Resource scheduling and monitoring

• US 9,406,052 B2
• Filed: 09/23/2014
• Issued: 08/02/2016
• Est. Priority Date: 10/23/2003
• Status: Active Grant

• Current Assignee: Kenneth B. Lakritz, Michael J. Frankston
• Original Assignee: Kenneth B. Lakritz, Michael J. Frankston
• Inventors: Lakritz, Kenneth B., Frankston, Michael J.
• Primary Examiner(s): Singh, Gurkanwaljit
• Application Number:
  US14/494,009
• Publication Number:
  US 20150142493A1
• Time in Patent Office: 679 Days
• Field of Search: None
• US Class Current: 1/1
• CPC Class Codes: G06F 9/46 Multiprogramming arrangements
• CPC Class Codes: G06F 9/4881 Scheduling strategies for dispatcher, e.g. round robin, multi-level priority queues
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/06312 Adjustment or analysis of established resource schedule, e.g. resource or task levelling, or dynamic rescheduling
• CPC Class Codes: G06Q 10/06314 Calendaring for a resource
• CPC Class Codes: G06Q 10/06315 Needs-based resource requirements planning or analysis
• CPC Class Codes: G06Q 10/1093 Calendar-based scheduling for persons or groups
• CPC Class Codes: G16H 10/60 for patient-specific data, e.g. for electronic patient records
• CPC Class Codes: H04L 41/00 Arrangements for maintenance, administration or management of data switching networks, e.g. of packet switching networks

Abstract

A resource scheduling system includes a set of resources and associated resource attributes, a representation of resource demands, and a scheduling module for generating a schedule of resource utilization. The representation of resource demands and availability may include information about time slots, calendars, and shifts. A slot is a representation of a demand for one or more individual item. A calendar is a representation of dates when resources are needed. Each shift represents a set of time intervals of resource demands. Additionally, the system keeps track of individual resource availability and preferences and attempts to create a resource utilization schedule that satisfies all constraints generated based on the time slots, calendars, shifts, and resource schedules.

Claims

1. A computer apparatus for implementing a resource scheduling system comprising:

a memory structured to enable accessing stored scheduling parameters for optimized scheduling of resources, the scheduling parameters including;

a set of resources, each resource having any number of associated user-defined attributes,

at least one calendar having a user-specified plurality of temporal intervals representing a pattern of user-specified dates, for utilizing resources,

at least one shift, each shift including a user defined pattern of time periods representing a recurring pattern of time periods for resource utilization,

at least one slot representing resource demand, resource demand being demand for one or more individual resources of the set of resources during at least one user selected shift of the at least one shifts, and

a set of natural language resource constraints of the resources in the set based on the at least one resource and the at least one slot, the natural language resource constraints generated by a user;

an automatic calendar generator configured to create a calendar for resource scheduling based on the at least one calendar in memory;

a resource manager configured to select a shift from the at least one shift in memory, the resource manager further configured to allocate the selected shift to a time interval of the created calendar, the shift comprising slots representing resource demand for the time interval of the created calendar;

a scheduling processor configured to assign resources from the set of resources in the memory to the shift slots by accessing the memory to apply the set of natural language resource constraints to;

(i) attributes of each resource of the set of resources and (ii) attributes of the shift, to determine the resources that optimally fulfill the respective resource demands of each shift slot, the applying of the set of natural language resource constraints include;

(a) eliminating the natural language resource constraints that have no effect on the assigning and assigning resources to the shift slots based on remaining natural language resource constraints, and

(b) automatically modifying the remaining natural language resource constraints based on attributes of the set of resources and attributes of the shift, such that applying the modified resource constraints optimize the assigning of the resources to the shift slots;

wherein the scheduling processor is further configured to;

schedule simultaneously multiple resources of the set of resources, such that the simultaneously scheduled multiple resources fulfill resource demand represented by the shift slots; and

for one resource of the set of resources, allow generation of one schedule of different shifts of one resource for different slots of demand of the one resource; and

a user interface configured to present a graphical user interface as a display and enable the user to define at least one attribute of the stored scheduling parameters with objects, including employees, resources, calendars, shift slots, assignments, and replacements by presenting a range of choices for type of each attribute, the choices being at least one of a defined list of alpha-numeric strings, numeric values having defined numerical limits, or a Boolean operator, and to generate the natural language resource constraints.

