| Literature DB >> 32836615 |
Maciel M Queiroz1, Dmitry Ivanov2, Alexandre Dolgui3, Samuel Fosso Wamba4.
Abstract
The coronavirus (COVID-19) outbreak shows that pandemics and epidemics can seriously wreak havoc on supply chains (SC) around the globe. Humanitarian logistics literature has extensively studied epidemic impacts; however, there exists a research gap in understanding of pandemic impacts in commercial SCs. To progress in this direction, we present a systematic analysis of the impacts of epidemic outbreaks on SCs guided by a structured literature review that collated a unique set of publications. The literature review findings suggest that influenza was the most visible epidemic outbreak reported, and that optimization of resource allocation and distribution emerged as the most popular topic. The streamlining of the literature helps us to reveal several new research tensions and novel categorizations/classifications. Most centrally, we propose a framework for operations and supply chain management at the times of COVID-19 pandemic spanning six perspectives, i.e., adaptation, digitalization, preparedness, recovery, ripple effect, and sustainability. Utilizing the outcomes of our analysis, we tease out a series of open research questions that would not be observed otherwise. Our study also emphasizes the need and offers directions to advance the literature on the impacts of the epidemic outbreaks on SCs framing a research agenda for scholars and practitioners working on this emerging research stream.Entities:
Keywords: Adaptation; COVID-19; Digitalization; Epidemic outbreaks; Influenza; Pandemic; Preparedness; Recovery; Resilience; Ripple effect; Structured literature review; Supply chain; Sustainability
Year: 2020 PMID: 32836615 PMCID: PMC7298926 DOI: 10.1007/s10479-020-03685-7
Source DB: PubMed Journal: Ann Oper Res ISSN: 0254-5330 Impact factor: 4.820
Research protocol
| Research protocol | Details description |
|---|---|
| Research databases: | Scopus Database, ScienceDirect (Elsevier), Emeraldinsight (Emerald), Wiley Online Library (Wiley), Taylor & Francis Online (Taylor & Francis), Springer Link (Springer), Inderscience, and Informs PubsOnline |
| Publication type: | Peer-review journals (indexed by Scopus) |
| Language: | We considered only papers written in English |
| Date range: | The range period for consideration was 2003–2020 (March 22) |
| Search fields: | Titles, abstracts, and keywords |
| Search terms: applied in Titles in Scopus Database and in Titles, Abstracts, and Keywords in the other databases | (“outbreak*” OR “pandemic*” OR “epidemic*” OR “disease*” AND “humanitarian operati*” OR “humanitarian relief*” OR “suppl* Chain*” OR “logistic*”) |
| Criteria for inclusion | Papers that presented some outbreak in a logistics/SC context |
| Criteria for exclusion | Papers that presented outbreak discussion purely without protagonism of the logistics/SC, and review papers |
| Data extraction | We used an R-tool software Bibliometrix and the qualitative software MAXQDA |
| Data analysis and synthesis | Supported by the Bibliometrix and MAXQDA, we performed a content analysis approach |
Fig. 1Research protocol to the SLR
Articles published by the journal
| Sources | Articles |
|---|---|
| European Journal of Operational Research | 4 |
| Annals of Operations Research | 3 |
| Journal of the Operational Research Society | 2 |
| Manufacturing and Service Operations Management | 2 |
| American Journal of Medicine | 1 |
| CHEST | 1 |
| Computers and Industrial Engineering | 1 |
| Computers and Operations Research | 1 |
| Influenza and Other Respiratory Viruses | 1 |
| International Journal of Integrated Supply Management | 1 |
| International Journal of Mathematics in Operational Research | 1 |
| International Journal of Production Research | 1 |
| International Journal of Systems Science: Operations and Logistics | 1 |
| Journal of Applied Poultry Research | 1 |
| Journal of Emergency Management | 1 |
| Journal of Humanitarian Logistics and Supply Chain Management | 1 |
| Management Science | 1 |
| Networks and Spatial Economics | 1 |
| Operations Research | 1 |
| PLOS Computational Biology | 1 |
| Production and Operations Management | 1 |
| Promet - Traffic - Traffico | 1 |
| Socio-Economic Planning Sciences | 1 |
| The Lancet | 1 |
| Transportation Research Part E | 1 |
Fig. 2Word dynamics (keywords plus) per year
Fig. 3Conceptual structure map
Content analysis categorization
| References | Outbreak/disease reported | Purpose | Main method/Theoretical approach | Supply chain/Logistics/Operations implications |
|---|---|---|---|---|
| Rachaniotis et al. ( | Influenza | Proposing a deterministic scheduling model for resources allocation | Simple deterministic SIR model/Case study | Management of the scarce resources considering multiple member’s demands is too complicated. A deterministic model can support the strategies and policies to manage limited resources |
