1. Introduction
Analytical methods are commonly used by L&T managers to make informed decisions [
1]. Optimization models are widely employed in various industries, including L&T, because of their ability to provide optimal solutions for complex challenges. When the inputs and constraints of an optimization problem are known, deterministic models can be solved using exact methods as long as they satisfy some mathematical properties [
2]. However, in real-life L&T activities, there are often many variables and constraints, leading to NP-hard optimization problems, which might limit the effectiveness of exact methods, especially in large-size instances [
3]. As a result, heuristic and metaheuristic approaches have been developed to provide near-optimal solutions to such problems in reasonable computing times [
4]. In addition, in the context of L&T operations, the inputs may be subject to the uncertainty of parameters such as travel times, customer demands, service times, or battery durability in the case of electric vehicles. When these inputs can be modeled using random variables, simheuristic algorithms—which combine heuristics with simulation—can be used to address the corresponding stochastic optimization problem [
5].
The term ‘simheuristics’ or ‘sim-heuristics’ was introduced in the last decade. Since then, the number of published articles using it has been continuously increasing.
Figure 1 depicts this evolution until 2023 (where values with the ‘*’ symbol represent estimates). A noticeable increase has been encountered during the last years, when real-world problems triggered considering uncertainty in the search for solutions [
6,
7]. Hence, simheuristics has become a first-resource tool for dealing with NP-hard optimization problems under stochastic uncertainty [
8].
However, stochastic uncertainty is not the only type of uncertainty found in real-world problems. For non-probabilistic uncertainty, fuzzy techniques can be used to model uncertainty [
9]. This non-probabilistic uncertainty might be due to a lack or scarcity of data, which makes it difficult to model it using a theoretical probability distribution. Non-probabilistic uncertainty might also be associated with scenarios in which qualitative expert opinions must be considered. In order to illustrate the combination of two types of uncertainty conditions, Tordecilla et al. [
10] propose a fuzzy simheuristics method, which hybridizes a metaheuristic with simulation and fuzzy logic. As explained by these authors, some inputs can be modeled using random variables, while others follow a fuzzy pattern. A fuzzy system based on fuzzy logic computes fuzzy outputs based on a set of rules established by a human expert, allowing for non-binary logic scenarios, where outputs have a partial degree of being ‘true’ or ‘false’.
Accordingly, the main contribution of this paper is to provide both conceptual and practical insights on how these ‘fuzzy simheuristics’ can be applied in the optimization of different L&T systems, including the well-known vehicle routing problem (VRP) [
11], the team orienteering problem (TOP) [
12], the permutation flow-shop problem (PFSP) [
13,
14], the location routing problem (LRP) [
15], and the time-capacitated arc routing problem (TCARP) [
16] under uncertainty conditions. This novel concept of fuzzy simheuristics has not been widely addressed in the literature so far. In order to close this gap, this paper reviews existing work on the topic, discusses the main concepts, and provides a novel cross-problem analysis of computational results.
The remaining sections of this paper are organized as follows:
Section 2 reviews the impact of uncertainty in logistics and transportation activities, while
Section 3 discusses some related optimization problems.
Section 4 provides a review of simheuristics.
Section 5 explains how simheuristics can be naturally extended to fuzzy simheuristics.
Section 6 provides an overview of recent applications of this novel fuzzy simheuristic methodology.
Section 7 discusses the major trends and open research lines related to this emerging concept. Finally,
Section 8 highlights the main contributions of this paper.
2. Modeling Uncertainty in Logistics and Transportation
In the L&T arena, decision makers face various challenges due to the uncertainty that exists in these systems [
17]. Uncertainty can stem from several factors such as travel times, customers’ demands, electric battery durability, vehicle reliability, etc. Thus, for instance, the travel time of vehicles cannot be defined solely as a function of time, because external factors such as heavy traffic, weather conditions, traffic accidents, and road conditions can cause delays. These delays create uncertainty in travel times, and this uncertainty must be taken into consideration when making decisions to ensure that the decisions reflect a reasonable majority of real-world scenarios [
18].
Uncertainty in L&T activities has to be differentiated into stochastic random or fuzzy variables. On the one hand, a stochastic random variable follows a probability distribution, and the parameters of this distribution are estimated based on historical data using fitting techniques like input analyzers [
19]. For example, the delay in travel time between node
i and node
j could be modeled as a lognormal or a Weibull probability distribution, among others. Since many optimization challenges that arise in real-life L&T systems are not just NP-hard and large-sized but also subject to uncertainty conditions, simulation-optimization approaches are required to make informed decisions. Hence, simulation methods are often integrated with optimization algorithms in simulation-optimization approaches like simheuristics [
8] to recommend the most promising solution to a given stochastic optimization problem.
