Call Window Scheduling for Freight Rail Engineers

Abstract

This study investigates a new approach for scheduling freight rail engineers based on call windows under the Hours of Service (HOS) regulations. Unlike planned trip assignments, call windows specify a time interval during which an engineer may be required to start work, thus providing greater flexibility to handle uncertain trip demand while offering drivers more predictable off-duty periods. Currently in the U.S., all major freight operators require drivers to be available 24/7 outside of mandatory rest periods, raising concerns over workforce fatigue and safety. We formalize the call-window scheduling problem and propose two solution approaches: a Set-covering-type optimization model and a Direct Algorithm. Both aim to maximize demand coverage while minimizing the number of engineers subject to HOS feasibility. Computational experiments for 2-city and 3-city instances with varying call window lengths, maximum delay allowances, and whether to allow deadhead trips show that the Set-covering-type model yields higher demand undercoverage (94.89% and 91.09% for 2-city and 3-city instances, respectively) than the Direct Algorithm (93.96% and 71.83%). It also offers greater rest opportunities and reduced delays. Sensitivity analysis reveals that the upper limit on engineer availability significantly affects all key performance metrics.