# Modeling principles¶

LocalSolver is able to efficiently explore the search space defined by your optimisation model, searching for good solutions in terms of the objective function that you defined. It means that, as in any operations research approach, the modeling of the problem is a crucial step. We insist below on the importance of choosing the appropriate decision variables, subject to the right set of constraints, with a well-defined objective function.

## Distinguish decision variables from intermediate variables¶

The first step of the modeling task is to select the set of decision variables. These variables represent the decisions to be taken. Once you have defined your decision variables, ask yourself whether some of these variables could be inferred from others. In LocalSolver there are several types of decision variables. Numbers may be binary (introduced by the bool keyword), integer (int keyword) or floating-point (float keyword). Two other types are available, leading to compact and efficient set-based models: lists (introduced by the list keyword) and sets (introduced by the set keyword).

For instance, consider the
*car sequencing problem*:

```
// A BAD SET OF DECISION VARIABLES FOR THE CAR SEQUENCING PROBLEM
// cp[c][p] = 1 if class c is at position p, and 0 otherwise
cp[1..nbClasses][1..nbPositions] <- bool();
// op[o][p] = 1 if option o appears at position p, and 0 otherwise
op[o in 1..nbOptions][p in 1..nbPositions] <- bool();
// constraints linking variables op[o][p] to cp[c][p]
for[o in 1..nbOptions][p in 1..nbPositions]
constraint op[o][p] = or[c in 1..nbClasses : options[c][o]](cp[c][p]);
```

In the above model, the user introduced two families of decisions variables,
linked by a set of constraints. This model is valid in the sense that the
solutions to this model are the solutions of the car sequencing problem. However
this model defines a poor search space because there are too many decisions
variables: clearly knowing the values of `cp[c][p]`

variables is sufficient
to define a solution and all other variables can be inferred from the values of
these variables. Therefore the following model is much better, with
`op[o][p]`

introduced as intermediate expressions:

```
// 0-1 decisions:
// cp[c][p] = 1 if class c is at position p, and 0 otherwise
cp[1..nbClasses][1..nbPositions] <- bool();
// expressions:
// op[o][p] = 1 if option o appears at position p, and 0 otherwise
op[o in 1..nbOptions][p in 1..nbPositions] <- or[c in 1..nbClasses : options[c][o]](cp[c][p]);
```

A perfectionist reader may observe that `nbPositions`

decisions variables
could still be removed by defining `cp[0][p] <- 1 - sum[i in 2..nbClasses](cp[i][p])`

.
Just refrain from this excess of zeal: perfect is the enemy of the good.
More precisely think in terms of family of variables instead of individual
variables.

This car sequencing example may seem completely trivial. A more subtle case is
that of the *steel mill slab design*.
In this problem, ‘’orders’’ are assigned to ‘’slabs’’ of different capacities,
and the objective is to minimize the consumed capacity (sizes of slabs with
at least one order). A simple model for this problem consists in defining enough
slabs of different capacities and `x[o][s]`

variables equal to one
if order ‘’o’’ is assigned to slab ‘’s’‘. In this model, the use of a slab can
be easily detected (intermediate expression) and directly used in the objective
function:

```
// slab s is used if at least one order is assigned to this slab
use[s in 1..nbSlabs] <- or[o in 1..nbOrders](x[o][s]);
// objective function
minimize sum[s in 1..nbSlabs](use[s] * size[s]);
```

This model is correct and works quite well on CSPLib instances. However an even
more powerful model can be built if we infer the size of a slab from its content.
It will behave as if after each move the content of each slab was moved to a
slab with the smallest sufficent capacity. Note that Constraint Programming
models for this problem use the same approach. Below are the key lines of this
model, the full model is available in our *example tour*:

```
for [j in 1..nbOrders] {
slabContent[j] <- sum[i in 1..nbOrders](orders[i] * x[i][j]);
constraint slabContent[j] <= maxSize;
// threshold detection variables
t[j][1] <- slabContent[j] > 0;
t[j][k in 2..nbSlabSizes] <- slabContent[j] > slabSizes[k-1];
}
/* ... */
obj <- sum[j in 1..nbOrders](slabSizes[1] * t[j][1]
+ sum[k in 2..nbSlabSizes]((slabSizes[k] - slabSizes[k-1]) * t[j][k]))
- sumSizeOrders;
```

## Distinguish constraints from first priority objectives¶

Once your set of decision variables is chosen, you need to choose the
constraints, that is to say the boolean expressions which must be satisfied for
a solution to be considered as ‘’feasible’‘. These expressions are prefixed with
the `constraint`

keyword. Remind that local search is appropriate for
‘’optimization’’ problems, therefore finding a feasible solution to your
problem must be relatively easy while finding a very good solution can be
difficult. It means that some “constraints” of your problem are in fact high
priority objectives, while the term ‘’constraint’’ should be reserved to
structural properties of the problem.

