Shmuel S. Oren
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Publications

I. REFEREED PUBLICATIONS

A. Archival Journals:

  1. Oren, Shmuel S. "Self-Scaling Variable Metric Algorithms Without Line-Search for Unconstrained Minimization," Math Comp., V. 27 (1973), pp. 885-973.
  2. Oren, Shmuel S. and David G. Luenberger "Self-Scaling Variable Metric (SSVM) Algorithms: Part I: Criteria and Sufficient Conditions for Scaling a Class of Algorithms," Management Science, V. 20 (1974), pp. 845-862.
  3. Oren, Shmuel S. "Self-Scaling Variable Metric (SSVM) Algorithms: Part II: Implementation and Experiments," Management Science, V. 20 (1974), pp. 863-874.
  4. Oren, Shmuel S. "On the Selection of Parameters in Self-Scaling Variable Metric Algorithms," Mathematical Programming, V. 7 (1974), pp. 351-367.
  5. Oren, Shmuel S. "A Mathematical Theory of Man-Machine Text Editing," IEEE Transactions on Systems, Man and Cybernetics, V. 4 (1974), pp. 258-267.
  6. Oren, Shmuel S. "A Mathematical Theory of Man-Machine Document Assembly," IEEE Transactions on Systems, Man and Cybernetics, V. 5 (1975), pp. 520-526.
  7. Oren, Shmuel S. and Michael H. Rothkopf, "Optimal Bidding in Sequential Auctions," Operations Research, V. 23, No. 6 (1975), pp. 1080-1090.
  8. Oren, Shmuel S. and Emilio Spedicato, "Optimal Conditioning of Self-Scaling Variable Metric Algorithms," Mathematical Programming, V. 10, No. 1 (1976), pp. 70-90.
  9. Oren, Shmuel S. "On Quasi-Newton and Pseudo-Newton Algorithms," J. Optimization Theory and Applications, V. 20, No. 2  (1976), pp. 155-170.
  10. Rothkopf, Michael H. and Shmuel S. Oren, "A Closure Approximation for the Nonstationary M/M/S Queue," Management Science, V. 25, No. 6 (1979), pp. 522-534. 11.
  11. Morris, Peter A. and Shmuel S. Oren, "Multi-Attribute Decision Making by Sequential Resource Allocation," Operations Research, V. 8, No. 1 (1980), pp. 233-255.
  12. Smith, Stephen A. and Shmuel S. Oren, "Reliability Growth of Repairable Systems,"  Naval Logistics Quarterly, v. 27, No. 4 (1980), pp.539-547.
  13. Oren, Shmuel S., Michael H. Rothkopf and Richard D. Smallwood, "Evaluating a New Market:  A Forecasting System for Nonimpact Computer Printers," Interfaces, V. 10, No. 6 (1980), pp. 76-87.
  14. Oren, Shmuel S., "A Conjugate Directions Method for Subjective Assessment of Normal Distributions," J. Optimization Theory and Applications, V. 33, No. 1 (1981), pp. 25-36.
  15. Oren, Shmuel S. and Stephen A. Smith, "Critical  Mass and Tariff Structure in Electronic Communications Markets," The Bell Journal of Economics, V. 12, No. 2 (1981), pp. 467-487.
  16. Oren, Shmuel S., "Perspectives on Self-Scaling Variable Metric Algorithms," J. Optimization Theory and Applications, V. 37, No. 4 (1982), pp. 137-147.
  17. Oren, Shmuel S., Stephen A. Smith and Robert B. Wilson, "Linear Tariffs With Service Quality Discrimination," The Bell Journal of Economics, V. 13, No. 2 (Autumn 1982), pp. 455-471.
  18. Oren, Shmuel S., Stephen A. Smith and Robert B. Wilson, "Nonlinear Pricing in Markets with Interdependent Demand," Marketing Science, V. 1, No. 3 (1982), pp. 287-313.
  19. Feinstein, Charles D. and Shmuel S. Oren, "Local Stability Properties of the Modified Hamiltonian Dynamic System," Journal of Economics, Dynamics and Control, V. 6 (1983), pp. 387-397.
  20. Oren, Shmuel S., Stephen A. Smith and Robert B. Wilson, "Competitive Nonlinear Tariffs," Journal of Economic Theory, V. 29, No. 1 (1983), pp. 49-71.
  21. Oren, Shmuel S., Stephen A. Smith and Robert B. Wilson, "Pricing a Product Line,"  Journal of Business, V. 57, No. 1, Pt. 2 (1984), pp. S73-S99.
  22. Oren, Shmuel S., "Planar Quasi-Newton Methods for Unconstrained SaddlepointProblems," Journal of Optimization Theory and Applications, V. 43, No. 2 (1984), pp. 167-204.
  23. Adam B., Peter A. Morris and Shmuel S. Oren, "A State-of-the-World Decomposition Approach to Dynamics and Uncertainty in Electric Utility Generation Expansion Planning," Operations Research, V. 32, No. 5 (1984), pp. 1052-1068.
  24. Oren, Shmuel S. and Michael H. Rothkopf, "A Market Dynamics Model for New Industrial Products and its Applications," Marketing Science, V. 3, No. 3 (1984), pp. 247-265.
  25. Oren, Shmuel S., "Discussant's Comments on: Pricing Research in Marketing the State of the Art," Jurnal of Business, V. 57, No. 1, Pt. 2 (1984), pp. S61-S64.
  26. Feinstein, Charles D. and Shmuel S. Oren, "A Newton-Type Algorithm for the Solution of the Implicit Programming Problem," Mathematics of Operations Research, V. 9, No. 4, (1985) pp. 336-351 .
  27. Feinstein, Charles D. and Shmuel S. Oren, "A 'Funnel' Turnpike Theorem for Optimal Growth Problems with Discounting," Journal of Economics, Dynamics and Control, V. 9, pp. 25-39 (1985).
  28. Dhebar, Anirudh and Shmuel S. Oren "Optimal Dynamic Pricing for Expanding Networks,"Marketing Science, V. 4, No. 4, (1985) pp. 336-351.
  29. Oren, Shmuel S., Stephen A. Smith and Robert B. Wilson, "Capacity Pricing," Econometrica, V. 53, No.3, (1985) pp. 545-567.
  30. Oren, Shmuel S. and Stephen G. Powell, "Optimal Supply of a Depletable Resource with Backstop Technology:  Heals Theorem Revisited," Operations Research, V. 33, No. 2 (1985), pp. 277-292.
  31. Oren, Shmuel S. and Shao Hong Wan, "Optimal Strategic Petroleum Reserve Policies:  A Steady State Analysis," Management Science, V. 32, No. 1, (1986) pp. 14-29.
  32. Dhebar, Anirudh and Shmuel S. Oren, "Dynamic Nonlinear Pricing in Markets with Interdependent Demand," Operations Research, V. 34, No. 3, (1986) pp. 384-394 .
  33. Chao, Hung Po, Shmuel S. Oren, Stephen A. Smith and Robert B. Wilson, "Multi-Level Demand Subscription Pricing for Electric Power," Energy Economics, (1986) pp. 199-217.
  34. Arbel, Ami and Shmuel S. Oren, "Generating Search Directions in Multi-objective Linear Programming using the Analytical Hierarchy Process," Socio-Economic Planning Sciences, V. 30, No. 6, (1986) pp. 369-373. 
  35. Oren, Shmuel S., Stephen A. Smith and Robert B. Wilson, "Multi-product Pricing for Electric Power," Energy Economics, V. 9, No. 2 (1987), pp. 104-114.
  36. Chao, Hung Po, Shmuel S. Oren, Stephen A. Smith and Robert B. Wilson, "Priority Service:  Market Structure and Competition," The Energy Journal, Special Issue on Electricity Reliability, V. 9 (1988), pp. 77-104. 37.
  37. Schwartz, Rick G. and Shmuel S. Oren, "Using Analytic Hierarchies for Consumer Research and Market Modeling," Mathematical Computer Modeling, V. 11 (1988), pp. 266-271.
  38. Oren, Shmuel S. and Rick G. Schwartz, "Diffusion of New Products in Risk Sensitive Markets," Journal of Forecasting, V. 7, No 4 (1988), pp. 273-287.
