April 17, 2023
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Order batching problems: Taxonomy and literature review

Publicated to: EUROPEAN JOURNAL OF OPERATIONAL RESEARCH. 313 (1): 1-24 - 2024-02-16 313(1), DOI: 10.1016/j.ejor.2023.02.019

Authors:

Pardo, Eduardo G; Gil-Borras, Sergio; Alonso-Ayuso, Antonio; Duarte, Abraham
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Affiliations

Univ Politecn Madrid, Dept Sistemas Informat, Madrid, Spain - Author
Univ Rey Juan Carlos, Dept Informat & Estadist, Mostoles, Spain - Author
Univ Rey Juan Carlos, DSLAB CETINIA, Alcorcon, Spain - Author
Universidad Politécnica de Madrid - Author
Universidad Rey Juan Carlos - Author
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Abstract

Order Batching is a family of optimization problems related to the process of picking items in a warehouse as part of supply chain management. Problems classified into this category are those whose picking policy consists of grouping the orders received in a warehouse into batches, prior to starting the picking process. Once the batches have been formed, all items within the same batch are picked together on a single picking route. In this survey we review the optimization problems known in this family, focusing on manual picking systems and rectangular-shaped warehouses with only parallel and cross aisles, which is the most common warehouse configuration in the literature. First, we identify the decisions within the strategic, tactical, and operational levels that influence the picking task. Then, we characterize the optimization problems belonging to this family, whose objective function might differ. The identified problems are classified into a taxonomy proposed in this paper, which is designed to host future problems within this family. We also review the most outstanding papers by category and the strategies and algorithms proposed for the most relevant activities: batching, routing, sequencing, waiting, and assigning. To conclude, we outline the open issues and future paths of the topic under study.
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Keywords

ant colony optimizationmultiple pickersorder batchingorder pickingpicking systemssequencing problemtabu searchthroughput timetravel-time estimationwarehousingwave pickingzone pickingOrder batchingOrder pickingSupply chain managementVariable neighborhood searchWarehousing

Quality index

Bibliometric impact. Analysis of the contribution and dissemination channel

The work has been published in the journal EUROPEAN JOURNAL OF OPERATIONAL RESEARCH due to its progression and the good impact it has achieved in recent years, according to the agency WoS (JCR), it has become a reference in its field. In the year of publication of the work, 2024 there are still no calculated indicators, but in 2023, it was in position 14/106, thus managing to position itself as a Q1 (Primer Cuartil), in the category Operations Research & Management Science.

Independientemente del impacto esperado determinado por el canal de difusión, es importante destacar el impacto real observado de la propia aportación.

Según las diferentes agencias de indexación, el número de citas acumuladas por esta publicación hasta la fecha 2026-04-25:

  • WoS: 24
  • Scopus: 32
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Impact and social visibility

From the perspective of influence or social adoption, and based on metrics associated with mentions and interactions provided by agencies specializing in calculating the so-called "Alternative or Social Metrics," we can highlight as of 2026-04-25:

  • The use of this contribution in bookmarks, code forks, additions to favorite lists for recurrent reading, as well as general views, indicates that someone is using the publication as a basis for their current work. This may be a notable indicator of future more formal and academic citations. This claim is supported by the result of the "Capture" indicator, which yields a total of: 74 (PlumX).

It is essential to present evidence supporting full alignment with institutional principles and guidelines on Open Science and the Conservation and Dissemination of Intellectual Heritage. A clear example of this is:

  • Assignment of a Handle/URN as an identifier within the deposit in the Institutional Repository: https://oa.upm.es/85977/

As a result of the publication of the work in the institutional repository, statistical usage data has been obtained that reflects its impact. In terms of dissemination, we can state that, as of

  • Views: 360
  • Downloads: 316
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Leadership analysis of institutional authors

There is a significant leadership presence as some of the institution’s authors appear as the first or last signer, detailed as follows: First Author (GARCIA PARDO, EDUARDO) .

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