Methods for integration in transdisciplinary research

By Matthias Bergmann

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Matthias Bergmann (biography)

To make progress in contributing to the solution of complex real-world problems, transdisciplinary research has come to the forefront. By integrating multiple disciplines as well as the expertise of partners from societal practice, transdisciplinary researchers are able to look at a problem from many angles, with the goal of making both societal and scientific advances.

But how can these different types of expertise be integrated into both a better understanding of the problem and more effective ways of addressing it?

Colleagues and I have collected 43 methods from a number of transdisciplinary research projects dealing with a variety of research topics. We have grouped them into seven classes following an epistemological hierarchy. We start with methods in the narrower sense, progressing to integration instruments.

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A guide to ontology, epistemology, and philosophical perspectives for interdisciplinary researchers

By Katie Moon and Deborah Blackman

katie-moon
Katie Moon (biography)

How can understanding philosophy improve our research? How can an understanding of what frames our research influence our choices? Do researchers’ personal thoughts and beliefs shape research design, outcomes and interpretation?

These questions are all important for social science research. Here we present a philosophical guide for scientists to assist in the production of effective social science (adapted from Moon and Blackman, 2014).

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Going beyond ‘context matters’: A lens to bridge knowledge and policy

By Leandro Echt and Vanesa Weyrauch

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Leandro Echt (biography)

The role and importance of context in the interaction between research and policy is widely recognized. It features in general literature on the subject, in case studies on how research has successfully influenced policy (or not), and in practitioners´ reflections on the results of their work. But how does context specifically matter? Can we move beyond generic statements?

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Vanesa Weyrauch (biography)

To find some answers to these complex questions, Purpose & Ideas and the International Network for the Availability of Scientific Publications (INASP) embarked on a joint knowledge systematization effort, combining a literature review with in-depth interviews with 48 experts and policymakers, mostly in developing countries.

What do we mean by context?

Our first challenge was to define what we concretely mean by context.

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A primer on policy entrepreneurs

By Jo Luetjens

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Jo Luetjens (biography)

In the world of public policy, it is interesting to consider how and why particular policy ideas catch on. What is it that makes some ideas succeed and others fail? By examining the role of policy entrepreneurs we may come closer to an answer. In making policy change happen, what – and who – are policy entrepreneurs? Why are they important? What strategies do they use to effect change? And finally, what are the attributes of a successful policy entrepreneur?

The what

Policy entrepreneurs are energetic people who work with others in and around policymaking venues to promote significant policy change.

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Learning to tackle wicked problems through games / Aprendiendo a hacer frente a problemas perversos a través de los juegos/ Apprendre à affronter les problèmes sournois à travers les jeux

By Claude Garcia, Anne Dray and Patrick Waeber

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1. Claude Garcia (biography)
2. Anne Dray (biography)
3. Patrick Waeber (biography)

A Spanish version and a French version of this post are available

Can we help the next generation of policy makers, business leaders and citizens to become creative, critical and independent thinkers? Can we make them aware of the nature of the problems they will be confronted with? Can we strengthen their capacity to foster and lead stakeholder processes to address these problems?

Yes.

We build on our experience as field researchers on environmental issues. We develop models that link ecological, social and economic processes, based on real study cases. We transform these models into role-playing games, both cooperative and competitive. And we use them to let students – the next generation of policy makers, business leaders and citizens – explore the complexities of natural resources management. They discover the roles of trust, knowledge, communication and conflict in a friendly environment. As games unfold, players observe, experience, experiment, and devise rules to resolve the tensions between competing demands.

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Scoping: Lessons from environmental impact assessment

By Peter R. Mulvihill

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Peter R. Mulvihill (biography)

What can we learn about the role and importance of scoping in the context of environmental impact assessment?

“Closed” versus “open” scoping

I am intrigued by the highly variable approaches to scoping practice in environmental impact assessment and the considerable range between “closed” approaches and more ambitious and open exercises. Closed approaches to scoping tend to narrow the range of questions, possibilities and alternatives that may be considered in environmental impact assessment, while limiting or precluding meaningful public input. Of course, the possibility of more open scoping is sometimes precluded beforehand by narrow terms of reference determined by regulators.

When scoping is not done well, it inevitably compromises subsequent steps in the process.

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Knowledge mapping technologies

By Jack Park

jack-park
Jack Park (biography)

How can you improve your thinking – alone or in a group? How can mapping ideas help you understand the relationships among them? How can mapping a conversation create a new reality for those involved?

In what follows, I draw on the work of Daniel Kahneman’s (2011) best-selling book Thinking, Fast and Slow, which explains how human thinking occurs at different speeds, from the very fast thinking associated with face-to-face conversation to the very slow thinking associated with assembling information resources into encyclopedias. I use those ideas in my descriptions of knowledge maps.

