Tuesday, 20 December 2016

THE MPSB RESEARCH AS A MAJOR PATHWAY TO PURSUE TRANSDISCIPLINARY RESEARCH: A PROPOSAL

The MPSB Research as a major pathway to pursue transdisciplinary research: a proposal

Joseph Kim-keung Ho
Independent Trainer, Hong Kong, China

Abstract: Granted, systems thinking and transdisciplinary endorse each other, but the exact nature of both transdisciplinarity and the systems thinking-transdisciplinarity mutual endorsement is less than clear. This paper examines this issue via the critical systems thinking lens and discuss how the Multi-perspective, Systems-based (MPSB) Research, which is grounded on critical systems thinking, can be employed as a major pathway to pursue transdisciplinary research (a transdisciplinarity subtheme). To do so, the writer employs the FMA research model of Checkland and Holwell to develop the supportive reasoning. It recommends an enriched systems language for concepts bridging in transdisciplinary research. Moreover, it clarifies the nature of the MPSB Research with the transdisciplianrity theme. Overall, the paper offers a contemporary systems thinking perspective to comprehend transdisciplinarity, especially on  transdisciplinary research.
Key words: holism; key MPSB concepts; systems language; transdisciplinarity; transdisciplinary research; the FMA research model; the Multi-perspective, Systems-based (MPSB) Research

Please cite the article as: Ho, J.K.K. 2016. “The MPSB Research as a major pathway to pursue transdisciplinary research: a proposal” American Research Thoughts 2(3) January: 3321-3334.


Introduction
The literature of systems (and holistic) thinking always makes clear that it supports transdisciplinarity. Vice versa, transdisciplinarity literature also expresses its commitment to systems (and holistic) thinking. For instance, Jackson (2003) has identified four emphases of modern systems thinking: (1) an emphasis on both process and structure, (2) an emphasis on holism, (3) an emphasis on transdisciplinarity, and (4) an emphasis on “getting to grips with real-world management problems”. The four emphases have been widely shared in the systems thinking and transdisciplinary literatures. Systems thinking-based and transdisciplinary modes of research and learning are said to be required for dealing with real-world problems that are increasingly complex.  In the words of Ackoff (1981), we are in the systems age, not machine age, thus systems age thinking is much needed. Clearly, systems thinking and transdisciplinarity are closely associated research themes. Nevertheless, on closer examination of them, one realizes the intricacy involved in their study, for there are different notions of systems, holism, transdisciplinarity and their related practices. This brief paper does not offer to resolve the issues involved in the diversity and incompatibility of viewpoints on them. What it does is to examine how the Multi-perspective, Systems-based (MPSB) Research, which is grounded on critical systems thinking (Jackson, 2000: Part III), can be employed as a research pathway to pursue the transdisciplinarity ideal. Specifically, this paper confines its scope of investigation to the transdisciplinary research topic. To do so, it discusses: (1) the basic ideas of transdisciplinarity, (2) the role played by transdisciplinarity in research endeavors, utilizing the explanatory power of the FMA model of Checkland and Holwell, and, finally, (3) how the MPSB Research can be employed to pursue transdisciplinary research.

