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Mapping mental models through an improved method for identifying causal structures in qualitative data 通过改进的定性数据因果结构识别方法绘制心智模式图
IF 2.7 4区 管理学 Q1 Social Sciences Pub Date : 2024-06-14 DOI: 10.1002/sres.3030
Erin S. Kenzie, Wayne Wakeland, Antonie Jetter, Kristen Hassmiller Lich, Mellodie Seater, Melinda M. Davis
Qualitative data are commonly used in the development of system dynamics models, but methods for systematically identifying causal structures in qualitative data have not been widely established. This article presents a modified process for identifying causal structures (e.g., feedback loops) that are communicated implicitly or explicitly and utilizes software to make coding, tracking, and model rendering more efficient. This approach draws from existing methods, system dynamics best practice, and qualitative data analysis techniques. Steps of this method are presented along with a description of causal structures for an audience new to system dynamics. The method is applied to a set of interviews describing mental models of clinical practice transformation from an implementation study of screening and treatment for unhealthy alcohol use in primary care. This approach has the potential to increase rigour and transparency in the use of qualitative data for model building and to broaden the user base for causal‐loop diagramming.
定性数据通常用于系统动力学模型的开发,但在定性数据中系统识别因果结构的方法尚未广泛建立。本文介绍了一种经过改进的流程,用于识别隐式或显式传达的因果结构(如反馈回路),并利用软件提高编码、跟踪和模型呈现的效率。该方法借鉴了现有方法、系统动力学最佳实践和定性数据分析技术。在介绍该方法的步骤的同时,还为刚接触系统动力学的读者描述了因果结构。该方法被应用于一组访谈,这些访谈描述了临床实践转变的心理模型,这些模型来自于对初级保健中不健康饮酒筛查和治疗的实施研究。这种方法有可能提高使用定性数据建立模型的严谨性和透明度,并扩大因果循环图的用户基础。
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引用次数: 0
Strategic, tactical, complex and simple changes to farm systems 对农场系统进行战略、战术、复杂和简单的改革
IF 2.7 4区 管理学 Q1 Social Sciences Pub Date : 2024-06-10 DOI: 10.1002/sres.3026
Geoff Kaine, Vic Wright, Suzanne Vallance
Pressure has grown to reconfigure commercial farm systems to ameliorate resource degradation as governments have increasingly sought to halt or reverse the damaging effects of agriculture on the environment. Now, climate change is creating additional pressure to redesign farm systems to withstand more variable, and historically more extreme, seasonal conditions. Meeting these pressures is thought to require a combination of responses ranging from incremental adjustments to farm systems through to their complete transformation into entirely new enterprises. Implementing each of these entails different resources, time horizons, skills, knowledge and planning, and this has corresponding consequences for any government or industry policies intended to promote adoption or compliance. While there is an extensive literature on the adoption of technology and management practices in agriculture, the literature on different types of change to farm systems, and the criteria for distinguishing between types, is limited. We describe a novel approach to classifying changes to farm systems by integrating a method for describing the strategic and tactical flexibility of farm systems with a method for describing the complexity of changes to farm systems. The resulting classification provides a framework for inferring the nature of the resources, skills, knowledge, planning and time needed to implement the different types of change. We provide illustrative examples drawn from a series of interviews with farmers of each type of change and discuss the implications for extension, agricultural and environmental policy and policy regarding adaptation to climate change. We found that heterogeneity in farm systems translates into heterogeneity in adoption processes. We believe that our approach provides a practical way of translating commonly used broad descriptors of adaptation, such as ‘incremental’, ‘systems’ and ‘transformational’, into the specific type of the change that farmers must make to their farm systems to enact adaptations, with consequent implications for the effective policy support of adaptation.
