Beruflich Dokumente
Kultur Dokumente
Review Article
An Assignment Problem and Its Application in
Education Domain: A Review and Potential Path
1
Decision Science Department, School of Quantitative Sciences, College of Arts and Sciences, Universiti Utara Malaysia, Malaysia
2
Institute of Strategic Industrial Decision Modeling (ISIDM), School of Quantitative Sciences, College of Arts and Sciences,
Universiti Utara Malaysia, Malaysia
Copyright © 2018 Syakinah Faudzi et al. This is an open access article distributed under the Creative Commons Attribution License,
which permits unrestricted use, distribution, and reproduction in any medium, provided the original work is properly cited.
This paper presents a review pertaining to assignment problem within the education domain, besides looking into the applications
of the present research trend, developments, and publications. Assignment problem arises in diverse situations, where one needs to
determine an optimal way to assign 𝑛 subjects to 𝑚 subjects in the best possible way. With that, this paper classified assignment prob-
lems into two, which are timetabling problem and allocation problem. The timetabling problem is further classified into examina-
tion, course, and school timetabling problems, while the allocation problem is divided into student-project allocation, new student
allocation, and space allocation problems. Furthermore, the constraints, which are of hard and soft constraints, involved in the said
problems are briefly elaborated. In addition, this paper presents various approaches to address various types of assignment problem.
Moreover, direction and potential paths of problem solving based on the latest trend of approaches are also highlighted. As such, this
review summarizes and records a comprehensive survey regarding assignment problem within education domain, which enhances
one’s understanding concerning the varied types of assignment problems, along with various approaches that serve as solution.
this area have commonly displayed substantial progress with constraints are considered as needed, but not crucial. In
diverse methodologies. reality, it is very rare to fulfil all the soft constraints. Usually,
The organization of this paper is given as follows: the violated soft constraints assessed the solution quality as
Section 2 discusses the definition and the mathematical the objective function (cost function or “fitness” or “penalty”)
formulation of general assignment problem. Next, the types [10]. When the soft constraints are adhered, they will not
of assignment problem within the education domain, along affect the solution feasibility, but they have to be fulfilled as
with their approaches, are presented in Section 3. In fact, this much as possible to gain a solution with high quality. Besides,
section is divided into subsections that elaborate in detail the handling a great range of constraints is a pretty tough task.
two types of problem: (i) timetabling problem and (ii) allo- Each added constraint will increase the difficulty and the
cation problem. Finally, the conclusion, future direction, and complexity of the problem, thus making the solution extra
potential path of solution approach are presented in Section 4. resource consuming. Some instances of constraints involved
within assignment problem are as follows: the number of
2. Definition and Mathematical Formulation students in a room may not surpass the capacity of the room,
of General Assignment Problem and a lecturer may prefer to teach in a specific room or an
exam should take place in a specific building.
The general aim of assignment problem is to optimize
the allocation of resources to demand points where both 3. Types of Assignment Problems and
resources and demand point share equal number [1]. The Their Approaches
problem, hence, can be mathematically presented as follows:
Optimize In this review, assignment problem within the education
domain is classified into two problems, which are timetabling
𝑛 𝑛
and allocation problems. As such, this section discusses these
∑ ∑ 𝑐𝑖𝑗 𝑥𝑖𝑗 (1)
𝑖=1 𝑗=1
two problems, along with the approaches on solving the prob-
lems. Furthermore, varied methods have been used in prior
subject to studies to solve assignment problem. In fact, there are count-
less number and a diverse of complex problems that appear in
𝑛
real-life applications that need to be solved. Eventually, this
∑ 𝑥𝑖𝑗 = 1, 𝑖 = 1, . . . , 𝑛 (2) has served as motivation to encourage the development of
𝑗=1
well-organized procedures to produce good solutions, even
𝑛 if not optimal. Therefore, choosing an appropriate solution
∑ 𝑥𝑖𝑗 = 1, 𝑗 = 1, . . . , 𝑛 (3) is the key of success factor to achieve optimized results. The
𝑖=1 discussion on approaches in allocation problem is divided
into exact method, heuristic and metaheuristic (local search-
𝑥𝑖𝑗 = 0 or 1, 𝑖 = 1, . . . , 𝑛, 𝑗 = 1, . . . , 𝑛 (4) and population search-based), hybrid, and other techniques.
where 𝑐𝑖𝑗 is the cost or effectiveness of assigning 𝑖th resource In fact, according to Martı́ et al. [11], exact methods assure
to 𝑗th demand, 𝑥𝑖𝑗 is 0 or 1 (as presented in (4)), and 𝑛 is to provide an optimum solution, while heuristic methods
the number of resources or demands. The constraints of the simply try to produce a good but not certainly optimum solu-
problem are defined as (2) and (3). Equation (2) indicates that tion. Nevertheless, the duration to find an optimum solution
each resource 𝑖 needs to be assigned to only one demand 𝑗, of a complex problem of exact method is more complicated
while (3) shows that each demand 𝑗 needs to be assigned to than that of the heuristic (due to incorporation of many
only one resource 𝑖. irrelevant cases). Besides, there are several exact methods, for
In relation to every assignment problem, there is a matrix example, dynamic programing, integer programming, and
named cost or effectiveness matrix [𝑐𝑖𝑗 ], where 𝑐𝑖𝑗 is the assign- linear programming. Moreover, the exact method guarantees
ing cost of 𝑖th resource to 𝑗th demand. In this paper, it is called to produce an optimum solution and assesses its optimality
an assignment matrix, where every resource can be assigned [12]. Heuristics and metaheuristics, on the other hand, are
to only one demand and signify it, as given in the following: often used when the problem becomes too large for exact
methods. Heuristic methods attempt to produce a good but
𝑐11 𝑐12 𝑐13 ⋅ ⋅ ⋅ 𝑐1𝑛 not certainly optimal solution. Meanwhile, metaheuristic
can be categorised into two, which are local search-based
𝑐21 𝑐22 𝑐23 ⋅ ⋅ ⋅ 𝑐2𝑛 and population search-based techniques. The local search
( . . . . . ) (5) techniques iteratively employ single candidate solution for
.. .. .. .. ..
