=Paper= {{Paper |id=Vol-3016/paper1 |storemode=property |title=Scandinavian approaches in systems development |pdfUrl=https://ceur-ws.org/Vol-3016/paper1.pdf |volume=Vol-3016 |authors=Per Flensburg |dblpUrl=https://dblp.org/rec/conf/stpis/Flensburg21 }} ==Scandinavian approaches in systems development== https://ceur-ws.org/Vol-3016/paper1.pdf
Scandinavian approaches in systems development
Per Flensburga
a
            Strömstad Academy, Strömstad, Sweden (http://stromstadakademi.se(

                                  Abstract
                                  When talking about the Scandinavian approach people often think about cooperation between
                                  trade unions and researchers. This approach, called the collective approach, is for sure the most
                                  well-known and the researchers belonging to this approach has produced a huge amount of
                                  research articles. But there are at least three other approaches: The system theoretical approach,
                                  introduced by Langefors, the socio-technical approach, influenced by Enid Mumford and the
                                  Work Informatics approach introduced by Markku Nurminen. In this paper I give a short de-
                                  scription of them all and conclude that most workers today apply the Work Informatics ap-
                                  proach without being aware of it.

                                  Keywords
                                  Scandinavian schools, Tavistock, Enid Mumford, Radical approach, Markku Nurminen, Börje
                                  Langefors


1. Introduction

   The first commercial computer was Univac I and it was launched 1950. It was mainly used for file
management, meaning batch processing using magnetic tapes. Organizing the information so the com-
puter could process it effectively was the main issue. It raised some questions:

            1. Which information do we need?
            2. How should it be processed?
                  a. Structure of information
                  b. Dependencies of information
                                           c.  Meaning of information
                                           3.  When should it be processed?
                                           4.  Programming

                                                                             These questions were not asked explicitly, but presented as a
                                                                             systems development model, describing steps that were to be
                                                                             taken in order to construct an information system.
                                                                                 In Sweden there was a mechanical engineer who had done a
                                                                             lot of development of the Finite Element Method (FEM). His
                                                                             name was Börje Langefors and from 1949 he worked at SAAB
                                                                             airplane factory calculating the strength of Swedish warplanes
                                                                             Draken, Lansen, and Viggen. In doing so, he used the FEM
                                                                             method, which required a huge amount of rather trivial calcula-
                                                                             tions. Langefors encountered Matematiknämnden, a Swedish
                                                                             governmental institute engaged in building the first Swedish com-
                                                                             puter: BESK (Binary Electronic Sequence Calculator). It was
Figure 1 Börje Langefors

7th International Workshop on Socio-Technical Perspective in IS development (STPIS 2021) 11-12 October 2021, Trento, Italy
EMAIL: per.flensburg@stromstadakademi.se
ORCID: 0000-0002-3074-5682
                               © 2021 Copyright for this paper by its authors.
                               Use permitted under Creative Commons License Attribution 4.0 International (CC BY 4.0).
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commissioned in 1953 and it is said that it was the fastest computer in the word for some weeks
(Hallberg, 2007).
   Later on, in the 60’s the drawings of BESK was sold to SAAB, who constructed some computers
based upon them: D21, D22 and D23 but that’s a history that must be told elsewhere. The important
thing is that Langefors realized the importance of point 1-3 in table 1. He developed methods for an-
swering these questions both for effective processing as for instance calculating the block size in the
tapes and for information management. His book, Theoretical Analysis of Information Systems
(Langefors B, 1966) was the dominating theoretical book for several years, from 1966 to 1980. Lange-
fors was appointed professor in Administrative Data Processing (ADB) in 1967. 1970 I started studying
ADB and 1972 I was engaged as teacher in ADB. Langefors introduced the idea of systems development
in a systematic way and systems development models become the dominant research area in ADB in
Sweden in the 70’s and first part of 80’s.
   Langefors’ main contribution was the insight that a lot of activities had to be carried out before
programming and independent of the technical solution. He developed a theory and some methods and
techniques for doing this (Olerup, 1974). He called the area infology, but that name was used only by
himself. Langefors calls a data representation of a message for a record. For a part of a message we
shall talk about terms. This means that an elementary message will consist of three term pairs identifying
respectively a system point, a point in time, a kind of state variables and its measure. This lead to the
notion of the infological equation, presented already 1966 (Langefors B, 1966) as a remark:
   I = i(D, S, t)
   Here Langefors explains it as information, I, is a function of data, D, structure S at the time t. He
developed the explanation further in several publications, where I think his essay in Dahlbom’s book
(Dahlbom, 1993) is the most intelligible:

