Qualitative System Modeling

Sarah Hope, MS

2025-04-22

Qualitative Models

  1. Why Model Systems?
  2. Methods & Theory
  3. Uncertainty
  4. Applications
  5. Research Gaps

Acknowledgements; Dr. Gavin Fay, Qualitative Modeling for Ecosystem Based Management

Why Model Systems?

“Next generation FEPs can advance EBFM in the United States.” (Marshall et al. 2018) - complex systems, limited data - explore structures and relationships - uncover indirect effects between components - co-produce knowledge across sectors - couple qualitative models with quantitative data

Why Model Systems?

Bennett et al. (2021)

Methods & Theory

  • C. J. Puccia and R. Levins. 1986. Qualitative Modeling of Complex Systems: An Introduction to Loop Analysis and Time Averaging. Harvard University Press, Cambridge, MA.
  • R. Levins. 1974. “The qualitative analysis of partially specified systems.” Annals of the New York Academy of Sciences, 231: 123–138.
  • Levins, R. (1998). The internal and external in explanatory theories. Science as Culture, 7(4):557582.

Dambacher et al. (2003)

  • Outlines methods for qualitative predictions in model ecosystems
  • Introduces weighted predictions and sign determinacy

Uncertainty

Melbourne-Thomas et al. (2012)

  • Uses Bayesian framework to evaluate qualitative network model uncertainty
  • Aims to address under-explored questions of model structure uncertainty

Fulton (2021)

  • Highlights constraints from outdated fisheries paradigms
  • Suggests a shift post-COVID-19 towards modern, behaviorally informed models

Frameworks

DePiper et al. (2021)

  • Describes collaborative modeling with stakeholders for EBM
  • Built conceptual model for Fluke
  • Emphasized scoping and integrated management questions

Trade-offs of Qualitative Modeling

Benefits - investigate feedbacks within and between systems - no need for extensive ecosystem data - predict system repsonses to change - co-produce knowledge

Challenges - finding balance between robustness and functionality - complex systems can grow dramatically with small changes - takes time and willing collaboration

Current Applications

Tallis et al. (2010)

Breaks down EBM implementation using real-world case studies that start by asking: - What data is available to describe the system? - What kind of governance is at play in this system? - How much time do managers have to plan implementation?

Integrated Ecosystem Assessment (IEA)

Integrated Ecosystem Assessment (IEA)

  1. Scoping
  2. Defining Indicators
  3. Setting Thresholds

Integrated Ecosystem Assessment (IEA)

  1. Risk Analysis
  2. Management Strategy Evaluation
  3. Monitoring
  4. Evaluation

Wildermuth et al. (2018)

Model Alternatives & Responses - Model Complexity “sweet spot”

Washington CMAC Workshop (2021)

  • Evaluated kelp forest and seafloor systems under new use/climate scenarios
  • Assessed outcomes for aquaculture, wind farms, and seabed mining
  • Identified key network elements and recommends monitoring strategies

Other Current Applications

  • Haraldsson et al. (2020) {.small}
    • Models social-ecological systems (SES) for wind farm impacts
    • Shows the importance of social compensation
  • Reum et al. (2015) {.small}
    • Uses qualitative network models for shellfish aquaculture impact prediction
    • Highlights trade-offs and indirect effects of ocean acidification

Markets into Models

Markets into Models

Try it yourself!

  • QPress Package in R
  • (Snowshoe Hare Example)[https://swotherspoon.github.io/QPress/]

more theory & frameworks

  • Stephenson & Hobday (2024)
    • Offers a practical blueprint for blue economy implementation
  • Winther et al. (2020)
    • Reiterates need for Integrated Ocean Management (IOM)
  • Rudolph et al. (2020)
    • Applies transition theory to ocean governance reform
    • Promotes niche innovations and systems adaptation
  • Marasco et al. (2007)
    • Provides actionable advice for implementing EBFM

more theory & frameworks

  • Holsman et al. (2017)
    • Presents an ecosystem-based risk assessment (ERA) framework
    • Focuses on cumulative impacts, uncertainty, and data-poor contexts
  • Stephenson et al. (2017)
    • Recommends integrating social, economic, institutional factors
    • Provides practical steps for multidisciplinary fisheries policy
  • Winther et al. (2020)
    • Advocates for Integrated Ocean Management
    • Links sustainability goals with a unified management approach