1. Introduction
Globalization and accompanying international trade enable companies to take advantage of the rich market resources of the entire world, including outsourcing businesses to professional partners to reduce production cost and extending markets to seek more customers to make more profit [
1,
2,
3]. As a result, international freight transportation has a positive trend and its volume will increase fourfold by 2050 [
4]. Although the international trade and global commodity circulation bring great opportunities for the growth of companies, challenges also exist. One of the biggest of these is from the transportation industry [
5,
6]. With the rapid expansion of the companies’ businesses, the distribution channels for their raw materials and products are extended significantly [
7]. The long-distance distribution channels enhance the difficulty of transportation organizations, and thereby increase both the cost of logistics and time of accomplishing the transportation orders of companies. As a result, improving the logistics performance is widely acknowledged to be a crucial approach for companies in order to maintain competitiveness in the worldwide market [
8,
9].
In response to the increasing demand of companies for reducing the logistics cost and time, an advanced transportation mode, namely intermodal transportation, has been widely adopted by large numbers of companies to transport their goods in international trade [
10]. Intermodal transportation can be defined as the transportation of containerized cargoes from their origins to associated destinations by using more than one transportation mode, including air, rail, road and water [
11,
12]. The combination of various transportation modes can form a seamless door-to-door chain that can fully make use of the respective advantages of different modes, which can help enterprises to reduce the cost created in the transportation process [
13]. Furthermore, by using the ISO standard containers to carry goods, mechanized operations can be promoted in intermodal transportation. Therefore, the timeliness can be enhanced to improve the service level of the transportation. Currently, intermodal transportation has been widely used in North America [
14] and Asia [
15]. In Europe, for example in Italy [
16], although the road industry is still the main means of freight transportation, freight volume accomplished by intermodal transportation is sustainably growing.
Intermodal transportation is considered as a promising means of efficiently improving the logistics performance [
17]. Among the diverse forms of transportation, road-rail intermodal transportation integrates the time-flexible road transportation implemented by container trucks and scheduled rail transportation. It therefore enjoys both the good mobility of trucks on short/medium-distance collection and delivery and the cost efficiency as well as large capacity of rail transportation on long-distance distribution [
18,
19]. Thus, the road-rail intermodal transportation is the most representative form of the diverse intermodal transportation modes and gets more and more popular in inland transportation. Therefore, in this study, we focus on road-rail intermodal transportation planning. With the road-rail intermodal transportation network becoming mature, how to optimally utilize the existing transportation facilities and equipment in the network to accomplish the transportation orders draws considerable attention from both transportation demanders (e.g., companies with transportation demands) and transportation managers (e.g., intermodal transportation operators) [
20]. Consequently, the road-rail intermodal routing problem becomes the forefront in the intermodal transportation planning field [
18].
The road-rail intermodal routing problem aims at designing the best origin-to-destination routes that combine container trucks and container trains to enable customers to accomplish their transportation orders. It is much more complex than the famous vehicle routing problem, since two different transportation modes, i.e., road transportation (container trucks) and rail transportation (container trains), should be optimized in a combinatorial way in the same transportation network [
21]. Satisfying customer demands is the foundation of the routing optimization, especially when the traditional transportation industry is trying its best to develop into the modern service industry [
22]. Therefore, the road-rail intermodal routing investigated by this study is a customer-centred optimization. Generally, the customer demands can be summarized as in
Figure 1 [
18].
First of all, since the cost created in the logistics activities research is up to nearly 30–50% of the companies’ total production cost [
5,
8], reducing logistics cost is considered as an effective way for companies to make profits. This motivates the minimization of the costs paid for accomplishing the transportation orders as the optimization objective of the road-rail intermodal routing modelling. Such an objective is established in the modelling by all the relative literature.