The basic ideas of transdisciplinarity and its subthemes
Transdisciplinarity is described as “a research strategy that crosses many disciplinary boundaries to create a holistic approach[1]” (Wikipedia, 2015) as well as “a reflective, integrative, method-driven scientific principle” (Lang et al., 2012). It has also been described by Nicolescu (1994) as multireferential and multidimensional. For Ramadier (2004), transdiciplinarity endeavors to reverse a trend in disciplinary thinking on knowledge compartmentalization. Specifically, Nicolescu (1994) proclaims The Charter of Transdisciplinarity, with 14 articles, to explain the theme. For illustration, three of his articles are quoted as follows:
Article 2: “The recognition of the existence of different levels of reality governed by different types of logic is inherent in the transdisciplinary attitude. Any attempt to reduce reality to a single level governed by a single form of logic does not lie within the scope of Transdisciplinarity.”
Article 3: “Transdisciplinarity complements disciplinary approaches. It occasions the emergence of new data and new interactions from out of the encounter between disciplines. It offers us a new vision of nature and reality. Transdisciplinarity does not strive for mastery of several disciplines but aims to open all disciplines to that which they share and to that which lies beyond them.”
Article 4: “The keystone of Transdisciplinarity is the semantic and practical unification of the meanings that traverse and lie beyond different disciplines. It presupposes an open-minded rationality by re-examining the concepts of "definition" and "objectivity." An excess of formalism, rigidity of definitions and a claim to total objectivity, entailing the exclusion of the subject, can only have a life-negating effect.”
The three articles from Nicolescu emphasize, among others, adoption of: (1) multiple forms of logic, (ii) a new vision beyond those from individual disciplines and (3) a unification of meanings beyond different disciplines. The nature of transdisciplinarity can be further clarified by distinguishing it from two related terms, namely multidisciplinarity and interdisciplinarity. A brief clarification on them is made here. For Rashussen et al. (2010), multidisciplinarity is “co-operation, with a low degree of interaction between disciplines” and “participants from different disciplines take on separate tasks in a common project without losing their individual mono-disciplinary identity…”. As to interdisciplinarity, its practices are said to “transcend the mode of disciplinary mode of knowledge production” (Rasmussen et al., 2010). Additionally, “Co-operation is carried out in a highly formalized structure of participants, leading to a high degree of organization of the work, together with a high degree of cognitive coupling” (Rasmussen et al., 2010). Nevertheless, there is quite a diversity of approaches proposed to pursue the transdisciplinarity ideal, e.g., Hodgson (2012) on a transdisciplinary world model, Francois (2006) on transdiciplinary unified theory, and Lang et al. (2012) on an ideal-typical conceptual model. The writer also discerns two major sub-themes in transdisciplinarity, namely, transdisciplinary research and transdisciplinarity learning. Basically, when transdisciplinary research is conducted, certain requirements are expected (Lang et al., 20120):  (1) problems examined should be “societally relevant”, (2) the research process should enable mutual learning among “researchers from different disciplines” and people “from outside academia”, (3) research aim should include creation of solution-oriented, social robust and transferable knowledge. Similarly, transdisciplinarity is said to “transcends science” by involving “non-scientists in the production and /or evaluation of knowledge” and by orienting “its knowledge production not only around disciplinary problem-definitions but also around other definitions, derived from pressure, ‘applications’ or from societal stakeholders” (Rasmussen et al., 2010). On the whole, according to Schaltegger et al (2013), the recognition that disciplinary research and related corporate practices “need to be complemented with novel research-practice collaboration approaches” has fostered “the development of multi, inter, and transdisciplinary research approaches”. Some examples of transdisciplinary research include: sustainable operation (Sahamie et al., 2013), population-environment research for sustainability (Hummel et al., 2013) and vocational psychology (Collin, 2009). As to transdisciplinary learning, it is attentive to “the outcomes of interdisciplinary learning, which come from students’ participation in learning and acquisition of knowledge skills” (Park and Son, 2010). This focus is justified; as Perry (2013) maintains, “Knowing what we know, and believing it is a process and this process cannot be dictated by disciplinary boundaries”. Examples of works on transdisciplinary learning are: a transdisciplinary learning approach on urban and regional planning (Müller et al., 2005), transdisciplinary learning in a multidisciplinary environment (Park and Son, 2010) and envisioning sustainable water futures (Schneider and Rist, 2013).
Overall, transdisciplinarity is considered a worthwhile intellectual vision to pursue because (1) “the present proliferation of academic and nonacademic disciplines is leading to an exponential increase of knowledge which makes a global view of the human being impossible” [concerns 1] and (2) “life on earth is seriously threatened by the triumph of a techno-science that obeys only the terrible logic of efficacy of efficacy's sake” [concern 2] (Nicolesu, 1994). Besides, transdisciplinairty “promises to bring universities and other knowledge organizations into line with new demands and opportunities” in the contemporary world that we are in (Russell et al., 2008). Its pursuit, accordingly, enables us to more properly address the two concerns identified by Nicolescu (1994). Therefore, even though transdisciplinarity has not been considered as a new practice (Russell et al., 2008), the overall intellectual vision which transdisciplinarity endorses in both research endeavors and learning is appealing and rich in diversity of ideas, see Literature on transdiscipline in the bibliography for more details on the topic. The next section takes a closer look at the subtheme of transdisciplinary research, as it is the main study scope of this paper.