Three kinds of knowledge maps

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The path perspective on modelling projects

By Tuomas J. Lahtinen, Joseph H. A. Guillaume, Raimo P. Hämäläinen

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Tuomas J. Lahtinen (biography)

How can we identify and evaluate decision forks in a modelling project; those points where a different decision might lead to a better model?

Although modellers often follow so called best practices, it is not uncommon that a project goes astray. Sometimes we become so embedded in the work that we do not take time to stop and think through options when decision points are reached.

Joseph H. A. Guillaume (biography)

One way of clarifying thinking about this phenomenon is to think of the path followed. The path is the sequence of steps actually taken in developing a model or in a problem solving case. A modelling process can typically be carried out in different ways, which generate different paths that can lead to different outcomes. That is, there can be path dependence in modelling.

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Raimo P. Hämäläinen (biography)

Recently, we have come to understand the importance of human behaviour in modelling and the fact that modellers are subject to biases. Behavioural phenomena naturally affect the problem solving path. For example, the problem solving team can become anchored to one approach and only look for refinements in the model that was initially chosen. Due to confirmation bias, modelers may selectively gather and use evidence in a way that supports their initial beliefs and assumptions. The availability heuristic is at play when modellers focus on phenomena that are easily imaginable or recalled. Moreover particularly in high interest cases strategic behaviour of the project team members can impact the path of the process.

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Three theories to help overcome change resistance in service design implementation

By Ricardo Martins

ricardo-martins
Ricardo Martins (biography)

How can service designers improve implementation of their projects and overcome resistance to change?

According to the Service Design Network, “Service design is the activity of planning and organizing people, infrastructure, communication and material components of a service to improve its quality and the interaction between the service provider and its customers. The purpose of service design methodologies is to design according to the needs of customers or participants, so that the service is user-friendly, competitive and relevant.”

Although service designers have hundreds of methods to map the current state of a service, to elicit requirements from stakeholders and to propose new processes for services, they often spend little effort on implementing the ideas they generate.

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Successful implementation demands a great liaison person: Nine tips on making it work

By Abby Haynes on behalf of CIPHER (Centre for Informing Policy in Health with Evidence from Research)

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CIPHER Sub-group (Participants)

When external providers deliver a complex program in an organisation, it is crucial that someone from that organisation—a liaison person—gives ‘insider’ advice and acts as a link between their organisation and the program providers. What are the characteristics to look for in filling that role? And how can liaison people best be supported?

Here we describe what we learnt about the pivotal role of liaison people during the implementation of SPIRIT (Supporting health with Research: an Intervention Trial). SPIRIT was a novel multi-component trial designed to increase individual and organisational capacity to use research in policymaking. Six Sydney-based health policy organisations took part – each nominating a member of their staff to coordinate the implementation of SPIRIT in their organisation. These liaison people turned out to be far more than administrators – they had a profound impact not only on how the program was implemented, but on perceptions, engagement and participation across their organisations.

We provide nine tips for identifying and supporting liaison people.

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Team science glossary

By Sawsan Khuri and Stefan Wuchty

stefan-wuchty
Stefan Wuchty (biography)
sawsan-khuri
Sawsan Khuri (biography)

As team science gains momentum, we present this glossary to standardize definitions for the most frequently used terms and phrases in the science of team science literature, and to serve as a reference point for newcomers to the field. Source material is provided where possible.

Co-authorship
When team members are given due credit by co-authoring publications from the project. There are various co-authorship models, some are dependent on disciplinary or departmental practices, and some are negotiable. This is an issue that needs to be clarified and documented very early on in a collaborative effort (Bennet et al., 2010).

Collaboration, or Collaborative project
When two or more scientists work together on a project that is expected to end with a joint publication, and maybe even a grant proposal for more collaborations.

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Transkillery! What skills are needed to be a boundary crosser?

By Dena Fam, Tanzi Smith and Dana Cordell

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Dena Fam (biography)

What skills and dispositions are required by researchers and practitioners in transdisciplinary research and practice in crossing boundaries, sectors and paradigms?

The insights here come from interviews with 14 internationally recognized transdisciplinary researchers and practitioners, chosen from a diverse range of research and practice-based perspectives.

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Tanzi Smith (biography)

Here we focus on:

1) skills for specific tasks such as facilitation of a meeting, crafting a well-written report, and communicating effectively across disciplines; and,

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Dana Cordell (biography)

2) dispositions, attitudes, orientations and temperaments of an effective researcher/practitioner, i.e., as a way of being.

Six categories of skills and dispositions

The core skills and dispositions of an exceptional transdisciplinary researcher/practitioner can be grouped into six categories, illustrated in the figure below.

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