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Incremental Adaptation or Generational Shift? | Industry 4.0 to Industry 5.0 | 2024-04

As the book on Industry 4.0 to Industry 5.0 was taking shape in March 2023, I was invited not only to serve as an editor, but also to contribute as an author. The edited volume is the final deliverable for the In4act project centered at the  KTU School of Economics and Business in Kaunas, Lithuania that completed in December 2023.  As the project was winding down, a roundtable discussion with some of the researchers was released.

Industry 4.0 was announced by the European Parliament in 2015, with the funding for research into the impact on management practices and economics following in October 2018.  The EU announcement of Industry 5.0 during 2020 raised questions amongst researchers about how to handle the increased emphasis on human centricity.  Then in fall 2022, the rise of Generative AI with the release of ChatGPT captured the attention of leaders, worldwide.

As a contributor coming from Canada, outside the EU, my research in systems changes provoked a question as to the meaning of 4.0 and 5.0.  While the Industrial Revolution is conventionally regarded as 1.0, there’s a divergence on numberings used around the world. This led me to ask:  what might we learn if we framed a transition from Industry 0.0 to Industry 1.0 and compared to that?  Here’s the abstract.

As Industry 4.0 matures, what’s next? A generational shift to 5.0? Or an incremental adaptation to 4.x? Systems changes may involve both Socio-Technical Systems (STS) changes and Socio-Ecological Systems (SES) changes.

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Ecological Limits to Development: Living with the SDGs | ST-ON | 2023-03-13

The book Ecological Limits to Development: Living with the Sustainable Development Goals, published in 2002 by Routledge, was released as open access in 2023 by Taylor-Francis for readers who don’t have access to a university library.

For the March edition of Systems Thinking Ontario, we were honoured to celebrate the release with editor-coauthors Kaitlin Kish and Stephen Quilley.  They were joined by contributing authors Sophia Sanniti and Kathryn Gwiazdon.  (There was minor confusion with two Katies/Katys on the call).

In a departure from the usual circle of introductions, we asked participants for a quick check-in via the chat.  The introducton to the book started after 3m15s in, with questions-answers beginning after 1h03m.

This recording of the session is available on Youtube, as well as on the Internet Archive .

Video H.264 MP4
March 13
(1h42m)
[20230313_ST-ON EcologicalLimitsToDevelopment_1920x900.m4v]
(HDPlus 1920×900 1197kbps 1.04GB)
[on the Internet Archive]

A standalone audio was also created during the meeting.

Audio
March 13
(1h52m)
[20230313_ST-ON EcologicalLimitsToDevelopment.m4a]
(103 MB)

Katie Kish started the session by describing the origins of the book, as a discussion between her and her doctoral supervisor.  I recognized some of the themes from her 2018 University of Waterloo thesis, Ecological Economic Development Goals: Reincorporating the social sphere in ecological economic theory and practice.  Katie unfortunately had to leave the discussion after 1h25m, leaving responses to her coauthors for the last half hour.… Read more (in a new tab)

The book Ecological Limits to Development: Living with the Sustainable Development Goals, published in 2002 by Routledge, was released as open access in 2023 by Taylor-Francis for readers who don’t have access to a university library.

For the March edition of Systems Thinking Ontario, we were honoured to celebrate the release with editor-coauthors Kaitlin Kish and Stephen Quilley.  They were joined by contributing authors Sophia Sanniti and Kathryn Gwiazdon.  (There was minor confusion with two Katies/Katys on the call).

In a departure from the usual circle of introductions, we asked participants for a quick check-in via the chat.  The introducton to the book started after 3m15s in, with questions-answers beginning after 1h03m.

This recording of the session is available on Youtube, as well as on the Internet Archive .

Video H.264 MP4
March 13
(1h42m)
[20230313_ST-ON EcologicalLimitsToDevelopment_1920x900.m4v]
(HDPlus 1920×900 1197kbps 1.04GB)
[on the Internet Archive]

A standalone audio was also created during the meeting.