Secondly, improving the transportation timeliness to realize on-time transportation is important for companies that need to distribute their materials or products through the extensive intermodal transportation network. In the era when large numbers of companies resort to just-in-time (JIT) strategy to minimize inventory, minimizing time does not always lead to the minimization of costs [
23]. Therefore, besides reducing costs paid for accomplishing their transportation orders, they also expect goods delivery at the right time instead of traditional delivery using the least time, i.e., avoiding both early and late delivery [
9]. Solving the question of how to formulate and further improve the customer demand on timeliness is thus an important goal related to enhancing the service level of the intermodal transportation and its routing optimization.
Last but not least, customers attach great importance to transportation reliability so that their transportation orders can be accomplished without disruptions, in order that they can reduce opportunity costs. Transportation reliability is significantly influenced by the uncertainty of the operations of the intermodal transportation network [
24]. The operation uncertainty leads to time uncertainty. In the road-rail intermodal transportation network, the container trains are operated strictly by fixed schedules and usually get less disruptions [
1,
25,
26]. Consequently, the time uncertainty of rail transportation can be neglected. As a result, in this study, road travel time and loading/unloading time are considered as the sources of time uncertainty. Road travel time uncertainty emerges due to traffic congestion, bad weather and accidents [
1,
27,
28], while loading/unloading time uncertainty results from the unstable proficiency and state of staff that conduct loading/unloading operations, technical issues of the loading/unloading equipment and unpredictable tasks that occupy staff and equipment. These two sources of time uncertainty will not only influence the goods delivery but also disrupt the transshipment between road and rail. They should therefore be modeled in the road-rail intermodal routing optimization to improve the routing reliability.
Above all, in this study, we explore the road-rail intermodal routing problem that is directly oriented on satisfying the customer demands on reducing costs, improving timeliness and enhancing reliability. The contributions made by this study are fivefold.
(1) Fuzzy soft time windows are employed to model the due dates for accomplishing transportation orders. Maximizing the service level associated with the fuzzy soft time windows is set as part of the weighted objective of the road-rail intermodal routing model.
(2) Multiple sources of time uncertainty, i.e., road travel time uncertainty and loading/unloading time uncertainty, are comprehensively modeled by using fuzzy set theory.
(3) A hub-and-spoke network is utilized to model the road-rail intermodal transportation system with time-flexible container truck services and scheduled container train services.
(4) A fuzzy mixed integer nonlinear programming model is constructed to formulate the road-rail intermodal routing problem with fuzzy soft time windows and multiple sources of time uncertainty, and an exact solution approach combining defuzzification and linearization is developed.
(5) Sensitivity analysis and fuzzy simulation are adopted to quantify the effects of the fuzzy soft time windows and the uncertainty of road travel time and loading/unloading time on the road-rail intermodal routing optimization.
The remaining sections of this study are organized as follows. In
Section 2, the existing literature on the intermodal routing problem is reviewed to demonstrate our improvements. In
Section 3, we present the methods used to model the multiple sources of time uncertainty, the fuzzy soft time windows with respect to the due dates of accomplishing transportation orders and the road-rail intermodal hub-and-spoke transportation system. Based on the modelling foundation proposed in
Section 3, we establish a fuzzy mixed integer nonlinear programming model in
Section 4 for the road-rail intermodal routing problem that fully considers to satisfy the customer demands on costs, timeliness and reliability. In
Section 5, considering the fuzziness of the model, defuzzification is first of all conducted to get a crisp model by using the fuzzy expect value model and fuzzy chance-constrained programming, so that decision makers can obtain crisp road-rail intermodal route planning. Then using the linearization technique developed in our previous study [
1,
25], linear reformulation of the nonlinear model is realized, so that global optimal solutions to the road-rail intermodal routing problem can be effectively obtained by using an exact solution algorithm that can be implemented by standard mathematical programming software. In
Section 6, computational experiment is designed to verify the feasibility of the proposed methods. The effects of the fuzzy soft time windows and the uncertainty of road travel time and loading/unloading time on the road-rail intermodal routing optimization are discussed by using sensitivity analysis and fuzzy simulation. Finally, the conclusions of this study are drawn in
Section 7.
