First
location models were oriented to the private sector where spatial
efficiency was essential, and therefore median criteria
were used. Later on, problems arising in the public sector would
require locating fairly, and therefore centrum criteria
were used, oriented to optimizing the situation for the worst
served user. Other criteria, such as complete coverage, in
which all users are located within an acceptable distance from the
service, or multicriteria formulations, which incorporate
several objectives in the same model, addressed equality in the
services accessibility from different points of view. In fact, the
progressive increasing of the public sector in the last years has
generated a vast debate about equity in location, both from
the conceptual and the strategic point of view (how to
characterize it? which is the most appropriate criterium?), from
the applied point of view (designing models arising in real
situations) and from an algorithmic and computational face.
On the
other hand, none of the aforementioned models captures the spatial
dispersion of users with respect to the service, which is a
relevant issue in order to analyze which is the location that
offers the most equitable access for its users. Thus, the
incorporation of equity in location has been based on designing a
set of specific criteria oriented to evaluating the dispersion of
the distance distribution. Those are called Equity Criteria,
or more formally, Equality Criteria, in the sense that they
integrate the concept of “equity” into that of the “equality” of
the relative location of users from services. These criteria are
formulated via objective functions that quantify the variability
of such a distribution so that it is minimized.
One could
say that it was in the paper Equity measurement in facility
location analysis: a review and framework (European Journal of
Operational Research 74, 1994) where Marsh and Schilling collected
these criteria (which came from different scientific areas) and
gave them structural and formal elements, thanks to which they
were added to Location Theory. In this collection we underline the
following criteria: variance, absolute median deviation, absolute
maximum deviation, sum of absolute difference pairs, variation
coefficient, range and Lorenz (the latter specially differs from
the others). The reason for mentioning these criteria is: a) for
they are the most used in real applications, and b) for they have
been the focuses of the LOGRO group. Actually, even though they
are dispersion measures, and the optimization problems they
generate are of minimization, Lorenz criterium (based on
the curve of the same name, also called concentration curve) gives
rise to a maximization problem. A Lorenz curve example is
shown in the picture below. The curve is always below the
diagonal, and the corresponding criterium is formulated by
quantifying the area between the Lorenz curve and the abscise
axis, resulting this way in a maximization model which aims at
achieving the Equidistribution.
Within the research line in equity in location, the
LOGRO group has incorporated the aforementioned criteria in
different models, each of them designed according to its own
elements, specially insisting in those that are formulated over a
graph like space, which is adequate to model problems whose
spatial context is a transport network. The works developed by the
group address, from the equity point of view, simple location
problems (only one service) and multiple location problems,
punctual service locations (which can be considered as a point)
and dimensional location problems (structures), with known demand
(deterministic) and with uncertain demand hypotheses.
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