| Liu and Zhang ( | Influenza | Development of a logistics model to medical resources allocation considering different members of the SCs | Mixed-integer programming/FPEA model/Susceptible-exposed infectious-removed (SEIR)/Numerical example | The authors integrated a time-series demand approach model with logistics planning considering orders, shipping, and resource allocation. Thus, it found a significant minimization of the forecast error, reflecting improvements in the SCs |
| Mamani et al. ( | Influenza | Analysis of the vaccine allocation inefficiency and contractual mechanism model proposing (vaccine procurement decisions) in SCs | Hybrid epidemic model/Game theory/Numerical experiments | Imbalance in the integrated and coordinated global SCs vaccines impacts on the shortfall or excess, and thus on the SC costs. Therefore, the utilization of the coordinated contract could generate benefits (e.g., costs and shortages reduction) |
| Büyüktahtakın et al. ( | Ebola | Proposing a logistics epidemic model to controlling Ebola epidemic, considering the location of the resource | Mixed-integer programming (MIP) model/Case study/Secondary data (WHO) | Introduction and validation of an optimized epidemics logistics model to resource allocation in the SCs, considering the constraints of the treatment centers. In addition, the model provides useful information while taking into consideration the geographical parameters, the dynamics of the infected in different regions and the impact on resources allocation |
| Majić et al. ( | Influenza | Analysis of the airport infrastructure and logistics procedures for the distribution of medicaments | Secondary data analysis (WHO) | The logistics infrastructure plays a fundamental role to refrain the epidemic, but the infrastructure has huge challenges. Besides, rigorous quality control is needed to handle the medicaments safely |
| Shamsi et al. ( | Epidemic/outbreak control | Development of a model based on an option contract to enhance supply vaccines (procurement) and minimize the social costs | SIR epidemic model/Stackelberg game model/Non-linear programming/Numerical experiments | The option contract model can help the suppliers to establish the optimal values of the vaccines demanded, as well as the buyer’s forecasting, thus leading to the minimization of procurement and social costs |
| Anparasan and Lejeune ( | Cholera | Proposing a novel Haddon Matrix to support the response to the epidemics | Literature review/Haddon Matrix | A framework that provides useful insights into humanitarian logistics operations at all stages (pre-event/response/post-event |
| Bogoch et al. ( | Ebola | Analysis of the Ebola diffusion by international air travelers and the airport’s infrastructure role to combat it | Secondary data analysis (WHO, World Bank, US Centers for Disease Control and Prevention) | Executing the passengers screening in the airport of origin seems an efficient method; however, the logistics infrastructure can be a limitation |
| Anparasan and Lejeune ( | Cholera | Development of a data-driven model based on data set to support epidemic control policies and emergency health response | Secondary data analysis (WHO, Centers for Disease Control and Prevention (CDC), and Ministry of Health and Population of Haiti (MSPP))/Integer linear programming | The data-driven analysis enables robust SC models for resource allocations and emergency response, while empowering the medical staff in an integrated and coordinated chain |
| Muggy and Heier Stamm ( | Cholera | Proposing two models for humanitarian SCs response, considering the distance and congestion to individual decisions related to facility locations to supplies/services | Beneficiary decision model/Centralized planner’s model/Network congestion games/Player-facility-specific congestion weights problem (PFSCWP)/Secondary data | The authors showed that the proposed models could support post-disaster response (cholera control in this case) by supporting the public health SC’s, especially in the resource allocation. The models showed the importance to consider the effects of the individuals’ behavior in humanitarian SCs to pursue the optimality of the network |
| Parvin et al. ( | Malaria | Development of a methodology for the distribution of drugs while considering the strategic and tactical aspects of a three-tiers health system | Stochastic programming/Cluster/Markov decision/Case study | The models showed that efficient transportation planning can contribute to significantly reducing costs and shortages. However, implementation is severely impeded by challenges like the lack of communication, weak government efforts and engagement, and poor logistics infrastructure |
| Savachkin and Uribe ( | Influenza | Proposing a drug distribution model by considering dynamic strategies (redistribution of the resources, considering the pandemic behavior) | Simulation/Optimization model | The proposed model can redistribute medicaments in a dynamic way, taking into account the progress of the outbreak. The model also considers logistics factors (costs, distance, resources availability etc.) and the progression of the pandemic |