3. Methodology
In this study, we extend the road-rail intermodal routing problem by modeling multiple sources of time uncertainty, i.e., road travel time and loading/unloading time uncertainty, to improve reliability and considering fuzzy soft time windows to improve service level associated with timeliness. The routing problem is further oriented on a road-rail intermodal hub-and-spoke transportation system. In this section, we present the methods for modeling time uncertainty, fuzzy soft time windows and the road-rail intermodal transportation system.
3.1. Modeling Time Uncertainty by Fuzzy Set Theory
As mentioned in
Section 1, considering the limitation of using stochastic programming to deal with uncertainty, in this study, we adopt fuzzy set theory to model the two kinds of time uncertainty by using fuzzy numbers. In practical decision-making, different decision makers might hold different viewpoints on estimating the values of fuzzy parameters, including pessimistic, optimistic and most likely estimations [
30,
67].
Interval, triangular and trapezoidal fuzzy numbers can be used to represent fuzzy parameters [
18,
68]. In this study, we select triangular fuzzy numbers to model the above characteristics of the estimation of the fuzzy parameters (specifically, road travel time and loading/unloading time in this study) due to the following two reasons.
(1) Triangular fuzzy numbers are simpler and more flexible in the fuzzy arithmetic operations than the other two kinds of fuzzy numbers [
69,
70].
(2) Triangular fuzzy numbers can match the estimations held by different decision makers to fully reflect the practical decision-making scenario under fuzzy environment, which can be seen in
Figure 5.
For a triangular fuzzy number representing fuzzy road travel time or fuzzy loading/unloading time, its three prominent points are defined as follows.
(1) is the most optimistic estimation, and corresponds to the best case that the traffic conditions of the road transportation are extremely good, or the loading/loading operations are conducted quite smoothly.
(2) is the most likely estimation, and corresponds to the most likely case that shows what the traffic conditions of the road transportation or the loading/unloading operations usually are.
(3) is the most pessimistic estimation, and corresponds to the worst case that the traffic conditions of the road transportation are extremely bad (for example, severe congestion occurs), or there are severe technical or operational issues that happen to disrupt the loading/unloading operations (for example, equipment breakdown happens).
3.2. Modeling the Due Dates of Transportation Orders by Fuzzy Soft Time Windows
As stated in
Section 1, in this study, we employ fuzzy soft time windows to model the due dates of accomplishing transportation orders, so that the timeliness of road-rail intermodal routing can be effectively improved. First of all, there need time intervals to represent the instants of accomplishing transportation orders that are neither too early nor too late for customers. When the instant of accomplishing a transportation order falls into such a time interval, the satisfaction of the customer reaches the highest. Otherwise the satisfaction will be reduced. Moreover, since the customers cannot accept that the transportation orders are accomplished too early or too lately. Therefore, the fuzzy soft time windows have lower bounds and upper bounds separately representing the earliest and latest instants that the customers can accept. Above all, the fuzzy soft time window has four prominent points, and shows the same representation as the trapezoidal fuzzy numbers. The fuzzy membership function of the trapezoidal fuzzy number can therefore be used to measure the customers’ satisfaction level [
44]. A fuzzy soft time window can be denoted by
the fuzzy membership of which is illustrated by
Figure 6. The four prominent points of a fuzzy soft time window are given as follows.
(1) is the endurable earliest instant of accomplishing a transportation order. The customer cannot accept the instant of accomplishing a transportation order that is earlier than .
(2) is the preferred instant range of accomplishing a transportation order. The customer considers the transportation timeliness reaches its maximum, in other words, his or her satisfaction level reaches maximum (100%), if the instant of accomplishing a transportation order falls into .
(3) is the endurable latest instant of accomplishing a transportation order. The customer cannot accept the instant of accomplishing a transportation order that is later than .
Given an instant of accomplishing a transportation order denoted by
, the corresponding satisfaction level
is calculated by Equation (1) [
44].
