the effective information manage-
ment. Lee (2008) develops a simulation model for distributing
and dispensing of medical supplies. The effectiveness of alter-
native dispensing plans is evaluated and several improvement
opportunities in the event of a bioterrorist attack are also
identied. Lee et al. (2009a) utilize a systems approach to analyze
mass dispensing of countermeasures and present a set of power-
ful modeling and computational tools to assist in strategic and
operational planning for the rapid establishment of a network of
dispensing sites and health facilities.
Research has also been directed towards the vaccine supply
chain as well as the management of cold chain. Generally, in a
possible inuenza pandemic outbreak logistical challenges and
difculties such as production, stockpiling and delivering vaccines
Table 3
Logistical features of stockpiling and triage management literature.
References Logistical attributes Problem formulation/methodology applied
(Aaby et al., 2006) Dispensing of medical supplies,
patient ow logistics, capacity planning
Simulation, queuing theory
(Adida et al., 2011) Stockpiling of medical supplies Game theory
(Arinaminpathy and McLean, 2008) Stockpiling of medical supplies,
capacity planning
Mathematical modeling (differential equations
and compartmental modeling)
(Arinaminpathy and McLean, 2009) Stockpiling of medical supplies Mathematical modeling (differential equations
and compartmental modeling)
(Balicer et al., 2005) Stockpiling of medical supplies Economic analysis or cost benet analysis
(Cinti et al., 2005) Stockpiling of medical supplies Scenario analysis
(Craft et al., 2005) Dispensing of medical supplies Queuing theory
(DeLaurentis et al., 2008) Stockpiling of medical supplies Game theory
(DeLaurentis et al., 2009) Stockpiling of medical supplies Game theory
(Dhankhar et al., 2010) Stockpiling of medical supplies Cost-effectiveness analysis
(Dhankhar et al., 2009) Stockpiling of medical supplies Economic analysis
(Duintjer Tebbens et al., 2010) Stockpiling of medical supplies Economic analysis, system dynamics
(Giovachino et al., 2005) Dispensing of medical supplies,
patient ow logistics, capacity planning
Simulation
(Harrington and Hsu, 2010) Stockpiling of medical supplies Mathematical modeling
(Hashikura and Kizu, 2009) Stockpiling of medical supplies Calculation system
(Hui, 2010) Dispensing of medical supplies, patient ow logistics Queuing theory
(Hupert et al., 2002) Dispensing of medical supplies,
patient ow logistics, capacity planning
Simulation modeling
(Kaplan et al., 2003) Capacity planning Queuing theory
(Lee et al., 2006a) Capacity planning, patient ow logistics Simulation, mixed integer programming problem
(Lee et al., 2006b) Stockpiling of medical supplies Economic analysis, simulation
(Liu, 2007) Stockpiling of medical supplies Mathematical programming
(Lugne r and Postma, 2009) Stockpiling of medical supplies Economic analysis
(Miller et al., 2006) Patient ow logistics, capacity planning Simulation
(Patvivatsiri et al., 2007) Capacity planning, patient ow logistics Simulation
(Pietz et al., 2009) Facility layout, patient ow logistics, capacity planning Integer programming, simulation
(Porco et al., 2004) Capacity planning Simulation
(Radonovich et al., 2009) Stockpiling of medical supplies Economic analysis
(Rebmann et al., 2011) Stockpiling of medical supplies Review
(Richter and Khan, 2009) Dispensing of medical supplies Multi-criteria decision analysis
(Siddiqui and Edmunds, 2008) Stockpiling of medical supplies Economic analysis
(Wein et al., 2003) Dispensing of medical supplies Queuing theory
T.K. Dasaklis et al. / Int. J. Production Economics 139 (2012) 393410 403
will arise (Jennings et al., 2008). For example (Adu et al., 1996),
through an exploratory research, examine several issues that
affect the efciency of cold supply chains like mishandling of
vaccines and false storage conditions. Hessel (2009) examines
issues of vaccine allocation and relevant procurement processes,
the establishment of critical health systems and infrastructure
required for vaccine deployment, storage aspects associated with
stockpiling pre-pandemic vaccines, and nally mutually agreed
contractual arrangements between manufacturers and govern-
ments or international institutions. Other logistics aspects of the
vaccine supply chain may concern vaccines production and
distribution (Collin and de Radigu es, 2009). Ethical issues regard-
ing vaccine distribution during an inuenza pandemic like who
will likely produce and own the vaccine and how vaccine
distribution and administration might be accomplished are stu-
died in Hadler (2005).
