operations research

运筹学
  • 文章类型: Journal Article
    背景:根据其临床和经济效果,延长气管拔管时间(患者换药后≥15分钟)是至关重要的。我们评估了麻醉医师在手术结束时七氟醚(MAC)的年龄调整后的潮气末最低肺泡浓度和目标实现方面的变异性。
    方法:我们前瞻性研究了一个56名成年患者的队列,这些患者接受七氟醚作为唯一的麻醉剂的全身麻醉,预定手术室时间至少3小时,和不容易定位。在手术闭合开始时,当手术窗帘降低时,一名观察者向麻醉医生询问他们的MAC目标(即,所研究程序的手术功能结束)。当窗帘放下时,MAC实现的记录,值进行了比较。
    结果:从业者的MAC目标的标准偏差很大,0.199(N=56例,95%置信区间0.17-0.24),与MAC的标准偏差0.253没有显着差异,P=0.071。MAC目标和实现的MAC成对相关,皮尔逊r=0.65,P<0.0001。与病例进展相关的手术室对话对关联没有增量影响(偏相关-0.01,P=0.96)。在手术结束时获得的MAC的从业者之间的差异是相应的。具体来说,对于N=12例长时间拔管,在没有延长拔管时间的N=44例患者中,平均MAC分别为0.60(标准差0.10)和0.48(0.21)(P=0.0070).
    结论:从业者中MAC目标的标准偏差足够大,对手术结束时MAC的变异性有显著贡献。我们前瞻性地证实,手术结束时年龄调整后的潮气末MAC在临床和经济上都很重要,因为0.60和0.48的差异与更长时间的拔管有关。我们的新发现是,达到≥0.60的MAC部分是由麻醉医师在手术关闭开始时提出的MAC目标引起的。
    BACKGROUND: Prolonged times to tracheal extubation (≥15 minutes from dressing on the patient) are consequential based on their clinical and economic effect. We evaluated the variability among anesthesia practitioners in their goals for the age-adjusted end-tidal minimum alveolar concentration of sevoflurane (MAC) at surgery end and achievement of their goals.
    METHODS: We prospectively studied a cohort of 56 adult patients undergoing general anesthesia with sevoflurane as the sole anesthetic agent, scheduled operating room time of at least 3 hours, and non-prone positioning. At the start of surgical closure, an observer asked the anesthesia practitioner their goal for MAC when the surgical drapes are lowered (i.e., the functional end of surgery for the studied procedures). When the drapes were lowered, the MAC achieved was recorded, and the values were compared.
    RESULTS: The standard deviation of the practitioners\' MAC goal was large, 0.199 (N = 56 cases, 95% confidence interval 0.17-0.24), not significantly different from the standard deviation of the MAC achieved of 0.253, P = 0.071. The MAC goal and MAC achieved were correlated pairwise, Pearson r =0.65, P < 0.0001. There was no incremental effect of operating room conversation(s) related to case progress on the association (partial correlation ‑0.01, P = 0.96). Differences among practitioners in the MAC achieved at surgery end were consequential. Specifically, for the N = 12 cases with prolonged extubation, the mean MAC was 0.60 (standard deviation 0.10) versus 0.48 (0.21) among the N = 44 cases without prolonged extubation (P = 0.0070).
    CONCLUSIONS: The standard deviation of the MAC goal among practitioners was sufficiently large to contribute significantly to the variability in the MAC achieved at the end of surgery. We confirmed prospectively that the age-adjusted end-tidal MAC at the end of surgery matters clinically and economically because differences of 0.60 versus 0.48 were associated with more prolonged extubations. Our novel finding is that the MAC achieved ≥0.60 were caused in part by the anesthesia practitioners\' stated MAC goals when surgical closures started.
