Introduction

The Systems Science and Operations Research (OR) literature is replete with examples of innovation in data gathering (please see Campbell-Hunt 2008; Langsdale et al. 2009 for two examples) and visualisation – such as that used in diagramming - as powerful means to capture group thinking (Pfeiffer et al. 2008; Salter et al. 2009). However, the interpretation of visual methods remains problematic and this comes into sharp relief when a number of groups are exploring the same question. Rich pictures (RPs) were developed as part of Peter Checkland’s Soft System Methodology (SSM) as a means to gather information about a complex situation (Checkland 1981). The RP in SSM is a tool used for analysis of a systemic mess or complex situation and provides a space by which participants can negotiate a shared understanding of a context, and part of this, of course, involves them sharing their perspectives and learning from that experience.

RPs have been widely used for many years and applied to a range of projects (Callo and Packham 1997; Haynes 1989; Mingers 2001; Probert 1998; Stamper and Kolkman 1990; Winter and Checkland 2003). They are also used in information systems planning and development (Avison and Fitzgerald 2006). But, beyond the information and systems domains, and detached from SSM, RPs have been put to use in a variety of fora; from nursing (Ballard 2007), social care (Fougner and Habib 2008), the construction industry (Mazijoglou and Scrivener 1998), creativity (Proctor 1995) landscape visualisation (Boedhihartono 2012) and engineering (Sutrisna and Barrett 2007) to name just a few. In all cases, the RP is applied as a robust means to address contexts of complexity and multiple-interpretation of contentious issues.

The RP is generally agreed to work best within the context of a small group (2 to 6 people) that encourages creative problem identification through visual understanding of complex socio-technical systems (Bronte-Stewart 1999). Indeed, Bell et al. (2016, p13) note that “RP’s have had their widest and most successful application in the field of participatory and community work”. As commonly practiced and as originally intended in SSM, RPs tend to be the ‘front end’ of problem structuring methods and they have, to date, been seen as an early enquiry tool in system design and their real usefulness expires after the completion of this phase (Checkland and Poulter 2006). RPs are known to be highly versatile and hence applicable and useful in a wide variety of contexts (for example see: Sutrisna and Barrett 2007; Bell and Morse 2013) but they are difficult to interpret in the sense of third parties being able to ‘read’ and draw meaning from (see for example: Carrizosa 2002; Bell and Morse 2012) and this is a conundrum which we will explore within the paper. In terms of data capture from a group, the RP has the advantage of having few formal rules and is usually a physical picture drawn by a variety of hands to encourage community discussion and debate. But, how might RPs be interpreted for meaning? This is especially relevant in a comparative sense. For example, in a participatory workshop that might comprise a number of small groups drawn from a community but asked to explore the same question it is highly likely that the analyses they arrive at will also be very different. Some groups may well agree on the importance of a number of key issues, but it is also likely that there will be differences in perspective. We argue that the multiple perspectives contained in RPs produced by a number of groups all exploring the same question provide an opportunity for deeper analysis. This begins with an analysis of similarities and differences but can then go much deeper as we ask questions about why it is that these may exist? Can we regard points of similarity in RP content across groups as reflecting a deeper sense that these are the points that are really core or can they simply be reflecting a given and oft-articulated agenda set by politicians etc.? Apparent differences in RP content may perhaps be a function of factors such as group composition (different skills, jobs, genders, ages, experiences etc.) but they may also reflect differences in group function, but it could also be that these apparent differences are divergent ways of looking at the same underlying issue and thus offer a degree of triangulation. But how can we understand the pictures and interpret, correctly, the visual metaphors? The analysis of RPs across groups has been little discussed in the academic literature to date, probably because the outcomes of a RP exercise remain qualitative, subjective and contested. Meaning derived from pictures is disputable and ‘truth’ is hard to confirm. The culture of those stakeholders involved in the drawing process might be different from the culture of the facilitator or evaluating analyst. Probably for these reasons there has been little attempt to address RP interpretation in terms of actual and inferred meaning of the RP itself. There is a lack of universal standards and a gap in our capacity to generalise from art interpretation methods (Berg 2013).

