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Fundamental Problem




          Essence of a “science”
   Observation
   Categorization/classification
   Abstraction
   Symbolic representation
   Manipulation
   Prediction
Solving the Problem




      Creating a Reference Model
   Look for a reasonably small set of
    organizing principles
   Propose reference model elements
   Check for consistency
   Refine
                                 Reference models
                                  are artifacts, not
                                natural phenomena
Engineering Examples
   Structural engineering, GTSTRDL, SAP
   Solid modeling, FEA
   Circuit design, SPICE, VHDL
Solving the Problem




Modeling principles for
developing a logistics reference
model:
   • Observability
   • Minimum inferred structure
Solving the Problem




  Key (Observable) Warehouse
          Elements
                      Warehouse Resources
                              Equipment

  Entities:   Labor     Labor    Equipment
                                  Space
                                             Customer
              Goods    Goods      Orders
                                              Orders



                         Customer Orders
                              Filled


Activities: changes to entities’ states
Solving the Problem




What CAN’T be observed?


   Decision-making!
Solving the Problem


    Hypothetical models of decision-
                making
   Make a “theory” of decision making
   Make it as simple as possible, consistent with
    observed effects of decision-making, but no
    simpler


                    This does inferred structure
                    Minimum
                               not require
                    designing the control system.
Solving the Problem




         Organizing Principle #1

    • Warehousing resources and activities are
      organized by departments
    • Generic set of department types (or classes)
   Receiving                  Sortation
   Transportation             Packing
   Storage                    Shipping
   Fast picking               Value adding services
Solving the Problem

    Generic Organization of
          Resources
Department
 Classes

                             Resource Types

             Equipment   Labor      Space        Product    Order
              Classes    Class      Class         Class     Class


Department
   Set

             Equipment Employees   Space       Product       Order
             Instances           Instances    Instances    Instances

                            Resource Instances

Department
 Instances
Solving the Problem




     Object Models for Resources
   Trust me, it’s straightforward

   Even if it’s not unique
Solving the Problem




          Organizing Principle #2

    • Activities are organized into department-
      specific tasks
    • Generic set of task types (or classes)
   Receiving: Unload/receive         Fast picking: single order
   Transport: Put-away;               pick; multiple order pick
    retrieve; replenish               Sortation: sort
   Pallet Storage: Pick pallet;      Shipping: unitize pallet;
    case pick to pallet                pack & ship items; ship
                                       pallet; load pallet
Solving the Problem




                 Organizing Principle #3

• Tasks correspond to flow in a functional
  network
                         Inspection

     Receiving                                       Order picking


                                      Bulk storage                   Shipping




        Carton storage
                                          Order sort/
                                                                                • Handling unit conversions
         and picking
                                          accumulate                            • Processing options
                                                                                • Total workload




Material flow                            Function-to-department mapping
Solving the Problem




     Organizing Principle #4

• Warehousing tasks are composed from
  fundamental warehouse operations
• Generic set of operation types (or classes)
          Move             Count
          Retrieve         Weigh
          Store            Measure
          Get              Scan
          Put              Communicate
Solving the Problem




      Operation Reference Model

The associated operations reference model is simply:

do opn-ID using {res_ID} to {handling_unit_ID} from origin_loc_ID to dest_loc_ID

where:
    opn-ID                 indicates what operation type to perform
    {res_ID}               indicates which resource(s) to use
    {handling_unit_ID}     indicates what is to be operated on, i.e., a container
                                    or goods ID
    origin_loc_ID          indicates the starting location
    dest_loc_ID            indicates the ending location
Solving the Problem




                    Assertion
   The (time stamped) log of operations reports the
    complete state trajectory of the warehouse
Solving the Problem

Generic Organization of
      Operations
                                                          Task
                                                         Classes

                    Operation Types

  Get/Put      Store/Retrieve    Move     Count/Weigh/
                                          Scan/Measure


                                                         Specific
                                                         Task Set

Transactions   Transactions Transactions Transactions


                    Operation Instances

                                                           Task
                                                         Instance
Solving the Problem




  Description ≠ Prediction

We can describe instances of resources
       and operations or tasks.
We can log operations and summarize
      historical state changes
   But we still can’t predict behavior

                Why?
Solving the Problem




                  Organizing Principle #5




                                                                Externa
                                                                Events
                                                                        l
                                                    Messag
   Warehousing tasks/operations are event driven




                                                     Event
                                                           e
                              (comm n
                                            Warehouse



                               Operat
                                            State Data




                                                r e of
                                    and)




                                   de c is io s e
                                      io
                                                d

                                              ou
                  structure
                  Physical
                  Warehouse




                                               n
                                    I n fe rr e
                                    s t ru ct u
                                      This is aGenerator
                                                 THEORY,

                                            s
                                        Event    Task


                                  ma k in g
                                   wa re h


                                  pr oc e s
                                       Monitor
                                      not a model of any
                                          specific WMS
                                       Timer



                                                    Operation
      Resources




                                                    Manager
Solving the Problem




      Bad News and Good News
   Bad: Task generators are specific to the
    warehouse design, because they are specific to a
    department instance!
   Good: But there may be typical elements of task
    generators
Solving the Problem




    Location Assignment Decisions
   Truck to dock
   Product family to zone
   Goods to/from storage location
   Order to accumulation lane
Solving the Problem




Grouping/Partitioning Decisions
   Products to families
   Locations to zones
   Orders to waves
   Lines to zones/pickers
Solving the Problem




    Sequencing/Routing Decisions
   Transport routing
   Pick sequencing/routing
   Retrieval sequencing
   Storage/retrieval interleaving
Solving the Problem




  Is there an exhaustive class of
  decision types just as there are
classes of resources and of tasks?