examining transdisciplinary research with the FMA research model of Checkland and Holwell
Jackson (2000) makes use of the FMA research model of Checkland and Holwell (1998) to elucidate the relationship between transdisciplinarity and research endeavors. [F is Frameworks of ideas; M stands for Methodology, A means Area of Concern.], see also Figure 1.





Referring to Figure 1 (an adapted model by this writer based on Checkland and Holwell, 1998), the basic argument of Jackson (2000) is that, when knowledge is “produced to satisfy the demands of particular users”, research naturally needs to be “organized around a particular A”. As Jackson (2000) sees it, in most cases, no single discipline is able to offer a suitable F. Due to this consideration, in order to be effective, the FMA research process, as proposed by Checkland and Holwell (1998), has to be transdisciplinary. Moreover, in this case, the F is “likely to be “looser” than a theory or set of hypotheses and may be relevant to only one application” (Jackson, 2000). For this writer, while the F could include notions from multiple disciplines, these notions still need to be related to each other by means of a set of bridging concepts so as  to form a loosely associated set of concepts (i.e., a loose F). The set of bridging concepts need to be readily understood and accepted by researchers with different discipline, interdisciplinary or multidisciplinary backgrounds in order to support the transdisciplinarity ideal. In the systems community, the basic shared view is that the systems language is capable of serving as the bridging concepts in F for the transdisciplinary FMA research process (re: Figure 1). The problem is: different systems theorists favor different sets of systems language as the bridging concepts to employ in transdisciplinary research. While the writer concurs with the basic systems thinking view that the systems language is highly relevant in this situation, he also holds a unique position by proposing the employment of an enriched set of systems language. Furthermore, this set of systems language should include the key MPSB concepts of the MPSB Research as propounded by the writer. Further elaboration of this proposal is provided in the next section.

The MPSB Research as a major pathway for transdisciplinary research
The Multi-perspective, Systems-based (MPSB) Research was launched by the writer in 1992 as his Ph.D. thesis research theme at the Department of Industrial and Manufacturing Engineering, University of Hong Kong. The research involves making use of critical systems thinking to review a number of management disciplines, notably information systems management, logistics management and management accounting (Ho, 1996). One of the main outcomes of the research is the identification of a set of key MPSB concepts. The main ones are: perspective, multi-perspective, systems-based, perspective anchoring, perspective migration, built-in tension of pluralism, perspective switching, an MPSB rich-picture building exercise, an MPSB knowledge compilation, an MPSB framework, and an MPSB knowledge filter for management. (Also see appendix 1: a glossary on the key MPSB concepts.) By now, there is quite a substantial literature on the MPSB Research; readers are referred to the Facebook page on the MPSB Research for further information (re: the MPSB Research Facebook page in the bibliography). It is highly relevant to the transdisciplinarity topic because: (1) the MPSB Research studies various management disciplines with the goal of producing knowledge that contributes to the theoretical development of systems thinking, which is transdisciplinary and (2) the key MPSB concepts can enrich the systems language for concepts bridging[2], an activity well recognized as essential in transdisciplinary research. As a brief illustration on how the MPSB Research works, the writer extracts Ho (2015)’s paper which employs the key MPSB concepts to study Kasperskaya and Tayles (2013)’s article on performance evaluation models. The extracts, two in total, are as follows:

Extract 1: Idea 1: Kasperskaya and Tayles (2013: p. 427): ‚the assumption of quantifiable and predictable causal links appear to be problematic in real-life applications...”.
Evaluative remarks: “An indication of the limitation of the hard systems perspective and the associated machine metaphor to comprehend a company’s strategy” (Ho, 2015).

