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Protocol for an interview-based method for mapping mental models using causal-loop diagramming and realist

Erin S Kenzie1, Wayne Wakeland2, Antonie Jetter3

  • 1OHSU-PSU School of Public Health, Oregon Health & Science University, USA; Oregon Rural Practice-based Research Network, Oregon Health & Science University, USA; Systems Science Program, Portland State University, USA.

Evaluation and Program Planning
|March 12, 2024
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Summary
This summary is machine-generated.

This study introduces a formalized protocol for semi-structured interviews to elicit mental models for causal-loop diagramming. This method enhances transparency and rigor in system dynamics evaluations.

Keywords:
Causal-loop diagramInterviewMental modelRealist evaluationSystem dynamicsSystems science

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Area of Science:

  • System dynamics
  • Evaluation science
  • Qualitative research methods

Background:

  • Causal-loop diagramming is used in evaluation to understand mental models of policies or programs.
  • Existing guidance for using qualitative interviews to elicit causal information for mental models is limited.
  • Semi-structured interviews allow participant freedom but are not inherently designed to elicit causal information, especially implicit feedback loops.

Purpose of the Study:

  • To formalize a protocol for designing and conducting semi-structured interviews.
  • To tailor interviews specifically for eliciting mental models using causal-loop diagramming.
  • To increase transparency and rigor in applying interviews for system dynamics.

Main Methods:

  • Developed a novel, integrative method building on qualitative research, system dynamics, and realist interviewing.
  • Formalized a protocol for semi-structured interviews.
  • Focused on eliciting implicit causal structures and participant mental models.

Main Results:

  • A standardized protocol for semi-structured interviews to elicit mental models for causal-loop diagramming has been developed.
  • The protocol integrates qualitative research, system dynamics, and realist interviewing approaches.
  • The method aims to improve the elicitation of causal information embedded in participant mental models.

Conclusions:

  • The formalized protocol offers a structured approach to using semi-structured interviews for mental model elicitation in system dynamics.
  • This method enhances the transparency and rigor of qualitative data collection for causal-loop diagramming.
  • The protocol has potential applications in various fields requiring understanding of complex systems and policy evaluation.