Another important aspect of the epidemics control supply
chain is the sourcing decisions to be made. Antiviral drugs as
well as vaccines should be procured in order to be utilized during
the containment effort. Governments around the world and
public health institutes may be faced with uncertainty regarding
the exact amount of medical supplies to be purchased. For
instance, many times huge quantities of vaccines are procured
by governments but they eventually become obsolete as the
demand for vaccinating the population remains low (unwilling-
ness of people to get vaccinated etc.). Chick et al. (2008) examine
several supply contracts that coordinate buyer (governmental
public health service) and supplier (vaccine manufacturer) incen-
tives and design a variant of the cost-sharing contract that
provides incentives to both parties which ultimately leads to
the improvement of the supply of vaccines in the case of annual
inuenza outbreaks. In Ak et al. (in press) procurement aspects of
the Pan American Health Organizations vaccine supply chain are
examined and several recommendations for the improvement of
demand forecast for vaccines are provided. The study also
explores issues of transportation cost for vaccines and the
possible implications of bundle bidding. Despite the fact that
the above papers address issues of seasonal inuenza, they have
been included in the analysis as they provide strong insights
towards the issues of contract management and sourcing of
epidemics control supply chain.
The remaining studies address issues of coordination, informa-
tion management and general logistical impediments during the
containment effort. For example, some research approaches
examine the logistical barriers for implementing vaccination
campaigns in the case of complex emergencies like in the after-
math of natural disasters (Date et al., 2011) or in the case of
dislocated people and refugees (Moore et al., 1990). Barbera et al.
(2001) examined the likely effectiveness of quarantine, the
logistic barriers to its implementation, relevant legal issues raised
and possible adverse consequences that might result from quar-
antine action implemented as a response to a possible bioterrorist
attack. Manley and Bravata (2009) developed a detailed frame-
work that facilitates coordination of bioterrorism preparedness
planning among military and civilian decision makers. Cross-
functional drivers of the epidemics control supply chain like
information management have also been studied (Conn et al.,
2008). In Brandeau et al. (2008) issues of alternative communica-
tion strategies for bioterrorism responses are evaluated and the
costs and benets of these strategies are examined through
simulation. Logistical features of the literature presented in this
sub-section as well as methodologies applied (for the quantitative
approaches) are presented in Table 4.
6. Discussion
From the analysis of the selected literature a series of insights
can be derived with respect to the issues of the outbreaks dealt
with by the researchers, the logistical attributes taken into
consideration as well as the methodologies applied. In the case
of the nature of the outbreaks, most research approaches address
topics of bioterrorist response logistics and natural outbreaks
(inuenza). As far as bioterrorist response logistics is concerned, it
seems that the 2001 anthrax attack in United States triggered a
series of publications in this subject. Despite the fact that during
an ongoing humanitarian crisis logistical activities must take
place to ensure the maintenance of a high level of sanitary
conditions and the provision of key medical supplies and vac-
cines, research approaches addressing epidemics control logistics
aspects in the aftermath of natural disasters are limited. Even
further, epidemic outbreaks in the aftermath of natural disasters
Table 4
Logistical features of other epidemics control literature.
References Logistical attributes Problem formulation/methodology applied
(Adu et al., 1996) Efciency of the cold chain Experimental study
(Ak et al., in press) Sourcing Integer programming
(Barbera et al., 2001) Logistical barriers for implementing quarantine programs Review
(Brandeau et al., 2007) Emergency supply chain design, information management,
coordination, inventory management, customization
Theoretical framework development
(Brandeau et al., 2008) Information and communications management Theoretical framework development,
simulation, cost/benet analysis
(Bravata et al., 2006) Stockpiling and dispensing of medical supplies Economic analysis
(Chick et al., 2008) Sourcing Game theory
(Collin and de Radigu es, 2009) Vaccine supply Experimental study
(Conn et al., 2008) Information management, inventory control Case-study analysis
(Date et al., 2011) Logistical and operational considerations for vaccine campaigns Case-study analysis
(Hadler, 2005) Vaccine supply Theoretical study
(Hessel, 2009) Vaccine supply Theoretical study
(Jennings et al., 2008) Vaccine supply Theoretical study
(Lee et al., 2009a) Facility location, dispensing of medical supplies, patient
ow logistics, capacity planning
Simulation, mathematical modeling
(Lee, 2008) Distribution and dispensing of medical supplies Simulation
(Manley and Bravata, 2009) Coordination Theoretical framework development, simulation
(Moore et al., 1990) Vaccine supply Case-study analysis
(Zaric et al., 2008) Stockpiling, distribution and dispensing of medical supplies Mathematical modeling, scenario analysis
T.K. Dasaklis et al. / Int. J. Production Economics 139 (2012) 393410 404
still remain controversial among researchers. For example, Floret
et al. (2006) suggest that the likelihood of epidemic outbreaks
following natural disasters remains very low whereas Kouadio
et al. (2012) suggest the opposite. Therefore, this lack of con-
sensus among the scientic community members could explain,
to some extent, the lack of epidemics control logistics approaches
in this context. Finally, research approaches regarding epidemics
control logistics in the case of mass gatherings were not located.