  39. Powell, Stephen G. and Shmuel S. Oren, "The Transition to Nondepletable Energy: Social Planning and Market Models of Capacity Expansion," Operations Research, V. 37, No. 3 (1989), pp. 373-383.
  40. Oren, Shmuel S. and Joseph A. Doucet, "Interruption Insurance for Generation and Distribution of Electric Power," Journal of Regulatory Economics, V. 2 (1990), pp. 5-19.
  41. Oren, Shmuel S. and Stephen A. Smith, "Discussion of Paper by Rau and Hegazy," IEEE Transaction on Power Systems, V. 6, No. 2, (May 1991).
  42. Oren, Shmuel S. and Stephen A. Smith, "Design and Management of Curtailable Electricity Service to Reduce Annual Peaks,"  Operations Research, V. 40, No. 2 (1992), pp. 213-238. Also in Service Opportunities for Electric Utilities: Proceedings of the EPRI/UERG Symposium, Held at UC Berkeley, September 1990.  (Oren and Smith Ed.), Kluwer Publishing Co., (1993).
  43. Kamien, Morton I., Shmuel S. Oren and Yair Tauman, "Optimal Cost of Cost Reducing Innovation," Journal of Mathematical Economics, V. 21 (1992), pp. 483-508. .
  44. Doucet, Joseph A. and Shmuel S. Oren, "Onsite Backup Generation and Interruption Insurance for Electricity Distribution,"  Energy Economics, V. 12, No. 4 (1992), pp. 79-93.
  45. Strauss, Todd P. and Shmuel S. Oren, "Priority Pricing of Interruptible Electric Power With an Early Notification Option," The Energy Journal, V. 14, No 2 (1993), pp.175-195.
  46. Arbel, Ami and Shmuel S. Oren, "Generating Interior Search Directions for Multiobjective Linear Programming," Journal of Multi-Criteria Decision Analysis, V. 2 (1993), pp. 73-86. 47.
  47. Bushnell, James B. and Shmuel S. Oren, "Bidder Cost Revelation in Electric Power Auctions,"  Journal of Regulatory Economics, V. 6, No. 1 (1994), pp. 5-26.
  48. Strauss, Todd P. and Shmuel S. Oren., "Priority Ordering in Interruptible Electric Power Service with Irreversible Early Notification," Probability in Engineering and Information Sciences, V 8, (1994) pp. 287-290.
  49. Bushnell, James B. and Shmuel S. Oren, "Incentive Effects of Environmental Adders in Electric Power Auctions," Energy Journal, V. 15, No. 3 (1994) pp. 55-73.
  50. Braden, David J. and Shmuel S. Oren, "Nonlinear Pricing to Produce Information," Marketing Science, Vol. 13, No. 3 (1994) pp. 310-326.
  51. Svoboda, Alva J. and Shmuel S. Oren, "Integrating Price-based Resources in Short-term Scheduling of Electric Power Systems," IEEE Transaction on Energy Conversion, Vol. 9, No. 4, (1994) pp. 760-769.
  52. Friedman, Eric J. and Shmuel S. Oren, "The Complexity of Resource Allocation and Price Mechanisms under Bounded Rationality," Economic Theory, Vol. 6, (1995) pp. 225-250 .
  53. Min, K. Jo and Shmuel S. Oren, "Economic Determination of Spec. Levels and Allocation Priorities of Semiconductor Products," IIE Transactions, Vol 27, (1995) pp. 321-331.
  54. Oren, Shmuel S., Pablo T. Spiller, Pravin Varaiya and Felix Wu, "Nodal Prices and Transmission Rights: A Critical Appraisal," Electricity Journal, Vol. 8, No. 3, (1995) pp. 24-35.
  55. Bushnell, James B. and Shmuel S. Oren, "Internal Auctions for Efficient Sourcing of Intermediate Products," Journal of Operations Management, Vol. 12 No. 3-4  (1995) pp. 311-320.
  56. Arbel, Ami and Shmuel S. Oren, "Using Approximate Gradients in Developing an Interactive Interior Primal-Dual Multiobjective Linear Programming Algorithm,"European Journal of Operational Research Vol. 89 (1996) pp. 202-211 57.
  57. Wu, Felix, Pravin Variya, Pablo T. Spiller and Shmuel S. Oren, "Folk Theorems on Transmission Open Access: Proofs and Counter Examples," Journal of Regulatory Economics, Vol. 10, (1996), pp. 5-23
  58. Oren, Shmuel S., "Economic Inefficiency of Passive Transmission Rights in Congested Electricity Systems with Competitive Generation," Energy Journal, Vol. 18, No.1 (1997) pp. 63-83.
  59. Johnson B. Raymond, Shmuel S. Oren, Alva J. Svoboda, "Equity and Efficiency of Unit Commitment in Competitive Electricity Markets," Utilities Policy, Vol. 6. No. 1, (1997) pp.9-19
  60. Tseng, Chung-Li, Shmuel S. Oren, Alva J. Svoboda, Raymond B. Johnson, "A Unit Decommitment Method in Power System Scheduling," Electrical Power & Energy Systems, Vol. 19, No. 6, (1997) pp. 357-365
  61. Oren, Shmuel S. "Passive Transmission Rights Will Not Do The Job," Electricity Journal, Vol. 10, No. 5, (June 1997) pp. 22-33.
  62. Bushnell, James B. and Shmuel S. Oren, "Transmission Pricing in California's Proposed Electricity Market," Utilities Policy,  Vol. 6, No. 3 (1997) pp. 237-244.
  63. Tseng, Chung-Li, Shmuel S. Oren, Alva J. Svoboda and Raymond B. Johnson, "Price Based Adaptive Spinning Reserves Requirements in Power System Scheduling," Electrical Power and Energy Systems, 21 (1999), pp. 137-145
  64. Tseng, Chung-Li, Shmuel S. Oren, Carol S. Chang, Chao-an Li, Alva J. Svoboda and Raymond B. Johnson, "A Transmission-Constrained Unit Commitment Method in Power System Scheduling," Decision Support Systems, 24 (1999), pp. 297-310 also in Proceeding of the 31st Hawaii International Conference on Systems Sciences,  Best Paper Award Winner (January 1998)
  65. Elmaghrabi, Wedad and Shmuel S. Oren, "Efficiency of Multi-Unit Electricity Auctions," Energy Journal, 20, (1999) 4, pp. 89-115. Also in Proceedings of the IAEE Conference, San Francisco, California, (September 1997) pp. 458-462.
  66. Ugarte, Armando and Shmuel Oren "Coordination of Internal Supply Chains in Vertically Integrated High-tech Manufacturing Organizations (HTMOs)," International Journal of Production V 67 (2000) pp. 235-252 
  67. Tseng, Chung-Li, Chao-an Li, and Shmuel S. Oren, "Solving Unit Commitment by a Unit decommitment Method," Journal of Optimization Theory and vol. 105, no. 3, June 2000
  68. Oren, Shmuel S., "Integrating real and financial options in demand-side electricity contracts," Decision Support Systems, V 30, (2001) 279-288 Also in Proceedings of the 32nd Hawaii International Conference on Systems Sciences, Hawaii (January, 1999)
  69. Chao, Hung-po, Stephen Peck, Shmuel Oren and Robert Wilson, "Flow-based Transmission Rights and Congestion Management," Electricity Journal,  (October, 2000)
  70. Deng, Shijie and Shmuel S. Oren. "Priority Network Access Pricing for Electric Power," Journal of Regulatory Economics, Vol 19, No. 3, (2001) 239-270.
  71. Kamat, Rajnish and Shmuel S. Oren. "Exotic Options for Interruptible Electricity Supply Contracts," Operations Research,  Vol. 50, No. 5; 835-850, 2002
  72. Kamat, Rajnish and Shmuel S. Oren. "Rational Buyer Meets Rational Seller: Reserves Markets Equilibrium Under Alternative Auction Design," Journal of Regulatory Economics (July, 2001).
  73. Oren, Shmuel S. and Andrew M. Ross, "Economic Congestion Relief Across Multiple Regions Requires Tradable Physical Flow-Gate Rights", IEEE Transactions on Power Systems, Vol. 17, No 1, pp 159-165 (2002)
  74. Deng, Shijie and Shmuel Oren S., “Incorporating Operational Characteristics and Startup Costs in Option-Based Valuation of Power Generation Capacity”, Probability in Engineering and Information Sciences, Vol. 17, No. 2 (2003) pp.S 155-182.
