Chapter 19: Further Reading - Lineup Optimization

Foundational Texts

Basketball on Paper: Rules and Tools for Performance Analysis

Author: Dean Oliver Year: 2004 Publisher: Potomac Books

Dean Oliver's seminal work introduced the Four Factors framework that underlies modern lineup evaluation. His chapter on lineup analysis established fundamental principles still used today.

Key Chapters: Chapter 7 (Lineup Analysis), Chapter 3 (The Four Factors)


The Midrange Theory: Basketball's Evolution in the Age of Analytics

Author: Seth Partnow Year: 2021 Publisher: Triumph Books

Former Milwaukee Bucks Director of Basketball Research provides practical insights into how NBA front offices use lineup data. Includes detailed discussion of sample size challenges and real-world application.

Key Sections: Chapters on lineup construction, player evaluation, roster building


SprawlBall: A Visual Tour of the New Era of the NBA

Author: Kirk Goldsberry Year: 2019 Publisher: Houghton Mifflin Harcourt

Goldsberry's visual approach illuminates how spacing and shot selection affect lineup construction. Excellent for understanding the spatial dimensions of lineup optimization.

Key Sections: Chapters on spacing, shot location, offensive evolution


Academic Papers

Lineup Analysis in the NBA

Authors: Keshri, S., et al. Venue: MIT Sloan Sports Analytics Conference, 2019

Comprehensive methodology for analyzing NBA lineups, addressing sample size issues through regularization. Introduces approaches for comparing lineups with limited data.

Key Contribution: Ridge regression framework for lineup evaluation


Optimal Lineup Selection in Basketball

Authors: Grassetti, L., Bellio, R., Di Gaspero, L., & Fonseca, G. Journal: Journal of Sports Analytics, 2021

Formal optimization approach to lineup selection using integer programming. Addresses constraints like player minutes and rest requirements.

Key Contribution: Mathematical formulation of lineup optimization problem


Characterizing the Spatial Structure of Defensive Skill in Professional Basketball

Authors: Alexander Franks, Andrew Miller, Luke Bornn, Kirk Goldsberry Journal: Annals of Applied Statistics, 2015

While focused on defense, this paper provides methodology applicable to lineup versatility analysis and defensive composition evaluation.

Key Contribution: Spatial analysis framework for player evaluation


A Multiresolution Stochastic Process Model for Predicting Basketball Possession Outcomes

Authors: Daniel Cervone, Alexander D'Amour, Luke Bornn, Kirk Goldsberry Journal: Journal of the American Statistical Association, 2016

Advanced methodology for evaluating possession outcomes that can be applied to lineup-level analysis.

Key Contribution: EPV framework applicable to lineup evaluation


Regularized Adjusted Plus-Minus

Author: Joseph Sill Venue: MIT Sloan Sports Analytics Conference, 2010

Foundation paper for regularized approaches to player and lineup evaluation, addressing the fundamental sample size challenge.

Key Contribution: Ridge regression for stable player ratings


Bayesian Variable Selection for Detecting Player Interactions in Basketball

Authors: Xuan Liu, et al. Journal: Journal of Sports Analytics, 2018

Bayesian approach to identifying player synergies within lineup combinations.

Key Contribution: Probabilistic framework for synergy detection


Technical Resources

NBA Stats API - Lineup Dashboard

URL: https://stats.nba.com/ Type: Data Source

Official source for lineup statistics including: - Five-man lineup Net Ratings - Two-man and three-man combination data - On/off splits - Clutch lineup performance

Key Endpoints: /leaguedashlineups, /leaguedashplayerptshot


Cleaning the Glass

URL: https://cleaningtheglass.com/ Author: Ben Falk Type: Subscription Service

Premium analytics site featuring: - Garbage-time filtered lineup data - Luck-adjusted shooting metrics - Opponent-adjusted ratings - Extensive lineup filtering options

Notable Features: Most rigorous publicly available lineup analysis


Basketball-Reference Lineup Data

URL: https://www.basketball-reference.com/ Type: Free Resource

Historical lineup statistics dating back to tracking era. Includes: - Season and playoff lineup data - Plus/minus tracking - Basic counting stats by lineup


Second Spectrum

URL: https://www.secondspectrum.com/ Type: Tracking Data Provider

The NBA's optical tracking partner provides advanced lineup data including: - Ball movement metrics - Spacing calculations - Defensive coverage patterns


PBP Stats

URL: https://www.pbpstats.com/ Type: Free Resource

Detailed play-by-play derived statistics including: - Possession-level lineup tracking - Transition vs. halfcourt splits - Shot quality by lineup


Scheme and Strategy Resources

The Lowe Post Podcast

Host: Zach Lowe Platform: ESPN/Spotify Type: Podcast

Regular discussion of lineup strategy, rotation patterns, and analytical approaches with NBA coaches and executives.