                I is the information (or knowledge) produced from the data D and the pre-
          knowledge S, by the interpretation process i during the time t. In the general case,
          S in the equation is the result of the total life experience of the individual. It is ob-
          vious from this that not every individual will receive the intended information from
                                   even simple data (Langefors, 1993).
   Langefors emphasized the connection between the organization and the information. In fact he con-
sidered them as synonymous (Langefors, 1971), which points at the radical approach, described later.
Langefors’ approach was the first version of the Scandinavian approach, called the system theoretical
approach by Jørgen Bansler (Bansler, 1989).

2. The Scandinavian approaches
    Researchers often talk about “the Scandinavian approach” but this is not correct since there were at
least four different approaches. They are described by Jørgen Bansler in his textbook: Systemutveckling
– teori och historia i ett skandinaviskt perspektiv (Bansler, 1990).

                           Control              Harmony                Conflict              Radical
                                                                                          Humanscale in-
                       System theoreti-      Socio-Technical           Collective
     Approach                                                                             formation sys-
                        cal approach            approach               approach
                                                                                              tems
                       Traditional sys-
  Systems devel-                                                                          Individual sup-
                        tems develop-       User participation        Democracy
     opment                                                                                    port
                            ment
                                                                   Trade union con-       Humanscale In-
  Systems devel-         Systems life          Participatory
                                                                   trol/Participatory     formation Sys-
  opment model              cycle                 design
                                                                         design               tems

Tabel 1. The four main Scandinavian approaches




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   A similar description is provided by Iivari and Lyytinen (Iivari and Lyytinen, 1999). The picture
below is a simplified description of their description.




                            Figure 2. Simplified description of Iivari and Lyytinen

    The crossed swords mean conflicts and the broad arrows means development. We see that the sys-
tems approach, introduced by Langefors, evolved into two directions: Object orientation, manifested by
RUP and prototyping, manifested in Scrum. Today I think most systems are developed using Scrum or
similar methods, based on the ideas of prototyping, where three of the approaches was united.
    There are two other interesting facts in fig 1. The first is that Kristen Nygaard shows up on two very
different places: Introducing both object orientation and the collective approach. His contribution to the
object orientation movement was Simula, a programming language used for simulation and published
1967. Three years later he started the NJMF-project which was the first project where trade union and
information systems researchers collaborated. In fact, these contributions are totally separated, further
development of the object-oriented systems development was done by other persons, where Ivar Jacob-
sen is the most well-known (Jacobsen, 1999).
    The other point of interest is that all approaches (except the HUGE traditional projects, that almost always fail)
ends up in prototyping. In the beginning the collective approach and the systems approach was similar except for
the fact the trade union, with support of external expertise, should conduct a parallel development. When decision
were made, negotiations take place between trade union and management (Ehn and Sandberg, 1979). This was
called the conflict view because trade unions and management by definition never could agree. There had to be
negotiations! The socio-technical approach on the other hand assumed that management and workers could have
the same goals and thus work in cooperation. However, I think that change promulgators of the collective approach
admitted about twenty years ago that there was really no difference between their view and the socio-technical
perspective. I was present at the IRIS conference where this was announced but I can’t remember the year!

3. The sociotechnical approach according to Tavistock

                                                                 The socio-technical approach started at
                                                              Tavistock, at the end of World War II. Tavistock
                                                              was from the beginning a therapeutic establish-
                                                              ment, concerned with mental health and individ-
                                                              ual development. The members came from dif-
                                                              ferent academic backgrounds.
                                                                 The Tavistock approach was the first socio-
                                                              technical approach. Later on, it has evolved into
       Figure 3 The Tavistock center in London                a "classical" approach (fig 4), mainly in USA.