  75. Adler, Ilan , Shmuel Oren and Sheldon Ross, "The Coupon Collector's Problem Revisited," Journal of Applied Probability, (Accepted for publication January, 2003)
  76. Barmack, Matthew, Peter Griffes, Edward Kahn, and Shmuel Oren, “Performance Incentives for Transmission”, The Electricity Journal, (April 2003) pp. 9-22.
  77. Kamat, Rajnish and Shmuel S. Oren, "Two Settlements Systems for Electricity Markets under Network Uncertainty and Market Power," Journal of Regulatory Economics, 25:1 5-37 (2004).
  78. Bartholomew E. S, A. S., Siddiqui , C. Marnay, and S.S. Oren, "The New York Transmission Congestion Contract Market: Is it Working Efficiently," Electricity Journal, (November 2003), pp. 1-11.
  79. Hurlbut, D., K. Rogas and S. Oren, "Protecting the Market from ‘Hockey Stick’ Pricing: How the Public Utility Commission of Texas is Dealing with Potential Price Gauging," Electricity Journal, (April 2004), pp. 26-33.
  80. Wilson, A. R., Kahn J. G., Oren S. S., "Targeting Interventions to High-risk Populations:  Benefits and Costs."  In press.  Socio-Economic Planning Sciences (2004).
  81. Siddiqui, A. S.,  E. S. Bartholomew, C. Marnay and S. S. Oren, "On the Efficiency of the New York Independent System Operator Market for Transmission Congestion Contracts," Journal of Managerial finance, Vol 31,  No. 1, (2005) pp. 1-45.
  82. Oren, S. S. and R. Sioshansi, "Joint Energy and Reserves Auctions with Opportunity Cost Payments for Reserves,"   International Energy Journal, Vol. 6, No. 1, Part 4, pp. 35-45. (June 2005)
  83. Oren, S. S., and A. M. Ross, "Can we prevent the gaming of ramp constraints," Decision Support Systems, 40 (2005) pp. 461-471 (Available online July 2004)
  84. Chao, H., S. S. Oren, A Papaloxopoulos, D. Sobajic and R. Wilson, "Interface between Engineering and Markets Operations in Restructured Electricity Systems," Proceedings of the IEEE, Vol. 93, No. 11, pp. 1984-1997, (2005)
  85. Oren S. S., "Generation Adequacy via Call Option Obligations: Safe Passage to the Promised Land," Electricity Journal, November, 2005
  86. Deng, S. and S. S. Oren, "Electricity Derivatives and Risk Management," Energy Vol 31 (2006) pp. 940-953
  87. Oum, Yumi, Shmuel Oren and Shijie Deng, "Hedging Quantity Risk with Standard Power Options in a Competitive Wholesale Electricity Market," Naval Research Logistics. Vol. 53, (2006) pp. 697-712
  88. Yao, Jian, Shmuel Oren and Ilan Adler, "Cournot Equilibria in Two-Settlement Electricity Markets with System Contingencies," Int. J. Critical Infrastructure, Vol 3, Nos 1/2, (2007) pp. 142-160
  89. Sauma, Enzo E. and Shmuel S. Oren., "Proactive Planning and Valuation of Transmission Investments in Restructured Electricity Markets," Journal of Regulatory Economics, Vol 30, (2006), pp. 261-290. INFORMS 2008, Best Paper in Energy Award.
  90. Schubert Eric, David Hurlbut, Parviz Adib and Shmuel Oren, "The Texas Energy-Only Resource Adequacy Mechanism," Electricity Journal, Vol 19, No. 10, (December 2006), pp. 39-49
  91. D. Veit, A. Weidlich, J. Yao, S. Oren "Simulating the Dynamics in Two-Settlement Electricity Markets via an Agent-Based Approach," International Journal of Management Science and Engineering Management, Vol. 1, No 2, (2006) pp. 83-97.
  92. Yao, Jian, Shmuel Oren and Ilan Adler, "Two Settlements Electricity Markets with Price Caps and Cournot Generation Firms," European Journal of Operations Research 181 (2007) pp. 1279-1296.
  93. Sioshansi, Ramteen and Shmuel S. Oren, "How Good are Supply Function Equilibrium Models: An Empirical Analysis of the ERCOT Market," Journal of Regulatory Economics Vol. 31 (1), (2007) pp. 1-35
  94. Sauma, Enzo and Shmuel Oren, "Economic Criteria for Planning Transmission Investment in Restructured Electricity Markets," IEEE Transactions on Power Systems, Special issue on Transmission Investment, Pricing and Construction, Vol. 22, No. 4, (2007) pp. 1394-1405
  95. Yao, Jian, Ilan Adler and Shmuel Oren "Modeling and Computing Two-settlement Oligopolistic Equilibrium in Congested Electricity Networks," Operations Research, Vol. 56, No. 1, (2008), pp. 34-47. INFORMS 2010 Best Paper in Energy Award
  96. Sioshansi, Ramteen, Richard O’Neill and Shmuel Oren, "Economic Consequences of Alternative Solution Methods for Centralized Unit Commitment in Day-Ahead Electricity Markets," IEEE Transactions on Power Systems, Vol 23, No. 2, (2008) pp. 344-352.
  97. Hedman, Kory W., Richard P. O’Neill, Emily Bartholomew Fisher, and Shmuel S. Oren, "Optimal Transmission Switching - Sensitivity Analysis and Extensions," IEEE Transactions on Power Systems , Vol. 23, No. 3, (2008) pp 1469-1479.
  98. Oum, Yumi and Shmuel Oren, "VaR Constrained Hedging of Fixed Price Load-Following Obligations in Competitive Electricity Markets", Journal of Risk and Decision Analysis, Vol 1, No 1 (2009) pp 43-56.
  99. Hedman, Kory W.,  Richard O’Neill, Emily Bartholomew Fisher, and Shmuel S. Oren, "Optimal Transmission Switching with Contingency Analysis", IEEE Transactions on Power Systems , Vol. 24, No. 3, (2009) pp 1577-1586.
  100. Sauma, Enzo and Shmuel Oren, “Do Generation Firms in Restructured Electricity Markets Have Incentives to Support Social-Welfare-Improving Transmission Investments?”, Energy Economics, Vol 31, No. 5, (2009) pp. 676-689
  101. Lee, Yongheon, and Shmuel Oren, “An Equilibrium Pricing Model for Weather Derivatives in a Multi-commodity Setting”, Energy Economics, Vol. 31, No. 5, (2009) pp. 702-713
  102. Lee Yongheon, and Shmuel Oren, “A multi-period equilibrium pricing model of weather derivatives”, Energy Systems, Vol. 1, No. 1, (2010) pp. 3-30.
  103. O’Neill, Richard P., Kory Hedman, Eric Krall, Anthony Papavasiliou  and Shmuel S. Oren, “Economic Analysis of the N-1 Reliable Unit Commitment and Transmission Switching Problem using Duality Concepts”, Energy Systems, Vol 1, No. 2, (2010) pp 165-195
  104. Oum, Yumi and Shmuel Oren, “Optimal Static Hedging of Volumetric Risk in a Competitive Wholesale Electricity Market”, Decision Analysis, Special issue  in memory of Michael H. Rothkopf, Vol 7, No 1 (2010) pp. 107-122.
  105. Hedman, Kory W., Richard O'Neill, Emily Fisher, Shmuel Oren and Michael Ferris, “Co-Optimization of Generation Unit Commitment and Transmission Switching With N-1 Reliability”, IEEE Transactions on Power Systems , Vol 25, No. 2, (2010) pp. 1052-1063. IEEE PES PSACE SES 2012 Best Paper Award
  106. Shi-Jie Deng, Shmuel Oren and A.P. Meliopoulos, “The inherent inefficiency of simultaneously feasible financial transmission rights auctions”, Energy Economics, 32 (2010) pp. 779–785.