随着各国政府越来越多地寻求阻止或扭转农业对环境的破坏性影响,重新配置商业农场系统以改善资源退化的压力也越来越大。现在,气候变化带来了更大的压力,要求重新设计农业系统,以抵御更加多变和历史上更加极端的季节性条件。要应对这些压力,需要采取多种应对措施,从逐步调整农业系统到将其完全转变为全新的企业。实施每一种应对措施都需要不同的资源、时间跨度、技能、知识和规划,这对任何旨在促进采用或遵守的政府或行业政策都会产生相应的影响。关于农业技术和管理方法的采用有大量文献,但关于农业系统不同类型的变革以及区分不同类型的标准的文献却很有限。我们介绍了一种对农业系统变革进行分类的新方法,将描述农业系统战略和战术灵活性的方法与描述农业系统变革复杂性的方法相结合。由此产生的分类方法为推断实施不同类型变革所需的资源、技能、知识、规划和时间的性质提供了一个框架。我们从对农民的一系列访谈中提供了每种变化类型的示例,并讨论了对推广、农业和环境政策以及适应气候变化政策的影响。我们发现,农场系统的异质性转化为采用过程的异质性。我们相信,我们的方法提供了一种切实可行的方法,可将常用的广义适应描述(如 "渐进式"、"系统式 "和 "变革式")转化为农民为实施适应而必须对其农业系统做出的具体变革类型,从而对适应的有效政策支持产生影响。
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引用次数: 0
Systemic relation between innovation capabilities, innovation strategy, and financial performance of small and medium enterprises: Impact of technology trajectory, management obstacles, and investment 中小企业创新能力、创新战略与财务绩效之间的系统关系:技术轨迹、管理障碍和投资的影响
IF 2.7 4区 管理学 Q1 Social Sciences Pub Date : 2024-06-07 DOI: 10.1002/sres.3027
I. Quintero-Sepúlveda, Luciano Gallón‐Londoño, Alexander Zuñiga Collazos
Innovation capabilities are an asset of the company to achieve competitive advantages, are related to strategy and impact on financial performance. They have been analyzed with quantitative methods that, although allow determining the causal relationships between the variables, are not enough to understand their dynamics, especially in developing countries. This study used structural equation modeling to confirm the relationships among four innovation strategies and innovation capabilities and financial performance in a sample comprising 135 small and medium enterprises (SMEs) in Colombia. In addition, an exploratory System Dynamics simulation model was designed based on archetypes to broaden the understanding of the behavior of relationships as variables change. It was found that investment in innovation capabilities, management obstacles, and the impact of changes in the technology trajectory influence the dynamics of the problem. Furthermore, different strategies generate different behaviors in innovation capabilities and different financial performance. Other theoretical and practical findings and implications are discussed.
创新能力是公司实现竞争优势的资产,与战略相关,并对财务业绩产生影响。虽然可以通过定量方法确定变量之间的因果关系,但不足以了解它们的动态变化,尤其是在发展中国家。本研究以哥伦比亚 135 家中小企业为样本,采用结构方程模型确认了四种创新战略和创新能力与财务业绩之间的关系。此外,还设计了一个基于原型的探索性系统动力学模拟模型,以拓宽对变量变化时关系行为的理解。研究发现,创新能力投资、管理障碍以及技术轨迹变化的影响都会影响问题的动态发展。此外,不同的战略会产生不同的创新能力行为和不同的财务业绩。此外,还讨论了其他理论和实践方面的发现及影响。
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引用次数: 0
Dynamics of circular business development: The case of social clothing recycle 循环型企业发展的动力:社会服装回收案例
IF 2.7 4区 管理学 Q1 Social Sciences Pub Date : 2024-06-05 DOI: 10.1002/sres.3025
Francesca Costanza
Nowadays, scholars and policymakers see circular economy (CE) as a relevant paradigm to pursue sustainability. Despite the mushrooming literature on CE, management studies lack in describing CE implementation features at a firm level and the driving forces for circular conversion. This paper thus seeks to investigate the key dynamics occurring in native circular firms to support hypotheses generation on the development and diffusion of circular business models. For this purpose, two representative case studies in the social clothing sector have been performed with a qualitative and participative approach, making use of system dynamics (SD) tools. Cases' narrative and embedded SD causal structures depict the organization's business, environmental, social and educational features. The model illustrates self‐reinforcing dynamics of circular consumptions and sales, organizational capacity building and consumer conversion to circularity. Composite learning mechanisms and educational initiatives catalyse the commercial business and disclose a role for circular companies in the affirmation of CE as an alternative paradigm to the linear economy. Furthermore, case‐based inductive understanding is discussed through a typological matrix that contains a classification of CE businesses. Overall, the paper attempts to contribute to the management field by describing the development dynamics of CE business models. The case studies, faced with an SD approach, provide insights on implementation mechanisms of CE at a company level and are the basis of new hypotheses generation on circular development and conversion.