Interesting insights can also be drawn from the analysis based
on the logistical attributes of the research approaches reviewed.
For instance, the research approaches developed so far in the case
of epidemics control logistics network conguration are based on
a series of assumptions and simplications that have little
correlation with real-world problems and especially problems
arising in the eld. As mentioned in Section 5, most of the
proposed methodologies combine differential equations for mod-
eling the progression of the disease along with logistics network
techniques for the transportation and/or distribution of medical
supplies. In the case of disease progression, it is assumed that the
rates of infection as well as the rates of transition of individuals
between compartments are constant. In the majority of epide-
miologic literature such assumptions are considered rather sim-
plistic. Additionally, most of the research approaches consider
that the commodities transported and/or distributed are homo-
geneous or that medical supplies are bundled together. Practi-
cally, this is a simplication that contradicts with several
guidelines proposed by health-care policy makers (CDC, 2007).
These guidelines clearly state that essential medical supplies and
especially vaccines should be transported by using specic
vehicles under fully monitored conditions. Therefore, it is evident
that issues of capacity and eet management or breaks in the cold
chain attributed to faulty equipment have been overlooked so far.
Another aspect of the epidemics control supply chain cong-
uration that has been paid little attention so far is the inter-
relationship between the agent triggering an outbreak and the
conguration of the control supply chain. In fact, the logistics of
response to a conrmed outbreak should rely heavily on the agent
triggering an outbreak and, therefore, the conguration of the
epidemics control supply chain may be different depending on
the very nature of each agent. For instance, anthrax and smallpox
could be both utilized as bioterrorists weapons but from an
epidemiological point of view their control presents huge differ-
ences. As mentioned in Whitworth (2006), anthrax, which is not
contagious, can be treated with antibiotics dispensed to heads of
households (who can then dispense the antibiotics to all the
family members). On the other hand, smallpox is contagious, is
caused by a virus and can be only prevented by vaccination. In
this case, each individual should be administered vaccination.
Therefore, treatment centers would be more likely to handle a
larger number of people in the case of a smallpox attack than in
the case of an anthrax attack with obvious implications for facility
location decisions. Response time frames are also different in each
case, presenting different logistical challenges for the transporta-
tion and distribution of medical supplies. Generally, according to
AHRQ (2004) there are two conceptual approaches regarding
mass prophylaxis in the case of disease outbreaks: push and
pull. The push approach considers bringing medicine directly
to affected individuals and households whereas the pull
approach requires that individuals leave their homes or work-
places in order to travel to certain treatment centers to receive
medication or get vaccinated. Putting aside any strengths and
weaknesses these two approaches may have, it is evident that the
adoption of each approach calls for a different supply chain
conguration.
In the case of stockpiling of medical supplies most research
approaches include only the cost of actually purchasing the
inventory into the problem formulation. Other aspects of inven-
tory cost as well as inventory management operations like
maintenance, in-door handling, and activities of picking, packing
and preparing for shipment are omitted. For example, in the case
of control of inuenza outbreaks antiviral drugs can be stockpiled
in various forms (powder, pills etc.) thus their management may
necessitate additional handling operations during the contain-
ment effort. In addition, inventory replenishment policies during
an ongoing epidemic outbreak are scarce. Unfortunately, the
majority of the stockpiling approaches do not consider the fact
that after a period of time inventories will be depleted and
replenishing activities should take place. Finally, it seems that
the possible trade-offs between centralized and decentralized
policies of inventory management have not been paid attention
so far.
Research approaches addressing issues of triage management
operations also rely on several assumptions that may contradict
with real-world problems. The most surprising nding is that
triage operations management approaches assume that there is
an adequate supply of medical commodities and that the surge
capacity of dispensing centers is, in most of the cases, innite.