Recommended Episodes: Any featuring front office executives or coaching staff


Thinking Basketball

Author: Ben Taylor URL: https://www.youtube.com/thinkingbasketball Type: Video Series

Deep dives into lineup construction, historical analysis, and strategic considerations. Combines statistical analysis with film study.

Recommended Series: "Greatest Peaks" includes lineup analysis


The Athletic NBA Coverage

Various Authors: Including John Hollinger, Sam Vecenie Type: Journalism

Regular analysis of lineup decisions, rotation patterns, and team construction from analytical perspective.


Historical and Contextual Reading

The Book of Basketball: The NBA According to the Sports Guy

Author: Bill Simmons Year: 2009 Publisher: ESPN Books

Historical context for lineup construction and team building. Discussion of great teams and their player combinations.

Relevant Sections: Championship team analyses


Seven Seconds or Less

Author: Jack McCallum Year: 2006 Publisher: Touchstone

Inside look at the Phoenix Suns' revolutionary small-ball approach that presaged modern lineup optimization.

Key Value: Understanding strategic evolution of small-ball concepts


Golden: The Miraculous Rise of Steph Curry

Author: Marcus Thompson II Year: 2017 Publisher: Touchstone

Background on the Warriors' "Death Lineup" and the player development that enabled it.


Conference Proceedings

MIT Sloan Sports Analytics Conference

URL: https://www.sloansportsconference.com/ Type: Annual Conference

Archive includes numerous lineup and rotation papers: - "Quantifying the Impact of NBA Lineups" (2013) - "Optimal Lineup Construction" (various years) - "Plus-Minus Methodologies" (various years)


NESSIS (New England Symposium on Statistics in Sports)

URL: http://www.nessis.org/ Type: Academic Conference

Academic papers on statistical approaches to lineup analysis.


Practical Implementation

Python Resources

nba_api: Python client for NBA statistics

pip install nba_api

Includes lineup endpoint access for all tracked seasons.

basketball_reference_web_scraper: Historical data scraping

pip install basketball_reference_web_scraper

scipy.optimize: Optimization algorithms for rotation planning Built into standard scientific Python stack.


R Packages

hoopR: Comprehensive NBA data access nbastatR: Alternative R interface to NBA data ballr: Basketball statistics package


Specialized Topics

Small-Ball and Lineup Innovation

"The Death of the Big Man" Analysis Various Sources: The Ringer, ESPN, The Athletic

Series of articles examining the evolution from traditional lineups to small-ball configurations.


Rotation and Rest Management

Load Management Research Source: NBA Team Sports Science Publications

Research on optimal rest intervals, fatigue management, and rotation timing.


Clutch Lineup Performance

"Closing Time" Analysis Author: Ben Taylor Platform: Thinking Basketball

Systematic analysis of which lineups perform best in high-leverage situations.


Suggested Reading Order

For Beginners

  1. Oliver, "Basketball on Paper" (foundational concepts)
  2. NBA Stats Lineup Dashboard (familiarization with data)
  3. Partnow, "The Midrange Theory" (practical application)
  4. Cleaning the Glass tutorials (metric definitions)

For Intermediate Analysts

  1. Keshri et al., lineup analysis paper
  2. MIT Sloan conference papers on optimization
  3. PBP Stats documentation
  4. Grassetti et al., optimization paper

For Advanced Researchers

  1. Full academic paper collection
  2. Bayesian approaches literature
  3. Tracking data analysis methods
  4. Custom lineup modeling implementations

Key Takeaway from Literature

The consensus from lineup optimization research:

  1. Sample size dominates: Most lineup analysis is confounded by insufficient data

  2. Regularization is essential: Bayesian or ridge approaches required for stability

  3. Two-man is more reliable: Smaller combinations have better signal-to-noise

  4. Context matters: Same players perform differently in different situations

  5. Systems enable flexibility: Good offensive/defensive systems reduce lineup variance

  6. Closing lineups need separate analysis: Clutch performance follows different patterns

  7. Staggering optimizes total performance: Distributing stars maximizes overall impact

  8. Spacing and versatility are premium: Modern NBA prioritizes these traits