| Dasaklis et al. ( | Smallpox | Proposing a model for responding to smallpox through SC emergency, considering a large-scale vaccination scenario | Linear programming/Numerical experiment | The configuration and operationalization of howemergency network response impacts directly on the outbreak control, and consequently, in the entire activities (social and economics). A model was developed, taking into consideration two stages (i. pandemic progress; ii. the distribution model). The authors point out the influence of the resources available to control the epidemics |
| Bóta et al. ( | Epidemic/outbreak control | Proposing a network structure to vehicle trip considering the patterns of the number of passengers | Simulation/Secondary data/Case study/SIR model | Identification of the infectious vehicle trip network could support logistics and SC strategies for planning the distribution and avoiding risky trips. The authors proposed a model that promotes the identification of a public system that is the most propensity to transport passengers contaminated |
| Liu et al. ( | Influenza | Proposing an epidemic logistics model for controlling H1N1, based on the Büyüktahtakın et al. ( | Mixed-integer non-linear programming model (MINLP)/Case study | The proposed model found similarities and contrasts with the model proposed by Büyüktahtakın et al. ( |
| Tao et al. ( | Epidemic/outbreak control | Development of a vaccination distribution model, considering an intermediate optimal solution | Stochastic-SIR model/Simulation | The logistics resources available can determine an intermediate solution as the “best”, in view of the high constraints of the logistics resources |
| Ekici et al. ( | Influenza | Modeling food distribution planning to combat the influenza pandemic | Agent-based continuous-time stochastic model/Mixed integer linear programming/Heuristics development | The model showed proof of robustness to support food demand planning in the network, facility location and resource allocation/distribution. Also, the authors found that voluntary quarantine can help several industries to cope with capacity issues. For instance, food distribution facilities and SCs could operate by almost half of their capacity |
| Sun et al. ( | Influenza | Development of optimization models for patient and resources allocation | Optimization models/Case study | The proposed models can help the logistics and SC health-care systems to plan and manage resources efficiently. Besides, the models can help decision-makers to avoid resources shortage |
| Enayati and Özaltın ( | Influenza | Proposing a vaccine distribution model considering the minimization of the vaccines necessary to contain the pandemic and equity criteria to coverage subgroups | Mathematical programming model/Exact discretization with multiparametric disaggregation method | The proposed model can support public health decision-makers concerning vaccine storage logistics to control outbreaks. The policies to vaccine allocation reflect directly in the resource allocation efficiency. Moreover, policies for an equitable vaccination coverage can positively influence outbreak elimination |
| Cruz et al. ( | Influenza | Reporting the logistics challenges in the public health response, while considering international cooperation and support to response to the outbreak | Case study | The logistics activities play an essential role in providing an effective intervention in epidemic/outbreaks control. While logistics can fundamentally contribute to response quality, international logistics cooperation plays an essential role in the response process |
| Anparasan and Lejeune ( | Cholera | Proposing a model for epidemic response, considering the resources constraints (size, number, location of the facilities, staff, transportation, etc.) | Secondary data (Ministry of Health and Population of Haiti, WHO, Centers for Disease Control and Prevention)/Algorithm/Integer linear programming/Framework | The proposed model is capable of capturing the particularities of the country’s limited supply resources and to better help decision-makers to configure resource allocation to respond effectively to an epidemic. The model can also establish several types of resources (number of facility location, staff, transportation, patients to treatment, etc.) |
| Long et al. ( | Ebola | Development of an optimized model that operates at two levels: i) assign treatment units in regions; ii) compare four strategies to programming the units the affected locals | Heuristic/Myopic linear programming/Estimation–optimization/Approximate dynamic programming algorithm | Resource optimization contributes directly to epidemic control and thus to saving more lives. The authors highlight a resource allocation strategy that relies on anticipating future cases, known as forward-looking. Based on data, this strategy can render resource allocation dynamically attractive |
