Open Problems in the area of Matching Under Preferences

Lead Research Organisation: University of Glasgow
Department Name: School of Computing Science

Abstract

Matching problems span several academic disciplines including Computer Science, Mathematics and Economics. In 2012, the Nobel Prize for Economic Sciences was awarded to Lloyd S. Shapley and Alvin E. Roth for their work in this area.
Matching problems arise when it is necessary to assign one or more sets of entities to each other. Practical applications include the assignment of kidney donors to patients; graduating medical students to hospitals or applicants to campus housing accommodation.
In the case of assigning a set of graduating medical students to a set of hospitals, it is clear that both sets may have preferences over the other. Medical students may have preference over hospitals depending on hospital reputation or recommendation from other students and hospitals may have preference over students due to grades achieved in their studies. A matching in this case may be defined as an assignment of medical students to hospitals such that a medical student is assigned at most once, and hospitals are only assigned as many students as they can hold. Problem instances, such as this, may admit many different matchings and which matching is "best" or optimal depends on the priorities of the matching scheme administrator. It may be a priority to match as many medical students to hospitals as possible, or to maximise the number of medical students who get their first choice hospital, and subject to this, their second choice hospital, and so on.
Over several decades, efficient algorithms have been developed to find different types of optimal matchings. As discussed previously, many of these algorithms are used in real world situations, such as the National Resident Matching Program (NRMP) [2], a matching scheme in the US which matches graduating medical students to hospitals and the National Living Donor Kidney Sharing Scheme (NLDKSS) provided by the NHS which uses an algorithm developed by the University of Glasgow [1] to match kidney donors to kidney patients.
My proposed PhD work focusses on generating new structural and algorithmic results for matching problems with different optimality criteria. A rank-maximal matching is one which maximises the number assigned to their first choice and, subject to this, the number assigned to their second choice, and so on. I will seek new efficient algorithms to enumerate all rank-maximal matchings and find pairs that belong to rank-maximal matchings. Similar opportunities are available for greedy maximum matchings in which the maximum number of people are matched as possible, and subject to this, we optimise on first, second, and third choices, as in rank-maximal matchings. A further optimality criterion, popularity, is defined for matchings in which no other matching is preferred by a majority who have a strict preference between them. New algorithms will be sought to count and enumerate popular matchings with additional optimality criteria and to find pairs belonging to those matchings. By using efficient algorithms to count and enumerate optimal matchings, and to find pairs belonging to them, matching scheme administrators will be given more flexibility in determining a "best possible" matching, in their matching scenario.

References
[1] David F. Manlove and Gregg O'Malley. Paired and Altruistic Kidney Donation in the UK: Algorithms and Experimentation. Experimental Algorithms, 7276:271-282, 2012.
[2] Elliott Peranson and Richard R. Randlett. The NRMP matching algorithm revisited: Theory versus practice. Academic Medicine, 70(6):477-484, 1995.

Publications

10 25 50

Studentship Projects

Project Reference Relationship Related To Start End Student Name
EP/N509668/1 01/10/2016 30/09/2021
1638657 Studentship EP/N509668/1 01/10/2015 01/05/2020 Frances Cooper
 
Description My research to date (February 2018) has focussed on the Student-Project Allocation problem with lecturer preferences over Students including Ties (SPA-ST). In an instance of SPA-ST we have a set of students S, a set of projects P and a set of lecturers L. Each project is supervised by a unique lecturer and each lecturer may supervise one or more projects. Students have a preference list over a subset of projects such that a student may be indifferent between one or more projects on their preference list. Lecturers have similar preference lists over students. Projects and lecturers have capacity constraints indicating their maximum allowed number of allocations. In this scenario we seek to find a stable matching, that is an assignment of students to projects such that there is no student s and lecturer l where s wishes to assign to a project of l's and l would also prefer this change. Finding a maximum sized stable matching in this scenario is NP-hard and so an Integer Programming (IP) formulation was developed and implemented to find maximum stable matchings in instances of SPA-ST. In addition an approximation algorithm was created to find, in polynomial time, a stable matching that was at least 2/3 the size of the maximum stable matching. Experimental results show that the approximation algorithm often far exceeds it's 2/3 bound and is a viable option for instances that are too complex to be solved by an IP (or similar).

(February 2019). In 1962, Gale and Shapley described the Stable Marriage problem (SM) in their seminal paper "College Admissions and the Stability of Marriage". In this setting we have two sets of agents: men and women, where each man has a strictly-ordered preference list over a subset of women and vice versa. We seek a stable matching, that is, an assignment of men to women such that no man-woman pair (who are not currently assigned each other) would prefer to be assigned to each other than their current partners (if any).
Each instance of SM has at least one stable matching, and may indeed have many. Although all stable matchings for an instance have the same size, they may differ greatly in terms of the happiness of individual agents. This motivates us to find a stable matching with additional properties. One such example is a rank-maximal stable matching, which is a stable matching such that the greatest number of men and women gain their first-choice partner, and subject to that, their second choice, and so on. A polynomial-time algorithm for computing such a matching was described by Gusfield and Irving in 1989. However, this algorithm relies upon exponential weights which, when used in practice, may result in overflows or memory issues. Therefore, a new polynomial-time algorithm to compute a rank-maximal stable matching using a combinatorial approach was developed, without the need to revert to exponential weights. Additionally, we ran experiments to measure changes in matching properties over several different types of optimal matching.