improvement and the examples are simulated annealing
𝑐𝑛1 𝑐𝑛2 𝑐𝑛3 ⋅ ⋅ ⋅ 𝑐𝑛𝑛 (SA), Tabu search (TS), and great deluge (GD), whereas
the population-based techniques employ a population of
Moreover, in solving assignment problem, some con- candidate solutions throughout the iterative search process
straints need to be fulfilled under certain conditions. These for further improvement, such as Fly Algorithm, genetic
constraints are recognized as “hard” constraints as they must algorithm (GA), and Ant Colony Optimization. Further-
adhere to any condition, in which satisfying the condition(s) more, hybrid algorithms have also been applied in solving
could generate feasible solution. On the other hand, “soft” assignment problem, where it unites a few algorithms to solve
Advances in Operations Research 3
a problem. The hybridization can be done by either selecting Moreover, a broad range of real-world datasets have been
one or switching the algorithms. The next subsections discuss introduced in the literature with various practical constraints
these problems. (see Table 2). In addition, these varied approaches have been
tested on the proposed dataset for verification. The most
3.1. Timetabling Problem. Timetabling problem is consid- frequently tested datasets are Toronto [27], Nottingham [28],
ered as a type of assignment problem. A timetable usually and Melbourne [19]. Meanwhile, the dataset from the Second
provides information about the time for particular events International Timetabling Competition [29] has also been
to occur and eventually relates to the resources allocation used for verification purpose. Moreover, by using the bench-
[13]. Besides, timetabling is described as an assignment of mark dataset, varied advanced approaches had been devel-
events to a limited number of timeslots and rooms subject to oped to further encourage advanced scientific researches.
prescribed constraints [12]. In reality, allocation of resources Real-world timetabling problems are normally complex
at a specified time is indeed necessary. The problem is as they involve various constraints and require significant
challenging because one has to schedule a large number of computational effort. In many practical situations, obtaining
entities and satisfy a number of constraints and preferences. a good quality timetable by using the exact method is
According to Burke et al. [14], “a timetabling problem is a very challenging, thus leading researchers to opt heuristic
problem with four parameters: 𝑇, a finite set of times; 𝑅, a approaches. Meanwhile, in academic literature, a variety of
finite set of resources; 𝑀, a finite set of meetings; and 𝐶, a timetabling problems and solution methodologies that focus
finite set of constraints. The problem is to assign time and on difficulty and efficiency of the problem solving have been
resources to the meetings so as to satisfy the constraints as discussed (see Table 3).
much as possible.” As such, timetabling problem is classified The exact approaches have been used to solve exami-
into three subproblems, which are examination timetabling nation timetabling, which evokes mathematical procedures,
problem (ETP), course timetabling problem (CTP), and such as objective function and related constraints. The
school timetabling problem (STP). They are further discussed approaches required to develop a mathematical model should
in the following subsections. be wisely developed and treated. In fact, the aim of the
exact approaches is to obtain an optimal solution, but solving
3.1.1. Examination Timetabling Problem. The examination complex problems is computationally expensive. As such,
timetabling problem (ETP) is defined as an assignment of a Qu et al. [30] proposed integer programming in order to
set of examinations to a set of timeslots while simultaneously solve the intricacy of examination timetabling by dividing
satisfying several problem constraints. According to Carter the problem into two subproblems, which are “easy” and
and Laporte [15], ETP is defined as a process of assigning “difficult”. Woumans et al. [31], on the other hand, solved the
examinations to a limited number of timeslots with the aim ETP by using column generation approach that considered
of producing high quality timetable subject to constraints. student-centric to improve the spread of exam by dynamically
In fact, the main objective of this problem is to produce allowing more versions of exams.
timetable that optimizes certain objective functions. A set In solving this problem, the constructive approach is one
of examinations, 𝐸 = 𝑒1 , 𝑒2 , . . . , 𝑒𝑛 , needs to be assigned to that is popular as it incrementally forms a complete solution
a limited number of timeslots, 𝑇 = 𝑡1 , 𝑡2 , . . . , 𝑡𝑛 , subject to using construction heuristics [28]. The graph colouring
certain restricted constraints. In fact, Even et al. [16] claimed heuristics as a constructive approach presents the vertices
that ETP is considered as an 𝑁𝑃-hard real-world problem, as the examinations, the edges as the conflict between two
which is rich and diverse, besides involving some signif- examinations, and the vertices colour as varying timeslots in
icant levels of information from the connected problems. the timetable.
Meanwhile, according to McCollum [17], the complexity Additionally, the concept of “squeaky wheel optimiza-
of the problem in recent years is related to the increasing tion” was initiated by Burke and Newall [32] to assist heuristic
number of student enrolments, course flexibility, and various modifier based on basic graph colouring heuristic technique
preferences. The manual solution proposed by institution is to promote difficult examinations to be scheduled first itera-
usually time-consuming and lacks feasibility, thus requiring tively based on ordering. The study was further investigated
advanced techniques so as to satisfy both institutional and by Abdul-Rahman et al. [26] by integrating shuffling strate-
personal preferences. gies to different graph colouring heuristics. Another recent
Hence, in considering the problem solution, the hard study by Abdul Rahman et al. [33] considered a linear combi-
constraints have to be strictly obeyed under any condition nation of graph colouring heuristics with a heuristic modifier
to ascertain solution feasibility. On the other hand, although to calculate the difficulty score of each examination. The
the soft constraints do not affect the solution feasibility, they examinations were ordered based on new difficulty score and
must be satisfied as much as possible in order to produce a the examination with the highest difficulty score was sched-
solution with high quality. In assessing timetable quality, both uled first. The experiment on two benchmark datasets of ETP
hard and soft constraints in ETP are described in Table 1. showed that the proposed approach generated competitive
With that, Burke et al. [18] performed a survey that results among other examination timetable approaches.
