mapping wild cards & weak signals (wi-we) & foresight · socio-economic sciences and...

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www.iknowfutures.eu socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge for the early identification of key issues (e.g. wild cards and weak signals) shaping or shaking the future of science, technology and innovation in the European Research Area www.iknowfutures.eu www.iknowfutures.eu socio-economic sciences and humanities research Rafael Popper [email protected]

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Page 1: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

Mapping Wild Cards & Weak Signals (WI-WE)

& Foresight

interconnecting Knowledge for the early identification of key issues (e.g. wild cards and weak signals)

shaping or shaking the future of science, technology and innovation

in the European Research Area

www.iknowfutures.eu

www.iknowfutures.eu socio-economic sciences and humanities research

Rafael [email protected]

Page 2: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

Outline

• About iKNOW– Aim– Objectives– Ongoing work– Methodology

• Wild Cards (WI) • Weak Signals (WE)• Scanning strategy• WI-WE Characterisation• Interactive web 2.0 environments

– iKNOW Community– WI-WE Bank, Dynamic Delphi, WI-WE Scan

Page 3: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

About iKNOW project

• Aim– To elucidate and examine events and developments potentially shaping or

shaking the future of STI in the European Research Area (ERA)

• Objectives

– To develop and pilot conceptual and methodological frameworks to identify, classify, cluster & analyse wild cards & weak signals (WI-WE)

– To assess WI-WE implications for, and expected impact on:• science, technology and innovation (STI)

and to assess WI-WE relevance for the key dimensions of the ERA Vision:

• Researchers• Research infrastructures• Research institutions• Knowledge sharing• Joint Programming (research programmes and priorities)• International S&T cooperation

Page 4: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

iKNOW’s logic

WP8: Developing and piloting tools and applications(iKnow Multi-Module Web-Environment/Wiki-Foresight)

• Wiki-Bank: using Web 2.0 approaches and tools• Wiki-Scan: WI-WE scanning & search system

(including WI-WE clustering and visualisation)

T

I

M

E

WP2: State of the art, literature review on Weak Signals and Wild Cards (WI-WE)

WP4: EU & International views1 Cross-national Delphi survey

50 telephone interviews

WP 3 Characterisation of ERA WI-WE

WI-WE Bank

WP5: National & Regional viewsFour country surveys

(2 FP7 themes per country, implications on 6 ERA dimensions)

WP6: National Multi-Method Workshops

month 1

month 30

WP7: writing case studies

WI-WE Bulletins

FP7 Themes

& Sectors

ERA Dimensions

Thematic / Sectors

Researchers

Research Infrastructures

Research Institutions

Knowledge Sharing

Research Progr. & Prior.

InternationalisationCZ FI GE UK

CZ FI GE UK

WP9: Disseminating and Interconnecting Knowledge

WP1

COORDINATION

&

MANAGEMENT

IL

Page 5: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

literature review

T

I

M

E

WP2: State of the art, literature review on Weak Signals and Wild Cards (WI-WE)

month 1

month 30

WP1

COORDINATION

&

MANAGEMENT

LR(UK)

LR(FI)

LR(GE)

LR(CZ)

LR(IL)

Synthesis(UK)

Page 6: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

lessons & key activities

1. Need for a coherent WI-WE generation framework– What type of WI-WE?– Where to look for?– How to characterise WI-WE?– Who should generate WI-WE?

2. Need for an interactive WI-WE assessment framework– How to assess WI-WE?– Who should assess WI-WE?

3. Need for structured WI-WE analysis and sense-making– How to use WI-WE?– Who should use WI-WE?

Page 7: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

1WI-WE generation

1.1What type of WI-WE?

Page 8: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

re-emerging

continuation

discontinuation

future

emerging

WI

WI

WI

What type of WI-WE?

issues

issues

issues

issues

past

resolution WI

issues

inte

rpre

tatio

n

WE

WE

WE

WE

WE

asse

ssm

ent

leve

l of u

ncer

tain

ty

WIWIWI

WI

Page 9: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

wild cards (WI)

• What type of Wild Cards?

– events with perceived low probability of occurrence buthigh potential impact if they were to occur.

• Wild Cards are often presented as “negative” events, including:

• tsunamis

• mudslide

• floods

• earthquakes

• …

naturalevents

• terrorist attacks

• assaults

• crimes

• wars

• …

• crises

• errors

• diseases

• accidents

• …

human actions consequences of human actions

Page 10: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

wild cards (WI)

• We are also mapping “positive” wild cards…

paradigm shifts

scientific breakthroughs

technological revolutions

natural events human actions consequences of human actions

dinosaurs extinction

Page 11: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

What are ‘weak signals’?

Why are they important?

Who should look for?

Where to look for?

How to map them?

How to interpret them?

How to assess them?

How to use them?

weak signals (WE)

• What type of Weak Signals are we mapping?– (unclear) observables warning us about the probability of

future events (including Wild Cards)

– they implore us to consider alternative interpretations of an issue’s evolution to gauge its potential impact

Page 12: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

a controversial example…

Some signals have multiple meanings (i.e. weaknesses)…

Signals could triggeractions from a wide range of actors…

Signals require continuous and systematic monitoring and analysis…

Page 13: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

1WI-WE generation

1.2Where to look for?