                                                          3
This was more concerned with identifying variances in the technical system and less with the social
system. The group was influenced by wartime experiences. Bion introduced the idea of small "leader-
less, self-motivated" working groups based upon his book on group experiences (Bion, 1961). Kurt
Lewin introduced democratic, autocratic and laissez- faire groups, from the 30's and Ludwig von Ber-
talanffy introduced the idea of open systems. The main feature was autonomous work groups. The first
studies were undertaken in the English coal mines. The work there were highly specialized. Every per-
son was responsible for a single task only. There was very low social interaction. High labor turnover
and absenteeism was the result. The Tavistock research team recognized that technical optimization at
the expense of the human system led to sub-optimal performance and so they introduced the general
idea of autonomous work group. However, the researchers could only influence the social system.




                                     Figure 4 The classical model

   The Tavistock group became interested in system theory and some system theorists, among them
Ludwig von Bertalanffy, was associated with the institute. He developed the notion of open, controlled
system. von Bertalanffy was biologist, so it was rather natural that an organism could be perceived as
an open system. This metaphor was (and still is) very fruitful. Example: A living systems strives to
establish a steady state. Therefore, it will always resist change. The theory of open systems could be
used to facilitate changes. That's why management think socio-technical approach to be so great an idea!
   Prominent members of the Tavistock institute:

           •     Eric Trist, one of the founders
           •     Hans van Beinum, action reseacher from the Netherlands
           •     Fred Emery, social scientist, organisation theorist, Austria
           •     Einar Thorsrud, Tavistock promulgator in Norway
           •     Enid Mumford, English participative design researcher who had great influence in Scan-
                 dinavia
   I will say a few words about Enid Mumford, whom I met for the first time in Pisa 1979 (fig 5). She
was born 1924 in Merseyside in North West England, took a BA in Social Science from Liverpool
University in 1946. Then she worked in industry as personnel manager for an aircraft factory and as
production manager for an alarm clock manufacturer,
   She entered the faculty of Social Science at Liverpool University in 1956, spent a year at the Uni-
versity of Michigan and then entered Manchester Business School (MBS). At the Faculty of Social
Science at Liverpool University Mumford carried out research in industrial relations in the Liverpool
docks and in the coal industry of the northwest of England.




                                                   4
                                                  In order to collect information for the dock research, she
                                              became a canteen assistant in the canteens used by the ste-
                                              vedores for meals. Each canteen was in a different part of
                                              the waterfront estate and served dockers working on differ-
                                              ent shipping lines and with different cargoes. The coal mine
                                              research required her to spend many months underground
                                              to talk to miners at the coal face.
                                                  Enid was a pioneer in many ways. The first woman to
                                              set foot underground in the mines of the North West Coal
                                              industry. At the Manchester Business school she was the
                                              first person to do research on the human side of computing.
                                              She was amongst the first to introduce the principles of the
                                              Tavistock Institute and the socio-technical school to the in-
                                              formation systems field. Enid Mumford has influenced the
                                              thinking and research of scholars all over the world




Figure 5 Enid Mumford


4. The collective approach

    Due to mistrust between companies and trade unions in the UK, it was not practical for Tavistock to
continue their research work there.1962 the Norwegian industrial democracy project was initiated and
they asked Tavistock for help. Eric Trist, Fred Emery and Einar Thorsrud began the "Participation pro-
ject" autumn 1962. The objective was: How to achieve increased democracy in working life in Norway?
It had two parts:
    1) An investigation of previous and similar projects
     2) Action research oriented experiments.
    As usual in Tavistock, the main feature was autonomous working groups. Interest spread all over the
world and it was associated with "human relations school" (Bruce and Nyland, 2011).
    The aims of the socio-technical is increasing the individual’s ability to participate in decision making
and exercise control over the immediate working environment. If the interaction between the social and
technical organization is optimized the production is increased and the skills of the individuals develop.
The domain of the design is work organization. Development and use of IT is one part, but only one of
work design! In systems development we tend to completely neglect the work design!
    As previously mentioned, trade unions mistrusted the socio-technical approach. The notion of con-
flict and harmony view was introduced by the trade unions. This meant that the socio-technical approach
assumed that management and workers had the same goals and therefore could come to an agreement,
but in the trade union view the management and the workers always had conflicting goals. Therefore,
the trade unions had to negotiate about every decision taken.
    1970 Kongsbergs Våpenfabrik in Norway decided to implement a new production planning system
called KVPOL. The trade union at the enterprise realized the working conditions of employees would
deteriorate. They also realized that they knew nothing about computerized systems and were not used
to negotiating at that strategic level. They were used to negotiate about the hourly wage and the the
piecework pay. So they asked the researchers for help and Kristen Nygaard and Olav Terje Bergo started
the famous NJMF-project (Nygaard and Bergo, 1975, 1973) which was the first project in Scandinavia
where trade unions and researchers collaborated in order to strengthen the union’s position.
    Similar projects followed in Sweden (Carlsson et al., 1978) and in Denmark (Kyng and Mathiassen,
1979). These resulted in national versions of a co-determination law. In Sweden Åke Sandberg sug-
gested a trade union systems development model (Fig 6). Principally two parallel investigations were




