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Sensemaking and Theory-Building | Gary S. Metcalf | ST-ON 2023-02-13

The theme for the February online meeting of Systems Thinking Ontario was sparked from the discussion from the January session on Root Metaphor and World Hypotheses.  What does it mean to have a theory?  How does sensemaking contribute to this?

Gary Metcalf volunteered to guide a conversation on these topics.  Two prereadings were to serve as an orientation for the diligent:

A smaller group convened for this discussion, enabling full participation by each and every attendee.  After a quick round of introductions , the conversation started around 4m20s in.

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

Video H.264 MP4
February 13
(1h42m)
[20230213_ST-ON_Metcalf SensemakingTheoryBuilding.m4v]
(QHD 2560×1440 265kbps 289MB)
[on the Internet Archive]

A standalone audio was also created during the meeting.

Audio
February 13
(1h42m)
[20230213_ST-ON_Metcalf SensemakingTheoryBuilding.m4a]
(94.2MB)

The conversation flowed naturally.  I commented that before Gary was a professor of organizational systems, he had a prior career in family therapy.

Here is the original abstract sent in advance.


Some ideas have become everyday words.… Read more (in a new tab)

World Theories as Analytic-Deductive, Dispersive-Integrative

Philosophy underlies the distinction in the three volumes of the Tavistock Anthology:  founded on the World Hypotheses of Stephen C. Pepper, the Socio-Psychological Systems Perspective and the Socio-Technical Systems Perspectives are based on Organicism, while the Socio-Ecological Systems Perspective is based on Contextualism.

This thread on contextualism can be traced from the association between E.C. Tolman and Pepper in 1934, through the publication by Emery & Trist in 1965.

Fred Emery, in the edited paperback on Systems Thinking: Selected Readings (1969), cites World Hypotheses (1942) as a precedent to systems theory.  Stephen C. Pepper described the four Relatively Adequate World Hypotheses as two treatments with polarities, that can be structured into a 2-by-2 matrix, shown in Table 1.

Table 1:
Four relatively adequate world hypotheses
World Hypothesis Dispersive Integrative
Analytic
Formism
Root metaphor:
Similarity, as a recurrence of recognizable features
Mechanism
Root metaphor:
Machine, where exerting force or energy produces predictable outcomes
Synthetic
Contextualism
Root metaphor:
Situation, as a historic event in its living actuality
Organicism
Root metaphor:
Constructive development, with orderliness of changes from stage to stage

Pepper named four distinct world hypotheses with unfamiliar names, and coupled them loosely with prior philosophical schools. With each world theory, a root metaphor is induced.

  • Formism is associated with realism, and the idealism of Plato and Aristotle. Its root metaphor is similarity.
  • Mechanism is associated with naturalism or materialism, with philosophers such as Rene Descartes, John Locke, and David Hume.
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Root Metaphors and World Hypotheses | ST-ON 2023-01-09

Researching the philosophical foundations of systems theory to understand the meanings of “causal texture, contextualism, contextural” from the Tavistock legacy led to philosopher Stephen C. Pepper.

The philosophical lineage and contributions of Pepper were the focus for the January online meeting of Systems Thinking Ontario.  A deep reading of Pepper’s work (over a month!) was digested on a wiki site on the Open Learning Commons at http://wh.daviding.wiki.openlearning.cc/view/welcome-visitors/view/world-hypotheses .  That is better as a reference resource than an easy explanation.

The online meeting began with usual self-introductions.  After 15 minutes, a quick overview of the wiki site was reviewed, interjected with clairifying questions by Zaid Khan, and moderation monitoring by Dan Eng.  Participants were engaged in making sense of the World Hypotheses as a precursor to systems thinking, continuing for well over an hour.

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

Video H.264 MP4
January 9
(1h59m)
[20230109_ST-ON RootMetaphorsWorldHypotheses_1920x900.m4v]
(HDPlus 1920×900 952kbps 958MB)

[20230109_ST-ON RootMetaphorsWorldHypotheses_640x300.m4v]
(640×300 162kbps 281MB)

[on the Internet Archive]

A standalone audio was extracted from the video.