discovered the diverse real-life constraints within several In another study, Abdul-Rahman et al. [34] considered
academic institutions located in Britain. The constraints were nonlinear heuristic modifier of graph coloring heuristics to
imposed on the needs of the institutions, which were cate- construct solutions for examination timetabling problem.
gorised as time- and resource-related. A nonlinear range was proposed using nonlinear heuristic
4 Advances in Operations Research
Table 1: The hard and soft constraints within the ETP adopted from Qu et al. [18].
modifier to estimate a difficulty value of an examination so manual solution. The study introduced predetermined room
that an effective estimation of examination’s difficulty could grouping, room searching, and room selection. Based on
be obtained. A web-based examination timetabling system the graph colouring heuristics, an algorithm was developed
was introduced in Abdul-Rahman et al. [35] by incorporating to produce a greater solution for the present software. The
a multiobjective approach based on graph colouring heuris- problem was further investigated by Kahar and Kendall [37]
tics. The web-based system was developed for Universiti by incorporating invigilator requirement in the timetable
Utara Malaysia. The study also emphasizes the graphical using graph colouring approach. Other than that, Burke et al.
user interface (GUI) of the system that enables the user to [38] investigated Monte Carlo hyper-heuristics as a learning
participate in the input, construction, and modification of mechanism, which was incorporated in search process for
a timetable. Abdul-Rahman et al. [36] developed an adap- ETP. It was found that the choice function appeared to be the
tive decomposition and ordering strategy that automatically best alternative for SA with reheating move acceptance within
divides examinations into difficult and easy sets based on the hyper-heuristics approach. Next, Sabar et al. [39] intro-
graph colouring heuristics for constructing an examination duced a measurement of difficulty index to measure exam-
timetable. The examinations in the difficult set are considered ination difficulty within a hybridization of hierarchical low-
to be hard to place by referring to their number of conflict level graph colouring heuristics approach, whereas Muklason
examinations and hence are listed before the ones in the easy et al. [40] investigated the fairness in examination timetabling
set in the construction process. by introducing multiobjective solution, also using the hyper-
Meanwhile, in solving the ETP at Universiti Malaysia heuristics approach.
Pahang (UMP), Kahar and Kendall [23] presented a solution Additionally, the local search-based algorithms have suc-
by using constructive heuristics, which was compared with a cessfully solved ETPs. Caramia et al. [6] proposed a hill
Advances in Operations Research 5
climbing algorithm as a penalty-decreaser in improving the On top of that, the population search-based algorithms
quality of the timetable. The iterative process by the penalty- were applied in solving ETPs. A hyper-heuristic methodol-
decreaser continued to search until no improvement was ogy, known as “hyperhill-climber”, was proposed by Ersoy
detected and the penalty-trader, i.e., hill climbing, took over et al. [7]. The proposed approach employed an adaptive
the process. Later, Sabar et al. [41] proposed a hybrid tabu memetic algorithm to select the best hill climber. The hill
search with exponential Monte Carlo procedure to solve ETP. climber determined the best ordering for the successive
The work is an extension from Ayob and Kendall’s [48]. A application of hill-climbers. Meanwhile, Pillay and Banzhaf
counter-strategy was incorporated to calculate the successive [44] proposed a two-phased GA that was employed to induce
nonimproving iterations to control the acceptance of worse a solution for ETP so as to cater to both hard and soft con-
solution. Meanwhile, Amaral and Pais [42] proposed a straints. The findings showed that the proposed solutions out-
multiobjective tabu search approach with two new features to performed other evolutionary approaches on some bench-
increase the algorithm automation. The approach, which was mark instances. Next, Innet [25] proposed a GA model in
tested on ETP, exhibited that human interference could be order to solve ETPs by using three genetic operators: cross-
avoided by combining weighting functions and compromise over, mutation, and selection, in order to improve the effec-
ratios. tiveness of automatic arranging examination timetable.
Moreover, Abdul-Rahman et al. [43] investigated the Other than that, Turabieh and Abdullah [8] proposed
methods of ordering neighbourhood structures within a a hybrid approach that considered a great deluge algo-
Variable Neighbourhood Search. The proposed approach rithm and an “electromagnetic-like mechanism” heuristics
hybridized a great deluge algorithm as a move acceptance within timetabling approaches. An Estimation Distribution
method to vary the acceptance level. As a result, the empirical Algorithm-based hyper-heuristic was developed by Qu et
findings of a well-known examination timetabling bench- al. [45] to solve ETP. The proposed approach is compara-
mark displayed that the performance of Variable Neighbour- ble with other hyper-heuristic approaches and was found
hood Search great deluge had been reasonably well, ranking suitable for specific problem solving situations. On top of
second among previously proposed approaches, with the that, Rankhambe and Kavita [46] developed harmony search
right choice of initialisation and neighbourhood ordering hyper-heuristics, where the harmony search algorithm was
methods. Next, a modified great deluge approach was pro- based on heuristic harmony memory as low-level heuristics.
posed by Kahar and Kendall [23] to solve an ETP at Universiti The findings showed that the approach performed well on
Malaysia Pahang. The study concluded that the iterative pro- University of Nottingham benchmark datasets. Besides, Alza-
cess, neighbourhood, and starting solution were important qebah and Abdullah [47] hybridized bee colony optimization
factors that significantly affected the search for solution. with late acceptance hill climbing and SA algorithms to
6 Advances in Operations Research
solve the problem. As such, special selection strategies and Other than that, by using the ILP-based heuristics, a post-
self-adaptive neighbourhood mechanism were introduced enrolment course timetabling problem at a private university
to maintain the population diversity in backward pass, as in Buenos Aires, Argentina, was solved by Méndez-Dı́az et al.
well as to enhance the neighbourhood search. An extensive [58]. The study produced good quality results and generalized
compilation of methodologies for ETP can be viewed in [49]. other problems from the related literature.