On the other hand, fuzzy uncertainty refers to a type of uncertainty where precise values cannot be given, and instead terms like ‘short’, ‘medium’, and ‘long’ are used [
20]. Fuzzy sets are used to model fuzzy uncertainty, and these sets allow crisp values to have partial memberships with more than one set (
Figure 2). The degree of membership,
, takes a value between 0 and 1, where 1 assigns full membership and 0 refers to non-membership. For example, the travel time between two nodes in a network could be affected by a delay of ten minutes. This delay could be interpreted as ‘short’ or ‘medium’. Thus, it has a membership with more than one set. Fuzzy logic employs ‘if-then’ inference rules to consider different variables and draw conclusions. Qualitative variables can also be represented through linguistic variables using fuzzy rules. For instance, if both the road condition and the weather are bad, it can be inferred that travel and delivery times will be long.
Several researchers have considered fuzzy attributes in their study of L&T problems. For example, Li et al. [
21] defined a fuzzy-based assessment model of sustainable transportation, and Kovač et al. [
22] considered a spherical fuzzy environment in the assessment of city logistics concepts.
3. Modeling Optimization Problems with General Uncertainty
Real-world optimization problems encounter various sources of uncertainty, leading to the importance of including the uncertainty terms in the problem formulation. Thus, the travel time or demand in transportation problems usually become random or fuzzy variables, instead of being fixed values. This leads to a change in the problem formulation to include these variables. A generic problem formulation including stochastic and fuzzy uncertainty is shown in Equations (
1)–(
6). The problem formulation represents a solution
s, belonging to a set of solutions
S, that optimizes the objective function
Z. This objective function has stochastic,
X, and fuzzy,
Y, variables, as depicted in Equation (
1). Both stochastic and fuzzy variables are defined in the problem context. The stochastic and fuzzy variables have defined probability distributions and fuzzy sets, respectively. The set of constraints in the problem formulation could have
deterministic constraints, as indicated in Equation (
2). An example of such a constraint would be the transported freight not exceeding vehicle capacity, which is a typical restriction found in many vehicle routing problems. In addition to these constraints, non-deterministic constraints are defined, such as in Equations (
3)–(
5). These constraints include stochastic or fuzzy variables, resulting in
stochastic constraints,
fuzzy constraints, and
constraints with fuzzy and stochastic variables. Thus, the constraints become probabilistic. For example, the travel time
is required to be within a pre-defined threshold
, as depicted in Equation (
5). The limit and the travel time are affected by the
X and
Y variables. In the context of the model, sets
I,
J,
K, and
M are just sets of natural numbers.
subject to:
4. A Review of the Simheuristics Concept and Recent Applications
Simheuristics is a simulation-optimization approach that combines the strengths of simulation and metaheuristic optimization algorithms to address complex real-world problems [
23]. Several simulation-optimization approaches have been defined in the literature [
24]. This approach is especially efficient in handling problems that have random elements. Simulation is adept at analyzing systems under stochastic uncertainty, but it has no intrinsic mechanisms to optimize the system and limitations for considering a broad range of scenarios. Optimization methods can search for efficient or optimal solutions, but they require a valid objective function for their operation. The term ‘simheuristics’ refers to the integration of simulation in metaheuristic algorithms. By combining both techniques, simheuristics provides a robust approach that can tackle a range of diverse problems. It has gained significant attention in recent years due to its capability to solve complex problems across various domains such as transportation, logistics and urban delivery, supply chains, and other combinatorial problems [
8]. The approach is based on the idea that the solution of a deterministic optimization problem can serve as the foundation for the original stochastic problem. A typical simheuristic algorithm employs a simulation component in a metaheuristic framework, which allows the metaheuristic to drive the search process in the solution space, while the simulation component manages the random elements of the stochastic optimization problem.