Audio
March 13
(1h52m)
[20230313_ST-ON EcologicalLimitsToDevelopment.m4a]
(103 MB)

Katie Kish started the session by describing the origins of the book, as a discussion between her and her doctoral supervisor.  I recognized some of the themes from her 2018 University of Waterloo thesis, Ecological Economic Development Goals: Reincorporating the social sphere in ecological economic theory and practice.  Katie unfortunately had to leave the discussion after 1h25m, leaving responses to her coauthors for the last half hour.… Read more (in a new tab)

Ecological Economics and Systems Thinking | Katie Kish + David Mallery | (ST-ON 2021-10-18)

In the 1980s, ecological economics seemed to be mostly economists extending their work towards environmental and resource concerns.  In the 2020s, ecological economics is seeing a new generation first schooled in other disciplines such as environmental studies or one of the social sciences, then coming into economics.  Programs that encourage the new perspective include the  Economics for the Anthropocene partnership, and Leadership for the Ecozoic network.  Emerging scholars can bring a new research agenda.

This is what I’ve been learning through the Canadian Society for Ecological Economics (CANSEE).  To bring some of that perspective to the Systems Thinking Ontario community, I invited Katie Kish and David Mallery for a conversation.

This video has been archived on the Internet Archive .

Video H.264 MP4
October 18
(1h41m)
[20211018_ST-ON EcologicalEconomics_Kish_Mallery_FHD.m4v]
(FHD 1547kbps 1.19GB) [on the Internet Archive]

Audio downloadable onto mobile devices was transcoded from the video into MP3.

Audio
October 18
(1h41m)
[20211018_ST-ON EcologicalEconomics_Kish_Mallery.mp3]
(35.5MB)

Here is the content from the original announcement.

For this session, Katie Kish and David Mallery will lead a discussion on Ecological Economics in two parts.

(1) Where is Ecological Economics going with Systems Thinking?

  • In the “Critical Pluralism” paper (see below), the newest generation of EE scholars is portrayed as taking a regenerative approach to research and learning. This is best navigated with critical pluralistic approaches well-developed in systems thinking. The shift might be better supported through a wider set of systems tools, which might also have complementary effects on systems methodologies.
Read more (in a new tab)

In the 1980s, ecological economics seemed to be mostly economists extending their work towards environmental and resource concerns.  In the 2020s, ecological economics is seeing a new generation first schooled in other disciplines such as environmental studies or one of the social sciences, then coming into economics.  Programs that encourage the new perspective include the  Economics for the Anthropocene partnership, and Leadership for the Ecozoic network.  Emerging scholars can bring a new research agenda.

This is what I’ve been learning through the Canadian Society for Ecological Economics (CANSEE).  To bring some of that perspective to the Systems Thinking Ontario community, I invited Katie Kish and David Mallery for a conversation.

This video has been archived on the Internet Archive .

Video H.264 MP4
October 18
(1h41m)
[20211018_ST-ON EcologicalEconomics_Kish_Mallery_FHD.m4v]
(FHD 1547kbps 1.19GB) [on the Internet Archive]

Audio downloadable onto mobile devices was transcoded from the video into MP3.

Audio
October 18
(1h41m)
[20211018_ST-ON EcologicalEconomics_Kish_Mallery.mp3]
(35.5MB)

Here is the content from the original announcement.

For this session, Katie Kish and David Mallery will lead a discussion on Ecological Economics in two parts.

(1) Where is Ecological Economics going with Systems Thinking?

  • In the “Critical Pluralism” paper (see below), the newest generation of EE scholars is portrayed as taking a regenerative approach to research and learning. This is best navigated with critical pluralistic approaches well-developed in systems thinking. The shift might be better supported through a wider set of systems tools, which might also have complementary effects on systems methodologies.
Read more (in a new tab)

Ecology and Economy: Systems Changes Ahead?

Following the workshop at 2019 CANSEE Conference, cohosted with David L. Hawk, we were invited to contribute an article to a special issue of WEI Magazine.  Here’s the abstract for the workshop in May:

Systems Changes, Environmental Deterioration

This dialogue-oriented workshop will be framed by two short position papers (< 30 minutes each) towards energizing a discussion on the prospects for systems thinking and ecological economics.

(1) Systems Changes research program

Shifting the emphasis from stable states to a fluid world, what patterns describe shifts due to (i) human will, and (ii) nature? The Systems Changes program aims to extend research from the 1970s (e.g. West Churchman systems approach; Horst Rittel wicked problems; Christopher Alexander pattern language; Eric Trist and Cal Pava action learning) with 21st century advances (e.g. holons and hierarchy theory; resilience science; ecological anthropology; open sourcing).

