This article provides a critical realist (CR) alternative to the standard approaches to Thematic Analysis (TA) in qualitative research, namely the Braun-Clarke approach (reflexivity while coding themes), the Attride-Sterling approach (clustering basic, global and organizing themes), and Boyatzis' approach (clarifying criteria for assessing the absence/presence of themes in the raw material). In the CR traditions, the experiential themes /inferential themes /dispositional themes and the data/codes/themes distinctions have been proposed recently as the methodological device for answering the question “what is the (...) theme”. The aim of this article is threefold. First, I bring to light the inconsistencies of the non-CR approaches to TA, second, I discuss critically the CR approaches to TA and finally I offer a CR-based approach to TA which builds upon them by introducing specific innovations from social network analysis which make abductive and retroductive reasoning a shareable procedure for answering “what is the theme?”. (shrink)

Caroline New is an energetic activist who has interpolated critical realist ideas into the front-line of political activism. In this wide-ranging interview, she begins by reflecting on her life and how she became a realist and her account is illustrated with personal anecdotes recalling memories of well-known philosophers and activists from the time. She discusses how her position set her apart from other feminists and she examines the interacting threads of longstanding debates on the political left, as well as longstanding (...) debates within critical realist circles, such as the relative importance of quantitative methods in social research and the scope for agency as a source of intentional change. Finally she brings some of her ideas to bear on contemporary issues. This engaging interview notably provides some of the social context in which critical realism developed, while also pointing towards its future potential. (shrink)

Caroline New is an energetic activist who has interpolated critical realist ideas into the front-line of political activism. In this wide-ranging interview, she begins by reflecting on her life and how she became a realist and her account is illustrated with personal anecdotes recalling memories of well-known philosophers and activists from the time. She discusses how her position set her apart from other feminists and she examines the interacting threads of longstanding debates on the political left, as well as longstanding (...) debates within critical realist circles, such as the relative importance of quantitative methods in social research and the scope for agency as a source of intentional change. Finally she brings some of her ideas to bear on contemporary issues. This engaging interview notably provides some of the social context in which critical realism developed, while also pointing towards its future potential. (shrink)

This paper argues the case for taking a critical realist (CR) approach to social work research. The normativity in social work is often under-communicated in the social sciences, resulting in research that has an unclear value base as its starting point. Social work practice promotes social change and people's development, empowerment, and liberation. By taking a CR of view as a starting point for researching social problems, the focus shifts towards explaining phenomena by revealing and discussing the mechanisms through which (...) they are produced and maintained. Child welfare issues are argued to be “wicked problems”, on top of which the practice of social work itself is a complex field. Two studies from the field of child and family welfare are presented here to illustrate how CR has been fruitfully applied in research on such complex phenomena. These two studies comprise research on child protection assessment and parental high conflict. (shrink)

This paper presents a longue durée account of the discursive emergence of ‘the market'. It seeks to develop understanding of the ‘crisis system' by showing that the crises of the present have their origins earlier than some critical realist scholars have suggested and can be better understood by the theorization of the generative mechanisms that emerged from the economic and political chaos of the early 1600s. Critical discourse analysis (CDA) is employed to show that in the context of the emergence (...) of capitalism in England, these generative mechanisms resulted in the meaning of the word ‘market’ slipping loose of the geo-spatial semiotic bounds by which it had commonly been delineated – i.e. as a physical space in a town or city where goods were bartered or sold – and being re-semioticised to refer to abstract space where all acts of capitalist economic exchange, including those impacting upon the natural world, take place. (shrink)

This is a brief reply to the roundtable entitled ‘Does critical realism need the concept of three domains of reality?’ in which Dave Elder-Vass, Tom Fryer, Ruth Porter Groff, Cristián Navarrete and...

This paper addresses a question posed by the increase of democratic backsliding: whether democracy itself is compatible with human nature. It analyses democracy as a layered system consisting of three levels: the political/institutional, the social/interactional and the psychological/intrapsychic. At each level it uses evolutionary theory to describes features of a ‘light side’ of human nature that makes democracy possible, and of a ‘dark side’ of human nature that leads to democratic backsliding. At the political/institutional level these features are the reduction (...) of reactive aggression and the capacity for the intragroup stranger. At the social/interactional level they are the cultural evolution of cooperative norms and an inclusive group identity. At the psychological/intrapsychic level they are the coherent, continuous positive self-experiences produced by shared positive emotions. However, these mechanisms can misfire at each level, producing the dark side that leads to democratic backsliding. (shrink)

