Students:Case study methodology: Difference between revisions

Correction of English
(Description of region added from RCE application)
(Correction of English)
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Despite a number of outstanding natural features, such as the Ore Mountains and the Central Bohemian Uplands, and many historical buildings and heritage sites, the negative public perception of the Usti region remains so strong that it is the least visited region in the Czech Republic. According to the Czech Statistics Office, the Usti region’s share of overall visitors to the Czech Republic is 2.4%, the lowest of all regions.
Despite a number of outstanding natural features, such as the Ore Mountains and the Central Bohemian Uplands, and many historical buildings and heritage sites, the negative public perception of the Usti region remains so strong that it is the least visited region in the Czech Republic. According to the Czech Statistics Office, the Usti region’s share of overall visitors to the Czech Republic is 2.4%, the lowest of all regions.


== Problem and hypothesis ==  
== Problem and hypothesis ==  


With regard to the preliminary experience with the region (preparation and realization of the Summer School 2011) we posed the hypothesis that the source of pressing regional problems that include the social, economic and environmental sphere are the distorted relationships of those living in the area a dysfunctional social structure that provides good ground for resource exploitation rather than for living. We have evidence from history – expulsion of the German population and the invasion of “gold diggers” caused enormous degradation of whole regions. Consequently, after the post-war period there appeared to be no ground for re-establishment of civic structures, and ideologically based regional strategy aimed at development of heavy industry base for whole communist block at any price faced no opposition. The tradition of unscrupulous exploitation is still relevant today as the place lacks points of reference for the development of new, place-based relationships within the community – history with its artefacts has disappeared in the mining pits and artificially “reconstructed” nature does not provide any emotional incentives that would be a basis for development of a feeling for home. (However, if we look at the region with more attentiveness, its beauty could be easily revealed.)
With regard to our initial experience of the region (preparation and realization of the first Summer School in 2011) we posed the hypothesis that the source of the most pressing regional problems, including the social, economic and environmental pillars are sustainable development, are the distorted relationships of those living in the area: a dysfunctional social structure that provides fertile ground for resource exploitation rather than for living. There is evidence from history – the pre-war expulsion of Czechs by the occupying Germans from 1938 and the post-war tit-for-tat expulsion of the German population and the invasion of opportunist “gold diggers” caused enormous degradation of the whole region. Consequently, following the post-war period there appeared to be no room for the re-establishment of civic structures, while the ideologically-based regional strategy aimed at the development of the heavy industry base for whole communist block at any price was opposed by virtually no-one. The tradition of unscrupulous exploitation is still relevant today as the area lacks points of reference for the development of new, place-based relationships within the community – the social and built history of the region has disappeared in the mining pits and artificially “reconstructed” nature provides few emotional incentives that would form the basis for the development of a feeling for home. (Although if we look at the wider region more closely, its beauty is quickly revealed.)


== Research question ==
== Research question ==
Sustainable development regional strategies in general aim to capitalize on regional resources (natural, cultural) and manage them in sustainable way to develop their potential, and simultaneously preserve them for future generations. But in case when economy of the region is fully oriented towards “big projects” based on exploitation of “enormous natural resource abundance”, and regional strategies do not support small scaled innovations and initiatives (which makes from inhabitants hostages), something has to be changed substantially. Obviously, local people should be empowered to get rid of economic dependence on the big companies, but also gain new relationship to the place to feel responsibility for its future. For researchers, this situation provides an opportunity to analyse which actors might be sources of conflict and which create vital bonds or networks with other social groups and also are connected to the regional heritage (history, tradition, natural points etc.).
 
Based on these considerations, we have identified the main research question for this year: How is the social capital formed? Who contributes to it and how? Then we also explored, how might be (or already is) this social capital contributing to sustainable development of the region, what are the main processes, and who plays the role in them.
Sustainable development of regional strategies in general aim to capitalize on regional resources (natural, cultural) and to manage them in a sustainable way to develop their potential while simultaneously preserving them for future generations. But when the economy of the region is fully oriented towards “big projects” based on the blinkered exploitation of “enormous natural resource abundance”, and regional strategies do not support small-scaled innovation and initiatives (which makes hostages of the local inhabitants), then something needed to be substantially changed. The combined inertia of national/regional government policy and the shareholder-profit-driven ethos of privatised mining companies has created little room for innovative thinking and alternative visions. Clearly local people should be empowered to rid themselves of their economic dependence on big companies, but also form a new relationship to the locality and to feel a responsibility for its future and for future generations. For researchers, this situation provides an opportunity to analyse which actors might be sources of conflict and which create vital bonds or networks with other social groups as well as being 'in touch' with the regional heritage (history, tradition, the natural landscape, the built environment, etc.).
 
Based on these considerations, we identified the main research question for 2012: How is social capital formed? Who contributes to it and how? We then also explored how this social capital might be (or is) contributing to the sustainable development of the region, what are the main processes involved, and who plays a role in them.