  107. Hedman, Kory W.,  Richard O’Neill, Emily Fisher, and Shmuel Oren, “Smart Flexible Just-in-time Transmission and Flowgate Bidding", IEEE Transactions on Power Systems, Vol. 26, No. 1, (2011) pp. 93-102
  108. Sioshansi Ramteen,  Shmuel Oren, and Richard O’Neill, “Three-Part Auctions versus Self-Commitment in Day-ahead Electricity Markets", Utilities Policy, 18 (2010) pp. 165-173
  109. Papavasiliou Anthony, Shmuel Oren and Richard O’Neill, “Reserve Requirements for Wind Power Integration: A Scenario-Based Stochastic Programming Framework”, IEEE Transactions on Power System, Vol 26, No4 (2011), pp. 2197-2206
  110. Hedman, Kory, Shmuel Oren and Richard O’Neill, “Optimal transmission switching: economic efficiency and market implications”, Journal of Regulatory Economics, Vol. 40, (2011) pp. 111-140
  111. Tanachai Limpaitoon, Yishu Chen and Shmuel Oren,“The Impact of Carbon Cap and Trade Regulation on Congested Electricity Market Equilibrium”, Journal of Regulatory Economics, Vol 40, No. 3, (2011), pp.237-260.
  112. Papavasiliou Anthony, Shmuel S. Oren,“Multi-Area Stochastic Unit Commitment for High Wind Penetration in a Transmission Constrained Network”, Operations Research, Vol 61 No. 3 (2013) pp. 578-592.
  113. Papavasiliou Anthony, Shmuel S. Oren,“Large-Scale Integration of Deferrable Demand and Renewable Energy Sources in Power Systems”, IEEE PES Transaction,Vol. 29, No. 1, (2014) pp. 489-499.
  114. Richard P. O'Neill, Eric A. Krall, Kory W. Hedman, Shmuel S. Oren,“A Model and Approach to the Chalange Posed by Optimal Power Systems Planning”, Mathematical Programming B, Vol 140, Issue 2, (2013) pp 239-266.
  115. Limpaitoon Tanachai, Yihsu Chen and Shmuel S. Oren,“The Impact of Imperfect Permit Market on Congested Electricity Market Equilibrium”,The Energy Journal,Vol. 35, No. 3, (2014) pp. 145-166.
  116. Ruoyang Li, Qiuwei Wu and Shmuel S. Oren,“Distribution Locational Marginal Pricing for Optimal Electric Vehicle Charging Management”, IEEE PES Transaction, Vol. 29, No. 1, (2014), pp 203-211.
  117. Papavasiliou, Anthony, Shmuel Oren, Barry Rountree, “Applying High Performance Computing to Transmission-Constrained Stochastic Unit Commitment for Renewable Energy Integration”, IEEE PES Transactions, Vol 30, No. 3, (2015) pp. 1109-1120
  118. Huang Shaojun, Qiuwei Wu, Shmuel Oren, Ruoyang Li, Zhaoxi Liu, “Distribution Locational Marginal Pricing Through Quadratic Programming for Congestion Management in Distribution Networks”,IEEE PES Transactions Vol. 30, No 4 (2015) pp. 2190-2178
  119. Castillo, Anya, Paula Lipka, Jean-Paul, Shmuel Oren, Richard P. O'Neill “A Successive Linear Programming Approach to Solving the IV-ACOPF”,Energy Journal, Vol 37, No. 3, (2015), pp. 271-291.
  120. Li Ruoyang, Alva J. Svoboda, Shmuel S. Oren,“ Efficiency Impact of Convergence Bidding on the California Electricity Market”, Journal of Regulatory Economics Vol. 48, No. 3 (2015) pp 245-284.
  121. Riascos, Alvaro, Miguel Bernal, Luciano de Castro and Shmuel Oren, “Transition to Centralized Unit Commitment: An Econometric Analysis of Colombia's Experience”, Energy Journal, Vol 37, No. 3, (2015), pp. 271-291.
  122. Campaign Clay and Shmuel Oren, “Firming Renewable Power with Demand Response: An End to End Aggregator Business Model”, Journal of Regulatory Economics, Vol 50, No. 1, (2016), pp. 1-37.
  123. Margellos, Kostas and Shmuel Oren, “Capacity Controlled Demand Side Management: A Stochastic Pricing Analysis”, IEEE PES Transactions, Vol 31, No 1, (2016) pp 706-717.
  124. Chen Chen, Alper Atamturk and Shmuel Oren, “ Bound Tightening for the Alternating Current Optimal Power Flow Problem”, IEEE PES Transactions, Vol 31, No 5, (2016) pp 3729-3736
  125. Lipka, Paula., Clay Campaigne, Mehrdad Pirnia, Richard P. O'Neill, Shmuel S. Oren,“Constructing Transmission Line Constraints for the IEEE and Polish Systems”,Energy Systems, Issue 1, (2017)
  126. Chen Chen, Alper Atamtürk, and Shmuel S. Oren. “A spatial branch-and-bound algorithm for nonconvex QCQP with bounded complex variables”. Mathematical Programming., Ser. A (2017) 165:549–577.
  127. Lipka, Paula, Shmuel Oren, Richard P. O’Neill, Anya Castillo, “Running a More Complete Market with the SLP-IV-ACOPF”, IEEE Transactions on Power Systems, Vol. 32, No. 2, (2017) pp 1139-1148
  128. Khazaei, Javad, Golbon Zakeri and Shmuel Oren, “Single and Multi-Settlement Approaches to Market Clearing under Demand Uncertainty”, Operations Research Vol. 65, No. 5, (2017) pp 1147-1164.
  129. Zhaoxi Liu, Qiuwei Wu, Shmuel S. Oren, Shaojun Huang, Ruoyang Li and Lin Cheng “Distribution Locational Marginal Pricing for Optimal Electric Vehicle Charging through Chance Constrained Mixed-Integer Programming”, Accepted for publication in IEEE Transactions on Smart Grid Vol. 9, No. 2, (2018) pp 644-654.
  130. Jiaying Shi and Shmuel Oren “Stochastic Unit Commitment with Topology Control Recourse for Power Systems with Large-Scale Renewable Integration”, IEEE PES Transactions, Vol. 33, No. 3, (2018) pp 3315-3324.
  131. Francisco D. Munoz, Sonja Wogrin, Shmuel S. Oren, and Benjamin F. Hobbs, “Economic Inefficiencies of Cost-based Electricity Market Designs”, The Energy Journal, Vol. 39, No. 3, (2018) pp 51-68
  132. Georgios Patsakis, Deepak Rajan, Ignacio Aravena, Jennifer Rios and Shmuel Oren, “Optimal Black Start Allocation for Power System Restoration”, IEEE PES Transactions, Vol. 33, No. 6, (2018) pp 6766-6776
  133. Martin Kristiansen, Francisco D. Munoz, Shmuel Oren, and Magnus Korpas, “A Mechanism for Allcating Benefits and Costs from Transmission Interconnection Under Competition: A Case Study of the North Sea Offshore Grid”, The Energy Journal, Vol. 39, No. 6, (2018) pp 209-234
  134. Sergio Camelo, Luciano de Castro, Anthony Papavasiliou, Alvaro Riasco and Shmuel Oren, “A Structural Model to Evaluate the Transition from Self-Commitment to Centralized Unit Commitment”, Energy Economics, Vol. 75, (2018) pp 560-572
  135. Benjamin F. Hobbs and Shmuel S. Oren, “Three Waves of US Reforms”, IEEE Power & Energy Systems Magazine - January/February (2019), pp 73-81
  136. Georgios Patsakis, Deepak Rajan, Ignacio Aravena and Shmuel Oren, “Formulations for Power System Islanding and Restoration”, IEEE PES Transactions, Vol. 34, No. 6, (2019) pp 4880-4888
  137. Jiaying Shi and Shmuel Oren, “Flexible Line Ratings in Stochastic Unit Commitment for Power Systems with Large-Scale Renewables Generation”, Energy Systems, Vol. 11, No. 1, (2020) pp 1-19
  138. Xinyi Zhaoa, Xinwei Shena, Qinglai Guoa,b, Hongbin Suna,b, Shmuel S. Oren, “A stochastic distribution system planning method considering regulation services and energy storage degradation”, Applied Energy, 277 (2020) pp 1-13.
  139. Hung Po Chao and Shmuel Oren, “Robert B. Wilson - Beyond the 2020 Nobel prize for economic science”, Editorial, Energy Economics, Vol 95, (March 2021).
