A scalable optimization approach for equitable facility location: Methodology and transportation applications
提出一种可扩展的公平设施选址模型，使用Kolm-Pollak EDE指标平衡效率与公平，在428个美国城市测试，并应用于超市选址等实际案例。
• Introduces a scalable equity-focused facility location model using Kolm-Pollak EDE. • Develops model extensions for practical special cases with rigorous error analysis where needed. • Proposes and validates an iterative method for tuning inequality aversion parameters. • Benchmarks against p-median, p-center, and p-centdian models across 428 US cities. • Demonstrates scalability and equity performance in real-world applications. Efficient and equitable access to essential services, such as healthcare, food, and education, is an important goal in urban planning, public policy, and transport logistics. However, existing facility location models often do not scale well to large instances, or primarily focus on optimizing average accessibility, neglecting equity concerns, particularly for disadvantaged populations. This paper proposes a novel, scalable framework for equitable facility location, introducing a linearized proxy for the Kolm-Pollak Equally-Distributed Equivalent (EDE) metric to balance efficiency and fairness. Computational experiments demonstrate that our approach scales to extremely large problem instances, while being sensitive enough to account for inequity throughout the distribution, not merely via the maximum value. Moreover, optimal solutions represent significant improvements for the worst-off residents in terms of distance to an open amenity, while also attaining a near-optimal average experience for all users. An extensive real-world case study on supermarket access illustrates the practical applicability of the framework, with additional examples coming from polling applications. As such, the model is extended to handle real-world considerations such as capacity constraints, split demand assignments, and location-specific penalties. By bridging the gap between equity theory and practical optimization, this work offers a robust and versatile tool for researchers and practitioners in urban planning, transportation, and public policy.