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  • 文章类型: Journal Article
    本研究考虑了一个假设的全球儿科疫苗市场,其中多个协调实体代表购买力不同的国家做出最佳采购决策。每个实体都旨在提高其国家的负担能力,同时为疫苗生产商保持一个有利可图的市场。本研究分析了几个因素对承受能力和盈利能力的影响,包括做出采购决策的非合作协调实体的数量,为分层定价目的对国家进行分组的细分市场的数量,生产者如何收回固定生产成本,以及协调实体的采购顺序。该研究依赖于一个框架,实体使用三阶段优化过程与疫苗生产商进行顺序谈判,该过程解决了一个MIP和两个LP问题,以确定最佳采购计划和每剂价格,从而最大限度地为实体国家节省资金,并为疫苗生产商获利。该研究的结果挑战了当前的疫苗市场动态,并为协调购买者的互动提供了新的替代策略。生产者,和协调实体,以提高非合作市场的承受能力。关键结果表明,协调实体与疫苗生产商谈判的顺序以及后者如何恢复其固定成本投资可以显着影响盈利能力和负担能力。此外,低收入国家可以通过协调许多细分市场的实体通过分层定价来采购疫苗,从而更经济地满足其需求。相比之下,中高收入国家通过拥有更少和更广泛的细分市场的实体进行采购,从而提高了其可负担性。当生产者提供数量折扣时,根据其国家的收入递减水平对实体进行优先排序的采购订单提供了更高的机会来提高负担能力和利润。
    This study considers a hypothetical global pediatric vaccine market where multiple coordinating entities make optimal procurement decisions on behalf of countries with different purchasing power. Each entity aims to improve affordability for its countries while maintaining a profitable market for vaccine producers. This study analyzes the effect of several factors on affordability and profitability, including the number of non-cooperative coordinating entities making procuring decisions, the number of market segments in which countries are grouped for tiered pricing purposes, how producers recover fixed production costs, and the procuring order of the coordinating entities. The study relies on a framework where entities negotiate sequentially with vaccine producers using a three-stage optimization process that solves a MIP and two LP problems to determine the optimal procurement plans and prices per dose that maximize savings for the entities\' countries and profit for the vaccine producers. The study\'s results challenge current vaccine market dynamics and contribute novel alternative strategies to orchestrate the interaction of buyers, producers, and coordinating entities for enhancing affordability in a non-cooperative market. Key results show that the order in which the coordinating entities negotiate with vaccine producers and how the latter recuperate their fixed cost investments can significantly affect profitability and affordability. Furthermore, low-income countries can meet their demands more affordably by procuring vaccines through tiered pricing via entities coordinating many market segments. In contrast, upper-middle and high-income countries increase their affordability by procuring through entities with fewer and more extensive market segments. A procurement order that prioritizes entities based on the descending income level of their countries offers higher opportunities to increase affordability and profit when producers offer volume discounts.
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  • 文章类型: Journal Article
    背景:在对剖宫产后患者的早期研究中,对乙酰氨基酚和非甾体类抗炎药的同时给药与术后阿片类药物的总使用量大幅减少有关.如果护士给药对乙酰氨基酚和非甾体抗炎药的时间通常与到期时间有实质性差异,则这种可能的药效学作用可能会有所不同。我们检查了止痛药剂量给药时间的“迟到”,如果给药较晚,如果提前,则为负值。
    方法:回顾性队列研究使用了所有67,900个预定的药物给药记录(即,不是\“根据需要\”)对乙酰氨基酚,布洛芬,在2021年1月至2023年12月期间,爱荷华大学的所有3,163例剖宫产病例中和酮咯酸。在每次给药之前,在患者的床边使用条形码扫描。
    结果:在4.8小时的窗口中,有95%的剂量给药,从早108分钟(97.5%单侧置信上限早105分钟)到晚181分钟(97.5%单侧下限晚179分钟)。不到一半的剂量(46%,P<0.0001)在到期时间的±30分钟内给药。组内相关系数约为0.11,表明患者之间存在较小的系统差异。基于对乙酰氨基酚和布洛芬或酮咯酸的同时给药,迟到率也有很小或没有系统性差异,一天中药物到期的时间,工作日,Year,或15分钟内所有此类患者的药物数量。
    结论:其他医院应检查药物给药的延迟,以改变其进行或应用镇痛临床试验结果的能力(例如,同时与交替给药)。
    BACKGROUND: In an earlier study of patients after cesarean delivery, the concurrent versus alternating administration of acetaminophen and non-steroidal anti-inflammatory drugs was associated with a substantial reduction in total postoperative opioid use. This likely pharmacodynamic effect may differ if the times when nurses administer acetaminophen and non-steroidal anti-inflammatory drugs often differ substantively from when they are due. We examined the \"lateness\" of analgesic dose administration times, the positive difference if administered late, and the negative value if early.
    METHODS: The retrospective cohort study used all 67,900 medication administration records for scheduled (i.e., not \"as needed\") acetaminophen, ibuprofen, and ketorolac among all 3,163 cesarean delivery cases at the University of Iowa between January 2021 and December 2023. Barcode scanning at the patient\'s bedside was used right before each medication administration.