  140. Philipp Staudt and Shmuel Oren, “Merchant transmission in single-price electricity markets with cost-based redispatch”, Energy Economics, Vol 104, Volume 104 (2021),ISSN 0140-9883.
  141. Le Xie, Chanan Singh, Sanjoy K. Mitter, Munther A. Dahleh, and Shmuel S. Oren, “Toward carbon-neutral electricity and mobility”, Cometary-Joule (2021), https://doi.org/10.1016/j.joule.2021.06.011
  142. Georgios Patsakis, Ignacio Aravena, Deepak Rajan and Shmuel Oren, “Formulations and Valid Inequalities for Optimal Black Start Allocation in Power Systems”, Energy Systems (June 2023) https://doi.org/10.1007/s12667-023-00586-z
  143. Niclas Brok, Torben Green, Christian Heerup, Shmuel S. Oren, Henrik Madsen, “Optimal operation of an ice-tank for a supermarket refrigeration system”, Control Engineering Practice 119 (2022) 104973
  144. Chao, Hung po, Shmuel S. Oren, and Robert B. Wilson, “Priority Pricing for Clean Power under Uncertainty”, Curr Sustainable Renewable Energy Rep (2022) https://doi.org/10.1007/s40518-022-00202-1
  145. Lirong Deng, Xuan Zhang, Tianshu Yang, Hongbin Sun, Yang Fu, Qinglai, Guo, Shmuel Oren, “Energy Management of Price-Maker Community Energy Storage by Analytical Stochastic Dynamic Programming”, Vol 10, No 2, (March 2024)
  146. Tomas Valencia Zuluaga, Amelia Musselman, Jean-Paul Watson, Shmuel S. Oren, “Parallel computing for power system climate resiliency: Solving a large-scale stochastic capacity expansion problem with mpi-sppy”, Electric Power Systems Research 235 (2024) 110720

B1. Book Chapters:

  1. Chao, Hung Po, Shmuel Oren and Robert Wilson, "Reevaluation of Vertical Integration and Unbundling in Restructured Electricity Markets," in Competitive Electricity Markets: Design, Implementation, and Performance, Ed. by F. P. Sioshansi, Elsevier, 2008.
  2. Sioshansi, Ramteen, Shmuel Oren and Richard O’Neill, "The Cost of Anarchy in Self-Commitment-Based Electricity Markets," in Competitive Electricity Markets: Design, Implementation, and Performance, Ed. by F. P. Sioshansi, Elsevier, 2008.
  3. Adib, Parviz, Eric Schubert and Shmuel Oren, "Resource Adequacy: Alternate Perspectives and Divergent Paths," in Competitive Electricity Markets: Design, Implementation, and Performance, Ed. by F. P. Sioshansi, Elsevier, 2008.
  4. Oren Shmuel S., " Ensuring Generation Adequacy in Competitive Electricity Markets," Chapter 10 in: Electricity Deregulation: Choices and Challenges, Griffin, M. James and Steven L. Puller, editors, University of Chicago Press, June 2005.
  5. Deng, Shijie and Shmuel S. Oren, "Valuation of Electricity Generation Capacity", Chapter 31 in Applications of Stochastic Programming, Stein W. Wallace and William T. Ziemba, editors, SIAM and MPS Publication, June 2005.
  6. Eric Schubert, Shmuel Oren and Parviz Adib, "Achieving Resource Adequacy In Texas via an Energy Only Electricity Market", In Electricity Restructuring: The Texas Story, Kiesling and Kleit ed. , AEI Book (November 2009)
  7. Sauma Enzo E. and Shmuel S. Oren., “Alternative Economic Criteria and Proactive Planning for Transmission Investment in Deregulated Power Systems”, Chapter 3 In Economic Market Design and Planning for Electric Power Systems, Momoh and Mili ed., IEEE Press Series on Power Engineering (November 2009)
  8. Yao Jian, Shmuel S. Oren and Benjamin F. Hobbs, “Hybrid Bertrand-Cournot Models of Electricity Markets with Multiple Strategic Subnetworks and Common Knowledge Constraints”,  Chapter 5 in Restructured Electric Power Systems, Xiao-Ping Zhang ed., IEEE Press Series on Power Engineering (June 2010)
  9. Oren Shmuel S., "Nonlinear Pricing", Book Chapter,Handbook of Pricing and Revenue Management, Oxford University (2012)
  10. Kory W. Hedman, Shmuel S. Oren, and Richard P. O’Neill “Flexible Transmission in the Smart Grid: Optimal Transmission Switching ”,  in Handbook of Networks in Power Systems, P.M. Pardalos Ed., Springer. (2012) pp.523-555.
  11. Oren Shmuel S, “Point to Point and Flow-Based Financial Transmission Rights: Revenue Adequacy and Performance Incentives ”,  Chapter 3 in Financial Transmission Rights: Analysis, Experiences and Prospects, Rosellon and Kristiansed Ed., Springer. (2013).
  12. Baldick Ross, Shmuel S. Oren, Eric S. Schubert and Kenneth Anderson, "ERCOT: Success (so far) and lessons learned", Chapter 8 in ,Handbook on Electricity Markets, Glachant, Joskow,and Politt Editors, Edward Elgar Publishing Ltd.,(2021)

B2. Conference and Symposium Proceedings:

  1. Oren, Shmuel S. And David G. Luenberger, "The Self-Scaling Variable Metric Algorithm," Proceeding of the 5th Hawaii Conference on System Science (January 1972)
  2. Oren, Shmuel S., "Self-Scaling Variable Metric Algorithms without Line-Search for Unconstrained Minimization," Proceedings of the Joint Automatic Control Conference, Columbus, Ohio (June 1973).
  3. Oren, Shmuel S., "A Mathematical Model of Computer Assisted Document Creation," in Information Systems, COIN IV, (J. Tou, ed.), Plenum Publishing Corp. (1974), pp. 387-401.
  4. Oren, Shmuel S., "A Combined Variable Metric-Conjugate Gradient Algorithm for a Class of Large Scale Unconstrained Minimization Problems," in Optimization Techniques:  Part 2 (J. Stoer, ed.), Springer-Verlag (1978), pp. 97-115.
  5. Oren, Shmuel S., "Quasi-Newton Algorithms: Approaches and Motivations," Proceedings of the IEEE Conference on Decision and Control, San Diego, CA  (Dec 1973). 86.
  6. Oren, Shmuel S. and Michael H. Rothkopf, "Optimal Bidding in Sequential Auctions," Proceedings of the IEEE Conference on Decision and Control, Phoenix, AZ (November 1974). 87.
  7. Oren, Shmuel S., Michael H. Rothkopf and Richard D. Smallwood, "Evaluating a New Market:  A Forecasting System for Nonimpact Computer Printers," Proceedings of the First ORSA/TIMS Special Interest Conference on Market Measurement and Analysis, Stanford University (June 1980).
  8. Oren, Shmuel S. and Stephen A. Smith, "Nonlinear Pricing and Network Externalities in Telecommunications," Proceedings of the 6th International Conference on Computer Communications, London, U.K. (September 1982).
  9. Chao, Hung Po, Shmuel S. Oren, Stephen A. Smith and Robert B. Wilson, "Priority Service:  Managing Risk by Unbundling Electric Power Service," Proceedings of the XIII Energy Technology Conference, Washington, D.C., pp. 1610-1618 (March 1986).
  10. Arbel, Ami and Shmuel S. Oren, "A Priority Based Interactive Multicriteria Optimization Algorithm," in Lecture Notes in Economics and Mathematical System Theory, Springer-Verlag, V. 285 (Part I) pp. 163-171, (1987) (Proceedings of the VII-th International Conference on Multiple Criteria Decision Making held in Kyoto, Japan, Aug. 1986).
  11. Schwartz, Rick G., Shmuel S. Oren, Charles A. Dennis and Robert F. Debusk, "Measuring and Responding to Consumer Preferences for Medical Products and Services," Proceedings of the 1987 Annual Healthcare Systems Conference held in Las Vegas, Nevada (February 1987).  Best Paper Award
  12. Schwartz, Rick G. and Shmuel S. Oren, "Using Analytic Hierarchies for Consumer Research and Market Modeling," in Proceedings of the Sixth Int'l Conference on Mathematical Modeling in Science and Technology," St. Louis, MO., pp. 229-240, (August 1987).
