A problem objective is used to specify the overall goal of the
project prioritization problem.
Here, the maximum targets met objective seeks to find the set of actions
that maximizes the total number of features (e.g. populations, species,
ecosystems) that have met their persistence targets within a
pre-specified budget. Let \(I\) represent the set of conservation
actions (indexed by \(i\)). Let \(C_i\) denote the cost for funding
action \(i\), and let \(m\) denote the maximum expenditure (i.e. the
budget). Also, let \(F\) represent each feature (indexed by \(f\)),
\(W_f\) represent the weight for each feature \(f\) (defaults to one
for each feature unless specified otherwise), \(T_f\) represent the
persistence target for each feature \(f\), and \(E_f\) denote the
probability that each feature will go extinct given the funded
conservation projects.
To guide the prioritization, the conservation actions are organized into
conservation projects. Let \(J\) denote the set of conservation projects
(indexed by \(j\)), and let \(A_{ij}\) denote which actions
\(i \in I\) comprise each conservation project
\(j \in J\) using zeros and ones. Next, let \(P_j\) represent
the probability of project \(j\) being successful if it is funded. Also,
let \(B_{fj}\) denote the enhanced probability that each feature
\(f \in F\) associated with the project \(j \in J\)
will persist if all of the actions that comprise project \(j\) are funded
and that project is allocated to feature \(f\).
For convenience,
let \(Q_{fj}\) denote the actual probability that each
\(f \in F\) associated with the project \(j \in J\)
is expected to persist if the project is funded. If the argument
to adjust_for_baseline
in the problem
function was set to
TRUE
, and this is the default behavior, then
\(Q_{fj} = (P_{j} \times B_{fj}) + \bigg(\big(1 - (P_{j} B_{fj})\big)
\times (P_{n} \times B_{fn})\bigg)\), where n
corresponds to the
baseline "do nothing" project. This means that the probability
of a feature persisting if a project is allocated to a feature
depends on (i) the probability of the project succeeding, (ii) the
probability of the feature persisting if the project does not fail,
and (iii) the probability of the feature persisting even if the project
fails. Otherwise, if the argument is set to FALSE
, then
\(Q_{fj} = P_{j} \times B_{fj}\).
The binary control variables \(X_i\) in this problem indicate whether
each project \(i \in I\) is funded or not. The decision
variables in this problem are the \(Y_{j}\), \(Z_{fj}\), \(E_f\),
and \(G_f\) variables.
Specifically, the binary \(Y_{j}\) variables indicate if project \(j\)
is funded or not based on which actions are funded; the binary
\(Z_{fj}\) variables indicate if project \(j\) is used to manage
feature \(f\) or not; the semi-continuous \(E_f\) variables
denote the probability that feature \(f\) will go extinct; and the
\(G_f\) variables indicate if the persistence target for feature
\(f\) is met.
Now that we have defined all the data and variables, we can formulate
the problem. For convenience, let the symbol used to denote each set also
represent its cardinality (e.g. if there are ten features, let \(F\)
represent the set of ten features and also the number ten).
$$
\mathrm{Maximize} \space \sum_{f = 0}^{F} G_f W_f \space
\mathrm{(eqn \space 1a)} \\
\mathrm{Subject \space to}
\sum_{i = 0}^{I} C_i \leq m \space \mathrm{(eqn \space 1b)} \\
G_f (1 - E_f) \geq T_f \space \forall \space f \in F \space
\mathrm{(eqn \space 1c)} \\
E_f = 1 - \sum_{j = 0}^{J} Z_{fj} Q_{fj} \space \forall \space f \in F
\space \mathrm{(eqn \space 1d)} \\
Z_{fj} \leq Y_{j} \space \forall \space j \in J \space \mathrm{(eqn \space
1e)} \\
\sum_{j = 0}^{J} Z_{fj} \times \mathrm{ceil}(Q_{fj}) = 1 \space \forall
\space f \in F \space \mathrm{(eqn \space 1f)} \\
A_{ij} Y_{j} \leq X_{i} \space \forall \space i \in I, j \in J \space
\mathrm{(eqn \space 1g)} \\
E_{f} \geq 0, E_{f} \leq 1 \space \forall \space b \in B \space
\mathrm{(eqn \space 1h)} \\
G_{f}, X_{i}, Y_{j}, Z_{fj} \in [0, 1] \space \forall \space i \in I, j
\in J, f \in F \space \mathrm{(eqn \space 1i)}
$$
The objective (eqn 1a) is to maximize the weighted total number of the
features that have their persistence targets met.
Constraints (eqn 1b) calculate which persistence targets have been met.
Constraint (eqn 1c) limits the maximum expenditure (i.e. ensures
that the cost of the funded actions do not exceed the budget).
Constraints (eqn 1d) calculate the probability that each feature
will go extinct according to their allocated project.
Constraints (eqn 1e) ensure that feature can only be allocated to projects
that have all of their actions funded. Constraints (eqn 1f) state that each
feature can only be allocated to a single project. Constraints (eqn 1g)
ensure that a project cannot be funded unless all of its actions are funded.
Constraints (eqns 1h) ensure that the probability variables
(\(E_f\)) are bounded between zero and one. Constraints (eqns 1i) ensure
that the target met (\(G_f\)), action funding (\(X_i\)), project funding
(\(Y_j\)), and project allocation (\(Z_{fj}\)) variables are binary.