    RESULTS: There were 95% of doses administered over a 4.8-hour window, from 108 minutes early (97.5% one-sided upper confidence limit 105 minutes early) to 181 minutes late (97.5% one-sided lower limit 179 minutes late). Fewer than half of doses (46%, P <0.0001) were administered ±30 minutes of the due time. The intraclass correlation coefficient was approximately 0.11, showing that there were small systematic differences among patients. There likewise were small to no systematic differences in lateness based on concurrent administrations of acetaminophen and ibuprofen or ketorolac, time of the day that medications were due, weekday, year, or number of medications to be administered among all such patients within 15 minutes.
    CONCLUSIONS: Other hospitals should check the lateness of medication administration when that would change their ability to perform or apply the results of analgesic clinical trials (e.g., simultaneous versus alternating administration).
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  • 文章类型: Journal Article
    COVID-19大流行对制定有时限的医院管理决策提出了挑战。菲律宾大学-菲律宾总医院(UP-PGH)是位于马尼拉的三级COVID-19转诊中心,菲律宾。越来越多的疑似或确诊的COVID-19感染母亲与很少有记录的感染婴儿病例的不匹配,导致其NICU中严重的患者溢出和人力短缺。
    我们提出了一种评估方案,用于NICU床位重新分配,以最大程度地提高容量性能,员工名册,和资源保护,同时保留COVID-19感染预防和控制措施。
    将现有的流程工作流转换为操作模型有助于创建一个修改队列和测试方案的解决方案。转换人员配备模型以满足患者流量。获得了结果测量值,并在实施阶段监测反馈。
    方案评估显示了以下方面的好处:(a)缩短COVID-19亚单位的停留时间;(b)更好的入住率和最小的溢出;(c)通过增加非COVID劳动力库缓解劳动力短缺;(d)减少个人防护设备需求;(e)真正的SARS-CoV-2感染为零。
    专为医院运营领导者和利益相关者设计,这一操作流程可以帮助医院制定政策,修改队列计划,以在COVID-19大流行期间维持NICU的优质护理和服务.
    UNASSIGNED: The COVID-19 pandemic posed challenges in making time-bound hospital management decisions. The University of the Philippines -Philippine General Hospital (UP-PGH) is a tertiary COVID-19 referral center located in Manila, Philippines. The mismatch of increasing suspected or confirmed COVID-19 infected mothers with few documented cases of infected infants has caused significant patient overflow and manpower shortage in its NICU.
    UNASSIGNED: We present an evaluated scheme for NICU bed reallocation to maximize capacity performance, staff rostering, and resource conservation, while preserving COVID-19 infection prevention and control measures.
    UNASSIGNED: Existing process workflows translated into operational models helped create a solution that modified cohorting and testing schemes. Staffing models were transitioned to meet patient flow. Outcome measurements were obtained, and feedback was monitored during the implementation phase.
    UNASSIGNED: The scheme evaluation demonstrated benefits in (a) achieving shorter COVID-19 subunit length of stay; (b) better occupancy rates with minimal overflows; (c) workforce shortage mitigation with increased non-COVID workforce pool; (d) reduced personal protective equipment requirements; and (e) zero true SARS-CoV-2 infections.
    UNASSIGNED: Designed for hospital operations leaders and stakeholders, this operations process can aid in hospital policy formulation in modifying cohorting schemes to maintain quality NICU care and service during the COVID-19 pandemic.