In what follows we set out an approach which we think will help with an analysis of RPs. Such analysis will benefit both the researcher and group offering insight into concerns, issues, secrets, visual meanings and individual stories. We fully acknowledge and respect the origin and role of the RP within its SSM context, and it should be noted that analysis of RPs is not intended to impinge upon or disrupt the use of RPs within an SSM or indeed any participatory process. Instead we make the case that the Content analysis (CA) of RPs can be undertaken outside of that problem-solving context to provide useful insights into the results of the analysis completed by the individuals/groups. Here we illustrate how the RP can provide the material for a CA to explore common themes and issues as well as differences which emerge between groups (or individuals) asked to analyse the same topic. We argue that the messages, stories and emotions within the RP can be drawn out, or educed, by making use of an approach we call Eductive Interpretation (EI) which is a form of CA that provides a refined, systematic (sequential and methodological) and systemic (inclusive) way of analysing RPs – assisting groups in reflecting on and looking specifically at their RPs in terms of differences. In order to do this, the paper will draw upon a series of RPs produced during a workshop undertaken in the Lebanon on a coastal zone management project. We chose this case study as it represents a complex system for RP to address especially in a challenging country context.

Lebanon Case Study

Our entry point for the research reported here is taken from a series of interventions in the Lebanon (PlanBleu and Bell S 2002a, b; PlanBleu and Bell S 2003a, b). Lebanon is a country with a complex and difficult past and indeed present.

The history of the Lebanon, a country of just over 4 million people at the time of writing, cannot be divorced from the chronic issues of empire and conquest stretching back before British and French imperialism and taking in the sweep of the Ottomans and more local Arabic and Phonecian influences. Hence the historical context is long and complex and cannot be the subject of this paper. Although the situation in the country is often portrayed as dangerously conflictual, there is also a significant degree of consensus which often remains understated (Azar 2002). Its geographical location on the shore of the Mediterranean provides opportunities for tourism but also raises challenges faced by many of the other countries that also have a coastline on that sea, including intensive development and pollution arising from urbanisation and industrialisation. But the Lebanon also has borders with Israel and Syria, and this has brought other sources of turbulence that echo down to this day. The case we develop is based upon a project which was focused on the Lebanon during a comparatively peaceful period (2002 to 2003). The project was part of a Coastal Area Management Programme (or CAMP) undertaken by the French environmental agency Plan Bleu throughout the Mediterranean. CAMP was oriented at understanding and resolving practical environmental, development and management problems at local and national levels in Mediterranean coastal areas. At the time of the CAMP project in the early 2000s the need for an improved coastal area management plan was regarded as being of key importance. This focus on sustainability for the coastal zone was to be facilitated by the use of a method derived in part from SSM, with the first stage involving the creation of RPs by groups. The workshop used for the research reported here took place in 2002 and involved approximately 30 individuals (divided into four groups of 7 to 8 people) drawn from the coastal zone area (resident no more than 2 miles from the coast), and was 75% male, 25% female. The individuals were mainly drawn from local professionals, representatives of local government and of non-governmental organisations. The key qualification for all was that they were keenly interested in the health and status of the coastal zone and its development.

Workshops were organised around the greater Beirut area, the RPs included here were all produced at the first workshop. At the workshop participant groups were provided with discrete space and supplies of paper and pens in order to map out the main components of their assessment using visual metaphors. Some time was invested in explaining the RP process and fielding questions about the value and use of pictures and diagrams in describing situations. The groups were given around an hour to draw their pictures and to prepare for a briefing for plenary.

In this paper we will not provide the full results of the workshop and instead will conceptualise the RPs as providing the ‘pre-analysis’ of coastal zone sustainability. It is the groups ‘situation summaries’ which the stakeholders used to capture the real situation as they saw it. Figures 1, 2, 3 and 4 are the RPs produced by the four groups who took part in the workshop.

Fig. 1
figure 1

Lebanese Rich Picture 1

Fig. 2
figure 2

Lebanese Rich Picture 2

Fig. 3
figure 3

Lebanese Rich Picture 3

Fig. 4
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Lebanese Rich Picture 4

Content Analysis of the Lebanon Rich Pictures

Once the RP has been developed it can subsequently be assessed for meaning using content analysis via Eductive Interpretation (EI). In our experience the messages, stories and emotions within the RP can be drawn out, or educed, by making use of an approach we call Eductive Interpretation (EI). EI is a form of Content Analysis (CA) that provides a refined, systematic (sequential and methodological) and systemic (inclusive) way of analysing RPs – assisting groups in reflecting on and looking specifically at their RPs in terms of differences, similarities and relationships.

CA is a widely recognised qualitative assessment tool primarily used in the social sciences and humanities. CA is used to identify patterns and relationships within a variety of materials such as interview transcripts, video, audio and pictures. In essence, CA looks for patterns and themes that can be clustered to make sense of complex, and often bulky/messy data. EI as suggested here is, in effect, a form of Content Analysis for visualisation. Thus EI, when applied to RPs, provides groups with a “deep-dive” exploration of the many visual metaphors held within a picture.