Nevertheless, anthrax treatment requires a 60-day regimen of
antibiotics and this treatment will likely be implemented in
consecutive waves (Whitworth, 2006). Therefore, replenishment
policies of essential medical supplies should be taken into
consideration. Apart from replenishment strategies, many
approaches do not consider transporting people to the clinics to
get vaccinated or administered medical treatment. Even further, it
is assumed that the inux of patients to the treatment centers is
constant and that the prevalence and severity of disease are also
constant over certain periods. In addition, issues of handling
vaccines and other medical supplies are not taken into considera-
tion. Service rates within dispensing centers are considered
constant over time without taking into account fatigue of the
personnel or even personnel illness. Issues of transshipment of
medical supplies among dispensing centers are also not studied.
Finally, possible bottlenecks attributed to post-vaccination com-
plications for some people and, generally, severe adverse effects
of vaccination are not modeled.
Other aspects of the epidemics control supply chain poorly
studied in the literature may refer to some cross-functional
drivers like sourcing and information as well as to some aspects
of coordination. Pricing and sourcing decisions in the case of
essential medical supplies procured for the containment of an
epidemic may result inconvenient and costly. Appropriate con-
tractual agreements between manufacturers and public health
institutions could alleviate any negative effects for the parties
involved but so far they have not been studied at a large scale.
Issues of information management in epidemics control supply
chain have also been paid limited attention. Information manage-
ment plays a vital role during an epidemics outbreak and the
primary sources of information remain the surveillance systems
put in place. A prompt detection of a suspected disease outbreak
has a great impact on the progression of the disease and triggers
certain responses regarding the deployment of the available
resources while providing strong insights towards real demand
requirements. The ow of essential medical supplies, transporta-
tion activities and demand for medical personnel are some of the
logistics-oriented features that depend on the available informa-
tion regarding diseases progression. At the same time the
management of materials ow during the containment effort
necessitates its own stream of information. Highly sophisticated
systems in business supply chain and relevant technologies like
RFID could also be adopted in the case of epidemics containment.
Additionally, successful control of an epidemics outbreak
requires strong co-ordination amongst the parties involved. For
T.K. Dasaklis et al. / Int. J. Production Economics 139 (2012) 393410 405
example, in Butler et al. (2002) aspects of coordination between
public health and law enforcement agencies are studied but they
do not relate to the established epidemics control supply chain.
Moreover, synergies between private and public health organiza-
tions and governments should be explicitly studied and coopera-
tion frameworks should be developed. For diseases outbreaks in
the aftermath of natural or man-made disasters the control effort
may be far more difcult as a result of the conict generated
among the different parties involved (humanitarian organiza-
tions, the army, national agencies, etc.) or real-time problems
like damaged or inadequate infrastructures.
Coordination and information management aspects may also
have various implications for the adoption of several supply chain
strategies. For example, in Brandeau et al. (2007) several strate-
gies are proposed that could lead to substantial increases in the
responsiveness and efciency of the epidemics control supply
chain. As a matter of fact, strategies like lean, agile or leagile
extensively adopted in the case of the business sector could also
be adopted in the case of epidemics logistics provided that a
series of prerequisites are met. Generally, the adoption of these
strategies may be feasible but a thorough assessment is necessary
for deciding the appropriate strategy to be adopted in each case
(nature of the outbreak, disease type etc.). In addition, the
appropriate mixture of strategies (leagile) should be based on a
clear understanding of the several building blocks of the epi-
demics control supply chain like information, coordination, inte-
gration and alignment. For instance, in the case of the business
sector information sharing and coordination are tied together
(Chen, 2003). This close relationship between them enables the
business supply chains to adopt the appropriate strategy which
ultimately leads them to match supply and demand. On the other
hand, epidemics control supply chains are overwhelmed with
uncertainty and present low levels of coordination and informa-
tion sharing among the parties engaged. Moreover, inherent
uncertainties of the agent triggering the outbreak as well as the
uncertainty of the supply chain itself to meet several needs render
the adoption of these strategies a very difcult task.