(February 2020). Continuing on the SM theme above, we continue looking at fairness in SM, in order to find stable matchings that in some way balance the happiness of men and women. We introduce two new notions of fairness in SM. Firstly, a regret-equal stable matching minimises the difference in ranks of a worst-off man and a worst-off woman, among all stable matchings. Secondly, a min-regret sum stable matching minimises the sum of ranks of a worst-off man and a worst-off woman, among all stable matchings. We developed two new efficient algorithms to find stable matchings of these types. Additionally, experiments that compare several types of fair optimal stable matchings were run, and show that the algorithm we developed to find a regret-equal stable matching is competitive with respect to other fairness objectives.
Exploitation Route SPA-ST: Further research may be done find an approximation algorithm with a better performance guarantee, and to improve the current inapproximability bound of 33/29 attributed to H. Yanagisawa in their PhD thesis entitled: Approximation Algorithms for Stable Marriage Problems (2007).

SM: An improved time complexity for finding the rank-maximal stable matching may be sought by adapting a faster Max Flow algorithm (Max flows in O(nm) time, or better, Orlin, 2013).

SM: An improved time complexity for finding the regret-equal stable matching and min-regret sum stable matching.
Sectors Education

URL https://github.com/fmcooper/
 
Description My research to date (February 2018) has focussed on the Student-Project Allocation problem with lecturer preferences over Students including Ties (SPA-ST). In an instance of SPA-ST we have a set of students S, a set of projects P and a set of lecturers L. Each project is supervised by a unique lecturer and each lecturer may supervise one or more projects. Students have a preference list over a subset of projects such that a student may be indifferent between one or more projects on their preference list. Lecturers have similar preference lists over students. Projects and lecturers have capacity constraints indicating their maximum allowed number of allocations. In this scenario we seek to find a stable matching, that is an assignment of students to projects such that there is no student s and lecturer l where s wishes to assign to a project of l's and l would also prefer this change. Finding a maximum sized stable matching in this scenario is NP-hard and so an Integer Programming (IP) formulation was developed and implemented to find maximum stable matchings in instances of SPA-ST. Other optimisations were added as options to the software including a way to balance lecturer loads. This software has been used in real world student-project allocations for the following universities; University of Glasgow; University of Edinburgh; Singapore Institute of Technology; University of Electronic Science and Technology of China; and the University of Leeds. Additionally, work is ongoing with the organisation TeachFirst to assist in finding assignments of trainee teachers to schools for their placement year. (February 2019) Since the last impact statement above, my student-project allocation software has also been used by the University of Limerick and for preliminary work with Coram, an organisation to assign children to adoptive families. (February 2020) Since the statement above, the student-project allocation software continues to be used to allocate students to projects in several Universities around the world.
First Year Of Impact 2016
Sector Education
Impact Types Societal,Economic

 
Title Data - Algorithms for new types of fair stable matchings 
Description Data - Algorithms for new types of fair stable matchings. Associated with the paper: Frances Cooper, David Manlove, (2020). Algorithms for new types of fair stable matchings. 
Type Of Material Database/Collection of data 
Year Produced 2020 
Provided To Others? Yes  
Impact Discussed in 'Key Findings' section. 
 
Title Data for fair optimal stable matchings in the stable marriage problem. 
Description Data for fair optimal stable matchings in the stable marriage problem. Associated with the paper: Frances Cooper, David Manlove, (2019). Two-sided profile-based optimality in the stable marriage problem. 
Type Of Material Database/Collection of data 
Year Produced 2019 
Provided To Others? Yes  
Impact Discussed in 'Key Findings' section. 
URL https://doi.org/10.5281/zenodo.2542703
 
Title Data for maximum stable matching IP and approximation algorithm for the Student Project Allocation problem with lecturer preferences over Students including Ties. 
Description Data for maximum stable matching IP and approximation algorithm for the Student Project Allocation problem with lecturer preferences over Students including Ties. Associated with the paper: Frances Cooper, David Manlove, (2018). A 3/2-Approximation Algorithm for the Student-Project Allocation Problem. 
Type Of Material Database/Collection of data 
Year Produced 2018 
Provided To Others? Yes  
Impact Discussed in 'Narrative impact' section. 
URL http://dx.doi.org/10.5281/zenodo.1186823
 
Title Algorithms for new types of fair stable matchings 
Description Software - Algorithms for new types of fair stable matchings. Associated with the paper: Frances Cooper, David Manlove, (2020). Algorithms for new types of fair stable matchings. 
Type Of Technology Software 
Year Produced 2020 
Impact Discussed in 'Key Findings' section. 
 
Title Maximum stable matching IP and approximation algorithm for the Student Project Allocation problem with lecturer preferences over Students including Ties. 
Description Software for maximum stable matching IP and approximation algorithm for the Student Project Allocation problem with lecturer preferences over Students including Ties. Associated with the paper: Frances Cooper, David Manlove, (2018). A 3/2-Approximation Algorithm for the Student-Project Allocation Problem. 
Type Of Technology Software 
Year Produced 2018 
Impact Impact is discussed in the 'Narrative impact' section. 
 
Title Software for fair optimal stable matchings in the stable marriage problem. 
Description Software for fair optimal stable matchings in the stable marriage problem. Associated with the paper: Frances Cooper, David Manlove, (2019). Two-sided profile-based optimality in the stable marriage problem. 
Type Of Technology Software 
Year Produced 2019 
Impact Discussed in 'Key Findings' section.