The aim is not to judge the RPs and we are not trying to apply authority as expert evaluators nor do we assert this evaluation should be part of a process such as SSM. Hence, we are not suggesting that the CA be done by workshop participants or indeed by facilitators during the workshop. In a conventional CA the pictures and related workshop discussions would be scanned for meaningful content which is of comparative interest both in the comparison of various artefacts (in this case RPs) and in terms of the rigours of the context under scrutiny (in this case the coastal area of Lebanon. Tables 1, 2, 3 and 4 provide different ‘takes’ on the RPs (Figs. 1, 2, 3 and 4) of the Lebanon groups. Each of Tables 1, 2, 3 and 4 contains three discrete elements of information:

  • Column 1: This contains the deduced key themes evident across all four RPs. These key themes emerged from a segmental analysis of each RP as shown in Fig. 5. Each RP was divided into nine segments and each segment was analysed individually for content. This resulted in a sequence of educed themes as seen in column 1 of Tables 1, 2, 3 and 4.

  • Column 2: This contains the evidential assessment of each RP in terms of the EI Themes.

  • Column 3: This contains the educed observations of stakeholders in the workshop. Within column 3 there is a secondary element of traditional CA analysis on the stakeholder observations. This is a colour coding analysis of topics that emerge across the RPs. As the reader will see in the far-right hand side column of these tables we have the voices (direct quotations as noted by the facilitator) of those who created the RPs. Here they set out what they believe are the main elements of their creations; the key issues and observations of coastal zone sustainability in the Lebanon at that time. We cannot, of course, say whether these issues are still in existence at the time of writing this paper, but these RPs are the stories represented within the RPs in the words of their creators. We have added a bracketed descriptor after the highlighted quote (e.g. Con, Dis, Em, Reg). The criteria for understanding the secondary CA elements is topic, colour, bracket and topic descriptor: Green: [Con] Control/influence of the military in Lebanon (RPs/groups 2 and 3), Yellow:[Dis] Sense of disconnection in decision making/ lack of power (RPs/groups 1,3 & 4), Blue: [Em] Emigration (RPs /groups 1&3), Pink:[Reg] Regulation/poor Government/Enforcement (ll RPs & groups)

Table 1 Analysis of Rich Picture 1
Table 2 Analysis of Rich Picture 2
Table 3 Analysis of Rich Picture 3
Table 4 Analysis of Rich Picture 4
Fig. 5
figure 5

Example map grid reference for undertaking an Eductive Interpretation of a Rich Picture (example RP in Fig. 1)

The agreed Plenary reflection which emerged during the workshop is a culmination of the whole RP analysis. This Plenary reflection is on the penultimate row of Tables 1, 2, 3 and 4. The emergent Unique Rich Picture Signature (URPS) appears in the final row of the Tables. The URPS is a holistic statement that takes in all the RP analysis and interpretation in one overview providing a summary that is specific to the whole RP investigation.

It should be noted that while we apportioned the RPs into 9 segments as illustrated in Fig. 5, it is entirely possible that an analyst might feel it more appropriate to divide their picture into 4, 6 or even 12 segments. In this case the division into 9 segments was deemed suitable for an in-depth examination and ideally not too condensed to make analysis overly complex. Similarly, with the highlighted coloured topics we are providing a working example of how one might use EI. In our Lebanon RPs it was appropriate and relevant to provide four coloured topics of sustainability issues that groups examined, but this might not be the case for others studying different problem situations.

Four issues emerged from the RPs of many of the groups. The first theme (Green shading and ‘Con’) to emerge from the RPs is understandable given the influence of the military and indeed armed groups in general in the country at that time, and they were perceived to have a lot of power. This probably explains the linked issue of a sense of disconnection in decision making and lack of power amongst those who took part in the workshop (yellow shading and ‘Dis’). Military governments are not noted for sharing power. The point about emigration (blue shading and ‘Em’) is linked to a perceived lack of opportunity within the country and one groups refers specifically to a ‘brain drain’ and the impacts that this has in terms of achieving sustainability in the coastal zone; a zone subject to many pressures. Finally, and perhaps most telling given that all groups mention it in various forms, is the general sense of poor governance and especially how this is reflected in poor regulation and enforcement of those regulations (Pink shading and ‘Reg’). All four of these issues are clearly important and highly prevalent/apparent to those who took part in the workshop.

But while there are common issues between the RPs there are also some interesting differences between the groups. The RP of Group 1, for example, highlights the lack of technical advances in the Lebanon regarding agriculture and fisheries and is the only group to do so. The RP for Group 3 does mention farmers and fishers, but only in the sense that more communication is needed with them to raise awareness of sustainability issues. These differences are significant and would have deserved more investigation after the workshop. It is possible that they may, in part, reflect the specialisms of the group members, but it may also suggest that this lack of technical advances in agriculture and fisheries is not a major issue faced by the country. However, care does need to be taken. Just because an issue may only be raised by one group then it may not necessarily mean that it is unimportant and not worth addressing. The follow-up question here could well be why it is that the issue was only mentioned by the one group. Is it because that group can be thought to have an especial insight by way of its composition?

