References
References
- D. Tse and P. Viswanath, Fundamentals of Wireless Communication, Cambridge University Press, 2005
The definitive textbook treatment of multiuser diversity and opportunistic communication (Chapter 6). Derives the $\log(\log K)$ scaling law and introduces the proportional fair scheduler from an information-theoretic perspective. Essential background for understanding the capacity limits of scheduled systems.
- A. Goldsmith, Wireless Communications, Cambridge University Press, 2005
Comprehensive coverage of adaptive modulation and coding, OFDM resource allocation, and cross-layer design (Chapters 9, 12, and 14). Provides accessible introductions to water-filling, bit-loading, and the interaction between scheduling and link adaptation.
- P. Viswanath, D. N. C. Tse, and R. Laroia, Opportunistic Beamforming Using Dumb Antennas, 2002
Coined the term "multiuser diversity" and established the $\log(\log K)$ scaling result. Proposed opportunistic beamforming (random beamforming) to induce channel fluctuations and enhance multiuser diversity even in slowly fading environments. A foundational paper for modern scheduler design.
- H. J. Kushner and P. A. Whiting, Convergence of Proportional-Fair Sharing Algorithms Under General Conditions, 2004
Proved the convergence of the proportional fair scheduling algorithm using stochastic approximation theory. Showed that the PF scheduler converges to the solution of the sum log-throughput maximisation problem under general ergodic fading conditions, establishing the theoretical foundation for the PF algorithm used in all 3G/4G/5G systems.
- R. Knopp and P. A. Humblet, Information Capacity and Power Control in Single-Cell Multiuser Communications, 1995
First showed that the sum capacity of the fading MAC is achieved by transmitting only from the user with the best channel in each slot, establishing the principle that later became known as multiuser diversity. A pioneering work that predated the commercial deployment of channel-aware scheduling by nearly a decade.
- S. Sesia, I. Toufik, and M. Baker, LTE — The UMTS Long Term Evolution: From Theory to Practice, John Wiley & Sons, 2011
The most comprehensive reference on LTE physical and MAC layer design, including detailed descriptions of the scheduler interface, CQI reporting, MCS tables, HARQ operation, and ICIC mechanisms. Chapters 12 (scheduling) and 25 (self-optimisation) are directly relevant.
- 3GPP, TS 38.214: Physical Layer Procedures for Data, 3rd Generation Partnership Project, 2023
The 5G NR specification defining CQI tables, MCS tables, CSI reporting procedures, and resource allocation signalling. Tables 5.1.3.1-1 through 5.1.3.1-3 define the three CQI tables, and Tables 5.1.3.1-1 through 5.1.3.1-4 define the MCS tables for PDSCH.
- J. Jang and K. B. Lee, Transmit Power Adaptation for Multiuser OFDM Systems, 2003
Proposed and analysed efficient algorithms for joint subcarrier and power allocation in OFDMA systems with per-user rate constraints. Showed that the greedy-plus-water-filling approach achieves near-optimal sum rate and introduced the margin-adaptive formulation that minimises total power subject to rate constraints.
- J. Mo and J. Walrand, Fair End-to-End Window-Based Congestion Control, 2000
Introduced the $\alpha$-fair utility family that unifies max-rate ($\alpha = 0$), proportional fairness ($\alpha = 1$), and max-min fairness ($\alpha \to \infty$) within a single framework. Although originally developed for wireline congestion control, this utility family is now central to wireless scheduler design and analysis.
- G. Boudreau, J. Panicker, N. Guo, R. Chang, N. Wang, and S. Vrzic, Interference Coordination and Cancellation for 4G Networks, 2009
Comprehensive survey of ICIC techniques for LTE, including static frequency reuse, fractional frequency reuse, and interference cancellation. Compares system-level simulation results for various ICIC configurations and provides practical deployment guidelines.
- M. Ji, G. Caire, and A. F. Molisch, Fundamental Limits of Caching in Wireless D2D Networks, 2016
Establishes the information-theoretic limits of coded caching in D2D networks, showing that the per-user throughput scales as $\Theta(M/N)$ through coded multicast delivery. A CommIT group contribution that redefines resource allocation by exploiting cache-aided coded multicasting.
Further Reading
For readers who want to go deeper into specific topics from this chapter.
Multiuser diversity with imperfect CSI
Florens and McEliece, "On the Square-Root Law for Multiuser Diversity," IEEE Trans. Inform. Theory, 2006
Analyses how imperfect channel state information at the scheduler degrades the multiuser diversity gain, showing that the capacity loss scales as the square root of the CSI error variance. Important for understanding the practical limits of opportunistic scheduling with delayed or quantised feedback.
OFDMA resource allocation with fairness
Rhee and Cioffi, "Increase in Capacity of Multiuser OFDM System Using Dynamic Subchannel Allocation," IEEE VTC, 2000
One of the earliest papers to propose dynamic subcarrier allocation in OFDMA, showing that frequency-domain scheduling provides substantial gains over static allocation. Introduced the constraint-based formulation that balances sum rate and per-user rate fairness.
Network MIMO and coordinated scheduling
Gesbert, Hanly, Huang, Shitz, Simeone, and Yu, "Multi-Cell MIMO Cooperative Networks: A New Look at Interference," IEEE JSAC, 2010
Provides a unified framework for multi-cell interference management, from simple ICIC through coordinated scheduling to full joint processing (CoMP). Clarifies the information- theoretic limits and practical trade-offs of each approach.
Machine learning for scheduling
Calabrese, Molina, Monroy, Mahmood, Pocovi, and Pedersen, "Adaptive Wireless Scheduling with Deep Reinforcement Learning," IEEE GLOBECOM, 2018
Demonstrates how deep reinforcement learning can learn scheduling policies that outperform PF in heterogeneous traffic scenarios, adapting to non-stationary channel and traffic conditions without explicit model knowledge.
5G NR scheduler design and QoS framework
Dahlman, Parkvall, and Skold, "5G NR: The Next Generation Wireless Access Technology," Academic Press, 2nd edition, 2020
Detailed treatment of the 5G NR MAC layer, including the QoS architecture (5QI), scheduler interface, configured grants, semi-persistent scheduling, and the interaction between scheduling, HARQ, and beam management.