As the mobile battery network for electronic devices through energy banks is a new kind of business model, all efforts have been made to find similar models in the scientific literature. To the best of our knowledge, we have not identified any similar case, so we searched for works that approach optimization models in networks that have similar characteristics to the powerbank network. In this context, optimization models applied to networks of battery swap and charging infrastructures for electric vehicles (EVs) and to bicycle-sharing networks were researched.
Bike-sharing networks present similar dynamics to powerbank network: bicycles are allocated to stations or docks with a restricted capacity; bicycles are rented by a defined time, picked up, and returned at the same or at a different station; the geographic location of the stations is related to the expected demand; and the allocation and reallocation of bicycles in the network must be optimized to meet the demand and reduce costs. In the case of electric vehicles networks, although it is more common to find models of recharging vehicle’s batterie’s infrastructures, some models consider the possibility of a battery swap at stations, which is similar to the context of the power bank network.
Optimization Models Related to Electric Vehicle Networks with Battery Swap Infrastructures and Bike-Sharing Networks
The infrastructure of battery charging and battery swap facilities for electric vehicles in a long-distance corridor is analyzed in [
2,
3]. The non-linear mathematical model used has the objective of minimizing the total costs, which are represented by installation costs (associated to the size, the station’s electrical power, and the number of charging points) and battery costs, which vary depending on its storage capacity. This model assumes the possibility of locating stations only at equidistant points on a single segment of a road.
Two robust optimization models applied to the planning process for deploying battery-swapping infrastructure is developed in [
4]. The first model aims to minimize total costs and the second aims to maximize the return on investment (ROI). The first model has two stages: in stage 1, the location of the battery exchange stations is defined, and in stage 2, where demand is known, the decision of the quantity of batteries in each station is taken in order to meet a given service level. The problem is modeled as a Mixed-Integer Second-Order Cone Program (MISOCP). The models are applied to the road network in San Francisco Bay, USA, and different scenarios of electric vehicles are assumed in the network, ranging from 50 to 1400 EVs. The results show that technological advances-mainly the reduction of the recharging time-tend to support the project’s viability and the ROI increase.
A mathematical model for locating battery swap stations on an electric bus network (e-bus) is developed in [
5]. The study analyzes three different ways of recharging batteries in electric vehicles: slow mode, fast mode, and battery swap mode. In the studied e-bus network, the authors identify the battery swap mode as the most appropriate for installation. The objective function is to minimize the total cost considering the construction, operation, and transportation cost. The model is solved by a particle swarm algorithm and is applied to the bus network in the city of Nanjing, China.
A location-routing problem with intra-route facilities (LRPIF) is presented in [
6]. The model is an adaptation between the Facility Location Problem (FLP) and Vehicle Routing Problem (VRP) and its main differential is to consider simultaneously the decision of location and route. The objective function is to reduce total costs, considering the vehicles traveling and installations costs. The solution method applied is an Adaptive Large Neighborhood Search (ALNS) algorithm based on the Large Neighborhood Search (LNS) metaheuristic.
A model developed in [
7] presents the design of an infrastructure network for battery swap services for electric vehicles, considering customer satisfaction in terms of the reach anxiety (concern that the EV battery has no autonomy to reach the destination) and anxiety of loss (associated with the desire not to carry or exchange a battery that still has a reasonably high charge). The problem is formulated as a non-linear model. Two scenarios are simulated: a deterministic scenario and a fuzzy scenario, for which the degree of customer satisfaction is formulated as a trapezoidal fuzzy variable. As a solution method, the authors use a combination of the Taboo Search and Greedy Randomized Adaptative Search Procedure (GRASP) heuristics. The results show that the location of stations on the busiest roads provides a better balance between the profit generated and customer satisfaction, while the roads with less movement are not able to sustain this balance.
A model for locating charging stations and replace batteries in a network of electric scooters is developed in [
8]. A maximum coverage model is used as a reference for mathematical modeling and the multi-objective function seeks to minimize installation costs and maximize the number of customers served. The study considers two installation costs regarding two types of stations (recharging station or battery swap station) as a function of two population density profiles, in which the higher density areas have higher costs. The model is applied to the city of Taichung, Taiwan. The results show that in the peripheral areas, with lower population densities, charging stations are prioritized, while in the central regions (with higher density), the battery swap stations increase importance along with the charging stations.