The Morphogenetic Régulation approach (MR) contributes to the Morphogenetic Approach by explaining the material and ideational origins of change and stasis in agency, structure, and culture. In this paper, we focus on the expressive quality of ideas and systemic persistence in three research projects. The first demystifies inclusive governance and its adverse impacts. It shows how, contrary to institutions of governance, inclusiveness is not simply a norm but actually the explication of corporate agents’ ideas about rational choice institutionalism which leads (...) to adverse impacts on vulnerable groups and ecologies known as adverse inclusion. The second investigates the role of ideas as adequacy and self-explication in guiding Palestinian actors’ actions towards the deepening of neoliberalization in Palestine. The third explains the relevance of the systemic persistence problematique for understanding how three juxtaposed themes – Web2, Web3, and Artificial Intelligence (AI) – are shaping the political economy and infrastructure of the Internet. (shrink)

Dear EditorOn the face of it, it is surprising that well-respected proponents of critical realism have taken the piece by Tom Fryer and Cristián Navarrete seriously in the roundtable discussion ‘Do...

Traditional, positivist assessment approaches generally fail to capture the nuances of learners’ clinical competence in medical programmes. This has led to the implementation of an alternate assessment approach known as ‘programmatic assessment’, which embraces subjectivity of human judgement in holistic decision making in clinical settings. Faculty and staff have found the introduction of programmatic assessment to be challenging because it is a major, complex change to the traditional way of carrying out assessment. Extending our previous work, where we used critical (...) realism to explore students’ experiences of programmatic assessment, we here unpack the underlying conditions and mechanisms triggered by programmatic assessment’s implementation. We applied Bhaskar’s concept of ontological stratification, retroduction and Archer’s theoretical accounts of morphogenesis/stasis to theorize the interplay between the socio-cultural entities that constrain and enable desired changes in assessment practices, and those that condition students and staff to accept or reject the new ‘non-traditional’ assessment processes. (shrink)

This article aims to study the intersection between critical realism and complexity theories through the existing literature on complex systems via an engagement with Luhmann’s autopoiesis. With reference to the philosophies of substance and persistence, I build on previous critical realist scholarship and provide an explanation for what the literature has only noted as the limitations and potentials of autopoiesis for complex systems thinking and its compatibility with Critical Realism. By highlighting how Luhmann’s autopoiesis is not a trans-immanent/ perdurantist-exdurantist system, (...) I show first how a trans immanent system through the method of calibration entails a complex causation involving objects in the environment of systems and not just within their boundaries. Second, I explain how a trans-immanent system fits with CR via the Morphogenetic Régulation framework by exploring the theme of crisis in terms of the movement from inadequate to adequate understanding of objects. (shrink)

This Special Issue of Journal of Critical Realism (JCR) is dedicated to the 2022 International Association for Critical Realism (IACR) Conference, which was hosted by the International Institute of...

This essay considers how we talk in moral terms about crime and punishment using a framework that comes from psychoanalysis. The idea of the human as a metaphysical animal, an animal that thinks and loves, is given a naturalistic explanation in Freudian metapsychology as it was developed by Melanie Klein and Hans Loewald. While the former helps us understand the desire to punish as the enjoyable return of pain for pain, the latter indicates how mature human beings seek to pursue (...) a sense of wholeness. This understanding of moral psychology is applied to thinking about criminal justice where three ethical stances are identified, the vindictive, the vindicative and the validatory. The vindictive and the vindicative represent a compromise formation in law which excludes a broader validatory process aimed at truthful human reconciliation. (shrink)

Ultimately all change in the social world depends on self-expansion leading to self-transcendence, that is, depends upon, even if it does not entirely consist in, radical negation, which is pivotal...

This article advocates for the validity of Realist Evaluation (RE) as a manifestation of Critical Realism in evaluation research despite criticisms suggesting that the former disregards principles from Bhaskarian ontology. Specifically, I argue that critics overstate RE's philosophical actualism in their argument that its inclination towards technocratic knowledge impedes its scrutiny of stratified social systems. Notwithstanding its limitations in fully elucidating causal structural mechanisms in social inquiry, I argue that RE's research rationale can contribute to the stages of explanatory research (...) based on CR by bridging the comprehension of mechanisms linked to micro-interventions with exploring potential structural forces operating across levels of reality. To illustrate this point, I present a case of a policy evaluation study I led that demonstrates how a RE-oriented research design facilitated a transition from investigating specific programme mechanisms within the interventions' context to proposing transcendental questions about the governance of the education system in Colombia. (shrink)