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  • 文章类型: Journal Article
    40%的糖尿病患者会在其一生中发展为慢性肾病(CKD)。然而,多达50%的CKD病例可能未确诊.我们制定了按年龄和既往测试史分层的筛查建议,以种族和性别分组诊断为糖尿病和未知蛋白尿状态的个体。要做到这一点,我们使用部分观察的马尔可夫决策过程(POMDP)来确定患者是否应每隔3个月进行一次筛查。模型输入来自具有全国代表性的数据集,医学文献,和一个微观模拟,将这些信息整合到特定群体的疾病进展率中。我们在微观模拟中实施POMDP解决方案策略,以了解此策略如何影响健康结果,并生成易于实施的,基于非信念的近似策略,更容易临床解释。我们发现现状政策,每年对所有年龄和种族进行筛查,对于最大化预期的未来净货币利益(NMB)而言是次优的。POMDP政策建议在所有种族和性别群体中40岁后进行更频繁的筛查,对61-70岁的人每年进行2-4次筛查。建议黑人比白人更频繁地进行筛查。该政策将使NMB从现状政策增加到每位糖尿病患者$1,000至$8,000,每个质量调整生命年(QALY)的支付意愿为$150,000。
    Forty percent of diabetics will develop chronic kidney disease (CKD) in their lifetimes. However, as many as 50% of these CKD cases may go undiagnosed. We developed screening recommendations stratified by age and previous test history for individuals with diagnosed diabetes and unknown proteinuria status by race and gender groups. To do this, we used a Partially Observed Markov Decision Process (POMDP) to identify whether a patient should be screened at every three-month interval from ages 30-85. Model inputs were drawn from nationally-representative datasets, the medical literature, and a microsimulation that integrates this information into group-specific disease progression rates. We implement the POMDP solution policy in the microsimulation to understand how this policy may impact health outcomes and generate an easily-implementable, non-belief-based approximate policy for easier clinical interpretability. We found that the status quo policy, which is to screen annually for all ages and races, is suboptimal for maximizing expected discounted future net monetary benefits (NMB). The POMDP policy suggests more frequent screening after age 40 in all race and gender groups, with screenings 2-4 times a year for ages 61-70. Black individuals are recommended for screening more frequently than their White counterparts. This policy would increase NMB from the status quo policy between $1,000 to  $8,000 per diabetic patient at a willingness-to-pay of $150,000 per quality-adjusted life year (QALY).
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  • 文章类型: Journal Article
    为了减轻资源短缺和需求异质性导致的门诊护理交付效率低下,本文的重点是分配和排序多种医疗资源的问题,以便安排临床护理的患者可以在最短的总等待时间内体验高效和协调的护理。我们利用通过实时定位系统技术收集的人员和医疗资源的高度精细位置数据来识别主要的患者护理路径。提出了一种新颖的两阶段随机混合整数线性规划模型,以根据可减少患者预期总等待时间的护理途径,根据可用资源确定最佳患者序列。该模型通过样本平均近似法纳入了护理活动持续时间的不确定性。我们采用蒙特卡罗优化程序来确定适当的样本量,以获得在近似精度和计算时间之间提供良好权衡的解决方案。与传统的确定性模型相比,我们提出的模型将使患者在诊所的等待时间显着减少60%,平均而言,具有可接受的计算资源要求和时间复杂度。总之,本文针对不确定性下的多资源分配和护理序列分配优化问题,提出了一种计算有效的公式。它使用没有时间戳和位置索引的连续赋值决策变量,在具有复杂临床协调约束的动态门诊环境中,通过实时分配调整实现数据驱动的问题解决方案。
    To mitigate outpatient care delivery inefficiencies induced by resource shortages and demand heterogeneity, this paper focuses on the problem of allocating and sequencing multiple medical resources so that patients scheduled for clinical care can experience efficient and coordinated care with minimum total waiting time. We leverage highly granular location data on people and medical resources collected via Real-Time Location System technologies to identify dominant patient care pathways. A novel two-stage Stochastic Mixed Integer Linear Programming model is proposed to determine the optimal patient sequence based on the available resources according to the care pathways that minimize patients\' expected total waiting time. The model incorporates the uncertainty in care activity duration via sample average approximation.We employ a Monte Carlo Optimization procedure to determine the appropriate sample size to obtain solutions that provide a good trade-off between approximation accuracy and computational time. Compared to the conventional deterministic model, our proposed model would significantly reduce waiting time for patients in the clinic by 60%, on average, with acceptable computational resource requirements and time complexity. In summary, this paper proposes a computationally efficient formulation for the multi-resource allocation and care sequence assignment optimization problem under uncertainty. It uses continuous assignment decision variables without timestamp and position indices, enabling the data-driven solution of problems with real-time allocation adjustment in a dynamic outpatient environment with complex clinical coordination constraints.
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  • 文章类型: Journal Article
    背景:当前急诊科人满为患的危机需要新的方法。尽管越来越多的病人流文献,对急诊护士的工作了解甚少。本研究探讨急诊护士如何进行患者流程管理。
    方法:使用建构主义扎根理论和情境分析方法来检查急诊护士的工作。2022年8月至2023年2月,在四个急诊科进行了29个焦点小组和27名参与者的访谈,并进行了64小时的参与者观察。数据使用编码进行分析,不断比较分析,和备忘录写作,以确定紧急主题并发展实质性理论。
    结果:患者流程管理是平衡部门资源和患者护理以促进患者集体安全的工作。当护理符合道德标准时,患者安全就会出现,高效,并适当权衡护理的及时性和全面性。急诊护士使用众多的患者流量管理策略,可以组织成五个任务:信息收集,连续分诊,资源管理,吞吐量管理,和护理监督。
    结论:患者流程管理很复杂,认知要求苛刻的工作。本文的主要贡献是反映急诊护士概念化的理论模型,话语,和优先事项。该模型为知识共享奠定了基础,培训,和实践改进。
    BACKGROUND: The current crisis of emergency department overcrowding demands novel approaches. Despite a growing body of patient flow literature, there is little understanding of the work of emergency nurses. This study explored how emergency nurses perform patient flow management.