A hub location inventory model that aims to design the infrastructure of a bicycle-sharing network is developed in [
9]. The model defines the stations’ location cycle paths to interconnect the stations and the bike demand. Bicycle stations are described as hubs that connect demand points (residential, commercial areas, or intermodal transport stations). The integer programming model does not consider the dynamics of bicycle withdrawals and returns throughout the day, treating the expected daily demand in a static way. The model also does not consider the possibility of withdrawing and returning bicycles at the same station. The objective function seeks to minimize network costs, such that all expected demand is covered.
A maximum coverage model, developed in [
2], is applied to a bicycle-sharing network with the objective function of maximizing the covered demand. The model aims to define the stations’ locations and capacity, the number of bicycles in the network, and the relocation of the bicycles at the end of the period. The model considers a one-day operation discretized in five subperiods. The objective function does not consider the costs of the system and budget is included as a constraint. A case study is carried out with the application of the model in the city of Coimbra, Portugal, under four budget scenarios.
A framework to optimize the location of stations in a bicycle-sharing network is presented in [
10]. Two alternatives of integer programming models are applied: a P-Median model (which seeks to minimize costs in function of the distance between stations and users) and a maximum coverage model that seeks to maximize the demand covered by a predefined number of stations. The decision is to locate the stations and the model does not make decisions related to the capacity of the stations and the quantity of bicycles needed to support the network. The results indicate that the P-Median model has solutions in which the stations are spatially more distributed in the city, providing better equity in terms of service distribution, while the maximum coverage model tends to concentrate the location of the stations in areas of great demand. The model is applied in the city of Seoul, Korea.
A model to optimize the relocation of bicycles between stations in a bike-sharing network based on the demand forecast (the inventory at the stations) and the routes of the vehicle that replace the bicycles is proposed in [
11]. The problem is formulated as a multi-commodity flow network in a non-linear model and later reformulated as an integer programming model. The objective function minimizes the travel costs of the vehicle that reallocates the bicycles between stations and minimizes the users’ dissatisfaction level expressed in terms of withdrawals or returns not met on the network. The model’s decisions are limited at the operational level to define the quantity of bicycles in each station and the strategy of relocating bicycles in the period, including the routing of the vehicle that makes the bicycles relocation.
A two-stage stochastic model and a multi-stage model with the objective of determining the initial allocation of bicycles at the stations of a bike-sharing network is developed in [
12]. The objective function is to minimize the total costs of the system. The two-stage model uses the single period of a day, and the multi-stage model discretizes a day into three sub-periods: morning, afternoon, and night. The model’s stochasticity is represented by different demand scenarios for bicycle withdrawals created with the Monte Carlo simulation method, assuming four different probability distributions and using demand data from a real network. The model is applied to a bike-sharing network in Bergamo (Italy) consisting of 22 stations. The model considers the location and capacity of network stations as pre-defined parameters, limiting the decision variable to the quantity of bicycles allocated at the beginning of the day and the quantity reallocated between stations at the end of the period.
Regarding the researched optimization models, a significant difference was observed for the electric vehicle and bike models. In the case of the electric vehicle models, most networks consider simultaneously the possibility of swapping and recharging batteries, giving it a significant relevance to the infrastructure’s construction costs (much more complex and costly than in the case of the powerbank network). Among the bike-sharing models, the capillarity of the network is more significant and the dynamics of pickup and return of bicycles at stations can be approximated to the powerbank network. The development of the new optimization model uses as a reference the maximum coverage location model of bike-sharing systems presented by [2] and include new components specifically designed for this new problem, such as availability of batteries according to the charging time, different types of customer service according to the battery rental time, and objective function modeling, which includes the logistical costs of reallocating batteries, maintenance of terminals, and depreciation of batteries in the system. The new model is detailed in Section 2.2 and Section 2.3.