Under the above setting, it is acceptable that the instant of accomplishing a transportation order falls into
or
, which however reduces the customer’s satisfaction level. If the customer requires a satisfaction level that is no less than
, the endurable instant range of accomplishing the transportation order is
(see
Figure 6), where
and
according to Equation (1).
In this study, the service level associated with fuzzy soft time windows in the road-rail intermodal routing is optimized by the following two aspects.
(1) Maximizing the total service levels of all the transportation orders is set as part of the weighted objective of the routing model.
(2) A service level constraint is established to ensure the service level of each transportation order is not lower than a satisfaction degree requested by corresponding customer.
3.3. Modeling the Road-Rail Intermodal Transportartion System
As claimed in
Section 2, a hub-and-spoke network shown as
Figure 7 is used to model the road-rail intermodal transportation system. Rail terminals installed with loading/unloading equipment are the hub where transshipment between container trucks and container trains is realized. Origins and destinations are the spokes, and are connected with rail terminals by container truck transportation [
19,
30]. If containers from various transportation orders at a rail terminal are gathered together, the operations of the rail terminal can be centralized to lead to economies of scale [
19], which is the main advantage of the road-rail intermodal hub-and-spoke network.
Another issue is how to coordinate various transportation modes with different operational characteristics by routing to generate origin-to-destination intermodal routes that are feasible in both space and time. In the road-rail intermodal transportation system, road transportation is time flexible and thus offers good mobility, while rail transportation is operated by fixed schedules that regulate the operation time windows, arrival and departure instants of a container train at the rail terminals covered on its running route as well as its operational period [
1,
25,
30].
Therefore, in order to design feasible road-rail intermodal routes, the operations of container trucks should coordinate with the schedules of the container trains, especially during the “Arriving → Transshipping → Departing” operation process at rail terminals.
Figure 8 indicates the road-rail intermodal transportation process in a hub-and-spoke network that captures the operational characteristics of road and rail transportation [
30]. Such process will be formulated in the modelling.
In the transportation process illustrated by
Figure 8, there are three kinds of costs that are created in the road-rail intermodal transportation, i.e., travel costs, loading and unloading costs and storage costs. The economic objective of the road-rail intermodal routing optimization is also to minimize the sum of these costs paid for accomplishing all the transportation orders.
As we can see from
Figure 8, the arrival instants of containers by trucks are related to the road travel time, and the storage time of containers at rail terminals are determined by the arrival instants of containers and the loading/unloading time. Obviously, the uncertainty of road travel time and loading/unloading time lead to uncertainty of the arrival instant and storage time. Therefore, there are two parameters (i.e., road travel time and loading/unloading time) and two decision variables (i.e., arrival instants of containers by trucks and storage time of containers at rail terminals) in the optimization model that are uncertain.
6. Computational Experiment
We modify the numerical case designed in our previous study [
30] to make it match the specific routing problem discussed by this study, and use the modified case to demonstrate the feasibility of proposed methods in dealing with the road-rail intermodal routing problem with fuzzy soft time windows and multiple sources of time uncertainty. The detailed description of the modified numerical case is presented in
Appendix A (see
Figure A1 and
Table A1,
Table A2 and
Table A3 for details). The following works will also be untaken in this section in addition to demonstrating the feasibility:
(1) Exploring whether and how fuzzy soft time windows and fuzziness of both road travel time and loading/unloading time influence the road-rail intermodal routing optimization.
(2) Comparing the fuzzy expected value model and fuzzy chance-constrained programming in dealing with the fuzzy objective.
(3) Helping decision makers to identify the optimal value of confidence level , so that a crisp road-rail intermodal transportation scheme can be provided to them.
6.1. Computational Environment
In this study, we use the standard Branch-and-Bound algorithm that is a famous exact solution algorithm in operations research to solve the two equivalent MILP models that formulate the specific routing problem discussed by this study. The Branch-and-Bound algorithm is run by the mathematical programming software LINGO version 12.0 [
75]. All the computation is performed on a ThinkPad Laptop with Intel Core i5-5200U, 2.20 GHz CPU, and 8 GB RAM.
