the evolution of systems thinking in the 20th century 100 th birthday anniversary of ludwig von...

24
The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001 Ao Univ. Prof. Dr. Günther Ossimitz University of Klagenfurt, Austria

Upload: serenity-verrill

Post on 01-Apr-2015

218 views

Category:

Documents


1 download

TRANSCRIPT

Page 1: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

The Evolution of Systems Thinking in the 20th Century

100th Birthday Anniversary of Ludwig von Bertalanffy

Technical University of Vienna, 2. Nov. 2001

Ao Univ. Prof. Dr. Günther OssimitzUniversity of Klagenfurt, Austria

Page 2: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

G. Ossimitz: Development of Systems Thinking in the 20th Century

page 2

My Habilitation work: Development of Systems Thinking

Ch 1: Approaches towards Systems Thinking in the Literature Ch 2: What is Systems Thinking? - a Definition Ch 3: Systems Thinking / System Dynamics in Math Education Ch 4: Empirical Studies about the Development of Systems Thinking Ch 5: The Study: „Development of Systems Thinking“

Main issues: - How can students learn Systems Thinking (ST)?- How can System Dynamics modelling help to develop ST- How can ST abilities be empirically measured?

Page 3: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

G. Ossimitz: Development of Systems Thinking in the 20th Century

page 3

Some Systems Thinking Approaches• Qualitative Approaches:

– Frederic Vester (Biocybernetics)

– Systemic Management: e.g. Peter Gomez/ Gilbert Probst– Peter Senge: „The Fifth Discipline“ ST and Organizational Learning

• Cognitive Psychology - Dietrich Dörner: „The Logic of Failure“

• System Dynamics-Approach (quantitative)– Jay Forrester (MIT) introduces SD at about 1960

– Barry Richmond sells SD Software STELLA under „systems thinking“

Each of these approaches is connected with Education!

Page 4: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

G. Ossimitz: Development of Systems Thinking in the 20th Century

page 4

Systems Thinking Approaches - Overview

qualitative quantitative

Forrester:IndustrialDynamics

Forrester/Meadows:

SystemDynamics

1970

1960

1980

1990

Dörner:complexproblemsolving

Vester:Sthink asa guiding

Idea

Richmond:Systems

Thinking(1)

Gomez/Probst:Systems Thinking

in Management

OrganizationalLearning

SDyn / SThinkat School

Senge:Systems

Thinking(2)

Page 5: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

G. Ossimitz: Development of Systems Thinking in the 20th Century

page 5

What is Systems Thinking? Literature: ST is very fundamental and important e.g. George Klir: Facets of Systems Science (1991, p19): "Systems movement emerged from three principal roots: mathematics, computer

technology and a host of ideas that are well captured by the general term systems thinking."

This is the only appearance of the term "systems thinking" in Klir's great book! The same applies to a number of other important works of systems literature.

Almost no serious definition of ST in systems literature!

Page 6: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

G. Ossimitz: Development of Systems Thinking in the 20th Century

page 6

My Definition of “Systems Thinking“

• Dynamical Dim. - Thinking in dynamical processes: beyond snapshot-thinking; understanding stocks vs. flows, delays, oscillations...

• Model Dim. - Thinking in Models /Awareness of Systems: modeling assumptions, model-reality; qualitative vs. quantitative models

• Feedback Dim. - Thinking in loops and networks: interrelated structures, indirect effects, feedback loops, networks of interrelations

• Pragmatical Dim. - Steering of Systems: finding the "leverage point", counterintuitive behavior, proper intensity and timing of actions.

Four interelated dimensions:

My Definition integrates different views of Systems Thinking!

Page 7: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

G. Ossimitz: Development of Systems Thinking in the 20th Century

page 7

Intersection: Dec 27-Dec 28

Dynamical Thinking: Discerning stocks and flows

Correct: < 20%

When was the number of Hotel guests a maximum? Give your answer just by a quick glimpse at the diagram without any tedious calculations!

Arrivals and Departures in a Hotel: Dec 18 - Jan 10

ArrDep

Page 8: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

G. Ossimitz: Development of Systems Thinking in the 20th Century

page 8

Thinking in Models: Heroin Market 1

Page 9: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

G. Ossimitz: Development of Systems Thinking in the 20th Century

page 9

Price Elasticity Heroin-market

0

1000

2000

3000

4000

0 1 2 3 4 5 6 7 8 9 10 11kg Heroin available

pri

ce p

er k

g H

ero

in

Tsd ATS

Price Elasticity of Heroin

10 kg Heroin available: 1000 ATS/kg: 10 Mio S Revenue9 kg Heroin available: 2000 ATS/kg: 18 Mio S Revenue !