Meanwhile, Ceschia et al. [61] proposed a metaheuristic
approach based on SA in solving post-enrolment course
3.1.2. Course Timetabling Problem. Course timetabling refers timetabling. The proposed approach was tested on bench-
to the process of assigning courses, rooms, students, and mark dataset, which showed that the proposed approach
lecturers to a fixed time period, typically a working week, was appropriately developed and adjusted. This is because
while satisfying a given set of constraints [50]. According the proposed approach worked well on all datasets and
to Obit [51], university course timetabling is considered as a produced new best solution for most of the instances. Next,
weekly schedule of all university lecturers to a set of courses Soria-Alcaraz et al. [62] developed a constraints’ generic
and at the same time to prevent the lecturers to have students structure of a course timetabling problem, in which the prob-
in common at two different timeslots. Moreover, Obit [51] lem was solved by using hyper-heuristics iterated local search.
stated that, in reality, examination and course timetabling Furthermore, online learning showed that the proposed
problem are about the same in some attributes but portray approach generated competitive results compared to other
some variances. For instance, in examination timetabling, approaches presented in the literature and produced a num-
the room may have more than one examination scheduled ber of new best-known solutions.
at the same time, providing that the room seating capacity is Accordingly, Nagata [64] developed a local search-based
not exceeded, while this is impossible for course timetabling, algorithm with adaptive mechanism in varying neighbour-
where the assignment normally allows one course per room, hood sizes for a post-enrolment-based course timetabling
per timeslot. problem. The study found that the recommended approach
Typically, while constructing a feasible timetable for a produced competitive results for well-known benchmark
course timetabling problem to satisfy all the hard con- dataset of the problem and foresaw the trade-off between
straints, the objective function of the problem has to be exploration and exploitation by adjusting the neighbourhood
minimized, which usually reflects the violation of soft con- size. Similarly, Borchani et al. [57] investigated a univer-
straints. Some instances of the hard and soft constraints of sity course timetabling problem in Tunisia by using Vari-
course timetabling problem are presented in Table 4. Other able Neighbourhood Descent, which successfully removed
examples of constraints involved in course timetabling are an average of 52.47% of holes and isolated sessions with
that each course should be composed of the correct number the introduction of 11 specific neighbourhood structures.
of lecturers, no student can attend more than one lecture at Meanwhile, Goh et al. [65] solved a post-enrolment course
the same time, and one lecturer has to be scheduled in exactly timetabling problem by using a two-phase algorithm. The
one room [52, 53]. tabu search with sampling and perturbation was introduced
The real-world datasets employed in solving course time- to efficiently find feasible solution, while the SA with reheat-
tabling problem from various institutions are depicted in ing eliminated the extensive tuning and scalability of runtime.
Table 5. There are also benchmark datasets for the CTP, com- The proposed algorithm produced new best solution for
monly used as test bed such as Socha et al. [53], International many instances. Obit et al. [66] investigated reinforcement
Timetabling Competition 2002 and 2007 [29]. learning with static and dynamic memory within nonlinear
A number of solutions for course timetabling problems great deluge hyper-heuristics. The study showed that the
have been discussed in the academic literature (see Table 6). static one performed better than the dynamic when solving
An exact approach was proposed by Oladokun and Badmus CTP.
[55] in optimizing the allocation of limited resources available Moreover, in the course timetabling problem domain,
for lecturing. As a test case, the study modeled and solved some researchers proposed population-based metaheuristic
course timetabling problem for University of Ibadan. Fur- approaches. For instance, Nothegger et al. [67] applied Ant
thermore, the integer linear programming (ILP) was applied Colony Optimization to tackle the post-enrolment course
in solving the problem. Next, Thongsanit [56] solved the timetabling problem, which was specified in the competi-
course-classroom assignment problem for Silpakorn Univer- tion, namely, International Timetabling Competition 2007.
sity within a short time and at a minimum cost. In solving the Next, Song et al. [68] developed an energy efficiency-based
problem, the aim was to develop a mathematical model and course timetabling algorithm that optimized the constructed
to design the related methods. The study presented a guide timetable based on energy consumption using GA. The study
to improve the solutions for classroom allocation problem found that the proposed algorithm saved up to 4% of energy
with the aim of assigning courses to classrooms at a minimal during cooling and heating seasons, when compared to the
cost. Meanwhile, Vermuyten et al. [60] investigated the flow existing timetable. In addition, more energy saving up to 5.0%
of students within a course timetable problem by minimiz- was achieved by mitigating hard constraints.
ing the travel time between consecutive lectures based on Additionally, Gunawan et al. [54] proposed a hybrid algo-
pedestrian traffic models. The problem was solved by using rithm that combined IP, a greedy heuristic, and a modified SA
the decomposition approach as two-stage IP exhibited rather algorithm to solve a teacher assignment-course scheduling
exceptional solutions. problem. The problem mixed both teacher assignment and
Advances in Operations Research 7
Table 4: The hard and soft constraints within the CTP adopted from Obit [51].
Table 5: Summary of real-world course timetabling datasets from stated that STP is aimed at assigning period for teacher to
different institutions. certain subject in a specified group by considering groups of
Reference Institution (s)
students and teachers in a fixed period scheduling. According
to Pillay [74], STP is considered as NP-complete or NP-hard
Gunawan [54] University in Indonesia problem that depends on the intricacy of the problem in
Oladokun & Badmus [55] University of Ibadan relation to various constraints. Moreover, studies on STP,
Thongsanit [56] Silpakorn University along with its difficulty, had been investigated as early as 1976
Borchani et al. [57] Tunisian University by Even et al. [16] and more current analysis was undertaken
A private university in Buenos Aires, by Carter and Tovey [75], Kingston [76], and Eikelder and
Méndez-Dı́az et al. [58]
Argentina Willemen [77], to name a few.