如今,学者和政策制定者将循环经济(CE)视为追求可持续发展的相关范式。尽管有关循环经济的文献如雨后春笋般涌现,但管理研究却缺乏对企业层面实施循环经济的特点以及循环转换驱动力的描述。因此,本文试图研究本土循环型企业中发生的关键动态,以支持关于循环型商业模式的发展和传播的假设。为此,本文利用系统动力学(SD)工具,采用定性和参与式方法,对社会服装行业的两个代表性案例进行了研究。案例的叙述和嵌入式 SD 因果结构描述了组织的业务、环境、社会和教育特征。该模型说明了循环消费和销售、组织能力建设和消费者向循环转化的自我强化动态。综合学习机制和教育举措促进了商业业务,并揭示了循环型企业在肯定循环经济作为线性经济替代模式中的作用。此外,本文还通过一个包含循环经济企业分类的类型矩阵,讨论了基于案例的归纳理解。总之,本文试图通过描述循环经济商业模式的发展动态,为管理领域做出贡献。通过采用可持续发展方法进行案例研究,可以深入了解企业层面的消费经济实施机制,并在此基础上对循环发展和转换提出新的假设。
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引用次数: 0
Algorithmic responsibility without accountability: Understanding data‐intensive algorithms and decisions in organisations 没有问责制的算法责任:了解组织中的数据密集型算法和决策
IF 2.7 4区 管理学 Q1 Social Sciences Pub Date : 2024-06-04 DOI: 10.1002/sres.3028
C. Besio, Cornelia Fedtke, Michael Grothe‐Hammer, Athanasios Karafillidis, Andrea Pronzini
Social science research has been concerned for several years with the issue of shifting responsibilities in organisations due to the increased use of data‐intensive algorithms. Much of the research to date has focused on the question of who should be held accountable when ‘algorithmic decisions’ turn out to be discriminatory, erroneous or unfair. From a sociological perspective, it is striking that these debates do not make a clear distinction between responsibility and accountability. In our paper, we draw on this distinction as proposed by the German social systems theorist Niklas Luhmann. We use it to analyse the changes and continuities in organisations related to the use of data‐intensive algorithms. We argue that algorithms absorb uncertainty in organisational decision‐making and thus can indeed take responsibility but cannot be made accountable for errors. By using algorithms, responsibility is fragmented across people and technology, while assigning accountability becomes highly controversial. This creates new discrepancies between responsibility and accountability, which can be especially consequential for organisations' internal trust and innovation capacities.
几年来,社会科学研究一直在关注由于越来越多地使用数据密集型算法而导致的组织责任转移问题。迄今为止,大部分研究都集中在当 "算法决策 "被证明具有歧视性、错误或不公平时,谁应该承担责任的问题上。从社会学的角度来看,这些争论并没有明确区分责任与问责,这一点令人震惊。在本文中,我们借鉴了德国社会系统理论家尼克拉斯-卢曼(Niklas Luhmann)提出的这一区别。我们用它来分析组织中与使用数据密集型算法有关的变化和连续性。我们认为,算法吸收了组织决策中的不确定性,因此确实可以承担责任,但不能对错误负责。通过使用算法,责任在人员和技术之间被分割开来,而责任的分配变得极具争议性。这就在责任和问责之间产生了新的差异,尤其会影响组织的内部信任和创新能力。
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引用次数: 0
Facilitating learning at multiple levels with Systems Thinking‐assisted serious games: Insights from the SUSTAIN project 以系统思考为辅助的严肃游戏促进多层次学习:SUSTAIN 项目的启示
IF 2.7 4区 管理学 Q1 Social Sciences Pub Date : 2024-05-24 DOI: 10.1002/sres.3013
Stefano Armenia, Federico Barnabè, Alessandro Pompei, Rocco Scolozzi
This study focuses on the potential of Systems Thinking‐assisted serious games to facilitate learning at multiple levels. These levels refer both to the actors (primarily the designers and the players, but also the facilitators and the educators) involved throughout the main stages of a serious game lifecycle and the typology of learning that is facilitated (i.e., single or double‐loop learning). From a methodological point of view, this study presents and discusses an action research‐based case study aimed at developing a Systems Thinking‐assisted board game in the field of urban sustainability. Systems Thinking (in terms of methods, principles, and tools) is employed in all the phases of the design and use of the serious game and is key in fostering learning, both for the players and the game designers. Overall, this paper not only provides novel insights into the field of serious games but also leads to the proposal of a core set of methodological suggestions based on Systems Thinking principles and methods that can assist academics and practitioners in creating and using board games for educational purposes.