    METHODS: Constructivist grounded theory and situational analysis methodologies were used to examine the work of emergency nurses. Twenty-nine focus groups and interviews of 27 participants and 64 hours of participant observation across four emergency departments were conducted between August 2022 and February 2023. Data were analyzed using coding, constant comparative analysis, and memo-writing to identify emergent themes and develop a substantive theory.
    RESULTS: Patient flow management is the work of balancing department resources and patient care to promote collective patient safety. Patient safety arises when care is ethical, efficient, and appropriately weighs care timeliness and comprehensiveness. Emergency nurses use numerous patient flow management strategies that can be organized into five tasks: information gathering, continuous triage, resource management, throughput management, and care oversight.
    CONCLUSIONS: Patient flow management is complex, cognitively demanding work. The central contribution of this paper is a theoretical model that reflects emergency nurses\'conceptualizations, discourse, and priorities. This model lays the foundation for knowledge sharing, training, and practice improvement.
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  • 文章类型: Journal Article
    我们根据德国手术室基准计划的处理数据,提供了免费提供的手术病例组合和手术过程持续时间分布的数据集。该计划收集了来自320多名德国人的手术过程数据,奥地利人,瑞士医院数据显示出高水平的数量,质量,标准化,和多维性,使其对运筹学中的手术室规划特别有价值。我们考虑围手术期过程的详细步骤,并根据医院的护理水平对数据进行分组,外科专业,以及手术病人的类型。我们比较了不同子组的案例混合,并得出结论,它们有很大的不同,证明有必要在不同的环境中测试手术室规划方法,例如,使用像我们这样的数据集。Further,我们讨论了局限性和未来的研究方向。最后,我们鼓励扩展和建立新的手术室基准计划,并将其用于手术室规划。
    We present a freely available data set of surgical case mixes and surgery process duration distributions based on processed data from the German Operating Room Benchmarking initiative. This initiative collects surgical process data from over 320 German, Austrian, and Swiss hospitals. The data exhibits high levels of quantity, quality, standardization, and multi-dimensionality, making it especially valuable for operating room planning in Operations Research. We consider detailed steps of the perioperative process and group the data with respect to the hospital\'s level of care, the surgery specialty, and the type of surgery patient. We compare case mixes for different subgroups and conclude that they differ significantly, demonstrating that it is necessary to test operating room planning methods in different settings, e.g., using data sets like ours. Further, we discuss limitations and future research directions. Finally, we encourage the extension and foundation of new operating room benchmarking initiatives and their usage for operating room planning.
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  • 文章类型: Journal Article
    患者跌倒是医院住院单位中可能导致残疾和/或死亡的不良事件之一。医学文献表明,提高单位护士对患者的知名度对于改善患者监测至关重要,反过来,减少跌倒。然而,此类研究本质上是描述性的,并没有从可见性的角度提供对最佳住院单元布局特征的理解。为了填补这个空白,我们采用跨学科的方法,将人类视野与设施布局设计方法相结合。具体来说,我们提出了一个双目标优化模型,该模型共同确定(i)护士在护理站中的最佳位置和(ii)在给定布局的房间中患者床的方向。这两个目标是最大化患者房间中所有患者的总可见性,并最小化这些患者之间可见性的不平等。我们考虑三种不同的布局类型,L形,I形,和放射状;这些形状展示了护士监督的住院单元的部分。要估计可见性,当护理站的护士观察时,我们采用射线投射算法来量化房间中的可见目标。该算法考虑了护士的水平视野及其视觉深度。由于求解双目标模型的难度,我们还提出了一种多目标粒子群优化(MOPSO)启发式算法来寻找(近)最优解。我们的发现表明,就基于可见性的目标而言,径向布局似乎优于其他两种布局。我们发现采用径向布局,与I形布局相比,股权衡量标准可以提高高达50%。当与L形布局相比时,也观察到类似的改进。Further,病人床的位置在最大限度地提高病人房间的能见度方面发挥了作用。从我们的工作中获得的见解将能够理解和量化物理布局与相应的提供者对患者可见性之间的关系,以减少不良事件。
    A patient fall is one of the adverse events in an inpatient unit of a hospital that can lead to disability and/or mortality. The medical literature suggests that increased visibility of patients by unit nurses is essential to improve patient monitoring and, in turn, reduce falls. However, such research has been descriptive in nature and does not provide an understanding of the characteristics of an optimal inpatient unit layout from a visibility-standpoint. To fill this gap, we adopt an interdisciplinary approach that combines the human field of view with facility layout design approaches. Specifically, we