Would all of these points emerge if the RPs were repeated now with the same groups? It is certainly possible that some of these themes would still resonate to this day, but it is also likely that others would emerge of the themes would be expressed in different ways.

Discussion

The nature of this paper has been to set out the value of a new approach to the analysis of RPs using a form of Content analysis called ‘Eductive Interpretation’. We argue that this approach is relevant in a wide variety of conventional contexts and that it has emerged in social terms as part of the dynamic which links researcher, context and resulting method. By understanding the deeper meanings emerging from the RP and the social/ group issues (often subliminal to the group and/ or obscure and/ or ignored due to a lack of understanding of their importance to group function) implicit in it, social forces in context can be better understood and addressed.

There are off course disadvantages to the EI approach. Firstly, analysis at this level can be rather complex and would take considerable time to complete. We do recognise this might be challenging for those new to CA. Within the EI approach we cannot be too prescriptive in our explanation and decisions will need to be made by the analyst on key themes of group exploration and what the naming and coding conventions will be. We provide a template (Tables 1, 2, 3 and 4) to aid analysis, but our template is geared towards a set of RPs in the sustainability domain and the identified themes might not be suitable for other domains. Secondly, there is wide scope for misinterpretation, oversight of important issues and making links and assumed connections where there are none: apophenia. Apophenia is a great worry for those interpreting the creative works of others. Seeing random associations of incorrect meaning can totally change the whole nature of the intended story or visual intention. Thirdly, there are certainly issues of subjectivity and bias on the part of the coder that arise from EI as they do when applying CA to any qualitative material (Krippendorff 2012).

Perhaps one approach to EI to help combat the issues surrounding apophenia, bias etc. would be to involve a group of coders and combine their individual RP analysis to create a group-agreed analysis. Group rating tools, such as the consensual assessment technique (Baer and McKool 2009), gather a panel of expert judges to rate upon creativity whereas other tools might rate richness and quality using a more individual analysis (Bell and Morse 2013). It is possible, of course, to go further and encourage the workshop participants themselves to undertake the CA – a participatory-based CA – so they can enhance their own learning from a workshop. For the most part, in this paper we have considered the CA of the RPs to be the prerogative of a researcher interested in looking for patterns etc. across individuals or groups. While this is, of course, a perfectly valid use of the CA we set out here, the involvement of participants in the CA may offer new levels of knowledge co-generation (Thorpe et al. 2011). Indeed, such an approach would perhaps be the peak of such co-generation of knowledge within participation, with each group generating its own analysis (via RPs) and participants generating their own CA of the multiple RPs produced by all groups. Identifying and answering these questions may potentially be a powerful catalyst for learning that extends the life of the interaction that they undertook. After all, projects and workshops tend to have a limited lifespan – an event horizon that once crossed has no way back. Participatory CA may help facilitate an ongoing learning that goes beyond that horizon.

In the Lebanon workshop, an EI of the RPs pointed towards four themes that the groups thought were important, and clearly these need to be considered as interventions are introduced and discussed. But the EI took place long after the workshop and did not form part of it. The task of the workshop facilitator was to allow the groups to travel their own roads and come up with their own suggestions regarding coastal management, and it has to be stressed that is all the funder wanted. The result was four sets of collective voices with no attempt to go beyond that. Nonetheless, the subsequent EI of the RPs raises all sorts of issues, similarities and differences that certainly provide much food for thought with regard to the coastal zone. Hence, we would argue that the use of EI is a step up; an attempt to go beyond individuals or even groups in a workshop so as to understand why it is that certain issues are dominant while others are not.

Conclusion

Content analysis via Eductive Interpretation upon Rich Pictures has the potential to bring together a deep visual understanding of a plethora of world views within an existing community system. Social issues can be identified using a platform of participatory workshops to identify concerns and key matters through pictorial metaphor. It is our belief that for some very complicated projects involving many stakeholders a high-level analysis upon a group of RPs drawn under the same conditions and reflecting upon the same issue can reveal more than just similarities and differences. The RP in SSM provides stakeholders with an opportunity to engage with and respond to other and alternative worldviews. If some issues are raised by many groups yet others are raised by just one group, then both should be worthy of further exploration. The EI provides further avenues to explore rather than seeking to close the door. Nevertheless, the authors recognise that there is a danger that the EI will be employed in a simplistic way to seek out issues mentioned most often as a means of focussing effort. Such a decision needs to be taken with care.