Wahid and Hussin [59] Universiti Utara Malaysia In fact, the two types of constraints, which are hard and
soft constraints, had been used to solve STP. With that, the
fact that a teacher can only teach a lesson to one group at a
course scheduling problems as mathematical programming time and the fact that a group cannot accept more than one
model. Later, Badoni et al. [69] developed a hybrid approach lesson at a time by different teachers are examples of hard
that combined GA and local search approach by using events constraints. Usually, soft constraints depend on preferences
based on groupings of students. The hybrid approach pro- by the teacher or are based on school policies, such as to
duced better results on benchmark datasets, in comparison minimize the number of periods for the teacher, to minimize
to other approaches found in the literature pertaining to the gaps within the timetable, and to avoid some subjects
course timetabling problem. After that, Bolaji et al. [70] restriction at a prescribe time. Furthermore, Santos et al.
employed artificial bee colony algorithm and hill climbing [78] proposed that the basic hard constraints that need to be
optimizer as a hybrid method to solve a university course satisfied in school timetabling are that no teachers should be
timetabling problem. The study showed that a well-designed assigned to more than a class in the same timeslot, taking
hybrid technique appeared to be a good alternative to tackle into account the teacher’s availability for each timeslot, and
the problem, as the results displayed better performance than allocating the right number of timeslots for each teacher-class
the other techniques. Next, a study on a course timetabling pair. Table 7 depicts the constraints proposed by Cerdeira-
problem related to remedial education was introduced by Pena et al. [73] in relation to STP.
Ghiani et al. [71] who employed both IP and greedy heuristics. The real-world datasets that had been used in solving
The study introduced the selection of remedial courses STP are shown in Table 8. Besides, the benchmark problems
while considering budgets and operational constraints that of STP are also available from Beligiannis et al. [79], Smith
helped the students to achieve particular competencies in et al. [80], and International Timetabling Competition 2011
several skills at varied levels. Besides, Akkan and Gülcü [72] of High School Timetabling Archive XHSTT-2011 with 21
proposed a hybrid multiobjective genetic algorithm that was instances from 8 countries [81].
tested on benchmark dataset of course timetabling problem. As for the school timetabling field, several solutions were
The hybrid approach employed hill climbing and SA, which retrieved from the literature as described in Table 9. Some
produced highly robust solution close to the best-known approaches and new algorithms were applied and derived
results. Wahid and Hussin [59] employed hybrid harmony frequently over the years since school timetabling has further
search with great deluge for solving a real case of CTP. developed with SA, evolutionary algorithms, tabu search,
IP, constraint programming, GRASP (Greedy Randomized
3.1.3. School Timetabling Problem. The school timetabling Search Procedure), and so forth. Hybridizations are also some
problem (STP) is about generating school timetable that popular approaches in solving STP, which combine two or
usually follows a cycle every week for all classes, in which the more methodologies. Comparative studies in STP were also
objective is to avoid teachers from attending two classes at the conducted to compare the performance of several techniques.
same time. In school timetabling, students are normally pre- Normally, solving STP is computationally expensive and in
assigned, while only teachers and rooms need to be assigned order to reduce the running time, distributed methods have
in the timetabling problem. As such, Cerdeira-Pena et al. [73] been suggested in association with the proposed approach.
8 Advances in Operations Research
Table 7: The hard and soft constraints related to STP adopted from Cerdeira-Pena et al. [73].
Table 8: Summary of real-world school timetabling datasets from Other than that, Beligiannis et al. [79] employed EA
different institutions. technique to solve real STP in a Greek high school. Based on
Reference Institution (s)
several comparisons made, this EA technique was found to be
efficient in producing timetable more easily and quickly. On
Cerdeira-Pena et al. [73] Secondary school (I.E.S. Menendez
the other hand, Tassopoulos and Beligiannis [90] solved STP
Pidal) in A Coruna-Spain
in a high school by using the Particle Swarm Optimization
Santos et al. [78] Brazilian high schools (PSO) method. This PSO method could also produce feasible
Boland et al. [82] Australian high school and efficient timetables that outperformed four other existing
Beligiannis et al. [79] Greek high schools techniques.
Birbas et al. [83] Hellenic secondary school Meanwhile, the hybrid algorithm was also applied in STP.
Ribić and Konjicija [84] Croatian secondary school Cerdeira-Pena et al. [73] recommended a new approach to
Moura and Scaraficci [85] solve STP, where Random Non-Ascendent Method (RNA)
Brazilian high school
functioned as a local search technique and two variants of
Minh et al. [86] Vietnam high schools GA were hybridized to solve STP. Next, Yongkai et al. [91]
proposed a two-phase approach to solve STP, where the first
phase applied SA in order to get a feasible timetable. The
For example, Boland et al. [82] proposed the exact first approach was developed by using new neighbourhoods,
approach by using two ILP models to solve STP. The ILP which swapped between timeslots in series while maintaining
was applied in solving the problem of class blocking. Next, the timetable feasibility. Next, a tabu search was employed in
Birbas et al. [83] employed a hybrid approach to solve STP the second phase to minimize the soft constraint.