In this study, we provide two MILP models to solve problem. MILP model I uses fuzzy expected value model to deal with the fuzzy objective, while MILP model II employs fuzzy chance-constrained programming. Apart from the differences deriving from the defuzzification of the fuzzy objective, the two MILP models yield the same formulations. When using two MILP models to optimize the road-rail intermodal problem, the computational scale is shown in
Table 2. As we can see from
Table 2, MILP model II has two more variables than MILP model I, because non-negative auxiliary variable
emerges twice (one in the crisp objective Equation (47), and one in constraint Equation (37) or (38)) during the defuzzification of the fuzzy objective to obtain MILP model II, while there is no auxiliary variable generated when obtaining the crisp objective of MILP model I. Moreover, MILP model II has two more constraints than MILP model I, since the defuzzification for generating the crisp objective of MILP model II lead to two auxiliary constraints, including the constraint regarding the non-negativity of auxiliary variable
and the auxiliary constraint Equation (37) (or (38)). However, MILP model I does not generate any auxiliary constraints during the defuzzification of fuzzy objective.
When the confidence level is set to 0.9, the service levels () are set to 0.7 and the weight distributed to the service objective is set to 1000, the computational times of the models in 10 times computation are presented as follows. MILP model I has computational times that vary from 33 s to 34 s with an average value of 33.4 s in the 10 times computation. As for MILP model II, the maximum and minimum computational times are 26 s and 25 s, respectively. The average computational time of MILP model II is 25.6 s, which saves ~23.4% of the computational time compared with MILP model I. Therefore, using the Branch-and-Bound algorithm to solve the two MILP models to generate the best solutions to the routing problem can be accomplished within quite a short time. MILP model II that uses fuzzy chance-constrained programming to deal with the fuzzy objective shows better efficiency than MILP model I that uses the fuzzy expect value model to address the fuzzy objective.
6.2. Sensitivity Analysis of the Routing Optimization with Respect to the Weight of the Service Objective
The weight distributed to the service objective reflects the decision makers’ preference for the improvement on the transportation timeliness. In this study, we analyze the sensitivity of the routing optimization with respect to the weight associated with the service objective to reveal the relationship between the two optimization objectives. The following analysis is under the setting that confidence level
is set to 0.9 and service levels
(
) are set to 0.7. The changes of the two objectives with respect to the weight, i.e., the Pareto frontiers to the bi-objective optimization on the road-rail intermodal routing problem, are indicated by
Figure 12.
It can be observed from
Figure 12 that by enhancing the weight distributed to the service objective, the value of the economic objective increases, which means that the transportation economy is reduced. Contrary to the transportation economy, the increase of the weight leads to the improved transportation timeliness, since the value of the service objective increases. Consequently, the economic objective and service objective of the road-rail intermodal routing problem cannot reach their respective optimum simultaneously, and enhancing one objective will worsen the other. A solution with minimum costs does not yield maximum service level. As a result, the road-rail intermodal routing problem yields non dominated solutions (i.e., Pareto solutions) instead of dominated solutions.
As shown in
Figure 12, it is impossible to simultaneously satisfy the customer demands on transportation economy and timeliness by planning the road-rail intermodal routes. A tradeoff should therefore be made between the economic and service objectives based on the decision makers’ preference for the service improvement when planning the road-rail intermodal routes. The Pareto frontiers shown in
Figure 12 can help decision makers to select the preferred solution. In practical decision making, decision makers can utilize the multiple-criteria decision-making methods, e.g., AHP method [
76] and TOPSIS method [
77], to preciously select the Pareto solution that best matches the decision-making situation.
Moreover, it can be noticed that MILP model II yields larger values of the economic objective than MILP model I, while the two models have the same values of the service objective. Although the two models have different values of the economic objective, the planned best road-rail intermodal routes given by them are exactly the same, which is demonstrated in the following
Section 6.5.2. This leads to the same values of the service objective of the two models, since they share the same service objective function. However, the economic objective functions of the two models are different, which results in the difference of the values of the economic objective between the two models.