2. The computer apparatus of claim 1, wherein the scheduling processor assigns individual resources to instances of demand for resources represented by the at least one slot and the one or more user-defined shifts.

3. The computer apparatus of claim 1, further comprising:

any number of constraints.

4. The computer apparatus of claim 1, wherein the user interface presents a range of choices for each of the at least one additional constraint.

5. The computer apparatus of claim 1, wherein at least one resource of the set of resources has an associated set of time intervals during which the at least one resource is available to be scheduled.

6. The computer apparatus of claim 1, wherein the at least one or more individual resources, the at least one calendar, and the at least one slot are represented as objects.

7. The computer apparatus of claim 6, wherein each object is capable of being switched between active and inactive status.

8. The computer apparatus of claim 6, wherein at least one attribute associated with at least one object is of a numeric type and wherein the scheduling processor calculates accumulated totals of the at least one attribute in a schedule involving the at least one object.

9. The computer apparatus of claim 6, further comprising:

a user interface for creating and specifying objects.

10. The computer apparatus of claim 1, wherein the scheduling processor assigns individual resources to instances of demand for resources represented by the at least one slot.

11. The computer apparatus of claim 1, wherein the scheduling processor generates diagnostic information.

12. The computer apparatus of claim 11, wherein the diagnostic information comprises at least one of the following:

information about conflicts between resource demands, information about resource shortages, information about unavailability of a schedule that satisfies all the resource constraints.

13. The computer apparatus of claim 11, wherein the diagnostic information comprises at least one of the following:

information about utilization of the set of resources, information about patterns of demand, and information about resource availability.

14. The computer apparatus of claim 1, further comprising:

a user interface for editing the at least one calendar.

15. The computer apparatus of claim 1,

wherein the automatic calendar generator generates a new calendar based on the at least one calendar.

16. The computer apparatus of claim 1, further comprising:

a user interface for graphically displaying a match between the at least one slot representing demand for one or more individual resources and availability of the set of resources, using a rectangular array to display time intervals divided among a plurality of classes.

17. The computer apparatus of claim 1, further including a plurality of classes, the plurality of classes comprising one or more of the following classes:

time intervals for which the resource is both available and in demand, time intervals for which said resource is available and not in demand, and time intervals for which the resource is neither available nor in demand.

18. The computer apparatus of claim 1, wherein at least one constraint in the set of resource constraints is an optimization constraint.

19. The computer apparatus of claim 1, wherein at least one constraint in the set of resource constraints is a conditional constraint.

20. The computer apparatus of claim 1, wherein the scheduling processor modifies the set of resource constraints by:

(i) replacing each doubly negated clause with a logically equivalent positive clause, and (ii) adding to the set of resource constraints one or more logically equivalent contrapositive constraints for each conditional constraint.

21. The computer apparatus of claim 20, wherein the scheduling processor uses constraint propagation for generating the schedule of resources of the set of resources assigned to demands for resources.

22. The computer apparatus of claim 21, wherein the scheduling processor generates a list of requirement slots and assigns resources to as many as possible of the requirement slots.

23. The computer apparatus of claim 1, wherein the scheduling processor generates a partial schedule satisfying a subset of the resource constraints.

24. The computer apparatus of claim 1, further comprising:

a user interface for designating a generated schedule as accepted and generating a permanent record of the generated schedule.

25. The computer apparatus of claim 1, wherein the resource manager is an employer.

26. A computer-implemented method for resource utilization scheduling, said method comprising:

in at least one hardware processor;

recording, in a memory structured to enable accessing stored scheduling parameters for optimized scheduling of resources, the scheduling parameters including;

(i) information about a set of resources, each resource having associated user-defined attributes, (ii) at least one shift, each shift including a user defined pattern of time periods representing a recurring pattern of time periods for resource utilization, (iii) at least one slot associated with each shift representing resource demand, resource demand being demand for one or more individual resources of the set of resources during the associated shift, and (iv) any number of natural language resource constraints of the resources in the set based on the resource demand represented by the at least one slot, the natural language resource constraints generated by the user;

storing in the memory at least one calendar having a user-defined plurality of temporal intervals representing a pattern of user-specified dates for utilizing resources in the set of resources;

creating a calendar for resource scheduling based on the at least one calendar in memory;

selecting a shift from the at least one shift in memory, wherein allocating the selected shift to a time interval of the created calendar, the shift comprising slots representing resource demand for the time interval of the created calendar;

generating a schedule by assigning resources from the set of resources in the memory to the shift slots by accessing the memory to apply the set of natural language resource constraints to;