Despite research into hydrogen and fuel cells, which promise to be the next generation of mobile energy storage networks, nowadays, lithium-ion batteries are the best choice for promoting mobile electric power, since they have a high energy density and reliability. The lithium-ion batteries features have significant influences in the network performance. An important feature of batteries is the State of Health (SOH), which evaluates, in percentages, the useful life of the battery, and it is directly influenced by its components (anode, cathode, and electrolyte). There are many methods for assessing the health of a battery, each being based on parameters, such as electrical current, voltage, temperature, etc. [
13]. Although many difficulties still remain, different studies are dealing with this problem. For example, a new resource extraction method for battery health indicators in general discharge conditions was proposed in [
14], allowing the use of methods based on data such as linear regression, support vector machine, machine vector relevance, and Gaussian process regression (GPR) to predict battery SOH. Another effective parameter for measuring the health of a battery is the State of Charge (SOC), which measures the percentage of the battery’s electric charge capacity in relation to the maximum capacity. It is generally used to determine the change in battery capacity over time [
15] and has been the aim of different works. A data-driven method based on Gaussian process regression was developed in [
16] to better estimate a battery pack SOC, being able to approximate nonlinearity accurately, nonparametric modeling, and probabilistic predictions. In the context of everyday electronic equipment, this parameter is used to determine how much energy the batteries can supply before they are discharged. However, there are many other applications for charge status. Through the charge state curve, it is possible to evaluate the quality of the battery, making it possible to estimate its state of life. The state of life is an essential parameter to determine how many charges and discharges the batteries support before they stop working [
17]. This curve has been widely studied in applications involving the use of batteries in electric vehicles, but there are not many studies in the literature that involve the use of batteries in electronic equipment, such as smartphones, for example. However, it is assumed that when a battery achieves a degradation of between 70% and 80%, its usefulness for any application is significantly compromised.
In order to predict the battery state of health curve, it is necessary to estimate its state of charge curve. The current models for estimating the state of charge curve can be divided into five categories: conventional, adaptive filter algorithm, learning algorithm, non-linear observer, and other hybrid methods [
13]. Each of them needs specific conditions for using the battery so that the estimate can be as accurate as possible. Therefore, a more comprehensive study is needed to estimate the state of charge curve in everyday applications of electronic equipment, in order to achieve a model with a suitable precision for the purpose of this study.
Most of the models available in the literature today are highly complex and have high computational costs. The review article published by [
13] comprehensively analyzes the charge state estimate of the lithium-ion battery and its management system for future and sustainable applications in electric vehicles. The work highlights the challenges and factors crucial to the success of this technology. The review identifies that the state of charge is a key parameter, as it measures the remaining available energy in a battery, providing an idea of the charge/discharge strategies and protection of the battery against overcharging/excessive discharge. The study also indicates that the state of charge is an important parameter to assess the health status of the batteries. Another review document prepared by [
18] presents a discussion on the main methods of calibration, regression, and modeling methods for validation in terms of precision and accuracy of estimates for the state of charge.
The review work carried out by [
19] indicates that estimating the state of charge in real time is essential for the development of intelligent control systems for the energy battery status. The document presents a review of the main methods and models for state of charge estimation, identifying their concepts, applicability, and performance in real-time monitoring applications.
It is clear that knowing the SOC of a battery is important when designing its charger. Some authors [
20] have proposed an active SOC controller (FC-ASCC), using Fuzzy logic to improve the charging behavior of a lithium-ion battery. A prototype of a lithium-ion battery charger with FC-ASCC is simulated and used to evaluate the expected performance of the charge. Experience has shown that the charging speed of the proposed charger, in comparison with the general ones, increases by about 23% without compromising its safety, allowing it to work in a safe charging area (SCA).
The literature is scarce in relation to the SOC curve estimation, regarding the application on smartphones and mobile devices. Nevertheless, such an estimate is very important to predict the batteries’ SOH over time. In order to contribute to the analysis of technological options to estimate the state of charge curve and to evaluate the health status of lithium-ion batteries used in smartphones, tests and trials were carried out in laboratories with batteries similar to those used in the powerbank network. The methodology and results of these tests are described in
Section 2.3. These results are incorporated into the optimization model as new parameters, such as depreciation rate and charge time over battery life, being part of the main contributions of this research.