6.3. Sensitivity Analysis of the Routing Optimization with Respect to the Service Level
Besides the weight distributed to the service objective, the service level is also set by the decision makers manually. Its settings might influence the optimization results. In this study, we also use sensitivity analysis to explore its effect on the routing. We first of all set the weight as 1000 and the confidence level as 0.9. Then we modify service levels
(
) from 0.1 to 1.0 with a step of 0.1, and calculate the best solutions corresponding to each value of the service level by solving MILP model I and MILP model II. The results of the sensitivity analysis are shown as
Figure 13.
Figure 13 indicates that the road-rail intermodal routing optimization is sensitive to the service level. As we can see from
Figure 13, by increasing the service level
, both the values of the economic objective and service objectives show a growth tendency, which means that the transportation timeliness of the routing is getting improved, while its transportation economy is getting worse. Enhancing the service level shows an effect on the routing optimization that is the same as improving the weight distributed to the service objective.
Therefore, when customers prefer or propose a higher service level for accomplishing their transportation orders, enhancing the service level
will help decision makers to find the best road-rail intermodal routes with improved transportation timeliness, on condition that customers could accept more costs paid for accomplishing transportation orders. With the help of
Figure 13, decision makers can determine the value of the service level
in a more objective way in order to avoid that the service level is overestimated and the economy of the routing is considerably reduced.
As well as the tendency shown in
Figure 12,
Figure 13 also shows that MILP model II provides larger values of the economic objective than MILP model I and the two models have same values of service objective. The reasons that lead to the tendency indicated by
Figure 13 are same to the ones that result in
Figure 12.
Figure 13 points out that although the variation of the service level
leads to the modification of the planned best routes, the two models always generate the same solutions under each value of the service level
.
6.4. Sensitivity Analysis of the Routing Optimization with Respect to the Confidence Level
The confidence level
is another important parameter that is determined by decision makers according to their subjective preference. In this study, we set the weight distributed to the service objective as 1000 and the service level
(
) as 0.5. Under the above situation, we analyze the sensitivity of the routing optimization with respect to the confidence level. We vary the confidence level
from 0.3 to 0.9 with a step of 0.1, and generate the best solutions to the routing problem by solving the two MILP models. The results of the sensitivity analysis are illustrated by
Figure 14. It should be noted that there is no feasible solution that can be found when the confidence level
is set to 1.0.
As we can see from
Figure 14, the road-rail intermodal routing optimization is sensitive to the confidence level, and increasing the confidence level leads to the increase of both economic objective and service objective. Since the larger confidence level means higher transportation reliability,
Figure 14 also reveals that improving the transportation reliability will help to improve its transportation timeliness.
However, the value of the economic objective also increases with respect to the confidence level, which means that the transportation economy of the routing is in conflict with its transportation reliability. If customers prefer a road-rail intermodal route plan with higher transportation reliability, they should spend more on accomplishing their transportation orders.
Figure 14 provides a solid foundation for decision makers to make effective tradeoffs among the economic objective, service objective and transportation reliability in order to avoid that the overestimation of one objective significantly reduces other objectives in the practical decision making.
Moreover, similar to
Figure 12 and
Figure 13, in the sensitivity analysis summarized in
Figure 14, the two MILP models yield same service objective. However, their economic objectives do not provide the same value, and the value of the economic objective of MILP model II is not always larger than that of MILP model I.
Figure 14 shows such tendency due to the same reasons that motivate the tendencies shown in
Figure 12 and
Figure 13. Moreover, as we can see from
Figure 14, the two models yield the same route plan under each value of the confidence level, which is similar to the tendency shown in
Figure 13.
