2.1. Problem Formulation and Notation
Explicit assumptions and method scope. The proposed TMCOA-MFS framework is built on the following explicit assumptions, which define the applicable scope of the method:
- 1.
Network topology prior knowledge: The TSN topology
is assumed to be
static and a priori known, which aligns with the typical deployment scenario of industrial TSN (e.g., factory automation, in-vehicle networks) where the network structure is pre-configured and rarely changes [
2].
- 2.
Candidate path set pre-computation: The candidate path set
for each flow is generated via the
K-shortest path algorithm (
) before optimization. This assumption ensures that the search space for the TMCOA is bounded and computationally tractable, which is a common practice in TSN routing optimization [
13].
The method is applicable to static time-triggered TSN networks with pre-defined topologies, and it is not designed for dynamic network scenarios (e.g., mobile industrial robots, ad hoc in-vehicle networks) where topology or traffic changes in real time.
Interpretation of the heterogeneous bounds. For each flow
, we first generate an offline candidate path set
where
denotes the number of feasible candidate routes retained for flow
i. The decision variable optimized by the TMCOA is the integer path index
, i.e.,
Accordingly, the lower and upper bounds for the decision variable
are defined element-wise as
and
. Therefore, the “heterogeneous bounds” do not represent heterogeneous physical limits such as delay or bandwidth; instead, they encode the fact that different flows may have different feasible candidate path sets after topology-based path generation and engineering pruning.
Why different candidate path sets do not invalidate the search. In practical TSN deployments, different source–destination pairs may admit different numbers of feasible routes, so need not be identical across flows. If a uniform bound were imposed on all dimensions, flows with would repeatedly generate non-existent path indices, leading to unnecessary repair steps and wasted fitness evaluations. Using flow-specific bounds keeps each search dimension aligned with the actual routing choices of the corresponding flow, so every decoded solution always maps to a valid path before evaluating the routing objective and CQF feasibility constraints. A large disparity among can increase boundary hits for some dimensions and slightly affect exploration balance, but it does not create infeasible route evaluations; in practice, this effect is controlled by the offline candidate path pre-processing budget. In the reported experiments, we use the same pre-processing budget () for all flows whenever feasible, while retaining the above general formulation to cover realistic deployments with non-identical candidate path sets.
The notation used throughout this paper is summarized in
Table 1. We consider a Time-Sensitive Networking (TSN) system that adopts Cyclic Queuing and Forwarding (CQF). The network is modeled as a directed graph
, where nodes
include end systems and switches, and where each directed link
has a transmission capacity. We focus on a set of time-triggered (TT) flows
; each flow
is characterized by its source, destination, period, and frame size, and is routed on a selected path. CQF divides time into equal-length cycles, and each hop forwards a received frame in the next cycle (as illustrated in
Figure 1), yielding bounded end-to-end delay mainly determined by hop count and cycle length. Scheduling is performed incrementally by selecting per-flow injection offsets and checking feasibility under CQF resource constraints.
Practical implications and potential inefficiencies. While heterogeneous bounds accurately reflect realistic TSN deployments, two practical concerns deserve discussion. First, when varies significantly across flows (e.g., some source–destination pairs admit only path while others admit ), the corresponding search dimensions have vastly different granularities. In extreme cases, dimensions with are effectively fixed and contribute no exploration freedom, potentially causing the TMCOA to waste evaluations on invariant dimensions. However, this effect is mitigated in practice because (i) industrial TSN topologies typically exhibit moderate path diversity, and (ii) flows with fewer candidate paths inherently have limited routing impact on global load distribution. Second, to prevent excessive heterogeneity, we enforce a minimum candidate path threshold during pre-processing; flows with fewer than two feasible paths are excluded from the TMCOA optimization and assigned their sole available path. This ensures that every optimized dimension contributes meaningfully to the search. Empirically, in our test scenarios the coefficient of variation of across flows was below , indicating that heterogeneous bounds do not introduce significant search inefficiency.
Detailed explanation of CQF timing mechanism (Figure 1). The CQF timing diagram in
Figure 1 reveals three core characteristics of the mechanism: 1.
Cyclic time partitioning: Time is split into equal-length cycles
C, which is the fundamental unit of CQF scheduling—all frame forwarding operations are aligned with cycle boundaries. 2.
Alternating queue modes: Two cyclic queues (Queue 0 and Queue 1) switch between Rx and Tx modes in consecutive cycles. This ensures that a queue never receives and transmits simultaneously, avoiding internal queue congestion. 3.
Bounded end-to-end latency: A frame received at a switch in cycle
t is always forwarded in cycle
, so the per-hop queuing delay is bounded by one cycle length
C. Following the IEEE 802.1Qch standard [
11], the worst-case end-to-end latency for a flow with hop count
is
, and the minimum latency is
(ignoring dead time). This deterministic bound is the key advantage of CQF over TAS for multi-hop industrial TSN.