                                                     5
                        Figure 6. The trade union system development model
carried out and negotiations should take place before any decision was reached (Ehn and Sandberg,
1979). That’s why trade unions were against prototyping because there were no distinct decision points
and the individual workers had great influence. Over the next 20 years many similar projects were started
and lots of case studies were published. (Bjerknes and Bratteteig, 1988, 1987; Ehn, 1988; Flensburg,
1994). Also, many PhD-thesis were published.
    The collective approach is fairly well described elsewhere (Bødker, 1988; Ehn, 1988; Kyng et al.,
1987) as well as the sociotechnical approach (Flensburg, 1986; Friis, 1995; Mumford, 1983). But the
most radical approach, the human scale information system or the work information system approach,
is not well known, so I will describe it here in more detail.

5. The radical approach
    Some minutes ago, my wife asked me what I was doing. “I’m writing a conference paper” I said. I
didn’t say “I’m using Word”. But that’s what a systems developer would have said if asked what he was
doing. Tomorrow I will go shopping, but a system developer thinks I’m going to use the car. As a user
I’m an appendix to the system, I’m an operator of a computer. But from my own point of view, I’m
working and use many tools and skills in that work. “Word” is one such tool, but I don’t see my main
occupation as user of “Word”. I’m against the notion of “user” (Flensburg, 2015). Similar ideas can be
found in Nissen (Nissen, 2002).
    The system-theoretical, socio-technical and collective approach consider thus the system as an actor.
But the workers have tacit knowledge about their work which can’t be made explicit, else it was not
tacit (Polyani M, 1968). However Nonaka takes another standpoint, saying that tacit knowledge can be
made explicit (Nonaka and Takeuchi, 1995). But working in a social interaction is the process Nonaka
recommends for people to develop knowledge within their organizations. “Knowledge is alive because
it changes continuously… transferred through human interaction” (Stillwell, 2003). But there are also
researchers thinking it is not possible to externalize tacit knowledge (Virtanen, 2009), In my opinion
working skill is tacit and cannot be described verbally, but learned in a prentice-like way.
    But all approaches demands that the tacit knowledge must be put into the system. Since this is not
possible it is one explanation why so many systems fail. Only 29% of IS projects were successful ac-
cording to Standish Groups CHAOS report 2015 (Kim and Kishore, 2019). It has remained stable at
those number the last five years.
    Markku Nurminen (Fig 7) introduced a "humanistic" system, where only humans can be actors
(Nurminen, 1988). This results in highly personal systems containing just the information needed for
the job tasks of a particular person. These personal systems are connected in a network – not automati-
cally programmed but enabled by mutual negotiation and decisions of participants.