         This would be a good thing!

     What are the organizing principles?

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Whse refmodel

  • 1. Fundamental Problem Essence of a “science”  Observation  Categorization/classification  Abstraction  Symbolic representation  Manipulation  Prediction
  • 2. Solving the Problem Creating a Reference Model  Look for a reasonably small set of organizing principles  Propose reference model elements  Check for consistency  Refine Reference models are artifacts, not natural phenomena
  • 3. Engineering Examples  Structural engineering, GTSTRDL, SAP  Solid modeling, FEA  Circuit design, SPICE, VHDL
  • 4. Solving the Problem Modeling principles for developing a logistics reference model: • Observability • Minimum inferred structure
  • 5. Solving the Problem Key (Observable) Warehouse Elements Warehouse Resources Equipment Entities: Labor Labor Equipment Space Customer Goods Goods Orders Orders Customer Orders Filled Activities: changes to entities’ states
  • 6. Solving the Problem What CAN’T be observed? Decision-making!
  • 7. Solving the Problem Hypothetical models of decision- making  Make a “theory” of decision making  Make it as simple as possible, consistent with observed effects of decision-making, but no simpler This does inferred structure Minimum not require designing the control system.
  • 8. Solving the Problem Organizing Principle #1 • Warehousing resources and activities are organized by departments • Generic set of department types (or classes)  Receiving  Sortation  Transportation  Packing  Storage  Shipping  Fast picking  Value adding services
  • 9. Solving the Problem Generic Organization of Resources Department Classes Resource Types Equipment Labor Space Product Order Classes Class Class Class Class Department Set Equipment Employees Space Product Order Instances Instances Instances Instances Resource Instances Department Instances
  • 10. Solving the Problem Object Models for Resources  Trust me, it’s straightforward  Even if it’s not unique
  • 11. Solving the Problem Organizing Principle #2 • Activities are organized into department- specific tasks • Generic set of task types (or classes)  Receiving: Unload/receive  Fast picking: single order  Transport: Put-away; pick; multiple order pick retrieve; replenish  Sortation: sort  Pallet Storage: Pick pallet;  Shipping: unitize pallet; case pick to pallet pack & ship items; ship pallet; load pallet
  • 12. Solving the Problem Organizing Principle #3 • Tasks correspond to flow in a functional network Inspection Receiving Order picking Bulk storage Shipping Carton storage Order sort/ • Handling unit conversions and picking accumulate • Processing options • Total workload Material flow Function-to-department mapping
  • 13. Solving the Problem Organizing Principle #4 • Warehousing tasks are composed from fundamental warehouse operations • Generic set of operation types (or classes)  Move  Count  Retrieve  Weigh  Store  Measure  Get  Scan  Put  Communicate
  • 14. Solving the Problem Operation Reference Model The associated operations reference model is simply: do opn-ID using {res_ID} to {handling_unit_ID} from origin_loc_ID to dest_loc_ID where: opn-ID indicates what operation type to perform {res_ID} indicates which resource(s) to use {handling_unit_ID} indicates what is to be operated on, i.e., a container or goods ID origin_loc_ID indicates the starting location dest_loc_ID indicates the ending location
  • 15. Solving the Problem Assertion  The (time stamped) log of operations reports the complete state trajectory of the warehouse
  • 16. Solving the Problem Generic Organization of Operations Task Classes Operation Types Get/Put Store/Retrieve Move Count/Weigh/ Scan/Measure Specific Task Set Transactions Transactions Transactions Transactions Operation Instances Task Instance
  • 17. Solving the Problem Description ≠ Prediction We can describe instances of resources and operations or tasks. We can log operations and summarize historical state changes But we still can’t predict behavior Why?
  • 18. Solving the Problem Organizing Principle #5 Externa Events l Messag  Warehousing tasks/operations are event driven Event e (comm n Warehouse Operat State Data r e of and) de c is io s e io d ou structure Physical Warehouse n I n fe rr e s t ru ct u This is aGenerator THEORY, s Event Task ma k in g wa re h pr oc e s Monitor not a model of any specific WMS Timer Operation Resources Manager
  • 19. Solving the Problem Bad News and Good News  Bad: Task generators are specific to the warehouse design, because they are specific to a department instance!  Good: But there may be typical elements of task generators
  • 20. Solving the Problem Location Assignment Decisions  Truck to dock  Product family to zone  Goods to/from storage location  Order to accumulation lane
  • 21. Solving the Problem Grouping/Partitioning Decisions  Products to families  Locations to zones  Orders to waves  Lines to zones/pickers
  • 22. Solving the Problem Sequencing/Routing Decisions  Transport routing  Pick sequencing/routing  Retrieval sequencing  Storage/retrieval interleaving
  • 23. Solving the Problem Is there an exhaustive class of decision types just as there are classes of resources and of tasks? This would be a good thing! What are the organizing principles?