at the secondary Hellenic school where IP was applied in The study using machine learning such as neural network
both phases. In the first phase, the shift assignment was within education domain also appears in the literature. Exam-
catered by allocating teachers to shifts, while the second phase ple of a previous study on neural network was proposed by
solved the whole STP, where the algorithm applied Fenchel Smith et al. [80]. The study developed two discrete Hopfield
cuts. After that, Ribić and Konjicija [84] employed IP with neural network models for solving school timetabling prob-
two-phase strategy to solve STP. The first phase focused on lems. The approaches have shown competitive results when
allocations, which later continued to solve the whole prob- compared with other metaheuristics approaches, namely,
lem in the second phase. Meanwhile, Santos et al. [78] used greedy search, simulated annealing, and tabu search in terms
mixed IP in solving Brazilian high schools as STP. The study of solution quality and computational effort.
proposed a cut and column generation algorithm as the Carrasco and Pato [92] in 2004 employed the neural
solution methodology. network-based heuristics to the class/teacher timetabling
Other than that, the hyper-heuristic based evolutionary problem. Two models were introduced which are Potts
algorithm (EA) method was employed by Pillay [87] in 2010 mean-field annealing simulation and discrete neural network
as the initial attempt at applying hyper-heuristics to STP. The simulation. Test on a real problem showed that the discrete
study differentiated the performance of different low-level approach produced better performance in terms of solution
construction heuristics for this area. The study discovered quality and computation time. Comparison with multiobjec-
that the use of mutation and crossover operators, which tive genetic algorithm also showed that the proposed neural
incorporated hill climbing, improves the EA-based hyper- network-based heuristics is competitive.
heuristic performance. Ahmed et al. [88] in 2015 solved STP
using hyper-heuristic based on the various selection of hyper- 3.2. Allocation Problem. Allocation problem has been con-
heuristics combining with different reusable components of sidered as a type of assignment problem. In fact, the allocation
STP. The hyper-heuristic approach combined with adaptive problem has been cited widely as a fundamental combinato-
great deluge move acceptance method performed well on the rial optimization problem under optimization or operation
tested ITC 2011 benchmark datasets. research branch. The allocation problem is a famous problem
Similarly, Yongkai et al. [91] and Zhang et al. [89] solved a discussed in the literature with various types of applications,
real-world STP by using SA algorithm that incorporated new especially within the education domain. This problem is
neighbourhood structures in their studies. Yongkai et al. [91] categorised into three subproblems, which are (Section 3.2.1)
proposed moves with a sequence structure, while Zhang et student-project allocation problem (SPAP), (Section 3.2.2)
al. [89] performed swaps between pairs of timeslots, which new student allocation problem (NSAP), and (Section 3.2.3)
had been carried out in sequence. Meanwhile, Moura and space allocation problem (SAP). The next subsections discuss
Scaraficci [85] applied path-relinking strategy with Greedy these problems.
Randomized Adaptive Search Procedure (GRASP) to solve
STP in three Brazilian high schools. Next, Minh et al. [86] 3.2.1. Student-Project Allocation Problem. The student-
solved STP at three Vietnamese high schools using tabu project allocation problem (SPAP) is related to assigning a
search. In the first phase, greedy search was employed to person to a particular project or cases based on preference
generate initial timetable, while tabu search was implemented or interest of student and lecturer [13]. SPAP includes a set
in the second phase to improve the generated solution. The of projects, students, and lecturers, whereby every unique
neighbourhood structures used in the study were single lecturer is offered a project and both the lecturers and projects
moves, swaps, and block moves. have some capacity constraints. Students have preference
10 Advances in Operations Research
Table 11: Summary of real-world SPAP from different institutions. Thus, in order to solve the problem, both hard and soft
constraints need to be considered. Table 10 presents the con-
Reference Institution (s) straints within SPAP highlighted by various researchers. In
Anwar and Bahaj [97] University of Southampton most cases of SPAP, the similar constraints involved were pre-
Ramli and Bakar [98] Universiti Utara Malaysia ference lists and capacity constraints.
Ghazali and Internship students at Law Firm in Furthermore, numerous real-world SPAPs have been
Abdul-Rahman [100] Malaysia broadly introduced in the literature with variants of mea-
Dye [101] University of York surement and more real-world constraints, as presented in
Table 11.
The methodologies that have solved SPAP have been
towards project, while lecturers have preference towards discussed in the academic literature (see Table 12). The exact
student(s). Hence, SPAP is considered as an application of a approaches were proposed by Anwar and Bahaj [97], where
stable matching problem, where the members of two entity the IP approach was used to solve SPAP. The paper proposed
sets, students and lecturers, have their own preferences on how two models of IP were used in solving the project allo-
the projects. As such, Manlove and O’Malley [95] stated that cation problem based on criteria and constraints. Next, Li
the previous formulation of SPAP considered two conditions, et al. [102] attempted to maximize the number of assigned
either not to permit lecturer preferences [93] (where stability projects by using goal programming model. The student’s
is not applicable in this case) or to include the preferences of preference was successfully increased by giving higher weigh-
lecturer [94]. tage to the higher preference. Meanwhile, a mix-integer
Advances in Operations Research 11
Table 13: The hard constraints within the NSAP adopted from Table 14: Summary of real-world NSAP from different institutions.
Zukhri and Omar [105] and Hassim et al. [106].
Reference Institution (s)
Constraint type Descriptions Zukhri and Omar [105] Islamic University of Indonesia
Hard constraints (i) Capacity of students in each class. Hassim et al. [106] Politeknik Ungku Omar
(ii) A group of new students with similar Rad et al. [107] 177 existing university majors in Iran
ranking assigned to the same class. Ma et al. [108] Singaporean Ministry of Education
solve NSAP so as to keep the optimum capacity of students limited, availability should be managed properly by assigning
in each class, besides helping the management in a manner rooms to suitable users. With that, this subsection focuses
and fair way in selecting new students into their classes to on classroom space allocation that discusses the assignment
ensure that they can perform in their studies. However, differ- of available classroom to a number of courses subject to
ent solution methodologies of NSAP are discussed in the room requirements and student population sizes. The aim of
academic literature. The study by Zukhri and Omar [105] SAP is to ensure maximum space utilization and to satisfy
explored the NSAP by using GA to allocate new students to all requirements and/or constraints as much as possible. In
classes subject to satisfy both students and rooms require- this case, all entities need to be allocated, where no wastage
ment. or overused space should occur, and any additional require-
Besides, by using data mining, Ma et al. [108] aimed to ments and constraints should be satisfied. An important con-
award Gifted Education Programme (GEP) by the Singa- dition exists in this case, where the available space areas and
porean Ministry of Education (MOE) to the right students. special requirements by entities are not subject to amend-
The targeted students for remedial classes were selected in ment.
a precise manner by using the proposed approach. On the As such, several sets of constraints had been involved in
other hand, Susanto [109] proposed fuzzy 𝐶-means algorithm SAP, as highlighted in past studies (see Table 16).