                                                   6
                                             In my opinion this will lead to a ban of the concept ”user”.
                                         Instead, we shall talk about clerks, workers i.e. people in their
                                         work roles. A basic prerequisite for knowledge is that there exists
                                         somebody who knows.
                                             Knowledge is related to something to be done, and the knower
                                         can interpret a piece of knowledge correctly, when applied in his
                                         or her work. She is a competent actor.
                                             There are three types of knowledge needed to be a competent
                                         actor:
                                         •           claim knowledge
                                         •           aquainted knowledge
                                         •           know-how
                                             The problem is that computers are capable to store only a lim-
                                         ited spectrum of the knowledge needed in practice. Nurminen
                                         (ibid) claims that our society has overemphasized the theoretical
                                         (claim) knowledge at the cost of the other two. The first type is
 Figure 7. Markku Nurminen               also more readily formalizable to be put in the computer, and
                                         Nurminen sees a danger, that more intuitive aspects of
knowledge will get too little attention in system design.
    A modern clerk performs a lot of tasks. Some are formalized, some are routine based, some demands
huge efforts, other almost none! As support the clerk has different systems, for instance for planning,
book-keeping etc. Information is moved between these systems and being processed in-between, often
using Excel. The clerks must know the system, understand them and work around their limitations. Over
the time the clerk learns this so well that he forgets how to do it, he just does it! That’s tacit knowledge!
The systems are something the clerks use in their work-life. It just exists and is used to produce some-
thing, namely useful information! It is simply at hand, it is a tool, that the skilled worker masters.
    When you work together you must adapt to the common work. This the clerks manage very well
They don’t need a clumsy and hard to use system some EDP-expert has forced upon them. They do it
themselves.
    Most clerks use Excel but in very different ways. In fact, Excel is a tool for the clerk to design his
own job. Excel gives you a set of predefined functions and possibilities to apply them on selected data
sets. The clerk describes what to do with the information and Excel simply does it! One might wonder
if there are other applications that do the same thing that excel- Could you for instance have a similar
system for database lookup and consolidation, covering different sources and systems? What is needed
is creative systems like Excel, which allows clerks increasingly design their own jobs. Putting together,
interpret, transform information from many different sources and systems. Ordinary database systems
like MS Access can’t do that, at least not in a simple way.

6. Conclusion

   The idea that a lot of activities and analysis had to be done before programming of a computerized
information system was introduced by Börje Langefors (Langefors B, 1966). It was the first Scandina-
vian School. The main issue was logical deduction of needed information from the goals of the company.
But soon people from organizational theory realized that also social issues must be taken into account
(Bjørn-Andersen and Hedberg, 1977; Hedberg, 1971; Höyer, 1976). This lead to a socio-technical ap-
proach where job satisfaction was the main issue (Mumford, 1983). This was much adopted in Scandi-
navia and become the second Scandinavian approach.
   Already in the 60’s a project about democratization of working life was started in Norway. Due to
mistrust between Tavistock and trade unions in England researchers from Tavistock moved to Norway
and inspired the first trade union oriented project in systems development, the NJMF-project (Nygaard
and Bergo, 1975). They in turn inspired a lot of other researchers in Scandinavia to conduct similar
projects and they formed the third Scandinavian school, called the collective approach. Very often one
refers to this approach when talking about the Scandinavian school. In the beginning there were mistrust
between the socio-technical approach and the collective approach, mainly due to two reasons: First the




                                                     7
socio-technical approach was seen as the employer's extended arm which always and by definition con-
flicted with the workers, represented by trade unions. Second, the socio-technical approach focused on
the actual users of the intended system, thereby giving trade union less power. Ironically, they have the
same origin in the Tavistock institute and in the beginning of the second millennium representatives for
the collective approach admitted there were no or very little difference in their view on systems devel-
opment.
    The forth Scandinavian approach, here called “the radical approach” was introduced in its most basic
ideas 1981 by Markku Nurminen (Nurminen, 1981). Nurminen describes the basic ideas as:

              Traditionally, work has been located in the context of the focus called infor-
           mation systems. Work informatics swaps the focus and context. Work is in focus,
           and information technology is but one part of it (or even part of the context) and
                      thus receives only secondary attention (Nurminen, 2017).
   The concept was from the beginning purely theoretical, and no information system has been built
with the ideas explicitly expressed. But Nurminen and his colleagues in Turku have used the ideas for
analyzing faulty information systems and explained the basic mistakes. Nurminen called his approach
Human scale Information Systems (HIS) in his 1988-book (Nurminen, 1988), but later he renamed it
Work Informatics. Here I call it the radical approach and I’m much in favor of it.
   I applied the idea of focus on the work in my thesis and in another paper in 2015 I draw the obvious
conclusion: It is meaningless to talk about users (Flensburg, 2015)! Looking at how clerks and other
workers work, I think we see they work very close to the Work Informatics ideal, if the company is
successful. The computerized information systems are just tools among others, but powerful tools.
Therefore, it is very important that the workers should not be subordinate to the information system.
Use them without being a user!

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