(i) attributes of each resource of the set of resources and (ii) attributes of the shift, to determine the resources that optimally fulfill the respective resource demands of each shift slot, the applying of the set of natural language resource constraints include;

(a) eliminating the natural language resource constraints that have no effect on the assigning and assigning resources to the shift slots based on remaining natural language resource constraints, and

(b) automatically modifying the remaining natural language resource constraints based on attributes of the set of resources and attributes of the shift, such that applying the modified resource constraints optimize the assigning of the resources to the shift slots;

wherein generating the schedule;

schedules simultaneously multiple resources of the set of resources, such that the simultaneously scheduled multiple resources fulfill resource demand represented by the shift slots; and

providing a graphical user interface as a display and enabling the user to define at least one attribute of the stored scheduling parameters with objects, including employees, resources, calendars, shift slots, assignments, and replacements by presenting a range of choices for type of each attribute, the choices being at least one of a defined list of alpha-numeric strings, numeric values having defined numerical limits, or a Boolean operator, and to generate the natural language resource constraints.

27. The computer-implemented method of claim 26, wherein providing the user interface for generating constraints further comprises:

describing resource constraints in a natural language; and

allowing for modification of resource constraint clauses expressed in the natural language.

28. The computer-implemented method of claim 26, wherein generating the resource schedule further comprises:

assigning resources to slots;

propagating constraints; and

backtracking as necessary.

29. The computer-implemented method of claim 26, wherein generating the schedule further comprises:

generating a list of slots; and

assigning the resources to appropriate slots in the list of the slots.

30. The computer-implemented method of claim 26, wherein modifying the resource constraints by:

(i) replacing each doubly negated clause with a logically equivalent positive clause, and (ii) adding to the set of resource constraints one or more logically equivalent contrapositive constraints for each conditional constraint.

31. A non-transitory computer readable medium containing instructions, executed in a processor, for performing the steps of:

storing, in a memory structured to enable accessing stored scheduling parameters for optimized scheduling of resources, the scheduling parameters including;

(i) a set of resources, each resource having any number of associated user-defined attributes, (ii) at least one calendar having a user-defined plurality of temporal intervals representing a pattern of user-specified dates, for utilizing resources in the set, (iii) at least one shift, each shift including a user defined pattern of time periods representing a recurring pattern of time periods for resource utilization, (iv) at least one slot representing resource demand, resource demand being demand for one or more individual resources of the set of resources during at least one user selected shift of the at least one shifts, and (v) a set of natural language resource constraints of the resources in the set based on the at least one calendar and the at least one slot, the natural language resource constraints generated by the user;

creating a calendar for resource scheduling based on the at least one calendar in memory;

selecting a shift from the at least one shift in memory, wherein allocating the selected shift to a time interval of the created calendar, the shift comprising slots representing resource demand for the time interval of the created calendar; and

generating a schedule by assigning resources from the set of resources in the memory to the shift slots by accessing the memory to apply the set of natural language resource constraints to;

(i) attributes of each resource of the set of resources and (ii) attributes of the shift, to determine the resources that optimally fulfill the respective resource demands of each shift slot, the applying of the set of natural language resource constraints include;

(a) eliminating the natural language resource constraints that have no effect on the assigning and assigning resources to the shift slots based on remaining natural language resource constraints, and

(b) automatically modifying the remaining natural language resource constraints based on attributes of the set of resources and attributes of the shift, such that applying the modified resource constraints optimize the assigning of the resources to the shift slots;

wherein generating the schedule;

schedules simultaneously multiple resources of the set of the resources, such that the simultaneously scheduled multiple resources satisfy demands for resources represented by the shift slots; and

presenting a graphical user interface as a display and enabling the user to define at least one attribute of the stored scheduling parameters with objects, including employees, resources, calendars, shift slots, assignments, and replacements by presenting a range of choices for type of each attribute, the choices being at least one of a defined list of alpha-numeric strings, numeric values having defined numerical limits, or a Boolean operator, and to generate the natural language resource constraints.

32. The computer readable medium of claim 31, wherein modifying the resource constraints by:

(i) replacing each doubly negated clause with a logically equivalent positive clause, and (ii) adding to the set of resource constraints one or more logically equivalent contrapositive constraints for each conditional constraint.