| Chick et al. ( | Influenza | Proposing an optimized model for SC vaccines dynamics, considering the coordination between contractual actors | Game theory/Optimization | The lack of coordination between the actors (government and manufacturers) can undermine the entire system and bring about vaccines shortfalls. According to the authors, while the global social optimum is hard to achieve, a contract based on cost-sharing between the parties (government and manufacturers) can impulse an optimum social accomplishment |
| Einav et al. ( | Epidemic/outbreak control | Development of insights to support efficient response to pandemic and disasters | Panel | The OSCM capabilities are critical for an effective care response. Resource distribution strategies are fundamental for an adequate response due as the demand seems higher than the available capacity. Besides, distance may appear as a barrier to logistics |
| Orenstein and Schaffner ( | Influenza | Presentation of the lessons learned about the Influenza logistics and SC management, considering the vaccines production, distribution, and management | Conceptual | The logistics and SCs are decisive in supporting public health humanization. However, these activities need full ownership by policymakers to avoid shortages |
| Wang et al. ( | Epidemic/outbreak control | Development of an emergency model for supply networks that takes into account the latent period influence in the demand during the epidemic | Multi-objective stochastic programming model/SEIR epidemic diffusion model/Optimization/Genetic algorithm/Monte Carlo simulation/Numerical example | To develop optimal solutions for the emergency medicine distribution, latent periods exert a huge constraint, causing delays and amplifying the uncertainty. One strategy to be considered is the allocation of the materials by employing collaboration between areas, in an integrated way |
| Hessel ( | Influenza | Discussion for vaccines SC planning, production and distribution, with related challenges | Conceptual | The fight against the pandemic requires a high-level involvement of policymakers in the entire SCs to plan and develop the required logistics capabilities at all stages. Thus, all members of the OSCM should operate in an integrated model with the governments |
| Paul and Venkateswaran ( | Epidemic/outbreak control | Proposing policies for mitigating the effects of the epidemic while considering deep uncertainty | Exploratory modelling and analysis (EMA) methodology/Machine learning/Scenario discovery/Supply shortage model | The SC plays a fundamental role in the epidemic’s control by ensuring an adequate flow of medicaments and minimizing shortages. In this regard, the period covered by the epidemic can be influenced by the SC activities, especially in relation to resources shortages |
| Khokhar et al. ( | Influenza | Analysis of the SC distribution of the chicken meat and its influence on the spreading of H7N9 | Secondary data (China Animal Industry Yearbook/China’s Center for Disease Control and Prevention/China National Health and Family Planning Commission) | The suppliers and retailers need to work in a more integrated model. Cutting-edge technology systems can cope with this challenge. For instance, all SC members (including governments) can put in more traceability measures |
| Ivanov ( | Coronavirus (COVID-19) | Prediction of the impacts of epidemic outbreak on SCs | Case study/Simulation | The epidemic outbreaks exert a destructive effect on SCs. The development of strategies to predict such impacts in different time horizons can support the performance of the SC and mitigate any adverse effects. A simulation is a powerful approach as it enables us to compare wrong and successful elements in the SC response plan |
| Ivanov and Dolgui ( | Coronavirus (COVID-19) | Discussion and analysis of the intertwined supply network, considering survivability and resilience in the COVID-19 context | Conceptual/Game-theoretical model | The COVID-19 outbreak is forcing supply networks operate with different and robust resilience approaches. The paper indicates that intertwined supply networks (highly interconnected and resilient networks) need to be viable to guarantee long-term survivability effects, especially in exceptional events |
| Ivanov and Das ( | Coronavirus (COVID-19) | Investigation of the SC resilience in a COVID-19 disruption scenario | Simulation | The full range of COVID-19 disruptions in SCs remains unknown. In this paper, the auhtors provide valuable and unique insights to better mitigate risks related to the COVID-19 and reinforce resilience to the pandemic. They further highlight the value of creating flexible, redundant and real-time SCs in order to dynamically realocate demand and supply |
Analysis of papers by a content analysis approach
| Epidemic/outbreak reported | Number of papers | Percentage |
|---|---|---|
| Influenza | 14 | 43.75 |