Bhaskar's philosophy supports society via a process of homeostasis to resist socioecological system disintegration by developing its values and ethics in response to endogenous and exogenous change. To the contrary, positivist (first generation) and hermeneuticist (second generation) approaches to systems theory have distorted humanity's mechanism of homeostasis because, amongst other things, they disallow the use of facts to guide values/actions. Since acting on knowledge is, ceteris paribus, a given in Bhaskar's approach, resolving socioecological system problems involves correcting the method of (...) homeostasis (our method of finding knowledge and acting on it) rather than correcting the consequences of the failure of homeostasis (the poorly informed action or inaction). This is reminiscent of Gandhi's approach to social transformation in which we trust the means to arrive at appropriate ends and it releases activists from having to be keepers of the moral high-ground or having to try to change people's behaviour. (shrink)

1. The Covid-19 pandemic has made strikingly visible both the essential role of care work in societies and worrying symptoms of a care crisis (Dowling 2021; Rao 2021). These symptoms have become ma...

The emerging discourse of hopeful tourism (Hunter 1997; Lee et al. 2017; Pritchard, Morgan, and Ateljevic 2011; Sampaio, Thomas, and Font 2012; Schultz et al. 2005; Tolkach, Pratt, and Zeng 2017) h...

This paper exemplifies a theoretical and methodological evaluation of IT Initiatives. It discusses post-implementation modifications (ERP-PIM) to enterprise resource planning (ERP) systems for the purpose of business process optimization (BPO) from a Context-Initiative-Mechanism-Outcome (CIMO) perspective. CIMO suggests that context and mechanisms are factors triggering causal effects responsible for outcomes derived from technology initiatives. Through conceptualization, data collection/analysis, and retroduction, the paper proposes a middle-range theory to facilitate the explanation of outcomes from diverse post-implementation initiatives. Data from multiple case study identifies (...) situational and action-formation mechanisms, and actions as essential to realizing the desired outcomes. The proposed ERP-PIM-CIMO theory encapsulates: (i) Business Process Optimization (BPO) as context, (ii) ERP-PIM as structure, (iii) Business Process Efficiency, Effectiveness, and Flexibility as observable events, (iv) ERP capability as causal mechanism, (v) actions as necessary for the actualization of mechanism, and finally (vi) effort and cost, knowledge, and training as factors influencing actualization. (shrink)

Heikki Patomäki is Professor of World Politics (Global Political Economy) at the University of Helsinki.1 In Part 1 of this interview (Patomäki and Morgan 2023) he discussed his work and career up...

This essay can be called, if you will, an exercise in choosing which words to use when in our contemporary context. I hope to add something useful to the work being done by Pierre Macherey (Machere...

Dewey’s understanding of democratic school life is regarded as the early foundation of democratic education (Cohen et al. 2009). Similarly, Biesta (2007) underlines the significant role of schools...

What does it entail to study the climate crisis from – or consistently with – a critical realist perspective? The paper addresses this question in three steps. First, it considers the boundaries of critical realism in relation to climate crisis research. In this context it identifies climate science as a field that in important respects resonates implicitly with critical realism. Conversely, a book by human ecologist Andreas Malm is introduced as an example of a work that, while sympathetic to critical (...) realism, in key respects contradicts core features of it. Second, to illustrate what an analysis of the crisis informed by critical realism can look like, the paper brings into focus the main causes of the climate crisis – including the capitalist growth imperative, neoliberalism, and consumer culture. Finally, the status quo project, the green growth project and the degrowth project are identified as fundamentally different ways of approaching the climate crisis. (shrink)

Scientific realism does not view theoretical terms as mere instruments of experimental predictions; it grants referential status to natural kind terms with 'epistemic access' and view scientific theories and terms as corresponding to physical phenomena and entities which exist independently of observation, and as thereby being the source of objective -approximate and not absolute- knowledge of the physical realm. As a result, scientific realism is accused of ontologising the unobservables. Against this charge, scientific realism posits the idea of the dialectical (...) relation between theoretical terms referring to the unobservables and scientific methods. The second argument made by realism is the ‘no miracle’ thesis. These arguments stand challenged by the Copenhagen interpretation of quantum mechanics. The aim of the paper is to examine the relevance of the two arguments of scientific realism in countering the idea that the existence of quantum states in the microphysical world renders realism obsolete. (shrink)

