Qualitative Modeling for Bridging Expert-Knowledge and Social-Ecological Dynamics of an East African Savanna

Sub-Saharan social-ecological systems are undergoing changes in environmental conditions, including modifications in rainfall pattern and biodiversity loss. Consequences of such changes depend on complex causal chains which call for integrated management strategies whose efficiency could benefit from ecosystem dynamic modeling. However, ecosystem models often require lots of quantitative information for estimating parameters, which is often unavailable. Alternatively, qualitative modeling frameworks have proved useful for explaining ecosystem responses to perturbations, while only requiring qualitative information about social-ecological interactions and events and providing more general predictions due to their validity for wide ranges of parameter values. In this paper, we propose the Ecological Discrete-Event Network (EDEN), an innovative qualitative dynamic modeling framework based on “if-then” rules generating non-deterministic dynamics. Based on expert knowledge, observations, and literature, we use EDEN to assess the effect of permanent changes in surface water and herbivores diversity on vegetation and socio-economic transitions in an East African savanna. Results show that water availability drives changes in vegetation and socio-economic transitions, while herbivore functional groups have highly contrasted effects depending on the group. This first use of EDEN in a savanna context is promising for bridging expert knowledge and ecosystem modeling.

Participatory Qualitative Modeling to Assess the Sustainability of a Coastal Socio-Ecological System

Assessing the sustainability of socio-ecological systems requires understanding the interactions between numerous ecological, economic and social components. Models are often used to investigate how interactions shape system feedbacks and drive the complex dynamics at play in such systems. However, building these models is a non-trivial exercise, which often neglects stakeholder knowledge and perceptions. We adopted a participatory approach that relies on conducting workshops to engage stakeholders into the development of qualitative models of system feedback. This type of participatory qualitative modeling is well suited to address the complexity of socio-ecological systems in a holistic manner, identify key stakes and feedbacks, and predict responses to perturbations. We use this approach to investigate the factors that condition sustainability of the socio-ecological system associated with shellfish aquaculture in the Normand-Breton Gulf in France. Six region-specific workshops were organized with shellfish producers, managers and other stakeholders to identify and describe key components, interactions and pressures that contribute to overall socio-ecological dynamics. Differences and commonalities in system perceptions were identified across the different regions and focus groups. We reconciled stakeholder-specific discrepancies in model structure into a synthetic representation that conciliates alternative views of the system. Next, we predicted how the system might respond to alternative scenarios of change. Overall, our participatory qualitative modeling exercise identified key drivers of the system under study that constitute effective management levers to maintain system sustainability. For instance, low social acceptability of the aquaculture industry generally appears to be a major constraint on the sustainability of shellfish aquaculture in the Normand-Breton Gulf, while reducing rearing density appears to be a key driver of sustainability.

Evaluating Social Policy Scenarios for Tourism Development of Barú Island (Colombia) Using Structural Qualitative Modeling

Social policies are commonly defined from scattered knowledge. It is hard to find examples of social policy design based on a systemic perspective, and even harder with formal modeling support. To advance in filling this gap, we studied the case of the tourism development on Barú Island. In this place, tourism is a critical economic activity based on local ecosystem services, but it is being developed without planning and outside of a sustainability focus. We build a qualitative model of the social structure of tourism development that is taking place in the locality. Model building was based on experiences and opinions of local stakeholders, gathered through participatory procedures. Using our model, we projected the future states of the system, assuming several hypothetical public policy scenarios. More specifically, we evaluated the system responses to: (a) a multivariate business–as–usual (BAU) scenario, and (b) two multivariate aprioristic scenarios, pointed to improve expected outcomes. These scenarios were based on the opinions of both stakeholders and experts. We also tested: (c) simple (univariate) aposterioristic scenarios, built from the structural analysis of the system using the sensitivity matrix. Finally, we included: (d) a trivial (and unattainable) scenario, in which every model variable was increased or decreased at convenience. The outcomes of our scenario analysis were evaluated using four different weight sets applied to the projected states of system variables, representing different strategic priorities: social-economic, environmental, mixed, and plain. Our results show that the projected outcomes differ among the tested scenarios and the strategic priority to be adopted. However, in all cases the BAU scenario was markedly the worst. For every strategic priority, some simple aposterioristic scenarios performed slightly better, as compared to the more complex aprioristic ones, and even better than the trivial scenario. This result was more noticeable under the plain strategy. We conclude that aposterioristic scenarios derived from the sensitivity matrix of the qualitative model, particularly decreasing migration risk and increasing governance strength, are the best candidates for tourism policy-making in Barú among the evaluated alternatives. These results should be put in its context and adapted before they can be transferred to other study-cases. Our findings suggest that social policy-making can benefit from structural qualitative modeling. In particular, this approach may give analytical support to the selection of intervention measures from a structural perspective, based on defined strategic priorities. For this purpose, however, the model itself and the outcomes obtained from its analysis should be updated steadily.

Organizational and economic mechanisms of qualitative modeling of sustainable development of the enterprise

In modern conditions the successful operation of enterprises and maintaining the sustainability of their development depend on the adaptive model of strategic management of the enterprise. The development of such a model using traditional econometric approaches was proposed in the paper. It was suggested by the authors to take into account the prerequisites and specifics of operating activities using the method of PLS (Partial Least Squares), when it is possible to find several important (result) indicators out by the transition from the original set of features to the set of major components of a smaller dimension while maintaining causal relationships allows. The PLS-PM model of sustainable development of the mining enterprise as a complex economic system was done. The essence of latent variables and the relationship between them were identified and substantiated as well as the numerical modelling was performed using the methods of scientific generalization and abstraction.

Performance Information Artifacts

The field of performance management is premised on the centrality of measurement and performance information use in everyday decision making and practice. Information is managed through the use of information systems, but research shows that implementing these technological systems is not enough. This research responds to recent calls for a better understanding of performance information use and the role of dialogue among stakeholders in promoting learning and system change. Through case analysis and qualitative modeling, it proposes the concept of performance information artifacts, and the need for effective boundary spanners to promote effective learning and knowledge sharing in performance dialogue.