(2) Environmental Deterioration: What have we learned about systems change(s) over the past 50 years?

Since the 1960s, nations have enacted regulations towards environment issues, sustainability of resources and stewardship of the environment: USA EPA (1969); Canadian EPA (1988/1999); EU Treaty of Maastricht (1993). Yet in 2009, the Stockholm Resilience Centre declared that human activity has exceeded two thresholds of nine planetary boundaries. Is it too late for the human race to act, or even to try? The 1979 Ph.D. dissertation on “Regulation of Environmental Deterioration” from the University of Pennsylvania will be considered retrospectively.

(3) Dialectic: Group Discussion

In an open group discussion, in what ways might a shift from “systems thinking” towards “systems changes” make a difference (or not)?

Read more (in a new tab)

Following the workshop at 2019 CANSEE Conference, cohosted with David L. Hawk, we were invited to contribute an article to a special issue of WEI Magazine.  Here’s the abstract for the workshop in May:

Systems Changes, Environmental Deterioration

This dialogue-oriented workshop will be framed by two short position papers (< 30 minutes each) towards energizing a discussion on the prospects for systems thinking and ecological economics.

(1) Systems Changes research program

Shifting the emphasis from stable states to a fluid world, what patterns describe shifts due to (i) human will, and (ii) nature? The Systems Changes program aims to extend research from the 1970s (e.g. West Churchman systems approach; Horst Rittel wicked problems; Christopher Alexander pattern language; Eric Trist and Cal Pava action learning) with 21st century advances (e.g. holons and hierarchy theory; resilience science; ecological anthropology; open sourcing).

(2) Environmental Deterioration: What have we learned about systems change(s) over the past 50 years?

Since the 1960s, nations have enacted regulations towards environment issues, sustainability of resources and stewardship of the environment: USA EPA (1969); Canadian EPA (1988/1999); EU Treaty of Maastricht (1993). Yet in 2009, the Stockholm Resilience Centre declared that human activity has exceeded two thresholds of nine planetary boundaries. Is it too late for the human race to act, or even to try? The 1979 Ph.D. dissertation on “Regulation of Environmental Deterioration” from the University of Pennsylvania will be considered retrospectively.

(3) Dialectic: Group Discussion

In an open group discussion, in what ways might a shift from “systems thinking” towards “systems changes” make a difference (or not)?

Read more (in a new tab)

Artificial intelligence, natural stupidity

Psychologist Amos Tversky, with Daniel Kahneman, collaborated not on artificial intelligence, but on the study of natural stupidity.  Their research into cognitive biases eventually became recognized in an emerging field of behavioral economics.  In hindsight, I can claim to have received an “A” in a Ph.D. course taught by the winner of a Nobel Prize in economics.

In my first cycle of doctoral studies, I was guided at UBC by my supervisor Ken MacCrimmon into a PSYC546 “Seminar in Psychology Problems”, which was led by Danny Kahneman.  This course was offered shortly after the 1982 publication of the book Judgment under uncertainty: Heuristics and biases, edited by Daniel Kahneman, Paul Slovic, and Amos Tversky.  With Kahneman at UBC in Vancouver, and Tversky at Stanford University in the San Francisco Bay Area, the back-and-forth flights to visit each other was frequent.  I uncovered more about the relationship between the two psychology professors in reading The Undoing Project. That book describes a difficult history of university faculty offers, not only around the two collaborators, but also the accommodation of wives Barbara Gans Tversky and Anne Treisman.

In late 1977, after Danny had told him that he wasn’t returning to Israel, word spread through academia that Amos Tversky might leave, too.  […]  Harvard University quickly offered Amos tenure, though it took them a few weeks to throw in an assistant professorship for Barbara. The University of Michigan, which had the advantage of sheer size, scrambled to find four tenured professorships — and, by making places for Danny, Anne, and Barbara, also snag Amos.

Read more (in a new tab)

Psychologist Amos Tversky, with Daniel Kahneman, collaborated not on artificial intelligence, but on the study of natural stupidity.  Their research into cognitive biases eventually became recognized in an emerging field of behavioral economics.  In hindsight, I can claim to have received an “A” in a Ph.D. course taught by the winner of a Nobel Prize in economics.