In this wide-ranging interview Berth Danermark discusses several things. First, his route into realism via community activism, an interest in the theory and practice of Marx and Engels and the philosophy of Mario Bunge, and inspiration drawn from Herman Hesse. Second, the formation of the Nordic Network for Critical Realism and realism's enduring foothold in Scandinavia. Third, the career trajectory that took him from research on urban planning to the formation of the Swedish Institute for Disability Research (SIDR). He discusses (...) how the well-known introduction to critical realism and applied social science, Explaining Society, came to be written, some misconceptions regarding critical realism and methods, the challenges involved in undertaking disability research and the development of and influences for his work of concepts such as interdisciplinarity and critical methodological pluralism, as well as issues related to transdisciplinary research and professional collaboration. The interview concludes with some advice for researchers. (shrink)

This article draws on insights of young people learning to make natural pigments and traditional paintings in acute climate vulnerable areas. Why do they paint during ongoing crises and how do they voice their future concerns? Critical realism is applied as a meta-theory in this field-based study in a slum area in Kolkata and the Sundarbans mangrove forest. Methods comprise focus groups, semi-structured interviews, and participant observation. Analysis was done in an abductive process, applying Roy Bhaskar’s model of ‘four-planar social (...) being’. The analysis demonstrates how painting with natural pigments leads the young ones towards: (a) discovering beauty in nature (b) transcendence of borders (c) transformation and responsible action (d) discovering one’s own dignity. Findings are discussed considering the key concepts co-presence and crisis system. I reflect upon how this local effort can inspire a new economy, with the signposts: becoming co-present with the natural world and the necessity of beauty. (shrink)

Eco-Marxism presents a debate between two theoretical schools: metabolic rift theory, developed by John Foster and others, and world-ecology, proposed by Jason W. Moore. The debate refers ultimately to ontology, more precisely to the relation between society and nature. Critical realism plays a central role as the philosophical underlabouring for metabolic rift theory and has implications regarding the Anthropocene/Capitalocene debate as well. Reviewing the debate through CR categories provides clarity about the specifically social character of the causes of ecological disruptions. (...) Using CR, metabolic rift theorists could explain the interdisciplinary character of their analyses. By distinguishing between real transfactual mechanisms and their actual interaction in open systems, I intend to show that neither metabolic rift theory, nor its interdisciplinary approach to the Anthropocene, involve Cartesian Dualism, as Moore claims. World-Ecology provides an alternative historical account of capitalism's environmental history, but it does not critically replace metabolic rift theory. (shrink)

This paper combines the use of gift theory and the metatheory of the Morphogenetic Approach as a framework for the proposal that the relationship between unpaid interns and ‘employers’ may be conceptualized as a form of transactional, but asymmetrical, gift-exchange. The article begins by applying insights from gift theory to the findings of a range of studies into unpaid internships. It is argued that, while interns are the initial gift-givers in delivering unpaid labour, ‘employers’ often demonstrate weak reciprocation in terms (...) of offering paid work. Following that, the article combines gift analysis with the Morphogenetic Approach. This framework offers ontological depth to the substantive propositions of gift theory, and provides conceptual tools to study the interplay between structure/culture and agency that form the intern-‘employer’ relationship. The contribution of this article lies in the combined use of two key theoretical perspectives to a problematic not previously examined through such concepts. (shrink)

Realist evaluation has gained prominence in the field of evaluation in recent years. Its theory-driven approach to explaining how and why programmes work or not makes it attractive to many novices, early career researchers, and organizations implementing various programmes globally and relevant to policymakers and programme implementers. While realist evaluation seeks to be pragmatic, adopting principles and methods that can be used to help focus an evaluation, its deep ontological and epistemological foundations make its application in real-life situations challenging. In (...) this paper, we seek to unpack the key tenets scaffolding the practical application of realist evaluation. Although Pawson and Tilley foreground realist evaluation in applied scientific realism, we argue that an amalgam of scientific and critical realist principles underpins realist evaluation. We unpack these principles and illustrate how they fit into each other to provide a cogent theoretical foundation for realist evaluation. (shrink)

Research necessarily entails the close interrelation of concepts and arguments, including solutions to a range of meta-questions, whether acknowledged explicitly or not. Despite this, few detailed accounts currently exist that support researchers to develop their complex conceptual architectures, especially in critical realist spheres. Indeed, many published accounts often omit much of this ‘messiness’ that sits behind, yet is foundational to, research projects. Those accounts that do seek to portray how/why researchers have made decisions (e.g. about connections between research philosophy, methodology, (...) methods, theory and empirical evidence) tend to focus on one set of meta-questions, or occasionally on the relationships between two sets, at a time. Therefore, this paper presents a flexible framework – supported by specific examples from studies – that we hope will be useful in supporting researchers from all traditions, but especially critical realists, to carefully think through and develop more holistic connections in their conceptual architecture. (shrink)