Page 10: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

G. Ossimitz: Development of Systems Thinking in the 20th Century

page 10

Thinking in Models: Heroin Market 2

Page 11: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

G. Ossimitz: Development of Systems Thinking in the 20th Century

page 11

Lessons from the Heroin Models:• Causal Loop Diagrams (CLD`s) are useful tools!• CLD‘s help to discuss a situation. Different viewpoints can be

clarified and checked more easily.• The „same“ situation can be modeled in different ways.• CLD‘s allow a reflection of model assumptions.• Small differences in a model might have serious consequences.• What appears to be the solution at first sight, might (via

feedback) make the problem even more severe!

Page 12: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

G. Ossimitz: Development of Systems Thinking in the 20th Century

page 12

Feedback Thought: The Arms Race(Peter Senge: The Fifth Discipline)

Armation A

B feels endangeredA feels endagered

Armation B

+

+

+

+

Escalating ("positive") feedback loop

Page 13: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

G. Ossimitz: Development of Systems Thinking in the 20th Century

page 13

The result of the Arms Race

Total Amount of Armation in Arms race

Time (years)

Page 14: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

G. Ossimitz: Development of Systems Thinking in the 20th Century

page 14

George Richardson: Two threads of

Feedback Thought

- Servomechanisms Thread- Cybernetics Thread

George Richardson (1991):Feedback Thought in Social Science and Systems Theory (p. 93)

Page 15: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

G. Ossimitz: Development of Systems Thinking in the 20th Century

page 15

George Richardson's Message:• Feedback is a common fundamental idea in all systems approaches• The feedback structure is often hidden in peculiar notations• Explicit counsciousness of feedback in the 20th century• Many roots of feedback thinking:

– Biology-math. Models (Verhulst, Lotka, Volterra)– Econometrics (Tinbergen, Samuelson, Hicks)– Engineering (Watt, Maxwell, Lyapunov)– Social Sciences (Hume, Smith, Ricardo, Hegel, Marx, Bateson, Keynes, Lewin)– Biology-Homeostasis (Hippocrates, Cannon, Rosenblueth)– Logic (Epimenides, Boole, Cantor, Russell, Whitehead, Carnap, Goedel)

• Two main Feedback Threads in the 20th Century– Cybernetics Thread (Ludwig von Bertalanffy et al)– Servomechanisms Thread

Page 16: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

G. Ossimitz: Development of Systems Thinking in the 20th Century

page 16

The Cybernetics Thread• Feedback was seen as an influence from output back to input.• Feedback concept just for negative loops, no escalating loops• Feedback is seen as homeostasis and control • stability and instability of negative feedback systems• Feedback analyses are usually verbal rather than mathematical or

pictorial• Feedback was associated with information transmittion,

communication networks, information theory• background idea: the ceration of intelligent machines

Page 17: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

G. Ossimitz: Development of Systems Thinking in the 20th Century

page 17

The Servomechanism Thread• Formal dynamic feedback models employed• Basic idea: Behavior depends upon feedback structure• Feedback loops are seen as intrinsic part of real system• positive and negative loops were present• counterintuitive behavior of systems: well-intented policies lead

to disaster• Policy Analysis is an important aspect of practical systems

analysis

Page 18: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

G. Ossimitz: Development of Systems Thinking in the 20th Century

page 18

Ludwig von Bertalanffy on Systems Thinking• LvB did great work in integrating different Systems approaches

(Biology, Chemistry, Psychology, Cybernetics, Social Sciences) into a General Systems Theory (GST)

• GST was basically founded with mathematical concepts (differential equations, functions, stability)

• Feedback concept is only implicit in GST - lack of feedback notation• Advances in Systems Thinking beyond GST are possible with new

tools for diagramming/sketching feedback structures

Systems Thinking needs systemic means of communcation (e.g. mind maps, CLD`s, stock-flow-diagrams)!

Page 19: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

G. Ossimitz: Development of Systems Thinking in the 20th Century

page 19

My conclusions concerning Systems Thinking

• Systems thinking is like a tree: many roots and many branches• Feedback is a core concept of systems thinking. Others are:

– thinking in processes, thinking in models, steering systems

• Systems thinking abilities are darely needed, yet, hardly developed, even among higly educated persons!