As far as methodologies are concerned, economic analysis has
been extensively utilized for decisions regarding stockpiling of
medical supplies (especially in the case of future inuenza out-
breaks). Unlike the business sector, we found a small amount of
papers addressing issues of inventory management in epidemic
outbreaks by using well established operations research techni-
ques. In the case of logistics network conguration the problems
addressed are formulated using prescriptive models. The majority
of these models are of deterministic nature and just a few of them
incorporate stochastic parameters. From the analysis provided in
Table 2 it is clear that most of the models incorporate cost
minimization as an objective while in the case of epidemics
containment time is the crucial parameter. Techniques of decom-
posing and/or deconstructing of the initial problems into smaller
ones have been limited and most approaches deal with small-
scale problem. As a consequence, modeling and solving large-
scale problems will necessitate the development of more efcient
and effective heuristic algorithms. Furthermore, a large-scale
epidemic emergency in the future might challenge the scalability
of the existing modeling approaches. In the case of management
of the triage operations and patient ow logistics, the majority of
the developed models are descriptive. Logistical problems in the
context of triage operations have been treated using simulation
and queuing theory models. Finally, in the case of more integrated
approaches both prescriptive and descriptive approaches have
been developed where simulation models have been combined
with mathematical and optimization models.
A previous literature review regarding logistics for bioterror-
ism response revealed that, despite the fact that many
frameworks for bioterrorism response exist, just a few of them
have already been evaluated (Bravata et al., 2004a). Almost ten
years later, most research approaches are still based on a
theoretical ground and they lack any evaluation supported by
real data. This lack of evaluation also depicts the gap between
practitioners and researchers as well as the gap between planning
and implementation of emergency supply chain scenarios. Even
though some research approaches presented in this review are
based on exercises (like the case of some triage management
operations) it still remains vague what the actual requirements in
terms of supply chain capabilities might be in the case of an
unprecedented inuenza pandemic outbreak or multiple bioter-
rorist attacks. It is worth mentioning that the problem of multiple
disease outbreak has been treated only from a facility location
point of view (Jia et al., 2007a). The evaluation and validation of
the existing research approaches could provide important feed-
backs with respect to the scalability and adaptability of the
models as well as the efciency of the proposed solution
approaches.
Epidemics containment presents real challenges for logistics as
specic determinants related to the agent triggering the outbreak
as well as several particularities of the affected populations are
hard to be dened. As a consequence, the real demand for medical
supplies may be far different from the demand initially projected.
A common example of the inherent uncertainty lurking behind
the nature of the agent triggering an outbreak is inuenza. In the
case of inuenza, not only we are unaware of the possible
demand for vaccines and antiviral drugs during a future outbreak
but we also lack the capability of determining exactly the efcacy
of these supplies due to strain mutations. Unfortunately, a six-
month period for producing the appropriate vaccine will be
needed. Until then, antiviral drugs will be extensively used but
still their level of efcacy against the inuenza strain will remain
uncertain (Siddiqui and Edmunds, 2008). Generally, vaccine
supply chain poses signicant uncertainties, even in the case of
seasonal inuenza (Orenstein and Schaffner, 2008). Another
source of complexity and uncertainty of epidemics logistics
containment is the particularities of the affected sub-populations.
Such particularities may span from different demographic char-
acteristics across sub-populations to the attitude of each indivi-
dual towards the epidemic. For example, different age-groups
may necessitate different dosages of medical treatment or specic
sub-populations groups should be subject to a multi-dose regi-
men. Other issues of demand uncertainty may relate to each
individuals choice to become vaccinated, the possible benets
from vaccination that may have been accrued from the participa-
tion in past vaccination campaigns or even how media cover
issues of safety for a new vaccine. All the above have both direct
and indirect effects on the demand for medical supplies.
7. Conclusions and suggestions for further research
Epidemic outbreaks triggered either by natural causes or by
deliberate human actions pose signicant risks for modern societies.
Logistics operations play a crucial role during the containment effort
of an epidemic outbreak as they strengthen the ability of all the
parties involved to promptly respond and effectively control the
situation. In this paper several issues of epidemics control logistics
operations have been raised and treated through systematically
reviewing the available literature. A plethora of gaps and discrepan-
cies in the literature regarding epidemics control and logistics
operations has also been highlighted. The evidence from this study
suggests that epidemics control supply chain literature is fragmented.
For example, there exist several building blocks of the epidemics
control supply chain like coordination aspects or cross-functional
T.K. Dasaklis et al. / Int. J. Production Economics 139 (2012) 393410 406
drivers that have been paid little attention so far. Moreover, most of
the available frameworks have little correlation with real-case
scenarios and, therefore, the applicability of the modeling approaches
might be limited. Finally, several aspects of the nature of the outbreak
or of the agent triggering the outbreak have not explicitly taken into
consideration when relevant supply chain decisions are to be made.
