Abstract The theory of two-sided matching has been extensively developed and applied to many real-life application domains. As the theory has been applied to increasingly diverse types of environments, researchers and practitioners have encountered various forms of distributional constraints. Arguably, the most general class of distributional constraints would be hereditary constraints; if a matching is feasible, then any matching that assigns weakly fewer students at each college is also feasible. However, under general hereditary constraints, it is shown that no strategyproof mechanism exists that simultaneously satisfies fairness and weak nonwastefulness, which is an efficiency (students’ welfare) requirement weaker than nonwastefulness. We propose a new strategyproof mechanism that works for hereditary constraints called the Multi-Stage Generalized Deferred Acceptance mechanism (MS-GDA). It uses the Generalized Deferred Acceptance mechanism (GDA) as a subroutine, which works when distributional constraints belong to a well-behaved class called hereditary M $$^{\natural }$$ -convex set. We show that GDA satisfies several desirable properties, most of which are also preserved in MS-GDA. We experimentally show that MS-GDA strikes a good balance between fairness and efficiency (students’ welfare) compared to existing strategyproof mechanisms when distributional constraints are close to an M $$^{\natural }$$ -convex set * .

In this work, we consider a student-project-resource matching-allocation problem, where students have preferences over projects and the projects have preferences over students. In this problem, students and indivisible resources are many-to-one matched to projects whose capacities are endogenously determined by the resources allocated to them. Traditionally, this problem is decomposed into two separate problems: (1) resources are allocated to projects based on expectations (a resource allocation problem), and (2) students are matched to projects based on the capacities determined in the previous problem (a matching problem). Although both problems are well-understood, if the expectations used in the first are incorrect, we obtain a sub-optimal outcome. Thus, this problem should be solved as a whole without dividing it into two parts. We show that no strategyproof mechanism satisfies fairness and weak efficiency requirements. Given this impossibility result, we develop a new class of strategyproof mechanisms called Sample and Deferred Acceptance (SDA), which satisfies several properties on fairness and efficiency. We experimentally compare several SDA instances as well as existing mechanisms, and show that an SDA instance strikes a good balance of fairness and efficiency when students are divided into different types according to their preferences.

We consider an allocation problem of multiple types of objects to agents, where each type of object has multiple copies (e.g., multiple seats in a school), each agent is endowed with an object, and some distributional constraints are imposed on the allocation (e.g., minimum/maximum quotas). We develop two mechanisms that are strategyproof, feasible (they always satisfy distributional constraints), and individually rational, assuming the distributional constraints are represented by an M-convex set. One mechanism, based on Top Trading Cycles, is Pareto efficient; the other, which belongs to the mechanism class specified by Kojima et al. [1], satisfies a relaxed fairness requirement. The class of distributional constraints we consider contains many situations raised from realistic matching problems, including individual minimum/maximum quotas, regional maximum quotas, type-specific quotas, and distance constraints. Finally, we experimentally evaluate the performance of these mechanisms by a computer simulation.

Abstract We introduce a new type of distributional constraints called ratio constraints, which explicitly specify the required balance among schools in two-sided matching. Since ratio constraints do not belong to the known well-behaved class of constraints called M-convex set, developing a fair and strategyproof mechanism that can handle them is challenging. We develop a novel mechanism called quota reduction deferred acceptance (QRDA), which repeatedly applies the standard DA by sequentially reducing artificially introduced maximum quotas. As well as being fair and strategyproof, QRDA always yields a weakly better matching for students compared to a baseline mechanism called artificial cap deferred acceptance (ACDA), which uses predetermined artificial maximum quotas. Finally, we experimentally show that, in terms of student welfare and nonwastefulness, QRDA outperforms ACDA and another fair and strategyproof mechanism called Extended Seat Deferred Acceptance (ESDA), in which ratio constraints are transformed into minimum and maximum quotas.

In this paper, we identify a new class of distributional constraints defined as a union of symmetric M-convex sets, which can represent a variety of real-life constraints in two-sided matching settings. Since M-convexity is not closed under union, a union of symmetric M-convex sets does not belong to this well-behaved class of constraints in general. Thus, developing a fair and strategyproof mechanism that can handle this class is challenging. We present a novel mechanism called Quota Reduction Deferred Acceptance (QRDA), which repeatedly applies the standard DA mechanism by sequentially reducing artificially introduced maximum quotas. We show that QRDA is fair and strategyproof when handling a union of symmetric M-convex sets. Furthermore, in comparison to a baseline mechanism called Artificial Cap Deferred Acceptance (ACDA), QRDA always obtains a weakly better matching for students and, experimentally, performs better in terms of nonwastefulness.