  13. Min, K. Jo and Shmuel S. Oren, "Optimal Pricing of Allocation Priority and Spec. Level  With Multiple Customer Groups," Proceedings of the 1993 NSF Design and Manufacturing Systems Conference, V. 2  (1993), pp. 1799-1808.
  14. Bushnell, James B. and Shmuel S. Oren, "Two-dimensional Auctions for Efficient Franchising of Independent Power Generation," Proceedings of the 29th Annual Conference of the Operational Research Society of New Zealand, Auckland University, New Zealand, (August 1993). 95.
  15. Min, K. Jo and Shmuel S. Oren, "Optimal Pricing of Allocation Priority and Spec. Level  With Multiple Customer Groups," Proceedings of the 1994 NSF Design and Manufacturing Systems Conference, V. 3  (1994), pp. 351-352.
  16. Oren Shmuel S. "The Role of Financial Instruments in a Competitive Electricity Market,"  in Proceedings of the 1996 EPRI Conference on Innovative Approaches to Electricity Pricing, (March 1996) pp. 7:1-15.
  17. Oren Shmuel S., "Economic Foundation of Unbundling and Product Differentiation with Application to Electric Power," in Proceedings of the NSF Conference on Unbundled Power Quality Services in the Electricity Power Industry, Key-west, Florida, (November 1997) pp. 138-143.
  18. Oren Shmuel S., Alva J. Svoboda and Raymond B. Johnson, "Volatility of Unit Commitment in Competitive Electricity Markets," in Proceedings of the 30th Hawaii International Conference on Systems Sciences, (January 1997) pp. 594-601.
  19. Oren Shmuel S. and Dennis Ray, "Services in an Unbundled and Open Electric Services Market Place," In The Virtual Utility: Accounting, Technology & Competitive Aspects of the Emerging Industry, (S. Awerbach and A. Preston Ed.), Kluwer Academic Publishers (1997) pp. 249-274.
  20. Deng, Shijie and Shmuel S. Oren, "Priority Network Access Pricing for Electric Power," In Proceedings of the Bulk Power Systems Dynamics and Control Conference IV - Restructuring, Santorini , Greece, August 24-28, (1998). Also in Proceedings of the POWER Conference, University of California Energy Institute, Berkeley, California (March, 1998).
  21. Oren, Shmuel S. "Transmission Pricing and Congestion Management: Efficiency, Simplicity and Open Access," Proceedings of  the EPRI  Conference on Innovative Pricing, Washington DC, (June 17-19, 1998).
  22. Oren Shmuel S. "Authority and Responsibility of The ISO: Objectives, Options and Tradeoffs," In Designing Competitive Electricity Markets, Chao and Huntington ed., Kluwer Academic Publishers, Boston. (1999).
  23. Oren Shmuel S. Contributor to: "Unlocking the Benefits of Restructuring: A Blueprint for Transmission," by Shimon Awerbuch, Leonard Hyman and Andrew Vesey , Public Utilities Reports Inc. , (Nov. 1999).
  24. Oren Shmuel S., "Capacity Payments and Supply Adequacy in Competitive Electricity Markets," VII Symposium of Specialists in Electric Operational and Expansion Planning, Curitiba, Brazil, (May 21-26, 2000)
  25. Oren Shmuel S. , “Design of Ancillary Service Markets,"  Proceeding of the 34th Hawaii International Conference on Systems Sciences HICSS 34. Maui, Hawaii, January 5-8, 2001.
  26. Kamat, Rajnish and Shmuel S. Oren, "Multi-Settlement Systems for Electricity Markets: Zonal Aggregation under Network Uncertainty and Market Power," Proceeding of the 35th Hawaii International Conference on Systems Sciences HICCS 35.  Big Island, Hawaii, January 7-11, 2002.
  27. Oren, Shmuel, George Gross and Fernando Alvarado, "Alternative Business Model for Transmission Investment and Operation", DOE National Transmission Grid Study Report, pp. C4-C34 (May, 2002)
  28. Fernando and Shmuel Oren, "Transmission System Operations," DOE National Transmission Grid Study Report, pp. A1-A34, (May,2002)
  29. Oren Shmuel S. and Andrew Ross, "Designs for Ramp-constrained Day-ahead auctions," Proceeding of the 36th Hawaii International Conference on Systems Sciences HICSS 36. Big Island, Hawaii, January 5-9, 2003.
  30. Yao , J., S. Oren and I. Adler, "Computing Cournot Equilibria in Two Settlement Electricity Markets with Transmission Constraints," Proceeding of the 37th Hawaii International Conference on Systems Sciences HICSS Big Island, Hawaii, January 5-8, 2004.
  31. Deng Shijie, Shmuel S. Oren and Sakis Meliopoulous, "The Inherent Inefficiency of the Point-to-Point Congestion Revenue Right Auction," Proceeding of the 37th Hawaii International Conference on Systems Sciences HICSS 37. Big Island, Hawaii, January 5-8, 2004.
  32. Oren, Shmuel and Ramteen Sioshansi "Joint Energy and Reserves Auction with Opportunity Cost Payment for Reserves," Proceedings of the Bulk Power Systems Dynamics and Control VI, August 22-27, 2004, Cortina D’ Ampezzo, Italy.
  33. Oren, Shmuel, "State of the Market based Mitigation vs. Conduct and Impact," Proceedings of the Power System Conference and Exposition (PSCE),  New York, NY, (October 10-13, 2004).
  34. Oren, Shmuel, “When is Pay as Bid Better then uniform Price“, Proceedings of the Power System Conference and Exposition (PSCE),  New York, NY, (October 10-13, 2004).
  35. Yao, J., B. Willems, S. Oren , I. Adler and , "Cournot Equilibrium in Price-Capped  Two-Settlement Electricity Markets,"  Proceeding of the 38th Hawaii International Conference on Systems Sciences HICSS38. Big Island, Hawaii, January 3-6, 2005.
  36. Yao, J., S. Oren and I. Adler, "Cournot Equilibria in Two-Settlement Electricity Markets with System Contingencies, " Proceedings of the 6th ICPSOP Conference on Power Systems Operations and Planning, Praia, Cape Verde, May 22-26, 2005.
  37. Sauma, Enzo and Shmuel Oren, "Conflicting Investment Incentives in Electric Transmission," Proceeding of the IEEE PES Annual Meeting, San Francisco, CA, June 12-16, 2005.
  38. Yumi Oum, Shmuel Oren and Shijie Deng, "Volumetric Hedging in Electricity Procurement," Proceedings of the PowerTech 2005 Conference, St. Petersburg, Russia, June 27-30, 2005
  39. Oren Shmuel, S., "Ensuring Generation Adequacy Through Centrally Procured Call Options Obligations," Proceeding of the IEEE PES Annual Meeting, San Francisco, CA June 12-16, 2005
  40. Sauma Enzo E. and Shmuel S. Oren., "Assessing the Economic Value of Transmission Investments in Restructured Electricity Markets," Proceedings  of the ICORAID-2005-ORS Conference, Bangalore, India, December 27-29, 2005. Best Application Paper Award
  41. Chao, Hung-po, Shmuel S. Oren and Robert B. Wilson, "Alternative Pathways to Electricity Market Reform: Risk Management Approach," Proceeding of the 39th Hawaii International Conference on Systems Sciences HICSS39. Kauai, Hawaii, January 4-7, 2006.
  42. Sauma, Enzo E. and Shmuel S. Oren, "Proactive Transmission Investment in Competitive Power Systems," Proceeding of the IEEE PES Annual Meeting, Montreal, Canada, July 18-22, 2006.
  43. Michaillat Pascal and Shmuel Oren, "A Probabilistic Graphical Approach to Computing Electricity Price Duration Curves under Price and Quantity Competition," Proceeding of the 40th Hawaii International Conference on Systems Sciences HICSS40, Big Island, Hawaii, January 3-6, 2007.
  44. Sauma Enzo E. and Shmuel S. Oren., "Aligning Generators’ Interests with Social Efficiency Criteria for Transmission Upgrades in an LMP Based Market," Proceeding of the IEEE PES Annual Meeting, Tampa, Florida, June 24-28, 2007.