== Related case study ==
== Related case study ==
The other aim was to develop a case study focused on relationships of different interest groups (or actors) playing a role in brown coal mining conflict. We have made a basis for that – described the situation “objectively” – we have used resources describing the history, culture, environment etc. Our aim was to let the local actors to contribute to it from their subjective point of view that included also their interests with regard to the mining issue. This part of our research has still to be done.
 
The other aim was to develop a case study focused on the relationships of different interest groups (or actors) that play a role in the brown coal mining conflict. We made a basis for that – students described the situation “objectively” – and we used resources describing the local history, culture, environment etc. Our aim was to let the local actors contribute to it from their subjective point of view, i.e. their own interests with regard to the mining issue were included.


== Framework for exploration ==
== Framework for exploration ==


Analysis of the regional situation and its sustainable development opportunities from the point of view of regional actors, from the perspective of social capital, and in historical and contemporary context.
An analysis of the regional situation and its sustainable development opportunities from the point of view of regional actors, from a social capital perspective, and within the historical and contemporary context.


I. '''Context''': introduction into the regional situation with its history and current problems
I. '''Context''': introduction of the regional situation with its historical issues and current problems


II. '''Framing''': guiding concepts in regional context (social capital, relations to place, EU and global driving forces)
II. '''Framing''': guiding concepts in a regional context (social capital, relationship to place, EU and global driving forces)
Introduce the concept of '''social capital (SC)'''
Introduce the concept of '''social capital (SC)'''


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2. Define environmental and economic capital & interrelationships
2. Define environmental and economic capital & interrelationships
* What do these concepts mean in the local context?
* What do these concepts mean in the local context?
* How do they manifest in the history and now?
* How have they manifested in history and now?
'''Place-based''' principles in regional context
'''Place-based''' principles in the regional context
3. Definition
3. Definition
* Find the role in different cooperation networks, spheres (education,…) and reflect relations to social etc. capital
* Define roles within different cooperation networks, spheres (education,…) and describe relationships to social etc. capital
New networks and relationships '''(EU, global networks)'''
New networks and relationships '''(EU, global networks)'''
4. Definition or description
* Find the role in different cooperation networks, spheres (economy,…) and reflect relations to social etc. capital


III. '''Identification of [[wikipedia:en:Boundary_object|boundary objects]]''': case studies of regional situation with future perspective (and hidden role of social capital)
III. '''Identification of [[wikipedia:en:Boundary_object|boundary objects]]''': case studies of regional situations with a future perspective (and the hidden role of social capital)


1. Case study writing and important aspects from analytical point of view
1. Case study writing and important aspects from an analytical point of view


IV. '''Hypothesis''': SD concept and regional strategies include three pillars and interrelationships: economic, environmental, and social. role of SC underestimated as this is mainly “process oriented” (consists in relationships between elements of the system, not product oriented etc.). SC has played a role in history and its destruction caused huge environmental and economic problems. SC is one of the driving forces of the development and should be paid attention accordingly. Should be shown in our case.
IV. '''Hypothesis''': the SD concept and regional strategies include three pillars and interrelationships: economic, environmental, and social. The role of SC is underestimated as this is mainly “process oriented” (consists in relationships between elements of the system, not product oriented etc.). SC has played a role in history and its destruction caused huge environmental and economic problems. SC is one of the driving forces of development and close attention should accordingly be paid to it. Should be shown in our case.


Method of work: Specification of the research perspective – social capital – within the region (object of the study -> tackled as a system) and its development strategies;
Method of work: Specification of the research perspective – social capital – within the region (object of the study -> tackled as a system) and its development strategies;


'''Research question''': How is the SC perspective manifested in the research area, is it supported within development strategies?
'''Research question''': How is the SC perspective manifested in the research area, is it supported in development strategies?
1. Analysis of existing regional development principles (ZÚR) from SC perspective
1. Analysis of existing regional development principles (ZÚR) from an SC perspective
2. Analysis of potential regional development strategies from SC perspective based on case studies and SWOT analysis done by actors
2. Analysis of potential regional development strategies from an SC perspective based on case studies and a SWOT analysis made by actors


V. '''Analytical methods''', we are going to use – methodological introduction
V. '''Analytical methods''', we are going to use this – methodological introduction


1. Case study writing (input by actors exploited, and how to supplement knowledge base) & analysis (how it works in the research, and what different viewpoints reveal)
1. Case study writing (input by actors exploited, and how to supplement the knowledge base) & analysis (how it works in research and what different viewpoints are revealed)


2. Interviews – goal: receive objective information on the situation  critically assess info from other actors and reflect role of actor within the context of cooperation, public debate and simply regional situation
2. Interviews – goal: obtain objective information on the situation  critically assess info from other actors and describe the role of an actor within the context of cooperation, public debate and the regional situation


3. SWOT – perspectives by different actors
3. SWOT – perspectives by different actors


4. Comparative study: comparison of two countries, analysis of influence of different actors than in CR (at least mining companies missing) on regional development  options.
4. Comparative study: comparison of two countries, analysis of influence of different actors other than in CR (mining companies) on regional development  options.


