In this paper, we present a sophisticated model and a heuristic solution ap
proach based on mathematical optimization for the assignment of locomotives
and cars to passenger trains. Given a periodic schedule and a fleet compos
ed of several types of locomotives and cars, our approach determines a set
of equipment cycles that cover all scheduled trains while satisfying a numb
er of operational constraints. We first present a basic formulation that tr
anslates maintenance requirements and other fundamental difficulties of the
problem. We then discuss several extensions, such as substitution possibil
ities and the minimization of switching operations, which are required in a
real-life application. The resulting model is optimized through a branch-a
nd-bound method in which the linear relaxations are solved by column genera
tion. The model and solution strategy were tested on data from VIA Rail in
Canada and a complete system based on this approach is now implemented at t
he company. (C) 2001 Elsevier Science Ltd. All rights reserved.