(FCM) to allocate students from certain subjects into differ- Some real-life datasets that have been broadly introduced
ent classes. Students of various subjects were clustered based to SAP are presented in Table 17.
on their prerequisite subject scores. In the study, students Varying solution approaches have been proposed in
with similar achievements were pooled into the same class, the academic literature (see Table 18), where some studies
while students with slightly dissimilar achievement levels proposed the exact approaches in solving SAP. For example,
were combined in different classes. Gosselin and Truchon [116] proposed an allocation of class-
Next, Yadav and Ahmed [110] explored the applicability rooms in an educational institution by using the LP model
of Subtractive Clustering Technique (SCT) to solve NSAP to minimize penalty function. First, the model satisfied all
that allocated new students to similar groups of specified the requested rooms as possible and then attempted to spread
maximum capacity and analysed the impact of allocations this departure uniformly among the requests. Meanwhile, in
upon students’ academic performance. Meanwhile, Hassim order to solve classroom allocation of Premier Nurse’s Train-
et al. [106] proposed AHP to solve NSAP. The paper focused ing College, Kumasi, Frimpong, and Owusu [112] formulated
on minimizing the intelligence gap in each class. Meanwhile, an LP model with the aim of maximizing classroom space
Yadav [111] applied the Bayesian approach in classifying new usage using POM-QM model for windows. Next, Phillips et
students into their classes based on their intelligence based al. [121] solved a classroom assignment problem of university
on academic achievements. course timetabling based on a novel formulation of IP.
However, some researchers proposed the hybrid algo- The proposed approach simplified the previous models and
rithm to solve NSAP. For example, Rad et al. [107] proposed a preserved tractability even when tested with large instances
hybrid model to cluster and rank university majors in Iran. Meanwhile, Burke et al. [123] presented multiobjective
In fact, a total of 177 existing university majors were com- hyper-heuristic approaches to solve SAP. A tabu search hyper-
pared on various criteria. The university majors were clus- heuristic technique was proposed. Next, Constantino [113]
tered based on similarities and differences by using 𝐾-means solved a classroom assignment problem in a large university
algorithm and were later ranked by using AHP. by using two iterated heuristic algorithms to minimize the
total distance of teaching activities between classrooms.
3.2.3. Space Allocation Problem. The space allocation prob- Instead, other added requests that need to be satisfied were
lem (SAP) refers to a problem to allocate resources to space generating efficient space utilization, satisfying preferences
areas, for example, allocating rooms and at the same time of the room, and fulfilling other administrative requests.
satisfying several requirements and constraints [112]. Besides, Later, Adewumi and Ali [120] presented a hierarchical-based
Burke and Varley [125] described SAP as an allocation of heuristics solution in solving a hostel SAP. An interrelated
rooms or areas of space for detailed function. Since space is heuristics was applied at different allocation process levels
Advances in Operations Research 13
Table 16: The hard and soft constraints within the SAP.
Constraint type Descriptions Reference (s)
Frimpong and Owusu [112];
(i) Classroom capacity. Constantino [113]; Bagger et al.
Hard constraints [114]; Navuduri [115]
(ii) Room’s availability at different time of the day
Gosselin and Truchon [116]
and room request.
(i) Events from the same course occurring the
same day must be allocated as close to each other
Bagger et al. [114]
as possible with respect to their geographical
Soft constraints location.
(ii) If an event is split into multiple rooms, these
must also be as close to each other as possible in
the geographical sense
Table 17: Summary of real-world SAP from different institutions. Meanwhile, Navuduri [115] proposed a web-based system
that helped university staff to assign classrooms for a given
Reference Institution (s) semester, where the system weighed in several elements, such
University of Nottingham, Nottingham as classroom size, course capacity, and preferred building of
Burke et al. [117];
Trent University and University of a department.
Landa-Silva [11]
Wolverhampton
Beyrouthy et al. [118]; 4. Potential Path
University in Sydney Australia
Beyrouthy et al. [119]
Adewumi and Ali Diverse methods have been proposed for assignment prob-
Nigeria Universities
[120] lem in education domain within these recent times. In
Bagger et al. [114] Technical University of Denmark (DTU) fact, researchers have worked really hard to adapt several
Frimpong and Owusu optimization procedures to solve these problems. Moreover,
Premier Nurse’s Training College, Kumasi it is usually not easy to formulate the actual problem that
[112]
suits a particular solution procedure and there will be a lot
Phillips et al. [121] University of Auckland, New Zealand
of work to be done to fully utilize the solution quality. As
Abdullah et al. [122] Universiti Teknologi Malaysia such, several studies are still under progress in determining
effective solutions for assignment problems.
