Shmuel S. Oren
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Publications

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. 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.
  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 Modeling ," 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, "Licensing 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. 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

B. Conference and Symposium Proceedings and Book Chapters:

  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. 85.
  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). 88.
  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. 89.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. 90.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). 91.
  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). 92.
  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). 93.
  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. 94.
  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. 96.
  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 Two Settlement Cournot Equilibria in Electricity Markets” Proceeding of the 37th Hawaii International Conference on Systems Sciences HICSS 37. 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. 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
  39. 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
  40. 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.
  41. 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.
  42. 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
  43. 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.
  44. 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.

C. Books

  1. Service Opportunities for Electric Utilities: Creating Differentiated Products," Kluwer Academic Publishers, Boston (1993).

II. NON-REFEREED PUBLICATIONS

  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. J. Rabaey, E Arans, C. Dedespeil, A. Gadgill, D Masserschmidt, W. Nazaroff, K. Pister, S. Oren “Smart Energy Distribution and Consumption: Information Technology as an Enabling Force”, CITRIS White Paper, University of California at Berkeley (May 2001)
  16. Chao H., S. Oren, A Papaloxopolous, and R. Wilson, “An External Evaluation of Power Markets in Poland”, EPRI, Palo Alto, CA: (December 2001), 1006547
  17. Oren, Shmuel S. “The FTR vs. FGR Debate: Facts and Misconceptions”, Comments to FERC in Docket RM01-12-000 (Standard Market Design) (April 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. Oren, Shmuel S. “Comments on the FERC SMD NOPR”, Comments in Docket RM01-12-000 (November 15, 2002)
  20. 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).
  21. 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)
  22. Deng, Shijie, Shmuel Oren and Sakis Meliopoulos, “The Inherent inefficiency of  Simultaneously Feasible Financial Transmission Rights Auctions”, Working paper, (Revised: February 12, 2005)
  23. Oum, Yumi, Shmuel Oren and Shijie Deng, “Hedging Quantity Risk with Standard Power Options in a Competitive Wholesale Electricity Market”, Working paper (March 3, 2005).
  24. Yao, Jian, Shmuel Oren and Ilan Adler, “Two Settlements Electricity Markets with Price Caps and Cournot Generation Firms”, Accepted for publication in European Journal of Operations Research (January 27, 2005).
  25. Yao, Jian, Shmuel Oren and Ilan Adler, “Cournot Equilibria in Two Settlement Electricity Markets with System Contingencies.” Accepted for a Special Issue of The International Journal on Critical Infrastructure (February 21, 2005).
  26. Chao, Hung Po, Shmuel S. Oren and Robert B. Wilson, “Electricity Market Transformation: A Risk Management Approach”, EPRI, Palo Alto, CA: (March, 2005), 1008549
  27. Sioshansi, Ramteen and Shmuel S. Oren, “How Good are Supply Function Equilibrium Models: An Empirical Analysis of the ERCOT Market”, Working Paper (May 2005).
  28. Chao, Hung Po, Shmuel S. Oren and Robert B. Wilson, “Restructuring Electricity Markets: A Risk Management Approach”, Working Paper, July 1, 2005.
  29. Chao, Hung Po, Shmuel S. Oren and Robert B. Wilson, “Restructuring Electricity Markets: Reevaluation of Vertical Integration and Unbundling”, Working Paper, July 1, 2005.
  30. 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.
  31. Sauma Enzo E. and Shmuel S. Oren., “Alternative Economic Criteria and Proactive Planning for Transmission Investment in Deregulated Power Systems”, Working paper, September 2005. To appear as a book chapter
  32. Oren Shmuel S., Fernando Alvarado and George Gross, “Market Redesign: Incorporating the Lessons Learned for Enhancing Market Design”, PSERC Project Report, Available at http://www.pserc.org/ecow/get/publicatio/reports/reportsfor/market_redesign_final_report_m4_2005.pdf
  33. Sauma Enzo E. and Shmuel S. Oren., “Proactive Planning and Valuation of Transmission Investments in Restructured Electricity Markets”, Working Paper, October 2005. Accepted for publication in Journal of Regulatory Economics.
  34. Yao, Jian, Shmuel Oren and Ilan Adler, “Modeling and Computing Two-settlement Oligopolistic Equilibrium in Congested Electricity Networks”, Working Paper, December 2005. Submitted to Operations Research.
  35. Veit, Daniel, Jian Yao, Shmuel Oren, “Simulating the Dynamics in Two-Settlement Electricity Markets via an Agent-Based Approach”, Working paper, February, 2006

Updated August 2006