| Epidemic/outbreak control | 6 | 18.75 |
| Cholera | 4 | 12.50 |
| Ebola | 3 | 9.38 |
| Coronavirus (COVID-19) | 3 | 9.38 |
| Malaria | 1 | 3.13 |
| Smallpox | 1 | 3.13 |
| Total | 32 | 100.00 |
Proposed research agenda for investigating the effects of epidemic outbreaks on SCs
| Literature gap | Open research questions (ORQ) and opportunities | Related literature | Cluster | Examples of OR/OM/miscellaneous approaches to support the ORQ |
|---|---|---|---|---|
| Models for sustainable operations in vulnerable SCs due to the epidemic outbreak. Development of sustainable SCs and production systems | How can sustainable operations models assist vulnerable SCs, especially in the developing economies, to minimize the supply effects (e.g., shortages, abusive prices)? | Sarkis ( | Modeling | Mixed-integer linear programming Game theory Dynamic capabilities |
| Circular economy (CE) to mitigate the insufficient supply and production capacities | How could CE contribute to minimizing the effects of the production and supply shortages in global SCs? | Chiappetta Jabbour et al. ( | Modeling | Complexity theory Systems dynamics |
| New optimization models for resource allocations in dynamically changing environments with consideration of smart cities | How can smart cities promote new resource allocation models to support the dynamic allocation in epidemic epicenters? | Israilidis et al. ( | Modeling | Robust optimization Stochastic programming |
| Optimized response of humanitarian operations | How can the global SCs prepare and maintain a flexible humanitarian operation response plan to a pandemic crisis anywhere in the world? | Baidya and Bera ( | Modeling | Systems dynamics Mixed-integer linear programming Sociotechnical systems |
| Home care drones to minimize the transportation lead-time in essential medical supplies | How can drones be used to provide a prompt response in the supply network (distribution centers, hospitals, home) so as to transport medical samples and medicaments to quarantined people? | Pulver and Wei ( | Modeling | Bayesian networks Markov chains Petri nets Dynamic capabilities |
| New and severe disruption effects on SCs | What are the worst and most severe disruption effects on SCs that lead to a ripple effect amplification? | Ivanov ( | Modeling/organizational | Agent-based simulation Discrete-event simulation Organizational information processing theory |
| Co-benefits generated from the harmful effects of the epidemic outbreaks in SCs | What co-benefits can be brought from negatively impacted SCs within the society and within organizations? For instance, water pollution minimization, CO2 emissions, etc. | Cao et al. ( | Organizational | Agent-based simulation Discrete-event simulation Knowledge-based systems |
| Cannibalization of global SCs (e.g., countries fighting for medical supplies) | How does the cannibalization of global SCs create an impact in the short and long-term perspectives? What is the role of resilience in minimizing the impact of cannibalization? | Euronews ( | Organizational | Systems dynamics Discrete-event simulation Contingency theory |
| Relocalization of manufacturing firms and the impact on outsourcing strategies | What are the effects of relocating manufacturing firms (e.g., coming back to or leaving China)? | Forbes ( | Organizational | Discrete-event simulation Systems dynamics Dynamic programming Resource-based view |
| Investigation of the blockchain’s contribution in the minimization of the impacts of epidemic outbreaks on SCs | How can blockchain technologies support a responsive traceability system to avoid or mitigate the effects of shortages on SCs? | Dubey et al. ( | Technology | Complexity theory Reliability theory Dynamic capabilities |
| Review of artificial intelligence (AI) techniques to support SC models in epidemic contexts | How can AI techniques contribute to developing responsive SC models in epidemics scenarios? | Fragapane et al. ( | Technology | Systems dynamics Discrete-event simulation Organizational resilience |
| 3D printing to replace the missing suppliers | What are the main applications of 3D printing to replace urgent missing supplies during an epidemic outbreak? e.g., Personal Protective Equipment (PPE), mechanical ventilators to combat COVID-19, among others | Beltagui et al. ( | Technology | Complexity theory Systems dynamics Diffusion of innovation theory |
Fig. 4Emerging research agenda on OSCM under pandemics and epidemic outbreaks
Categorization for SC resilience to epidemic outbreaks
| Category | Components |
|---|---|
| Systems | Structures, resources, capacities, interactions (responses, coordination) |
| Process | Distribution, transportation, procurement, production, resources allocation, flexibility |
| Control | Inventory control, sourcing control, manufacturing control, resilience as KPI in optimization models |
| Recovery | Manufacturing production, human labor, transportation network, suppliers, production flexibility |