The L&T sector was the initial area where the simheuristic methodology was developed. Rabe and Goldsman [
25] presented an efficient combination of optimization-simulation techniques using metaheuristics as a core element for decision support systems to solve many L&T problems. Also, Rabe et al. [
23] used simheuristics for the optimization of re-configurable production systems. Regarding sustainable mobility, simheuristics has made contributions to the prompt resolution of routing problems for electric vehicles with limited driving ranges and stochastic travel times. Yazdani et al. [
26] extended the use of simheuristics to resolve evacuation problems during extreme weather disasters, demonstrating a useful application of optimization-simulation techniques to people evacuation policies. In addition, simheuristics has been used to improve waste collection services in smart cities, as shown in the work by Yazdani et al. [
27], who implemented a simheuristic procedure to solve waste collection problems in Sydney (Australia). Likewise, Peng et al. [
28] analyzed the management of multimodal transportation networks for long-haul merchandise delivery, considering uncertainties in transportation costs and time. These applications can be supplemented with agile optimization of unmanned aerial vehicle routes for various logistic purposes, which reveals a promising future for simheuristics in modeling and optimizing urban and interurban mobility. Recently, Gök et al. [
29] combined simheuristics with constraint programming to optimize airport apron operations under uncertain conditions. Similarly, Bayliss and Panadero [
30] combined simheuristics with machine learning models to address the facility location and queuing problem in emergency scenarios where a large number of citizens require medical treatment. Simheuristics has also been combined with evolutionary algorithms to solve manufacturing problems [
31,
32]. Likewise, it has been used to solve stochastic versions of well-known optimization problems [
28,
33].
All in all, simheuristic algorithms offer various benefits, such as the capacity to resolve a diverse range of problems with minimal customization [
34,
35,
36]. This property arises from the usage of a general-purpose simulation schema that can be adjusted to suit any problem domain [
37,
38,
39]. Additionally, the heuristic algorithms used in simheuristics can be customized to fulfill the unique requirements of each problem by choosing from a collection of suitable techniques [
40,
41]. Despite the many advantages offered by simheuristics, the field is still considered relatively new and requires further research to fully unlock its potential. One of the current areas of investigation is the integration of fuzzy logic to incorporate fuzzy variables into the models to be optimized, which will be discussed next.
6. Recent Applications of Fuzzy Simheuristics
In this section, some recent applications of fuzzy simheuristics in L&T are reviewed. Oliva et al. [
42] were the first to propose the combination of fuzzy techniques, simulation, and metaheuristic optimization algorithms to solve large-scale optimization problems that have both probabilistic and non-probabilistic uncertainty elements. They used a fuzzy inference system (FIS) to compute the collected reward by taking the electric vehicle battery levels and weather conditions as input variables. The authors established nine fuzzy rules to calculate the reward and transformed it to a crisp value using the center-of-gravity method. Their methodology was applied to solve the team orienteering problem with fuzzy and stochastic elements. The results obtained by these researchers when solving a set of classical instances are summarized in the box-plots displayed in
Figure 4. In the TOP, the goal is to maximize the total reward collected by the fleet of vehicles during their trips. Notice that the highest rewards (both the individual ones for each instance as well as the average ones across instances) are achieved for the deterministic scenario. Here, a standard metaheuristic algorithm can provide efficient solutions, OBD-D (best deterministic solutions in a deterministic scenario) with an average reward of
. When the former routing plans generated by the metaheuristic are applied in a stochastic scenario, OBD-S, their performance is worse (average reward of
) than the best solutions provided by a simheuristic algorithm (OB-S, with an average reward of
). Of course, the average and individual rewards decrease as the level of uncertainty increases. This can be observed when considering a stochastic-fuzzy scenario, where a fuzzy simheuristic provides solutions OB-SF with an average value of
, and also when considering a pure fuzzy scenario, where a fuzzy approach generates solutions OB-F with an average value of
.
Tordecilla et al. [
44] presented a fuzzy simheuristic approach for the vehicle routing problem. The FIS considers fuzzy variables, such as customer demand and remaining vehicle capacity, represented by triangular fuzzy numbers, to calculate the preference strength to travel to a customer. The fuzzy output is an index that determines if the next node will be visited or if the vehicle should return to the depot. The results obtained by these researchers when solving a set of classical instances are summarized in the box-plots displayed in
Figure 5. In the VRP, the goal is to minimize the total cost incurred by the fleet of vehicles during their trips. Notice that the lowest costs (both the individual ones for each instance as well as the average ones across instances) are achieved for the deterministic scenario. Here, a standard metaheuristic algorithm can provide efficient solutions, OBD-D, with an average cost of
. When the former routing plans generated by the metaheuristic are applied in a stochastic scenario, solutions OBD-S, their performance is worse (average reward of
) than the best solutions provided by a simheuristic algorithm (OB-S, with an average cost of
). As expected, the average and individual costs increase with the level of uncertainty. This can be observed when considering a stochastic-fuzzy scenario, where a fuzzy simheuristic provides solutions OB-SF with an average value of
, and also when considering a pure fuzzy scenario, where a fuzzy approach generates solutions OB-F with an average value of
.