In my first cycle of doctoral studies, I was guided at UBC by my supervisor Ken MacCrimmon into a PSYC546 “Seminar in Psychology Problems”, which was led by Danny Kahneman.  This course was offered shortly after the 1982 publication of the book Judgment under uncertainty: Heuristics and biases, edited by Daniel Kahneman, Paul Slovic, and Amos Tversky.  With Kahneman at UBC in Vancouver, and Tversky at Stanford University in the San Francisco Bay Area, the back-and-forth flights to visit each other was frequent.  I uncovered more about the relationship between the two psychology professors in reading The Undoing Project. That book describes a difficult history of university faculty offers, not only around the two collaborators, but also the accommodation of wives Barbara Gans Tversky and Anne Treisman.

In late 1977, after Danny had told him that he wasn’t returning to Israel, word spread through academia that Amos Tversky might leave, too.  […]  Harvard University quickly offered Amos tenure, though it took them a few weeks to throw in an assistant professorship for Barbara. The University of Michigan, which had the advantage of sheer size, scrambled to find four tenured professorships — and, by making places for Danny, Anne, and Barbara, also snag Amos.

Read more (in a new tab)

The impacts of platforms

Concerns in the larger research body of research on platforms often leads to a subset looking into the impacts of the platform economy.  Let’s try some more digests responding to questions.

  • A. Is a shift to platforms considered as disruptive innovation?
  • B. Do network effects lead to a platform economy of “winner take all”?
  • C. With digital platforms based in information systems, what are the opportunities for knowledge effects?
  • D. What is the logic of participation on a platform?
  • E. Should platform capitalism be seen as positive or negative?
  • F. As an alternative to platform capitalism, should platform cooperativism be considered?
  • G. In the larger context of the sharing economy, how might platform initiatives be categorized?

The rise of the platform economy may be described either by the metaphor of “We Don’t Know Who Discovered Water, But We Know It Wasn’t a Fish” or the fable of the “Boiling Frog“.

A. Is a shift to platforms considered as disruptive innovation?

In a clarification about definition of disruptive innovationClayton Christensen doesn’t see Uber as disrupting the taxi business, because (i) the innovation doesn’t original on a low-end or new-market foothold; and (ii) the innovation doesn’t catch up with mainstream customers until quality catches up to their standards.  With disruptive innovation seen as a process, Uber is categorized by Christensen as as an outlier to the taxi business, offering a better quality service in the regulated taxi industry.… Read more (in a new tab)

Concerns in the larger research body of research on platforms often leads to a subset looking into the impacts of the platform economy.  Let’s try some more digests responding to questions.

  • A. Is a shift to platforms considered as disruptive innovation?
  • B. Do network effects lead to a platform economy of “winner take all”?
  • C. With digital platforms based in information systems, what are the opportunities for knowledge effects?
  • D. What is the logic of participation on a platform?
  • E. Should platform capitalism be seen as positive or negative?
  • F. As an alternative to platform capitalism, should platform cooperativism be considered?
  • G. In the larger context of the sharing economy, how might platform initiatives be categorized?

The rise of the platform economy may be described either by the metaphor of “We Don’t Know Who Discovered Water, But We Know It Wasn’t a Fish” or the fable of the “Boiling Frog“.

A. Is a shift to platforms considered as disruptive innovation?

In a clarification about definition of disruptive innovationClayton Christensen doesn’t see Uber as disrupting the taxi business, because (i) the innovation doesn’t original on a low-end or new-market foothold; and (ii) the innovation doesn’t catch up with mainstream customers until quality catches up to their standards.  With disruptive innovation seen as a process, Uber is categorized by Christensen as as an outlier to the taxi business, offering a better quality service in the regulated taxi industry.… Read more (in a new tab)

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      In reviewing the original introduction for Systems Thinking: Selected Readings in the 1969 Penguin paperback, there’s a few threads that I only recognize, many years later. The tables of contents (disambiguating various editions) were previously listed as 1969, 1981 Emery, System Thinking: Selected Readings. — begin paste — Introduction In the selection of papers for this […]
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