Consider the *car sequencing problem*
and its definition on http://www.csplib.org.

“A number of cars are to be produced; they are not identical, because different options are available as variants on the basic model. The assembly line has different stations which install the various options (air-conditioning, sun-roof, etc.). These stations have been designed to handle at most a certain percentage of the cars passing along the assembly line. (...) The cars must be arranged in a sequence so that the capacity of each station is never exceeded. For instance, if a particular station can only cope with at most half of the cars passing along the line, the sequence must be built so that at most 1 car in any 2 requires that option.”

—CSPLib http://www.csplib.org

Reading carefully the above definition, you may note that it is presented as a pure satisfaction problem. Now a practical question arise: what will the car manufacturer do if some day more than half of the cars require an option for which a constraint “at most 1 car in any 2” was set ? Clearly an optimization system returning a laconic “No solution found” would be of no help. Beyond this pratical problem, this example illustrates that some of the constraints define the structure of the problem while others (sometimes called ‘’business constraints’‘) are properties that should be satisfied. We voluntarily use the term “should” and not “must”, because we do not actually know if all those properties can be satisfied.

Here the only structural constraint is that each position in the assembly line contains at most one vehicle. Now you may define several optimization models. For instance you could consider that the station constraints (“at most P cars in any Q”) are structural and that the objective function to be minimized is the number of empty postions on the assembly line. In other words you try to maximize the number of produced cars, subject to the assembly line constraints. For this car sequencing problem the opposite point of view is usually taken: you must produce all cars and you minimize a penalty measuring the violation of station constraints. This measure is merely the sum of overcapacities over all windows:

```
// expressions: compute the number of violations in each window
nbViolationsWindows[o in 1..nbOptions][p in 1..nbPositions-ratioDenoms[o]+1]
<- max(nbCarsWindows[o][p]-ratioNums[o], 0);
// objective: minimize the sum of violations for all options and all windows
obj <- sum[o in 1..nbOptions]
[p in 1..nbPositions-ratioDenoms[o]+1](nbViolationsWindows[o][p]);
minimize obj;
```

As you see, turning a constraint `c`

into an objective does not necessarily
amount to maximizing c. Indeed since constraints often take the form of
comparisons you will often turn the satisfaction of `a <= b`

into the
minimization of `max(0,a-b)`

, or the satisfaction of `a == b`

into the
minimization of `dist(a,b)`

.

Here a pure satisfaction model was turned into an optimization model, hence
there is only one objective function. When your original problem is an
optimization problem where a `cost`

expression must be minimized, then if
you identify that some “constraints” should be modeled as high priority
objectives (`minimize violations`

) then you will have several objective
functions to be optimized in lexicographic order:

```
minimize violations;
minimize cost;
```

In such a case it can be useful to exploit LocalSolver ability to handle
multiple time limits. Typically if you have a total of 60 seconds to solve the
problem, setting `lsTimeLimit={50,10}`

means that 50 seconds will be devoted
to the minimization of `violations`

(ignoring impacts on the cost) while the
remaining 10 seconds will take both objectives into account (lexicographically).
Of course if an optimal solution (here 0) is found in 1 second, LocalSolver
will have 59 seconds left to optimize the second objective.

In summary two excesses must be avoided when selecting your set of constraints:

- adding too many constraints will lead to a model for which LocalSolver finds no solution (the status of the returned solution is ‘’infeasible’‘) or for which moving from a feasible solution to another is very difficult, resulting in a very high rate of infeasible moves.
- turning too many constraints into objectives will lead to a model without any structure, whereas one of the strengths of LocalSolver is to perform moves preserving the feasibilty and thus “making sense”.

## Define your objective function¶

Thanks to LocalSolver operators, you can easily write your objective function
possibly with conditions (ternary conditional operator `iif`

) and highly non
linear terms (product, max, square root, etc.).