Extract 2: “Idea 2: Kasperskaya and Tayles (2013: p. 427): ‚many of the users of the causal PMMs have associated these models with improvements in perceived organizational performance...”.
Evaluative remarks: “An indication of the need to conduct an MPSB rich picture building exercise to explore the context of the situation to comprehend why users have got this perception of satisfaction or have expressed this satisfaction feeling.” (Ho, 2015).

Undoubtedly, systems (holistic) thinking endorses transdisciplinarity and vice versa. Nevertheless, there are different holistic approaches and there are a number of ways to conceive the notion of systems[3] (Jackson, 2000; 2003). As such, different writers can hold dissimilar views on transdisciplinarity. Also, their understanding of how transdisciplinarity supports what ideas of holism and systems may simply not be the same. For this writer, the MPSB Research offers an important pathway to pursue transdisciplinarity as conceived from a critical systems/ creative holism perspective. In this respect, critical systems thinking enables transdisciplinary research to transcend different disciplines and be creatively holistic. Understandably, other systems theorists may just not share the same intellectual interest with the writer on critical systems thinking. [The debate among systems theorists who support different strands of systems thinking has been examined at great length by Jackson (2003), thus not repeated here.] More specifically, the key MPSB concepts are recommended to be included in the systems language, thus forming an enriched set of systems language, to be employed as the bridging concepts in F of the FMA research model of Checkland and Holwell (1998). This enriched set of systems language is made clear in Table 1 as follows:

Table 1: An enriched set of systems language, including the key MPSB concepts
Traditional systems language (roughly up to around the 1970s)
Modern systems language (post-1970s)
·      Systems characteristics (i.e., objectives, environment, resources, components) (Schoderbek et al., 1985)
·      System definition elements (i.e., set, objects (inputs, process,  output, feedback, relations), attributes, environment, whole, system boundary) (Schoderbek et al., 1985)
·      Holism, open system, homeostasis, emergence, communication, control, identity and hierarchy (Jackson, 2000)
·      Complexity (Flood and Carson, 1988; Clemson, 1984: Chapter 2)
·      Metadiscipline and transdiscipline (Flood and Carson, 1988; Jackson, 2000)
·      Machine age thinking and systems age thinking (Ackoff, 1981)
·      Systemic metaphor filters (Flood and Jackson, 1991)
·      Types of systems (i.e., deterministic, animated,  social and ecological) (Ackoff and Gharajedaghi, 1996)
·      Creative holism (Jackson, 2003)
·      Types of inquiry system (Mitroff and Linstone, 1993)
·      The key MPSB concepts (Ho, 2013)

Table 1 provides examples of an enriched set of systems language that serves as a group of bridging concepts in the domain of F (Framework of ideas) in the FMA research model for transdisciplinary research. The list of systems language examples in Table 1 is not supposed to be exhaustive; rather, it is intended to underline the richness of the systems language involved in the transdisciplinary research process that supports the MPSB Research. More importantly, the table explicitly recognizes the key MPSB concepts as belonging to the enriched set of systems language for transdisciplinary research. When using the MPSB Research as the prime pathway to pursue transdisciplinary research, this kind of transdisciplinary research, together with transdisciplinary learning, can be conceived as contributing to (e.g., propelling) the MPSB knowledge supply chain as expounded by Ho (2014) (also see appendix 2).

Concluding remarks
By working out: (1) the relationship between transdisciplinarity and systems thinking and (2) how the MPSB Research could be employed as a major pathway to pursue transdisciplinary research, the paper makes contribution to the theoretical development of the MPSB Research as well as transdisciplinary research. In the discussion, it emphasizes the pivotal role of the enriched set of systems language in transdisciplinary research. Nevertheless, this paper does not explain further the MPSB Research for quite a number of the MPSB Research literature can be accessed in the public domain via the Internet, especially in the open access journals of European Academic Research and American Research Thoughts. See also the MPSB Facebook page as noted in the bibliography. Hopefully, informed by this paper on the MPSB Research-cum-transdisciplinarity theme, readers will find the literatures of the MPSB Research and transdisciplinarity more comprehensible. Lastly, it should be reminded again that the transdisciplinarity theme covers both transdisciplinary research and transdisciplinary learning. In the same vein, in the MPSB Research, there are also the corresponding topics of the MPSB Research and the MPSB managerial intellectual learning (see the Managerial Intellectual Learning FB page as provided in the bibliography). This paper has examined the transdisciplinary research topic, but not the transdisciplinary learning one. Reasonably, transdisciplinary learning should be examined with the MPSB Research lens in a separate paper in the future.