Moreover, Tordecilla et al. [
10] used a similar fuzzy simheuristics methodology to address the location routing problem. The results obtained when solving a set of classical instances are summarized in the box-plots displayed in
Figure 6. In the LRP, the goal is to minimize the total cost due to the opening of facilities plus the routing of the vehicles. Notice that the lowest costs (both the individual ones for each instance as well as the average ones across instances) are achieved for the deterministic scenario. Here, a standard metaheuristic algorithm can provide efficient solutions, OBD-D, with an average cost of
. As usual, the average and individual costs increase with the level of uncertainty. Hence, when a simheuristic is used in the stochastic scenario, the best solutions (OB-S) show an average cost of
). Likewise, when considering a stochastic-fuzzy scenario, a fuzzy simheuristic provides solutions OB-SF with an average value of
. Then, when considering a pure fuzzy scenario, a fuzzy approach generates solutions OB-F with an average value of
.
In addition, Castaneda et al. [
45] proposed an extended simheuristic algorithm with a fuzzy component to solve the permutation flow shop problem under both stochastic and fuzzy uncertainty. The proposed approach modeled fuzzy processing times based on job and machine type and used an FIS with triangular fuzzy membership functions to determine the processing time. The paper also highlighted the importance of considering statistical metrics beyond the expected makespan and showed how reliability concepts can provide probabilistic information about the proposed solutions. The results obtained when solving a set of classical instances are summarized in the box-plots displayed in
Figure 7. In the PFSP, the goal is to minimize the makespan. Notice that the lowest makespans (both the individual ones for each instance as well as the average ones across instances) are achieved for the deterministic scenario. Here, a standard metaheuristic algorithm can provide efficient solutions, OBD-D, with an average makespan of
. When the former scheduling plans generated by the metaheuristic are applied in a stochastic scenario, solutions OBD-S, their performance is worse (average reward of
) than the best solutions provided by a simheuristic algorithm (OB-S, with an average makespan of
). As expected, the average and individual makespans increase with the level of uncertainty. This can be observed when considering a stochastic-fuzzy scenario, where a fuzzy simheuristic provides solutions OB-SF with an average value of
, which is slightly better than the average makespan provided by the deterministic solution when it is applied to a fuzzy-stochastic environment (OBD-FS, with a value of
). Also, a similar effect can be observed when considering a pure fuzzy scenario, where a fuzzy approach generates solutions OB-F with an average value of
, which again is slightly better than the average makespan provided by the deterministic solutions when employed in the fuzzy scenario (OBD-F, with a value of
).
Finally, Martin Solano et al. [
46] introduced a fuzzy simheuristic for solving the time-capacitated arc routing problem under both stochastic and fuzzy uncertainty. In the proposed approach, the results obtained when solving a set of classical instances are summarized in the box-plots displayed in
Figure 8. In the TCARP, the goal is to minimize the total cost incurred by the fleet of vehicles during their trips. As always, the lowest costs (both the individual ones for each instance as well as the average ones across instances) are achieved for the deterministic scenario—this scenario constitutes an ideal one in which we have perfect information and no uncertainty. Here, a standard metaheuristic algorithm can provide efficient solutions, OBD-D, with an average cost of
. When the former routing plans generated by the metaheuristic are applied in a stochastic scenario, solutions OBD-S, their performance is slightly worse (average reward of
) than the best solutions provided by a simheuristic algorithm (OB-S, with an average cost of
). As expected, the average and individual costs increase with the level of uncertainty. This can be observed when considering a stochastic-fuzzy scenario, where a fuzzy simheuristic provides solutions OB-SF with an average value of
, which is slightly better than the average cost provided by the deterministic solution when it is applied to the fuzzy-stochastic environment (OBD-FS, with a value of
). Also, a similar effect can be observed when considering a pure fuzzy scenario, where a fuzzy approach generates solutions OB-F with an average value of
, which again is slightly better than the average cost provided by the deterministic solutions when employed in the fuzzy scenario (OBD-F, with a value of
).
All in all, this section has shown that the fuzzy simheuristic framework can be a flexible yet powerful methodology for solving a wide range of L&T challenges, including both stochastic and fuzzy uncertainty.