  45. Bishu Chatterjee and Shmuel S. Oren., "The California Resource Adequacy Program: Achieving Reliability and Economic Efficiency Through Virtual Re-bundling of Generation and Distribution," Proceeding of the IEEE PES Annual Meeting, Tampa, Florida, June 24-28, 2007.
  46. Shmuel S. Oren., "Risk Management vs. Risk Avoidance in Power Systems Planning and Operation," Proceeding of the IEEE PES Annual Meeting, Tampa, Florida, June 24-28, 2007.
  47. A. Papavasiliou and S. S. Oren, “Coupling Wind Generation with Deferrable Loads”, Proceedings of the IEEE Energy 2030 Conference, Atlanta, Georgia November 17-18, 2008
  48. K. W. Hedman, P. O’Neill, and S. S. Oren, “Analyzing Valid Inequalities of Generation Unit Commitment Problems” Proceeding of the PSCE Conference, March 15-18,  2009.
  49. Hedman Kory, Shmuel S. Oren and Richard O’Neil ., “Optimal Transmission Switching: Economic Efficiency and Market Implications”, Proceeding of the 23rd CRRI annual Western Conference on Regulated Industries, Monterey, CA, June 23-25, 2010.
  50. Oren Shmuel S. and Yumi Oum, “Managing Risk Under a Fixed Price Load Following Obligation for Electricity Service”, Proceedings of the IEEE PES Annual Meeting, Minneapolis, MN , July 25-29, 2010.
  51. Oren Shmuel S., “Privatizing Electric Reliability through Smart Grid Technologies and Priority Service Contracts”, Proceedings of the IEEE PES Annual Meeting, Minneapolis, MN , July 25-29, 2010.
  52. Oren Shmuel S. and Kory Hedman, “ Revenue Adequacy, Shortfall Allocation and Transmission Performance Incentives in FTR/FGR Markets”, Proceedings of the IREP 2010 Symposium, Bouzios, Brazil, August 1-6, 2010.
  53. Papavasiliou Anthony ans Shmuel S. Oren, “ Supplying Renewable Energy to Deferrable Loads: Algorithms and Economic Analysis”, Proceedings of the IEEE PES Annual Meeting, Minneapolis, MN , July 25-29, 2010.  
  54. Hedman Kory, Richard O’Neil and Shmuel Oren, “Revenue Adequacy Constrained Optimal Transmission Switching”  Proceedings of the 44th HICSS Conference,  Kauai, Hawaii, January 4-7, 2011.
  55. Hedman Kory W., Shmuel S. Oren and P. O’Neill, “A Review of Transmission Switching and Network Topology Optimization ”, Invited Panel Paper, Proceeding of the IEEE PES GM, Detroit, Michigan, July 24-28, 2011.
  56. Papavasiliou A. and S. S. Oren, “Integrating Renewable Energy Contracts and Wholesale Dynamic Pricing to Serve Aggregate Flexible Loads ” Invited Panel Paper, Proceeding of the IEEE PES GM, Detroit, Michigan, July 24-28, 2011.
  57. Papavasiliou A. and S. S. Oren “Integration of Contracted Renewable Energy and Spot Market Supply to Serve Flexible Loads ”, Proceedings of the 18th World Congress of the International Federation of Automatic Control, August 28 – September 2, 2011, Milano, Italy.
  58. Oren S. S., Invited Panel Paper; “Renewable Energy Integration and the Impact of Carbon Regulation on the Electric Grid ”, Proceeding of the IEEE PES GM, San Diego CA, July 22-26, 2012.
  59. Papavasiliou A., S. S. Oren, “ A Stochastic Unit Commitment Model for Integrating Renewable Supply and Demand Response” Invited Panel Paper, Proceeding of the IEEE PES GM, San Diego, CA, July 24-28, 2012.
  60. Papavasiliou A.and  S. S. Oren, “Stochastic Modeling of Multi-area Wind Power Production“, Proceedings of PMAPS 2012, Istanbul Turkey, June 10-14, 2012.
  61. Shmuel S. Oren, “A Historical Perspective and Business Model for Load Response Aggregation Based on Priority Service“, Proceedings of the 46th HICSS Conference, Maui, Hawaii January 7-10, pp 2206-2214, 2013.
  62. Papavasiliou A., S.S. Oren, “A Comparative Study of Stochastic Unit Commitment and Security-Constrained Unit Commitment Using High Performance Computing“, Proceeding of the European Control Conference ECC 2013, ETH, Zurich July 17-19, 2013.
  63. Papavasiliou A., S.S. Oren, Z. Yang, P. Balasubramanian, K. Hedman, “An Application of High Performance Computing to Transmission Switching“, Proceedings of the 2013 IREP Symposium-Bulk Power System Dynamics and Control-IX (IREP), August 25-30, 2013, Rethymnon, Greece.
  64. Sahraei-Ardakani Mostafa, Korad Akshay, Hedman Kory, Lipka Paula and Shmuel Oren, “A Performance of AC and DC Based Transmission Switching Heurstics on a Large-Scale Polish System“, Proceedings of the IEEE PES GM, July 27-31, 2014, National Harbor, MD.
  65. Papavasiliou, Anthony, Oren Shmuel, Ignacio Aravena, “Stochastic Modeling of Multi-Area Wind Power Production”, Proceedings of the 48th HICSS ConferenceKauai, Hawaii January 5-8, 2015.
  66. Shi, Jiaying and Shmuel S. Oren, “ A Data Mining Approach for Real-Time Corrective Switching”, Proceedings of the IEEE PES GM, July 26-30, 2015, Denver, CO.
  67. Margellos Kostas and Shmuel Oren, “ A Fuse Control Paradigm for Demand Side Management: Formulation and Stochastic Pricing Analysis”, Proceedings of the American Control Conference , July 1-3, 2015, Chicago, Ill.
  68. Shi, Jiaying and Shmuel Oren, “ Wind Integration through Stochastic Unit commitment with Topology Control Recourse”, Proceedings of the 19th Power Systems Computation Conference (PSCC2016), June 20-24, 2016, Genova, Italy.
  69. Gergios Patsakis and Shmuel S. Oren, “ The Hidden Costof Priority Dispatch for Wind Power ”, Proceedings of the Hawaii Intrnational Conference on Systems Science (HICSS52), January 8-11, 2019, Big Island, Hawaii.
  70. Gergios Patsakis and Shmuel S. Oren, “ A Combinatorial Algorithmfor Large-Scale Power Systems Islanding, ”, Proceedings of IEEE PES PowerTech Conference, June 23-27, 2019, Milan, Italy.
  71. Zhu Yang and Shmuel S. Oren, “ Line Selection and Algorithm Selection for Transmission Switchingby Machine Learning Methods ”, Proceedings of IEEE PES PowerTech Conference, June 23-27, 2019, Milan, Italy.
  72. Phillip Staudt and Shmuel S. Oren, “ A Merchant Transmission Approach for Uniform-Price Electricity markets”, Proceedings of the Hawaii Intrnational Conference on Systems Science (HICSS53), January 7-10, 2020, Maui, Hawaii.
  73. Tomas Valencia Zuluaga and Shmuel S. Oren, “ Sizing Co-located Storage for Uncertain Renewable Energy Sold Through Forward Contracts”, Proceedings of 11th Bulk Power Systems Dynamics and Control Symposium (IREP 2022), July 25-30, 2022, Banff, Canada.

C. Books

  1. Oren, Shmuel S. and Stephen A. Smith, (Editors) Service Opportunities for Electric Utilities: Creating Differentiated Products, Kluwer Academic Publishers, Boston (1993).

II. NON-REFEREED PUBLICATIONS

A. Technical Reports, Working Papers, Comments:

  1. Oren, Shmuel S. "The Correspondence Principle in Viscoelastic Stress Analysis," M. Sc. Thesis, Dept. of Materials Engineering, Technion University, Haifa, Israel (in Hebrew) (July 1969).
  2. Oren, Shmuel S. "Self-Scaling Variable Metric Algorithms for Unconstrained Minimization," Ph.D. Thesis, Dept of Engineering-Economics Systems, Stanford University, Stanford, CA (1972).
  3. Allan, Dan, Shmuel S. Oren et. al, "A Nationwide Communication System for the Hearing Impaired: Strategies Toward Commercial Implementation," Final Report, Project 3288, SRI International, Menlo Park, California (October 1981).