本研究侧重于系统思考辅助的严肃游戏在多个层面促进学习的潜力。这些层面既指参与严肃游戏生命周期主要阶段的参与者(主要是设计者和玩家,也包括促进者和教育者),也指被促进的学习类型(即单环或双环学习)。从方法论的角度来看,本研究介绍并讨论了一项以行动研究为基础的案例研究,其目的是在城市可持续发展领域开发一款由系统思维辅助的棋盘游戏。系统思考(方法、原则和工具)被应用于严肃游戏设计和使用的所有阶段,是促进玩家和游戏设计者学习的关键。总之,本文不仅为严肃游戏领域提供了新颖的见解,还提出了一套基于系统思考原则和方法的核心方法论建议,可帮助学术界和从业人员为教育目的创建和使用棋盘游戏。
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引用次数: 0
The intellectual endeavours of OR and systems scholars: The dynamic evolution of intellectual interactions OR 和系统学者的智力努力:知识互动的动态演变
IF 2.7 4区 管理学 Q1 Social Sciences Pub Date : 2024-05-22 DOI: 10.1002/sres.3014
Richard Ormerod
In conducting their research, academics engage in intellectual work. To illustrate the dynamic evolution of scholars collaborating over time, the development and use of critical systems heuristics (CSH) is taken as an example; historically, CSH consists of an intergenerational chain involving Churchman, Ulrich and Midgley, each a highly productive intellectual worker. Twenty‐four published papers are selected to provide qualitative empirical data. The data was then examined using a theoretical model developed by the sociologist Randall Collins. The Collins model is developed from an analysis of a wide variety of intellectual endeavours and depicts the rules of the dynamics of intellectual competition between academics. The purpose of this paper is to develop a simple method whereby systems and OR academics can evaluate past research strategies and actions, and inform future research decisions, big or small that involve qualitative (soft) or quantitative (hard) OR and systems thinking.
在开展研究的过程中,学者们从事着智力工作。为了说明学者合作的动态演变,我们以临界系统启发式方法(CSH)的发展和使用为例;从历史上看,CSH 是由 Churchman、Ulrich 和 Midgley 三人组成的代际链,他们都是高产的智力工作者。我们选取了 24 篇已发表的论文来提供定性的经验数据。然后使用社会学家兰德尔-柯林斯(Randall Collins)开发的理论模型对这些数据进行了研究。柯林斯模型是在对各种智力活动进行分析的基础上发展起来的,描绘了学术界之间智力竞争的动态规则。本文旨在开发一种简单的方法,使系统和 OR 学术界人士能够评估过去的研究策略和行动,并为未来涉及定性(软)或定量(硬)OR 和系统思维的大小研究决策提供参考。
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引用次数: 0
A systems thinking approach to reimagining innovation models: The example of clean hydrogen 以系统思维方法重新构想创新模式:以清洁氢气为例
IF 2.7 4区 管理学 Q1 Social Sciences Pub Date : 2024-05-19 DOI: 10.1002/sres.3016
Sue McAvoy, Cristyn Meath, Agnes Toth-Peter, Ninad Jagdish, Jurij Karlovsek
As global temperatures, ocean heat and greenhouse gases reach record levels, transitioning to renewable energy systems offers hope for climate stabilisation. Globally, renewable capacity rose by 50% from 2022 to 2023. Clean hydrogen is attracting strong investment, yet its development is challenging as it requires supply chain‐wide innovation. Sustainably transitioning to hydrogen will require thinking and acting systemically, as opposed to current business‐as‐usual innovation. Whilst hinting at non‐linear relations and feedback loops, prevailing representations of innovation theories remain largely devoid of the feedback structures evident in transitioning socio‐technical systems. In this paper, generational innovation theories are recast as causal loop diagrams (CLDs), and the Success to the Successful archetype is modified to reflect the multi‐level perspective on transition theory. The outcome is twofold: to promote thinking systemically when innovating and diagnosing issues, and to show how CLDs can help elucidate the factors and interactions influencing hydrogen's trajectory.