Despite the fact that some logistical considerations have
already been incorporated into epidemics control approaches,
the area of epidemics control supply chain still remains a
promising research area. Following the insights provided in the
discussion section we believe that there exist a lot of opportu-
nities for future research efforts. More precisely, future research
directions may include:
Multidisciplinary synergies: the complex and multidisciplin-
ary nature of epidemics containment effort calls for synergies
between epidemiologists and logisticians. Although some
research effort has been directed towards the development
of multidisciplinary modeling approaches, there is a need for
further development of more tailored epidemic logistics fra-
meworks. A typical example refers to the powerful disease
progression methodologies developed by epidemiologists,
which could be combined with relevant supply chain
approaches (multi-echelon, multi-commodity, multi-period,
multi-vehicle approaches etc.).
End-to-End approaches: containing efciently a disease out-
break necessitates a holistic approach. More comprehensive
and integrated approaches are needed which will embrace
logistical operations from sourcing of medical supplies and
supplementary commodities to nally dispensing them to
affected populations. Such approaches will enhance our under-
standing of how costs could be minimized while achieving a
higher level of efciency in terms of time response.
More realistic assumptions for epidemic control logistics
modeling: future research approaches should incorporate
more realistic features regarding the nature of epidemic out-
breaks. For example, time is a critical parameter in epidemics
control and therefore future modeling approaches should be
based more on containment time minimization. Generally,
there is a gap between policy recommendations and modeling
approaches and, therefore, researchers should follow stan-
dards and guidelines published by health-care organizations
when developing epidemic logistics mathematical models.
Streamlining these assessments by taking into account more
realistic assumptions would lead in more robust models.
Inventory replenishment policies: during the containment
effort it is more likely that inventories of essential medical
supplies will be depleted. Therefore, future research approaches
should deal with the replenishment aspects of various medical
supplies. Even further, decentralized versus centralized inventory
management policies should also be examined.
Evaluation of models and large scale exercises: future
research directions should evaluate and assess the applicabil-
ity of the existing epidemics control supply chain frameworks.
Such assessments could validate the adaptability of the exist-
ing frameworks as well as the appropriateness of the meth-
odologies applied. They could also provide useful insights
towards the development of more robust methodological
approaches.
Development of harmonized approaches: in future research
approaches, pharmaceutical interventions should be combined
with non-pharmaceutical ones. For example, closure of schools
and travel restrictions could be combined with epidemic
control logistics approaches. A better understanding is
required regarding how non pharmaceutical control measures
eventually affect medical supplies and vaccine demand.
Stochasticity: many parameters and variables of epidemics
logistics response systems are of stochastic nature. Among
them are the capacity and supplies availability, the transpor-
tation and distribution times, triage processing times, etc. The
development of more robust models could be achieved should
future research models embed stochastic parameters.
Quantication of contingency plans: preparedness plans of
hospitals and health care facilities should incorporate logistical
constraints like availability of workforce and their quantica-
tion is imperative in order for surge capacities be optimized.
Such approaches would lead to more tangible results regarding
hospitals surge capacity and could provide insights for possi-
ble reconguration of health institutions.
Reverse logistics: during the containment effort huge
amounts of medical waste are produced. This kind of waste
is hazardous and should be treated accordingly. Future
research approaches should cater for the development of
reverse logistics aspects of the epidemic control supply chain.
Performance metrics: epidemic control supply chains lack
any kind of performance measurement. Therefore, research is
needed for the development of specic performance
indicators.
Responding to complex emergencies: epidemic logistics
approaches addressing issues of disease outbreaks in the
aftermath of natural disasters or multiple disease outbreaks
as a deliberate terrorist action should also be developed. In
addition, epidemic control logistics approaches should also
address issues of mass gatherings.
Cross-functional drivers: information and sourcing decisions
in the epidemic control supply chain context have received
limited attention. Future research approaches should deal with
the management of the information regarding the supply
chain and relevant sourcing decisions.
Coordination issues: the coordination of all the parties
involved like primary health-care agencies, international orga-
nizations, suppliers and national/local authorities presents a
signicant challenge, thus further research attempts are neces-
sary to address issues of epidemic control supply chains. More
specically, the role of each participant in the chain (health
organizations, governments etc.) should be claried, leading to
more holistic approaches towards epidemics control. Cross
functional, inter-agency collaboration and the role of practi-
tioners should also be considered.
Acknowledgments
Mr. T. Dasaklis has been co-nanced by the European Union
(European Social FundESF) and Greek national funds through the
Operational Program Education and Lifelong Learning of the
National Strategic Reference Framework (NSRF)Research Funding
Program: Heracleitus II. Investing in knowledge society through the
European Social Fund.
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