  4. Oren, Shmuel S., Stephen A. Smith and Robert B. Wilson, "Priority Service: Unbundling the Quality Attributes of Electric Power," EPRI Report EA-4871 (Nov. 1986).
  5. Oren, Shmuel S., Stephen A. Smith and Robert B. Wilson, "Selected Papers on Priority Service Methods," EPRI Report P-5350, (August 1987).
  6. Oren, Shmuel S., "Product Differentiation in Service Industries," working paper presented at the First Annual Conference on Pricing, New York, NY (December 1987)
  7. Oren, Shmuel S., Stephen A. Smith and Robert B. Wilson, "Service Design in The Electric Power Industry," EPRI Report P-6543, (1990).
  8. Letter to the Editor, Wall Street Journal, (April 21, 1997)
  9. Interview in "Electricity's Big Bang," Public Utilities Fortnightly, (January 1, 1998)
  10. Shmuel Oren, "It takes One Counterexample to Disprove a Theory," Electricity Journal, (10) pp. 95-98, (October 1997)
  11. Oren, Shmuel S., "Review of MAE rules for the Brazilian wholesale electricity market," Report to ANEEL - The Brazilian Electricity Regulatory Agency (June 15, 2000)
  12. Shmuel S. Oren, “Report to the Public Utility Commission of Texas on the ERCOT Protocols in Docket No. 23220,"February 9, 2001
  13. Oren Shmuel S. and Pablo Spiller, "Wild Prices Out West: What Can Be Done," Public Utilities Fortnightly, November 1, 2000, pp. 58-61.
  14. Oren, Shmuel S, "Market Based Risk Mitigation: Risk Management vs. Risk Avoidance," Proceedings of a White House OSTP/NSF Workshop on Critical Infrastructure Interdependencies held in Washington DC, June 14-15, 2001.
  15. Chao H., S. Oren, A Papaloxopolous, and R. Wilson, “An External Evaluation of Power Markets in Poland," EPRI, Palo Alto, CA: (December 2001), 1006547
  16. Oren, Shmuel S. “The FTR vs. FGR Debate: Facts and Misconceptions," Comments to FERC in Docket RM01-12-000 (Standard Market Design) (April 2002)
  17. Oren, Shmuel S. "Comments on the FERC SMD NOPR," Comments in Docket RM01-12-000 (November 15, 2002)
  18. C. Mensah-Bonsu and S. Oren, "California Electricity Market Crisis: Causes, Remedies, and Prevention," IEEE Power Engineering Review, Vol 22, No. 8 (August 2002) pp. 4-5.
  19. Chao. H, R. Entriken, H. Huntington, S. Oren, A. Papaloxopolous, S. Wan and R. Wilson, "Review of the Current Status of Power Markets Reforms in the US and Europe," EPRI, Palo Alto, CA: (November, 2002).
  20. Chao H., S. Oren, A Papaloxopolous, D. Sobajic and R. Wilson, "Integrated Engineering and Economic Operation of Power Systems," EPRI, Palo Alto, CA: (December 2003)
  21. Chao, Hung Po, Shmuel S. Oren and Robert B. Wilson, "Electricity Market Transformation: A Risk Management Approach," EPRI, Palo Alto, CA: (March, 2005), 1008549
  22. Oren Shmuel. S., "Challenges of restructuring the power industry: Introduction to special issue of decision support system," Editorial, Decision Support System 40 (2005) pp 407-408.
  23. Oren Shmuel S., "Program on Technology Innovation: Alternative Approaches to Generation Adequacy Assurance", Technical Report, EPRI, Palo Alto, CA: (December 2007), 1013774
  24. Oren S., D. Callaway, J. Mathieu, A. Papavasiliou, T. Mount, M. Zhang, R. Thomas, G. Gross, A. Dominguez-Garcia, "Renewable Energy Integration and the Impact of Carbon Regulation on the Electric Grid," PSERC Future Grid White Paper, May, 2012.
  25. Bushnelll, James, Scott M. Harvey, Benjamin F. Hobbs and Shmuel S. Oren, "Opinion on Bid Cost Recovery Mitigation Measures and Commitment Cost Refinements," California ISO Market Surveillance Committee Opinion, Folsom CA, (May 7, 2012).
  26. Bushnelll, James, Scott M. Harvey, Benjamin F. Hobbs and Shmuel S. Oren, "Opinion on Flexible Capacity Procurement: Risk of Retirement,"California ISO Market Surveillance Committee Opinion, Folsom CA, (September 7, 2012).
  27. Bushnelll, James, Scott M. Harvey, Benjamin F. Hobbs and Shmuel S. Oren, "Opinion on Mitigation Measures for Exeptional Dispatch in Real Time," California ISO Market Surveillance Committee Opinion, Folsom CA, (December 5, 2012).
  28. Bushnelll, James, Scott M. Harvey, Benjamin F. Hobbs and Shmuel S. Oren, "Opinion on Mitigation Measures for Bid Cost Recovery," California ISO Market Surveillance Committee Opinion, Folsom CA, (December 5, 2012).
  29. M. Alexander, M. Davis, R. Entriken, J. Halliwell, C. Lee, S. Mullen, P. Nieuwesteeg, M. Fang, S. Oren, R. Wilson, " Plug-in Electric Vehicle Fleet Valuation: Case Study" Technical Report, EPRI, Palo Alto, CA: (2012), 1022643.
  30. Paula A. Lipka, Richard P. O'Neill, Shmuel S. Oren, Anya Castillo, Mehrdad Pirnia, Clay Campaigne, "Optimal Transmission Switching Using the IV-ACOPF Linearization," FERC Optimal Power Flow Paper 10, (February 2013).
  31. Paula A. Lipka, Richard P. O'Neill, Shmuel S. Oren, "Developing Line Current Magnitude Constraints for IEEE Test Problems," FERC Optimal Power Flow Paper 7, (April 2013).
  32. Bushnelll, James, Scott M. Harvey, Benjamin F. Hobbs and Shmuel S. Oren, "Opinion on Order 764 Compliance and Related Market Design Changes," California ISO Market Surveillance Committee Opinion, Folsom CA, (May 7, 2013).
  33. Clay Campaigne, Paula A. Lipka, Mehrdad Pirnia, Richard P. O'Neill, Shmuel S. Oren, "Testing Step-size Limits for Solving the Linearized Current Voltage AC Optimal Power Flow," FERC Optimal Power Flow Paper 9, (June 2013).
  34. James Bushnell, Scott M. Harvey, Benjamin F. Hobbs, Shmuel S. Oren, "Report on the Appropriateness of the Three Pivotal Supplier Test and Alternative Competitive Screens," Submitted to the Federal Energy Regulatory Commission, (June 27, 2013).
  35. Hobbs, Benjamin, Shmuel Oren, James Sweeney and Frank Wolak, " Amichi Curiae Brief in Support of The United States Environmental Protection Agency, et al", Nos 12-1182 and 12-1183, 2013
  36. Bushnelll, James, Scott M. Harvey, Benjamin F. Hobbs and Shmuel S. Oren, "Opinion on Implementation of the Full Network Mode," California ISO Market Surveillance Committee Opinion, Folsom CA, (February 10, 2014)
  37. Bushnelll, James, Scott M. Harvey, Benjamin F. Hobbs and Shmuel S. Oren, "Opinion on Flexible Resource Adequacy Criteria and Must Offer Obligation," California ISO Market Surveillance Committee Opinion, Folsom CA, (March 12, 2014)
  38. Bushnelll, James, Scott M. Harvey, Benjamin F. Hobbs and Shmuel S. Oren, "Opinion on Local Market Power Mitigation Implementation in the Energy Imbalance Market," California ISO Market Surveillance Committee Opinion, Folsom CA, (July 7, 2014)
  39. Bushnelll, James, Scott M. Harvey, Benjamin F. Hobbs and Shmuel S. Oren, "Opinion on Commitment Cost Enhancements," California ISO Market Surveillance Committee Opinion, Folsom CA, (September 8, 2014)
  40. Bushnelll, James, Scott M. Harvey, Benjamin F. Hobbs and Shmuel S. Oren, “Opinion on Reliability Services Phase 1 and Commitment Cost Enhancement Phase 2”, California ISO Market Surveillance Committee Opinion, Folsom CA, (March 2015).

Updated July 2024