Audio
January 9
(1h59m)
[20230109_ST-ON RootMetaphorsWorldHypotheses.mp3]
(110MB)

Participation in this discussion was intended more to provoke thought and conversation about philosophical framings inherent in the evolution of systems thinking, than to explicate with the intricacies of an American pragmatist taking a position against logical positivism in the 1940s.… Read more (in a new tab)

World Hypotheses, Contextualism, Systems Methods

The first Systems Thinking Ontario session for 2023 is scheduled for January 9, on “Root Metaphors and World Hypotheses”.  This is philosophical content, for which a guided tour and discussion will be better than attempting a solo reading of the World Hypotheses wiki on the Open Learning Commons.  Upon announcing the session on social media, I was honoured to receive a response from Michael C. Jackson, OBE.

Very interesting, David. And great that you are bringing Pepper and Emery/Trist back into centre of debates about systems thinking – where they belong.

Thanks, also, for drawing attention to my 2020 discussion of world hypotheses.

Sociotechnical thinking went through a brief ‘mechanical systems’ phase (Trist and Bamforth) before discovering von Bertalanffy and embracing organicism. It is also true that both Trist and Emery later claimed to have moved beyond organicism and embraced contextualism.

My own view is that they did not succeed and that organicism continued to dominate in the L22 work and even in the later socio-ecological work.

I recently had an exchange with Merrylyn Emery on this who, of course, says I am wrong and that her and Fred’s later work is clearly contextualist.

My argument, which I still adhere to, can be found in the chapter on sociotechnical thinking in my ‘Critical Systems Thinking and the Management of Complexity’. It is this chapter Merrylyn objected to. She is still very active in Australia.

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Reifying Systems Thinking towards Changes | ST-ON 2022-10-17

The October online meeting of Systems Thinking Ontario presented an opportunity for an update on progress made by the Systems Changes Learning Circle by 2022.  A slide deck had been prepared an in-person seminar at the Universitat de Barcelona Graduate Programmes in Business, organized by Ryan C. Armstrong, one week earlier.  Our regular monthly meeting, centered in Toronto, allowed a more leisurely pace, and a better affordance for capturing the session for playback.

The agenda provided the background history leading to the Systems Changes Learning Circle, and then focused on the practical approach to “doing” on our pilot engagement.

A. Rethinking Systems Thinking
B. Doing: Hub + 4 spokes
C. Thinking: Action learning for facilitators
D. Making: Systematic methods via multiparadigm inquiry
E. Ongoing learning opportunities

The meeting followed our usual practice of having participants introduce themselves. About 10 minutes in, the presentation on Parts A and B then started.  At 47 minutes, we took a pause for questions and comments.  At 1h14m, the presentation on Parts C, D, and E resumed.  At 1h32m, the presentation was completed, and more questions and comments were taken to the meeting ending at 1h51m.

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

Video H.264 MP4
October 17
(1h51m20s)
[20221017_ST-ON_Ing_ReifyingSystemsThinkingTowardsChanges.m4v]
(HDPlus 1920×900 643kbps 616MB)
[on the Internet Archive]

A standalone audio was also created during the meeting.… Read more (in a new tab)

Knowing Better via Systems Thinking | U. Barcelona 2022-10-10

Just before starting a trip to Spain, I received an invitation from Ryan C. Armstrong at the Universitat de Barcelona Business School to give some lectures.  The students in the bachelor’s programme in international business had a short mention of systems thinking in the first lecture of the operationa management class.  With that brief entry, this lecture was an opportunity to introduce a broader view of the traditions of systems thinking, in addition to the practices, theories, and methods under development by the Systems Changes Learning Circle in Toronto.

Having studied business myself at undergraduate and graduate levels, I can empathize with this audience.  The essential theme for these students is often:  why should I care about systems thinking?; and what is systems thinking? 

A. Knowing better
B. Systems thinking (one description)
C. Traditions (some favoured)
D. Contemporary approaches (in progress)
E. Ongoing learning opportunities

The presentation took about 40 minutes, followed by 15 minutes for questions and comments.

This audio augmented with slides is available on Youtube , as well as on the Internet Archive .

Video H.264 MP4
October 10
(54m07s)
[20221010_UBarcelona_Ing KnowingBetterViaSystemsThinking_HD.m4v]
(HD 1280×720 2460kbps 1020MB)
[on the Internet Archive]
[20221010_UBarcelona_Ing KnowingBetterViaSystemsThinking_QHD.m4v]
(QHD 640×360 682kbps 331MB)

The original audio was processed through a noise gate to remove some echo, followed by an audio compressor.

Audio
October 10
(54m07s)
[20221010_UBarcelona_Ing KnowingBetterViaSystemsThinking.mp3]
(71.6MB)

This lecture was at the end of the visit to Barcelona, after the Creative Systemic Research Platform Institute Symposium. … Read more (in a new tab)

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