5. Actor analysis
5. Actor analysis


6. Mind mapping – stakeholder maps with relations between actors (different graphical expression)
6. Mind mapping – stakeholder maps with relationships between actors (different graphical expression)


7. Interaction analysis – analysis of relationships and interactions in the mind map
7. Interaction analysis – analysis of relationships and interactions in the mind map


8. System analysis of the social relations (place is one of the elements of the system)
8. System analysis of social relations (place is one of the elements of the system)
* Structural
* Structural
* From the viewpoint of relations between elements and processes  
* From the viewpoint of relations between elements and processes  
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1. Collaborative work I:
1. Collaborative work I:
identify actors in the network, think about system of relations
identify actors in the network, think about the system of relationships
* experiences from e-learning
* experiences from e-learning
Identify important aspects of the network from the point of view of SC (trust etc.)
Identify important aspects of the network from the point of view of SC (trust etc.)
2. Group work I (GW I) – '''stakeholder mapping''' workshop:  
2. Group work I (GW I) – '''stakeholder mapping''' workshop:  
forming of actor groups, role-playing one of the actors + creation of the „knowledge base“ for the role of actor:
forming of actor groups, role-playing one of the actors + creation of a "knowledge base" for the role of actor:
* Draw a map of actors, analyse and identify uncertainties to be explored  
* Draw a map of actors, analyse and identify uncertainties to be explored  
* Mental mapping of the situation – relations of the group (one of the actors) to other actors
* Mental mapping of the situation – relationships within the group (one of the actors) to other actors
* Interrelations of other actors
* Interrelationships of other actors
3. Group and Collaborative work II – '''case study writing:'''
3. Group and Collaborative work II – '''case study writing:'''
* How to interview real actors
* How to interview real actors
* Case study writing on behalf of an interest group, with input of the interviews real actors  
* Case study writing on behalf of an interest group, with input of the interviews of real actors  
4. Group work II (GW II) – '''comparative study''' of relationships on the German side of the border
4. Group work II (GW II) – '''comparative study''' of relationships on the German side of the border
Actor analysis focused on important aspects from the SC perspective (trust, relation to the place, etc.)
Actor analysis focused on important aspects from the SC perspective (trust, relation to the place, etc.)
* Actor analysis methodology revisited – SC focus
* Actor analysis methodology revisited – SC focus
* Analysis of the mental maps done by other “actors” in GW I
* Analysis of the mental maps made by other “actors” in GW I
* Start with analysing of the input produced by real actors  
* Start with analysing of the input produced by real actors  
* Comparison with German situation
* Comparison with the German situation
5. Collaborative work III – '''actor analysis''' of the stakeholder map produced:
5. Collaborative work III – '''actor analysis''' of the stakeholder map produced:
Put together results done by “actors”: students’ groups
Put together results made by “actors”: students’ groups
* Relations between stakeholder maps produced by students in groups, and combining stakeholders maps into one
* Relationships between stakeholder maps produced by students in groups, combining stakeholders maps into one
* Analysis of actors’ relationships, based on concept of ‘vital interests’ (see below)
* Analysis of actors’ relationships, based on concept of ‘vital interests’ (see below)
* Analysis of actors’ relationships, based on concept of ‘superstructure options’ (see below)
* Analysis of actors’ relationships, based on concept of ‘superstructure options’ (see below)
* Find common interests and conflicts in scenarios done by different actors (from SWOT analyses)  
* Find common interests and conflicts in scenarios made by different actors (from SWOT analyses)  
6. Group work III – '''reframing workshop:'''
6. Group work III – '''reframing workshop:'''
Identification of potential regional projects
Identification of potential regional projects
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1. '''Case study''' (boundary object): general (objective) description and viewpoints by individual actors.  
1. '''Case study''' (boundary object): general (objective) description and viewpoints by individual actors.  


2. '''Reframing''': region as a system of social relations – structural analysis, processes.
2. '''Reframing''': the region as a system of social relations – structural analysis, processes.


3. '''Analytical work''': AA & mind maps of social relations. Perspective: aspects of SC (social capital) such as trust,…
3. '''Analytical work''': AA & mind maps of social relations. Perspective: aspects of SC (social capital) such as trust,…


4. '''Analytical results – kind of study???''': answer to the research questions: what is the role of social capital in the sustainable development of the region, how is the SC included in the regional development strategies, how should the regional development strategy look like if the SC was one of the leading principles in it?   
4. '''Analytical results – a kind of study???''': answer to the research questions: what is the role of social capital in the sustainable development of the region, how is SC included in the regional development strategies, what should a regional development strategy look like if SC was one of the leading principles in it?   


5. '''Potential regional projects''' identified and discussed with regional stakeholders
5. '''Potential regional projects''' identified and discussed with regional stakeholders
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