The timetabling problem was classified into three sub-
in order to achieve constraints and objectives. Then, GA was problems, which were examination timetabling problem,
applied at the lowest level in order to drive the final allocation course timetabling problem, and school timetabling problem.
distribution. As observed, most researchers applied the heuristic tech-
Besides, some researchers applied the hybrid technique in niques, which is graph colouring heuristics, to solve ETP.
solving SAP. Burke et al. [117] proposed hybrid population- However, there is an idea for future work for solving a
based metaheuristic approaches for SAP, where a series of more complex problem as mentioned in Ayob et al. [5] by
techniques, such as hill climbing, SA, tabu search, and GA, combining schedule for invigilators and room assignments.
were applied. Meanwhile, Landa-Silva Dario [124] applied Current research also intended to test their approaches on
metaheuristic and multiobjective approaches to solve SAP. well-known benchmark dataset in order to test the effective-
An iterative improvement, SA, tabu search, and GA were ness of their algorithm (as proposed by Abdul-Rahman et
adapted for problem application. Next, Beyrouthy et al. [118] al. [126]) which signified real examination timetabling data
applied hill climbing and SA to solve a teaching SAP with instances with various requirements and limitations. In terms
slipping. Later, Beyrouthy et al. [119] combined IP and SA of approaches within ETP, the latest trend shows that the
approaches in utilizing university teaching space of Univer- hybrid approach of nature inspired algorithm has potential
sity in Sydney Australia. Besides, Bagger et al. [114] proposed for further research such as harmony search algorithm and
a Mixed Integer Program (MIP) solver within the construc- bee colony optimization. Besides, researches also tend to
tive heuristic in solving a room allocation optimization prob- focus on hyper-heuristics approach as a general approach to
lem. The heuristic and metaheuristic methods were applied to produce good solution quality.
the problem for comparison and tested on five real-life data Prior studies of course timetabling problem showed that
sets derived from Technical University of Denmark (DTU). various techniques have been implemented to address the
Moving on, Abdullah et al. [122] employed both quali- problem. The proposed approach usually depended on the
tative and quantitative techniques to measure the usage of complexity of the problem, while the complexity of the
teaching and learning space in Universiti Teknologi Malaysia problem relied on the problem size, and the difficulty of the
(UTM). Besides, some researchers proposed a computer- problem was related to varied constraints and preferences.
assisted system in solving classroom allocation problem. However, most of the publications in the literature on course
14 Advances in Operations Research
timetabling problem focused on testing the benchmark prob- the latest trend also showed that stable matching problem,
lem, in comparison to the real-world problem. When com- which considered both preferences of the entities towards
pared with ETP, various preferences have been introduced in projects, is also popular in order to solve STP. By applying
the problem, while the course timetabling problem mostly stable matching problem in NSAP, it represents how real-life
catered only for basic requirement of the problem. Thus, preferences can really occur, besides increasing the satisfac-
this problem has bigger opportunity to be investigated by tion of both entities in order to solve allocation problem.
researchers in order to understand more on the problem In fact, past studies concerning NSAP showed the pro-
requirement and preferences. Hence, this bridges the gap posal of various techniques. When compared with SPAP, it
between the benchmark problem and the real cases of the includes assigning a person to a particular project or case
problem. In terms of techniques proposed to overcome the based on preference or interest of student and lecture, while
problem, local search technique and their hybridization have NSAP catered to the clustering problem of new student
the potential to be further investigated. The variation of the based on ranking (intelligence gap). As observed, most
approach is mostly focused on local search approach and researches focused on solving the real problem of NSAP by
not for any swarm-based approach, except that for Bolaji et applying different techniques. For example, Ma et al. [108]
al. [70]. Thus, there is a huge opportunity for the swarm- proposed data mining, Susanto [109] proposed fuzzy 𝐶-
based approach to be investigated further within the course means algorithm, Yadav and Ahmed [110] proposed Subtrac-
timetabling problem. tive Clustering Technique (SCT), Hassim et al. [106] proposed
Meanwhile, in solving STP, many researchers proposed AHP, and Yadav [111] proposed Bayesian approach. Then, in
various techniques. The problems turned narrower when providing a better research for future work of their researches,
the main aim was to avoid teachers from having to attend they also offered several suggestions. In selecting the right
two events at one time. Therefore, the researchers tended to students for numerous purposes, Ma et al. [108] considered
understand more on the real cases of the problem. As for the students’ categorisation in developing a system within an
techniques proposed, the local search-based technique has educational institution, which was weak, good, and special
potential to be further explored since most of the literature needs. Meanwhile, Yadav and Ahmed [110] claimed that it is
focused in producing good solution quality. Furthermore, the worth expanding the study by using a combinative technique
latest trend also showed that IP model is also popular in of SCT and fuzzy 𝐶-means called hybrid Fuzzy Expert system
solving STP. Most of the studies proposed an algorithm in in evaluating student-teacher academic performance. Other
order to give an optimum solution to the problem. than that, Yadav [111] proposed a combination of techniques
As for allocation problem, it had been classified into three involving SCT, GA, and Artificial Neural Network techniques
subproblems: student-project allocation problem (SPAP), (i.e., hybrid Fuzzy Expert system) to evaluate the academic
new student allocation problem (NSAP), and space allocation performances of students and teachers.
problem (SAP). Most researchers applied the exact method Lastly, past studies in SAP showed that various ap-
such as integer programming models to obtain an optimum proaches have been employed to solve the real problem
solution to the problem. The main aspect in SPAP is to satisfy of SAP. Most researchers tended to hybrid a number of
the constraints. As noted, most of the publications in the techniques to solve SAP. Based on this review, it is found that
literature on SPAP focused on the capacity constraints and the hybrid approaches produced better results when tested on
preferences of entities (students and lecturers). Furthermore, real-world datasets compared to other single approaches in
Advances in Operations Research 15
the literature. Burke et al. [117] combined hill climbing, SA, The authors are grateful and would like to thank UUM for the
tabu search, and GA, while Landa-Silva Dario [124] proposed financial support received during the research period that had
iterative improvement with SA, tabu search, and GA. Next, enabled to produce this piece of work.
Beyrouthy et al. [118] combined hill climbing and SA, while
Beyrouthy et al. [119] and Bagger et al. [114] used Mixed References
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