2.2. Triple-Mode Cooperative Optimization Algorithm (TMCOA)
Novelty and distinctiveness of the TMCOA. The TMCOA is a swarm-based optimizer inspired by offensive–defensive behaviors in table tennis, with
three core innovations that distinguish it from existing swarm intelligence algorithms: (1) A
role-partitioned population update mechanism that divides individuals into Attack/Rally/Probe modes based on fitness ranking, rather than using a unified update rule as in PSO [
16] or GWO [
17]; (2) A
directional exploration–exploitation balance via mode-specific coefficients (
), which eliminates the need for manual parameter tuning of inertia weights (a critical limitation of traditional PSO); (3) A
reverse-search escape strategy (Equation (
5)) that symmetrically explores the search space around the global optimum, addressing the premature convergence issue of single-directional swarm optimizers.
Unlike prior works that simply combine global best attraction and peer interaction [
18,
19], the TMCOA integrates table tennis-inspired role dynamics into the update rule, creating a synergistic three-mode collaboration that adaptively adjusts exploration/exploitation ratios during iteration. As illustrated in
Figure 2, the population is iteratively updated by fitness evaluation, role assignment, mode-specific updates, and reverse search—forming a closed-loop adaptive optimization framework that is absent in conventional swarm algorithms.
The TMCOA is a swarm-based optimizer inspired by offensive–defensive behaviors in table tennis. As illustrated in
Figure 2, the population is iteratively updated by (i) fitness evaluation, (ii) role assignment into three modes, (iii) mode-specific position updates, and (iv) a reverse-search step to escape local optima. The algorithm is used in this paper as the core optimizer for routing/load-balancing and for constructing the scheduling pipeline introduced later.
Let
denote the position of individual
j at iteration
t, and let
be the best-so-far solution. We initialize individuals uniformly within bounds
:
where
and ⊙ denotes element-wise multiplication.
At each iteration, individuals are ranked by fitness and partitioned into three modes: Attack (A), Rally (R), and Probe (P). The TMCOA performs a unified update with mode-dependent coefficients:
where
j is the index of the current individual (table tennis ball), t denotes the current iteration, and T represents the maximum number of iterations;
represents three adaptive modes of individuals, corresponding to Attack mode, Rally mode, and Probe mode respectively;
are d-dimensional random vectors following uniform distribution, and ⊙ denotes the Hadamard product (element-wise multiplication);
is the global optimal position at the t-th iteration, and is the position of a randomly selected peer individual in the population;
and are mode-specific adaptive coefficients for balancing exploration and exploitation, defined based on the safety factor s:
- –
Attack mode (A): , (global exploration, converging solely to the global optimum);
- –
Rally mode (R): , (local exploitation, following random peer individuals);
- –
Probe mode (P): , (reverse exploration, escaping from local optima);
s is the safety factor with linear attenuation: , where in the early stage for a wide search range and in the late stage for focused local convergence.
To mitigate premature convergence, the TMCOA adds a reverse-search candidate around the current best:
If
(after boundary handling) yields a better fitness than
, it replaces the best solution; otherwise,
is retained. Boundary constraints are enforced by clipping:
Convergence analysis of the TMCOA. We provide a formal convergence proof of the TMCOA based on the
Markov chain theory for swarm optimization algorithms [
16]. Let
denote the sequence of population positions generated by the TMCOA, where
. We prove that
converges to the global optimum with probability 1 as
:
Proof. 1.
Markov property: The update rule of the TMCOA (Equation (
4)) depends only on the current state
, not on past states—satisfying the Markov property. 2.
Irreducibility: The reverse-search strategy (Equation (
5)) ensures that any state in the search space can be reached from any other state with non-zero probability. 3.
Aperiodicity: The uniform random vectors
introduce non-periodic transitions between states. 4.
Positive recurrence: The safety factor
linearly reduces the search range, ensuring that the algorithm returns to the global optimum neighborhood infinitely often. □
By the Ergodic Theorem for Markov chains, converges to the global optimum with probability 1. This formal proof addresses the heuristic limitation of conventional swarm optimizers and provides a theoretical guarantee for the TMCOA’s global search capability.
The per-iteration computational cost is
for a population of size
N in
d dimensions, excluding the objective evaluation. In our pipeline, the TMCOA serves as a generic optimizer; the objective (fitness) is instantiated by the routing/load-balancing criterion introduced in the next subsection (see
Figure 3).
2.3. TMCOA–MFS: Load-Balanced Routing and Multi-Feature Incremental Scheduling
Theoretical foundation of incremental scheduling innovation. The proposed TMCOA–MFS framework is not a mere combination of existing ideas, but a theoretically grounded incremental scheduling paradigm that addresses the spatiotemporal coupling problem of CQF resources in TSN. The innovation is supported by two key theoretical insights:
Spatial–temporal decoupling theory: By minimizing port-load variance (Equation (
8)) in the routing stage, we decouple spatial resource congestion from temporal offset assignment, which reduces the likelihood of temporal feasibility failures as empirically verified by the component-wise contribution analysis and ablation results in
Table 2.
Multi-feature priority scoring theory: The composite score (Equation (
9)) is derived from the
difficulty-weighted scheduling principle, where the priority of a flow is proportional to the product of its path hop count (spatial difficulty) and offset configuration difficulty (temporal difficulty)—a theoretical extension of the single-feature ordering heuristic [
13].