随着全球气温、海洋热量和温室气体达到创纪录的水平,向可再生能源系统过渡为气候稳定带来了希望。从 2022 年到 2023 年,全球可再生能源发电量将增长 50%。清洁氢能正吸引着大量投资,但其发展却充满挑战,因为它需要整个供应链的创新。可持续地向氢能过渡需要系统性的思考和行动,而不是目前一切照旧的创新。虽然创新理论暗示了非线性关系和反馈回路,但普遍的创新理论表述在很大程度上仍然缺乏转型期社会技术系统中明显的反馈结构。本文将世代创新理论重塑为因果循环图(CLD),并修改了 "从成功到成功 "原型,以反映过渡理论的多层次视角。其结果有两个方面:促进在创新和诊断问题时进行系统思考,并说明因果循环图如何有助于阐明影响氢的轨迹的因素和相互作用。
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引用次数: 0
Expanding the modelling capabilities of systemic interactions utilizing applied category theory 利用应用类别理论拓展系统互动建模能力
IF 2.7 4区 管理学 Q1 Social Sciences Pub Date : 2024-05-19 DOI: 10.1002/sres.3015
Neal Wilkinson, Javier Calvo‐Amodio
Current systems analysis approaches often lack the necessary clarity to capture details relating to the interactions of systems, defining arbitrary system boundaries, and expanding boundaries to capture interactions of interest. This paper proposes a new approach for identifying and defining system boundaries based on system‐level properties that can be defined in any system. The research proposes a unification of methodological understandings between systems analysis and applied category theory to bring further mathematical rigor to abstract system boundaries and interactions. This unification is demonstrated by the expansion of systemic interactions between an individual and an organization that employs them, periodically integrating applied category theory concepts to expand the scope of modelled information. We conclude with a call to action to further define the applications of applied category theory to systems analysis and to apply the rigorous practices that exist in the field to further the advancement of methods for modelling the exploration of systemic interactions.
当前的系统分析方法往往缺乏必要的清晰度,无法捕捉与系统交互有关的细节,无法定义任意的系统边界,也无法扩展边界以捕捉感兴趣的交互。本文提出了一种新方法,可根据任何系统都可定义的系统级属性来识别和定义系统边界。研究提出了系统分析与应用范畴理论之间方法论理解的统一,为抽象的系统边界和交互作用带来了进一步的数学严谨性。这种统一通过扩展个人与雇用他们的组织之间的系统互动、定期整合应用范畴理论概念以扩展建模信息的范围来体现。最后,我们呼吁采取行动,进一步明确应用范畴理论在系统分析中的应用,并应用该领域现有的严格实践,进一步推进系统互动探索建模方法的发展。
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引用次数: 0
Propositional logic, paradox, and Indian dialectics – towards a deeper ontological approach in paradox theory 命题逻辑、悖论和印度辩证法--走向悖论理论中更深层次的本体论方法
IF 2.7 4区 管理学 Q1 Social Sciences Pub Date : 2024-05-19 DOI: 10.1002/sres.3018
Albrecht Fritzsche
The article responds to the call of organizational paradox theorists to explore the added value of eastern principles of thought as a basis for a better understanding of the treatment of contradictory opposites in organisations. Drawing on prior work in systems theory, it presents a logical analysis of paradox based on the Catuṣkoṭi or Tetralemma discussed in Madhyamika Buddhism. Unlike its predecessors, the article reads the Tetralemma as an expression of a gradual process of detachment from the subject matter in question, resulting from a change of perspective. On this basis, the article is able to distinguish two different accounts of paradox in organisations, one resulting from excess determinacy and the other resulting from a lack of determinacy. For organisational practice, this means that the perception of and attitude towards values, routines, strategy or identity needs more attention in the study of paradox, which Indian dialectics might facilitate.
这篇文章响应了组织悖论理论家的呼吁,即探索东方思想原则的附加价值,以此为基础更好地理解如何处理组织中的矛盾对立面。文章借鉴了之前在系统理论方面的研究成果,以偈颂佛教中讨论的 Catuṣkoṭi 或 Tetralemma 为基础,对悖论进行了逻辑分析。与前人不同的是,本文将 Tetralemma 理解为一种因视角改变而导致的逐渐脱离相关主题的过程。在此基础上,文章能够区分出组织中悖论的两种不同说法,一种是由过度的决定性造成的,另一种是由缺乏决定性造成的。对于组织实践而言,这意味着在研究悖论时需要更多地关注对价值观、常规、战略或身份的认识和态度,而印度辩证法可能会促进这种研究。
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引用次数: 0
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SYSTEMS RESEARCH AND BEHAVIORAL SCIENCE
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