6.5. Fuzzy Simulation to Gain the Crisp Road-Rail Intermodal Route Plan
In practical routing decision making, the decision makers who include transportation experts, transportation companies and customers will first of all determine the weight distributed to the service objective and the lowest service level that customers can accept. In this case, we set as 0.5 and as 1000. Then if they want to obtain a crisp road-rail intermodal route plan, the confidence level that influences whether the routes are feasible in practice should be determined. Furthermore, the decision makers also need to determine which MILP model is more suitable. Considering the above decision making requirements, we design a fuzzy simulation method to help decision makers overcome the above issues in order to generate the best crisp road-rail intermodal route plan.
In this study, we randomly generate 10 sets of the deterministic road travel times and loading/unloading times according to the fuzzy membership function of the triangular fuzzy number as shown in
Figure 5. Then we can obtain 10 deterministic cases that can be used to test the performances of different confidence levels and the two MILP models. The fuzzy simulation is run according to
Figure 15 [
1,
50].
6.5.1. Testing the Feasibility of the Planned Best Road-Rail Intermodal Routes in the Deterministic Cases
In this study, we first of all test the feasibility of the road-rail intermodal routes provided by the fuzzy programming models under different confidence levels in the 10 deterministic cases. When moving the containers along the planned road-rail intermodal routes in the deterministic cases, the route plan is feasible if the constraints of the upper bounds of the operation time windows of covered container trains (i.e., the deterministic formulation of Equation (18)) and the capacity constraints are satisfied. Otherwise, the route plan is infeasible and failed, which means that the transportation orders cannot be accomplished by using the planned routes. The feasible ratios of the route plans provided by the two MILP models under difference confidence levels in the 10 deterministic cases are shown in
Figure 16.
As we can see from
Figure 16, the route plans generated by solving the two MILP models show the same feasibility ratios in the 10 deterministic cases, regardless of the values of the confidence level. Furthermore,
Figure 16 shows that with the increase of the confidence level, the feasibility ratios of the route plans, i.e., the transportation reliability of the routing, tend to be improved. However, in the cases set by this study, the improvement is not very sensitive.
When the confidence level is set to 0.5, 0.6, 0.7, 0.8 or 0.9, the route plans are feasible in all the deterministic cases. In the practical routing decision making, customers always demand that their transportation orders can be accomplished successfully by the planned routes to avoid rerouting that might cause much higher costs [
1]. Therefore, as for the case study in this article, considering the customer demand on transportation reliability, the confidence level can be 0.5, 0.6, 0.7, 0.8 or 0.9.
6.5.2. Analyzing the Gaps Between the Planned Best Road-Rail Intermodal Routes and the Actual Best Routes in the Deterministic Cases
In the 10 deterministic cases, we replace the fuzzy parameters and fuzzy variables in the model presented in
Section 4 with their deterministic forms, and thus get a deterministic road-rail intermodal routing model that can be linearized by using the linearization techniques given in
Section 5. Consequently, the actual best road-rail intermodal routes in the 10 deterministic cases can be generated by solving the deterministic model.
We can also calculate the values of the economic objective and the service objective of the planned best road-rail intermodal routes when they are used to move containers in the 10 deterministic cases. Then we can compare the gaps between planned best road-rail intermodal routes with the actual best routes in the 10 deterministic cases. The computational results are indicated by
Figure 17 and
Figure 18.
Shown as
Figure 17 and
Figure 18, we notice that the two MILP models yield the same computational results. Consequently, we can draw the conclusion that the performances of the two MILP models in dealing with the specific routing problem are the same. Either of them can be used to optimize the problem.
Based on the computation results shown in
Figure 17 and
Figure 18, we can calculate the root mean square (RMS) of the objectives of the planned best routes provided by MILP model I with respect to the objectives of the actual best routes in the 10 deterministic cases. The calculation results which are based on the associated RMS are given in
Table 3.
Compared with the confidence level of 0.5 and 0.6, the MILP model I with the confidence levels of 0.7, 0.8 or 0.9 can significantly bridge the economic objective gap by ~65.5% by slightly extending the service objective gap by ~6.7%. As a result, when using the MILP model I to optimize the road-rail intermodal routing problem, the confidence level is recommended to be 0.7, 0.8 or 0.9. Above all, as for the numerical case introduced in the
Appendix A, the best road-rail intermodal routes that can be used in the real-world transportation under
= 0.5 and
= 1000 can be planned by solving any one of the two MILP models illustrated by
Figure 11 with confidence level of 0.7, 0.8 or 0.9.