propose a bi-objective optimization model that jointly determines the optimal (i) location of a nurse in a nursing station and (ii) orientation of a patient\'s bed in a room for a given layout. The two objectives are maximizing the total visibility of all patients across patient rooms and minimizing inequity in visibility among those patients. We consider three different layout types, L-shaped, I-shaped, and Radial; these shapes exhibit the section of an inpatient unit that a nurse oversees. To estimate visibility, we employ the ray casting algorithm to quantify the visible target in a room when viewed by the nurse from the nursing station. The algorithm considers nurses\' horizontal visual field and their depth of vision. Owing to the difficulty in solving the bi-objective model, we also propose a Multi-Objective Particle Swarm Optimization (MOPSO) heuristic to find (near) optimal solutions. Our findings suggest that the Radial layout appears to outperform the other two layouts in terms of the visibility-based objectives. We found that with a Radial layout, there can be an improvement of up to 50% in equity measure compared to an I-shaped layout. Similar improvements were observed when compared to the L-shaped layout as well. Further, the position of the patient\'s bed plays a role in maximizing the visibility of the patient\'s room. Insights from our work will enable understanding and quantifying the relationship between a physical layout and the corresponding provider-to-patient visibility to reduce adverse events.
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  • 文章类型: Journal Article
    我们考虑在有限的测试能力下对异质人群进行有针对性的大规模筛查的问题。大规模筛查是在各种环境中出现的重要工具,例如,确保血液的安全供应,减少性传播疾病的流行,并减轻传染病爆发的蔓延。大规模筛查的目标是尽可能有效和准确地将整个人群分类为传染病阳性或阴性。在有限的测试能力下,无法对整个人群进行筛查,因此管理员必须保留测试并针对最需要或最易感的人群。本文通过利用可访问的人群级别风险信息来确定针对筛查的最佳子人群集,从而解决了此决策问题。我们进行了综合分析,考虑了两种最常用的方案:个人测试和Dorfman组测试。对于这两种方案,我们制定了一个优化模型,旨在在测试容量约束下最小化错误分类的数量。通过分析配方,我们建立关键的结构特性,我们用它来构建有效和准确的解决方案技术。我们使用基于地理的数据对美国的COVID-19进行了案例研究。我们的结果表明,经过考虑的主动针对性计划通过大大减少错误分类而优于通常采用的做法。我们的案例研究提供了关于测试优化分配的重要管理见解,测试设计,以及规定方案最优性的协议。这些见解可以为决策者提供量身定制且可实施的数据驱动建议。
    We consider the problem of targeted mass screening of heterogeneous populations under limited testing capacity. Mass screening is an essential tool that arises in various settings, e.g., ensuring a safe supply of blood, reducing prevalence of sexually transmitted diseases, and mitigating the spread of infectious disease outbreaks. The goal of mass screening is to classify whole population groups as positive or negative for an infectious disease as efficiently and accurately as possible. Under limited testing capacity, it is not possible to screen the entire population and hence administrators must reserve testing and target those among the population that are most in need or most susceptible. This paper addresses this decision problem by taking advantage of accessible population-level risk information to identify the optimal set of sub-populations to target for screening. We conduct a comprehensive analysis that considers the two most commonly adopted schemes: Individual testing and Dorfman group testing. For both schemes, we formulate an optimization model that aims to minimize the number of misclassifications under a testing capacity constraint. By analyzing the formulations, we establish key structural properties which we use to construct efficient and accurate solution techniques. We conduct a case study on COVID-19 in the United States using geographic-based data. Our results reveal that the considered proactive targeted schemes outperform commonly adopted practices by substantially reducing misclassifications. Our case study provides important managerial insights with regards to optimal allocation of tests, testing designs, and protocols that dictate the optimality of schemes. Such insights can inform policy-makers with tailored and implementable data-driven recommendations.
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