Bibliography
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Appendix
Appendix 1: A glossary on the key Multi-perspective, Systems-based (MPSB) concepts (re: Ho, 2013).
Key MPSB concepts
Descriptions
1.      MPSB Research
A research programme that makes use of critical systems thinking to review management disciplines with a view to developing knowledge structures of management disciplines as a path to make theoretical advancements in systems thinking.
2.      MPSB frameworks
Knowledge structures of management disciplines that are generated as a result of the review of management disciplines based on critical systems thinking.
3.      Perspective
The theoretical orientation of either a problem-solver or a methodology. It could be considered as a theoretical paradigm. In the MPSB Research, 5 main perspectives are identified, i.e. (1) the hard systems perspective, (2) the soft systems perspective, (3) the emancipatory systems perspective, (4) the postmodern systems perspective, and (5) the critical systems perspective.
4.      A perspective switch
The switching of perspective by the problem-solver from one moment of reflection based on one perspective (e.g., the hard systems one) to another moment based on another perspective (e.g., the soft systems one).
5.      A migration of perspective
The modification or a shift in perspective of a methodology (e.g., migration of Systems Dynamics based on the hard systems perspective to the soft systems perspective), as reflected in the loosening of some of the original components of the methodology concerned.
6.      Perspective anchoring


The intellectual effort to explicitly relate a methodology to a particular perspective so that it explicitly respects the rationality of such a perspective.
7.      An MPSB rich picture building exercise
An exploratory exercise conducted on a problem-context based on multiple images of organization that are affiliated with different perspectives. It is similar to the Stream of Cultural Analysis in the soft systems methodology of Checkland and Scholes (1990). Rich picture building is a problem-situation expression technique in the soft systems methodology of Checkland.
8.      An MPSB knowledge compiler
A set of techniques based on critical systems thinking used to examine a management discipline at either an individual concept level or the whole discipline level, resulting in the construction or enhancement of MPSB frameworks that make the management disciplines coherent and understandable from the critical systems perspective.
9.      The in-built tension of pluralism
The feeling of tension arising from the difficulties in considering and respecting fundamentally different perspectives in an intellectual exercise (e.g. a problem-solving endeavor or a theory-developing exercise) that utilizes the MPSB cognitive filters.
10. MPSB cognitive filter for management
A set of inter-related key MPSB concepts that are used by managers to make sense of the various management approaches and management viewpoints that they encounter from time to time in the world of management practices.
11. Enlightening management education
Management education that endorses critical systems thinking and makes use of the MPSB Research as a main method of management learning.
12. Key MPSB concepts
The concepts that have been identified as highly relevant for the conduct of the MPSB Research.

Appendix 2: An MPSB knowledge supply chain framework (Ho, 2014).





Comments: The FMA research model for transdisciplinary research (re: Figure 1) mainly works along Path 1a (re: appendix 2). In this case, the MPSB Research (MM1) (re: appendix 2) chiefly focuses on the study of ideas from various disciplines, as identified in the F component (re: Figure 1) of the FMA research model. For further details on the MPSB knowledge supply chain framework, please refer to Ho (2014).




[1] Being holistic means endorsing the notion of holism, i.e., respecting “the profound interconnectedness of the parts and concentrates on the relationships between them and how these often give rise to surprising outcomes – the emergent properties” (Jackson, 2000).
[2] The key MPSB concepts have been employed to review various management disciplines and, recently, other social sciences subjects, e.g, housing studies. It indicates that they are capable of serving for concepts bridging in transdisciplinary research.
[3] Jackson (2000: page 3) reminds us that in the 1980s, there were already competing strands of systems thinking which endorse “different uses and meanings” of the system notion.

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