Furthermore, when confidence level is set to 0.5, MILP model II is converted into the deterministic optimization model used by the existing literature to deal with the road-rail intermodal routing with time certainty [
25]. In the studies on the deterministic intermodal routing problem, the road travel time and loading/unloading time are valued in a deterministic way, i.e., by most likely estimations [
18,
23,
25,
30,
37,
43]. Therefore, indicated by
Table 3, compared with the solutions generated by the deterministic optimization model, MILP models (i.e., models for the road-rail intermodal routing problem with time fuzziness) can obtain the crisp best road-rail intermodal routes that better match the actual best situation in the transportation practice. And considering the multiple sources of time uncertainty helps to improve the overall performance of the road-rail intermodal routing.
7. Conclusions
In this study, we focus on modeling and optimizing a customer-centred freight routing problem in the road-rail intermodal hub-and-spoke network with fuzzy soft time windows and multiple sources of time uncertainty. The following contributions are made by this study in order to improve the problem optimization:
(1) We employ fuzzy soft time windows to represent the due dates of accomplishing transportation orders. Maximizing the service level associated with the fuzzy soft time windows is set as the optimization objective and a service level constraint is also established, so that the transportation timeliness can be improved.
(2) We simultaneously consider the road travel time uncertainty and loading/unloading time uncertainty in the road-rail intermodal routing problem. The combination of the multiple sources of time uncertainty helps to enhance the transportation reliability of the routing.
(3) We model the road-rail intermodal transportation system as a hub-and-spoke network that contains time-flexible road transportation and scheduled rail transportation.
(4) We propose a bi-objective mixed integer nonlinear programming model the objectives of which are addressed by a weighting method to formulate the specific routing problem discussed in this study. By using the fuzzy expected value model, fuzzy chance-constrained programming and linearization techniques, two equivalent mixed integer linear programming models are generated and can be effectively solved by mathematical programming software.
In the case study, we make full use of sensitivity analysis and fuzzy simulation to quantify the effects of the fuzzy soft time windows and time uncertainty on the routing optimization. The following managerial implications can be deduced.
(1) The economic objective and service objective are in conflict with each other, i.e., the routing optimization cannot satisfy the customer demands on economy and timeliness simultaneously. An effective tradeoff between the two objectives can be made by using the Pareto frontier to the bi-objective optimization problem.
(2) When customers prefer or propose higher service levels for accomplishing their transportation orders, enhancing service level will help decision makers to find the best road-rail intermodal routes with improved transportation timeliness, on condition that customers could accept more costs paid for accomplishing transportation orders.
(3) Time uncertainty (fuzziness in this study) has significant effect on the routing optimization. A larger confidence level that means higher transportation reliability leads to improved service level (i.e., transportation timeliness), however, worsens the transportation economy of the routing.
(4) The fuzzy expected value model has the same performance as the fuzzy chance-constrained programming in dealing with the fuzzy objectives.
(5) By using the sensitivity analysis and fuzzy simulation designed in this study, decision makers can identify the best value(s) of the confidence level to provide a crisp road-rail intermodal route plan to the customers.
In the future work, we will first devote to exploring the green road-rail intermodal routing problem that considers to optimize the carbon dioxide emissions. We will discuss the green routing problem under different carbon emission regulations, including carbon tax regulation and carbon cap-and-trade regulation. The performances of the two regulations will be compared. Additionally, we will try to add other sources of uncertainty, e.g., demand uncertainty and capacity uncertainty, into the routing problem to further enhance the transportation reliability. Last but not least, developing a heuristic algorithm to efficiently solve the large-scale road-rail intermodal routing problem that is an NP-hard problem is also a direction of our future work.