• Systemic diagrams are crucial for systems thinking / communication• Causal Loop Diagrams are easy to learn and very flexible systems

diagramming tools

Systems thinking should be a guiding idea for any education at any age!

Page 20: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

G. Ossimitz: Development of Systems Thinking in the 20th Century

page 20

How to contact me:

• http://go.just.to/go Homepage G. Ossimitz• http://go.just.to/pap Papers (incl. this lecture)• http://go.just.to/sd System Dynamics / Systems

Thinking Mega Link List• alternativ: www.ossimitz.at• mail: [email protected]

Page 21: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

G. Ossimitz: Development of Systems Thinking in the 20th Century

page 21

Systems Thinking und System Dynamics:Die Sichtweisen von Forrester und Richmond

Richmond’s View of the Relation betweenSystem Dynamics and Systems Thinking

SystemDynamics

Sy

s t e ms T hi nk i ng

Systems Thinking

System Dynamics

Forrester’s View of the Relation betweenSystem Dynamics and Systems Thinking

Richmond: „Systems Thinking is System Dynamics with an Aura“

Page 22: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

G. Ossimitz: Development of Systems Thinking in the 20th Century

page 22

Ossimitz (1991):Vier Stufen systemdynamischen Darstellens und Modellierens

verbale Beschreibung

Wirkungsdiagramm

Flußdiagramm

Gleichungen

quantitativ

qualitativ

Richmond (1991): What is Systems Thinking?

SystemsPerspective

InfluenceDiagram

StructuralDiagramm

Equations/Simulation

A continuum of Systems Thinking Activities

Systems Thinking Activities <=>systemische Darstellungsformen

Page 23: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

Testaufgabe "Staatsverschuldung vs. Budgetdefizit"

Graz: µ=0,76Wien: µ=0,8Graz: µ=0,32Wien: µ=0,68Graz: µ=0,64Wien: µ=0,72Graz: µ=0,44Wien: µ=0,52Graz: µ=0,16Wien: µ=0,28Graz: µ=0,4Wien: µ=0,56

Klgft:63%

30%

62%

42%

56%

41%

Klagenfurt: n=104 (BWL)Graz: n=25 (USW)Wien: n= 25 (WU,TU, Uni)

In Fantasien nennt man den Betrag, um den die Staatsausgaben in einem Jahr höher sind als die Staatseinnahmen, "öffentliches Budgetdefizit". Im Jahr 1998 betrug das öffentliche Budgetdefizit in Fantasien 60 Mrd. Taler, Ein Jahr später lag es bei 40 Mrd. Taler. Kreuzen Sie an, welche der folgenden Aussagen richtig bzw. falsch bzw. nicht beantwortbar sind!

Im Jahr 1999 wurden 20 Mrd. Taler Schulden zurückbezahlt

Der Finanzminister konnte die Staatsschulden von 1998 auf 1999 um ein Drittel senkenWenn es gelingt, das Budgetdefizit auf 0 zu senken (ausgeglichen zu budgetieren), dann hat Fantasien keine Schulden mehr.

Wenn es gelingt, das Budgetdefizit auf 0 zu senken, dann hat Fantasien seinen höchsten Schuldenstand erreicht.

Ein geringeres Budgetdefizit bedeutet eine geringere Staatsverschuldung.

Die Schulden sind sowohl 1998 als auch 1999 gewachsen.

Diese Performance hätte man auch durch Münzwurf erreicht!

Page 24: The Evolution of Systems Thinking in the 20th Century 100 th Birthday Anniversary of Ludwig von Bertalanffy Technical University of Vienna, 2. Nov. 2001

G. Ossimitz: Development of Systems Thinking in the 20th Century

page 24

Literatur

• Dietrich Dörner (1989): Die Logik des Misslingens. Strategisches Denken in komplexen Situationen. Reinbek: Rowohlt

• Gomez/Probst (1987): Vernetztes Denken im Management. Die Orientierung 89. Bern: Schweizerische Volksbank

• Günther Ossimitz (2000): Entwicklung systemischen Denkens. München: Profil

• George Richardson (1991): Feedback thought. Reading: Pegasus Communications

• Peter Senge (1990): Die fünfte Disziplin. Stuttgart: Klett-Cotta

• John Sterman (2000): Business Dynamics. Systems Thinking and Modeling for a Complex World. Boston: McGrawHill-Irwin

• Frederic Vester (1999): Die Kunst, vernetzt zu denken. Stuttgart: DVA