Page 14: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

Scanning Space

2009 2010

blogs

social networks

interviewsinterviews Etc.

journals

Page 15: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

interviews

Who?

• Foresight

• S&T

• ERA

How many?

• around 50

Page 16: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

ongoing work…

• Scanning

– nomination

– basic

– advanced

– fully-fledged

• Bulletins

– Fully-fledged characterisation

– Structured narratives

– Relevance for ERA and STI

• Interviews– several wild cards and weak signals

Page 17: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

ongoing work…

• Workshops– Thematic orientation– Possible links to Grand Challenges– Brainstorming session to generate of WI-WE

• Surveys

– Fully-fledged characterisation

– Structured narratives

– Relevance for ERA and STI

• Community building

– Researchers involved in futures research

– Researchers involved in FP7 research

– Policy-making

Page 18: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

1WI-WE generation

1.3How to characterise WI-WE?

Page 19: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

map

ping

Wild

Car

dssources

theme

sub-theme

inspired by

Step 1

1. EC FP7 research2. Foresight projects3. Academic journals4. Websites, blogs, interviews, science fiction5. …

Page 20: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

map

ping

Wild

Car

dsbasic characterisation

Step 2

1. Headline

2. Description

3. Key words/tags

4. Type

5. Importance

Page 21: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

map

ping

Wild

Car

dsadvanced characterisation

Step 3

6. Early indicators7. Life cycle8. Triggers/drivers9. Risks & Opportunities10. Stakeholders’ actions11. Likelihood12. Scenario features

Page 22: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

map

ping

Wild

Car

dsfully-fledged characterisation

Step 4

13. Relevance for Grand Challenges14. Relevance for Research Areas15. Relevance for ERA priorities16. Relevance for other ERA strategies17. Relevance for STI polices

Page 23: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

• Small scale nuclear power to private energy demands

• The "Internet of Things" totally rejected by society

• Mass suicide of aged population in Europe

• Mass migration from ‘risk’ areas in Europe

• Nano-enabled privacy invasion

• Untraceable nanoweapons

• Information crisis

• …

>70 issues

wild cards bulletins

4 pages bulletinsfor selectedWild Cards

Page 24: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

map

ping

Wea

k S

igna

lssources

inspired by…

Step 1

1. EC FP7 research2. Other research projects3. Foresight research4. History 5. Policies/legislation6. Academic journals7. Websites8. Blogs9. Corporate press10. Alternative press11. Science fiction12. Social networks13. Interviews14. Futures groups15. Among others…

Page 25: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

map

ping

Wea

k S

igna

lsbasic characterisation

Step 2

1. Headline

2. Description

3. Key words/tags

4. Type

5. Potential implications

Page 26: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

map

ping

Wea

k S

igna

lsadvanced characterisation

Step 3

6. Filters7. Drivers8. Risks & Opportunities9. Stakeholders’ actions

Page 27: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

map

ping

Wea

k S

igna

lsfully-fledged characterisation

Step 4

13. Relevance for Grand Challenges14. Relevance for Research Areas15. Relevance for ERA priorities16. Relevance for other ERA strategies17. Relevance for STI polices

Page 28: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

• Concerns of nanoparticles becoming nanopollutants

• Some opinion shifts towards pro-nuclear power

• Research on privatisation of war

• More research on STIndicators

• ICT services migration

• Neuro-Enhancements

• Nanotubes ‘asbestos’ warning

• …

>50 issues

weak signals

4 pages bulletinsfor selected

Weak Signals

Page 29: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

1WI-WE generation

1.4Who should characterise WI-WE?

Page 30: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

Community

Page 31: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

ERA

THEMES

20 GCs

groups

Page 32: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

ERA

THEMES

20 GCs

articles

Page 33: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

articles & WI-WE

Page 34: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

2WI-WE assessment

2.1How to assess WI-WE?

Page 35: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

WI-WE Delphi

Page 36: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

3WI-WE analysis & sense-making

3.1How to use WI-WE?

Page 37: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

prototype

What for:interconnecting knowledge

(convergence-interdisciplinary)

new research questions

impact on Grand Challenges

identification of problems

identification of solutions

relevance to FP7 research

sense-making

pattern recognition

emerging issues

informing policy

possible futures

Page 38: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

Who can use WI-WE?

• EFMN Mapping has produced a vast amount of information on foresight unprecedented in the world

• The mapping has been useful to understand foresight practices in Europe and other regions of the world

2005 2006 2007 20082004

437> 800

L0 & L1

767> 1400 L0 & L1

100

846> 1600L0 & L1

2008

> 10002000

L0&L1

Page 39: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

• Practices

– projects, programmers, etc.

– WI-WE as input

• Players

– sponsors

– practitioners

– users, etc.

• Products

– formal, informal, etc.

– WI-WE as output

EFP Mapping (2009-2012)

Page 40: Mapping Wild Cards & Weak Signals (WI-WE) & Foresight · socio-economic sciences and humanities research Mapping Wild Cards & Weak Signals (WI-WE) & Foresight interconnecting Knowledge

www.iknowfutures.eu socio-economic sciences and humanities research

WI-WE Bank