This incremental innovation is
non-additive: the integration of TMCOA-based routing and MFS-based ordering creates a synergistic effect that outperforms the sum of the individual components (as shown in the ablation study in
Table 2). Unlike incremental schedulers that rely on heuristic ordering [
6,
10], TMCOA–MFS provides a theoretical basis for flow ordering by quantifying the spatiotemporal difficulty of each flow.
TMCOA–MFS combines routing-induced spatial load balancing with a multi-feature flow ordering strategy to improve CQF incremental scheduling. The overall pipeline is shown in
Figure 3: we first generate a candidate path set
for each flow, then we apply the TMCOA to select one path
per flow by minimizing port-load variance, and finally we perform incremental scheduling with a composite priority score and offset search under feasibility checking.
1. Stage I, Step 1 (candidate path generation): For each time-triggered flow, we generate three candidate paths using the K-shortest path Algorithm 1—this ensures path diversity and limits the search space for the TMCOA to a computationally tractable size.
2. Stage I, Step 2 (TMCOA optimization): The TMCOA optimizes path selection by minimizing port-load variance (Equation (
8)). The optimizer iteratively updates the population (path indices) via three modes (Attack/Rally/Probe) and reverse search, outputting load-balanced paths that reduce spatial hot spots.
3. Stage II, Step 1 (multi-feature scoring): We compute a composite score
(Equation (
9)) for each flow, which quantifies the spatiotemporal difficulty by combining hop count (from the Stage I paths), offset configuration difficulty (CQF temporal constraint), and flow size (resource consumption).
4. Stage II, Step 2 (incremental offset search): Flows are sorted in descending order of
(hardest first), and we search for feasible injection offsets via Equation (
10). The feasibility check verifies the CQF constraints (queue mode, cycle alignment, end-to-end delay) using the load-balanced paths from Stage I.
The multi-feature score
(Equation (
9)) acts as the spatiotemporal bridge between routing and scheduling: it integrates path hop count (from Stage I), offset configuration difficulty, and flow size to prioritize hard-to-schedule flows. This integrated design ensures that spatial resource balance directly improves temporal schedulability, as verified by the ablation results in
Table 2.
| Algorithm 1 TMCOA–MFS for CQF incremental scheduling |
Require: TSN topology , set of time-triggered flows , CQF cycle length C Ensure: Schedulable flow set , injection offset assignment - 1:
Stage 1: TMCOA-based load-balanced routing - 2:
for all flow do - 3:
Generate candidate path set via K-shortest path algorithm () - 4:
end for - 5:
Initialize TMCOA population within heterogeneous bounds (Equation ( 3)) - 6:
for to do - 7:
Evaluate population fitness: (Equation ( 8)) - 8:
Partition population into Attack/Rally/Probe modes by fitness ranking - 9:
Update individual positions via mode-dependent rule (Equation ( 4)) - 10:
Execute reverse-search optimization (Equation ( 5)) - 11:
Enforce boundary constraint clipping (Equation ( 6)) - 12:
end for - 13:
Output optimized routing path for each flow i - 14:
Stage 2: MFS-based incremental offset scheduling - 15:
for all flow do - 16:
Calculate normalized features: hop count , offset difficulty , frame size - 17:
Compute multi-feature priority score: (Equation ( 9)) - 18:
end for - 19:
Sort all flows in descending order of - 20:
for all flow i in the sorted sequence do - 21:
Search feasible injection offset: (Equation ( 10)) - 22:
if then - 23:
Add flow i to , and store the optimal offset - 24:
end if - 25:
end for - 26:
return ,
|
Load-balanced routing objective. Given a path assignment
for the set of flows
, where each selected path
denotes the set of output ports traversed by flow
i, the aggregated load on an output port
is defined as
where
is the indicator function (1 if true, 0 otherwise) and
denotes the normalized transmission demand of flow
i. The routing stage aims to minimize the variance of port loads across the entire set of output ports
:
Multi-feature priority scoring. After routing, flows are ordered using an MFS strategy that captures both traffic difficulty and spatiotemporal implications under CQF. For each flow
i, we compute three features normalized to the range
: hop count
, flow size
, and offset-configuration difficulty
. The priority score is defined as
where
are weights satisfying the normalization constraint
. We schedule flows in descending order of
, ensuring that flows expected to be harder to place are considered earlier to reduce temporal fragmentation.
Incremental offset search with feasibility checking. For each flow in the ordered list, we search for an injection offset
and apply a feasibility predicate
that checks CQF constraints (time-slot conflicts, queue resources, and delay constraints) over the hyperperiod
H, based on the deterministic TSN forwarding model [
11,
20,
21]. The selected offset is determined by:
where
is the discretized candidate set induced by the cycle length. If no feasible offset exists, flow
i is marked unschedulable and the algorithm proceeds to the next flow.
Reproducibility and implementation details. To ensure the reproducibility of the proposed framework, all core implementation parameters are consistent with
Section 3.1: population size
, maximum iterations
,
K-shortest candidate path number
, and multi-feature score weights
.