7. Trends and Open Research Lines
The need for agile and effective solutions to real-world transportation problems is becoming increasingly urgent, particularly in the face of uncertainty and dynamic conditions. To address this challenge, richer versions of vehicle routing problems can be developed, incorporating inventory management decisions, multiple depots, facility location, time windows, and external dynamic conditions. One promising approach is to use a fuzzy simheuristic algorithm that can adapt to changing conditions and provide robust solutions. Another important trend is to investigate a higher level of integration between the fuzzy component, the simulation component, and the metaheuristic component, also including a reinforcement learning component in order to increase the capacity of the resulting approach to deal with both uncertainty and dynamic environments.
The application of fuzzy simheuristics is also likely to expand to more complex systems, such as integrated L&T networks, which require advanced simulation approaches like discrete event or agent-based models. In order to speed up the computation and improve the solution quality, enhanced strategies to identify promising solutions can be employed, such as surrogate models that quickly estimate the statistics that the simulation provides or models based on reinforcement learning that can be used to adjust different parameters, such as the number of runs required to obtain precise estimates [
23]. Fuzzy simheuristics can be applied to a wide range of fields beyond transportation and logistics, such as telecommunications, finance, healthcare systems, and smart cities. Furthermore, this approach can be integrated with machine learning and learnheuristics to address optimization problems with dynamic inputs. Multipopulation and agent-oriented fuzzy simheuristics are other promising areas of research that can enhance the efficiency of these algorithms in solving complex and stochastic combinatorial optimization problems. Overall, these trends and research directions provide exciting opportunities for future developments in fuzzy simheuristics.
8. Conclusions
In the context of T&L systems, the intersection of fuzzy systems, simulation, and metaheuristics has been explored. This combination provides powerful tools for solving complex optimization problems that involve both stochastic uncertainty and non-probabilistic uncertainty. The approach, known as ‘fuzzy simheuristics’, has shown great promise in addressing T&L-related problems such as the vehicle routing problem and the team orienteering problem. In particular, our numerical experiments have illustrated that traditional methods designed for deterministic versions of these problems provide sub-optimal solutions when both stochastic and fuzzy components are considered. Likewise, although it is logical to assume that solutions will decrease in quality (average values) as uncertainty levels increase, our methodology is able not only to show that effect for the different problems being considered but also to measure the impact on uncertainty in these solutions. As illustrated in the numerical analysis, the proposed approach can also provide lower and upper bounds to the optimal solution under uncertainty by simply considering the value of the best deterministic solution when it is evaluated in a deterministic (ideal) scenario as well as in a real scenario under uncertainty conditions.
The advantages of fuzzy simheuristics lie in its ability to benefit from the strengths of each approach. The metaheuristics component provides the efficiency necessary to explore the solution space quickly and find near-optimal solutions in short computational times. The stochastic and fuzzy simulation components provide tools to cope with different types of uncertainty, providing high-quality solutions in terms of expected costs, expected profits, or risk and reliability indicators. Although fuzzy simheuristics is a relatively new approach, the results so far are promising. This paper has discussed a number of potential applications for different domains, including transportation planning and logistics optimization. However, there are many further areas where fuzzy simheuristics could be beneficially applied, such as mobility in smart cities, financial portfolio optimization, or energy system management.
Of course, the proposed approach also has limitations that need to be considered. In particular, modeling real-life uncertainty with the proper random and fuzzy variables is not always an easy endeavor, or at least one that can be performed with perfect accuracy. These modeling errors can affect the quality of the final results. Also, depending on the specific problem being addressed, the computational times associated with a hybrid algorithm that combines metaheuristics, simulation, and fuzzy logic can be relatively high, specially for large-sized instances of complex problems. Special attention has to be paid to the simulation component, which could jeopardize the computational time of the metaheuristic one. Finally, one has to remember that the proposed methodology is an approximate algorithm. Hence, the optimality of the solutions is not guaranteed. Still, for these NP-hard and large-scale optimization problems under stochastic and fuzzy uncertainty, there is no methodology that can guarantee optimal solutions.
Looking to the future, there are several lines for further research that could help to advance the field of fuzzy simheuristics. One promising direction is to explore the use of reinforcement learning techniques to improve the efficiency of the approach by employing surrogate models and considering dynamic environments. Another option is to investigate the use of other types of simulation, such as Monte Carlo simulation or time-discrete simulation based on agent-oriented modeling, to better analyze complex systems and their interactions. Finally, there is great potential for applying fuzzy simheuristics to real-world problems.