This article offers an omissive critique of integral theory. To this objective, the article draws upon dialectical logic to investigate the affinities between integral theory and critical realism. Section 1 identifies new possibilities regarding the role of metatheory in practice by unpacking the metatheoretical coordinates of critical realism and integral theory. After providing a brief history of the origins of critical realism and integral theory, I review the ontological, epistemological, and methodological metatheorems of dialectical critical realism, and I put them (...) to work to provide an omissive critique of integral theory. Then I introduce the notion of strictly non-dialectic because it functions to explain formally how integral theory relates to critical realism. Section 2 isolates the inadequacies at every moment in the passage from the MELD dialectic. Section 3 concludes the article with a discussion of the implications of foregrounding a critical realist ontology for integral theory. (shrink)

In Part 1 of this wide-ranging interview Heikki Patomäki discusses his early work and career up to the Global Financial Crisis. He provides comment on his role as a public intellectual and activist, his diverse academic interests and influences, and the many and varied ways he has contributed to critical realism and critical realism has influenced his work. In Part 2 he discusses his later work, the predicament of humanity and the role of futures studies.

In this paper, I discuss critical realists’ and contemporary sociological pragmatists’ approaches to conceptualizing social mechanisms, which, on my reading, each involve some ambiguities or confusions. I sketch some corrections and clarifications that bring into view ways pragmatism and critical realism might inform each other in a constructive fashion on the question of what social mechanisms are. Finally, I suggest a concept of social mechanisms that is compatible with both critical realist and pragmatist insights, as a starting point from which (...) to launch further conversation. (shrink)

Background: Randomized controlled trials have been criticized for their inability to identify and differentiate the causal mechanisms that generate the outcomes they measure. One solution is the development of realist trials that combine the empirical precision of trials' outcome data with realism's theoretical capacity to identify the powers that generate outcomes. Main Body: We review arguments for and against this position and conclude that critical realist trials are viable. Using the example of an evaluation of the educational effectiveness of virtual (...) reality simulation, we explore whether Partial Least Squares Structural Equation Modelling can move statistical analysis beyond correlational analysis to support realist identification of the mechanisms that generate correlations. Conclusion: We tentatively conclude that PLS-SEM, with its ability to identify ‘points of action’, has the potential to provide direction for researchers and practitioners in terms of how, for whom, when, where and in what circumstances an intervention has worked. (shrink)

The concept of the three domains of reality is widely used in empirical critical realist research. However, there has been little scrutiny of how the domains are conceptualized and what they contribute to critical realism and how they should be applied in empirical research. This paper involves four arguments. First, Tom Fryer and Cristián Navarrete argue that the three domains of reality are redundant, confusing, and unsupported by Bhaskar’s theorizing. Second, Dave Elder-Vass argues that the three domains schema embodies a (...) distinction between the actual and the non-actual real. Regardless of whether we call them domains we need to retain this distinction. Third, Tobin Nellhaus argues that there are several reasons to uphold the three domains, but ‘the empirical’ is flawed and must be enfolded within a more encompassing theory. Fourth, Ruth Groff argues that the metaphor of ontological stratification is a problem when readers take it literally, often misconstruing the actual metaphysical content that it is meant to capture. (shrink)

This paper reports an empirical study on moral reasoning. It seeks to answer two questions: in the moral framing of tourism matters, what does this reasoning consist of? How are these elements mobilized by actors to reach moral pronouncement(s)? Through the means of group interviews, abduction and retroduction, this study finds that moral muteness (i.e. silence to socially unacceptable conduct) seems to be the moral pronouncement that the participants are likely to conduct in a condition whereby the social and cultural (...) systems being perceived insufficient to protect individuals who pursue a righteous action. The analysis reveals that (1) moral template, reflexivity, self-efficacy and emotions are constitutive elements of moral agency; (2) these agential properties permit the emergence of four moral reasoning processes, which explain moral muteness. (shrink)

Only too often critical realist contributions to understanding and explaining social phenomena fall into one of two discrete categories: exercises in philosophy or social theory, or empirical research that strikes as more or less atheoretical. This paper continues a long-term project to build bridges between abstruse issues of philosophy and theory and attempts to grasp the ‘how’ and ‘why’ of actual social events. The topic selected is elite professional rugby union and the principal theme is its emergence as an extreme (...) sport and the risk of serious injury. It is argued that the injurious nature of elite rugby has its causal genesis in the professionalization of the sport and that a critical realist-oriented sociology has an important contribution to make in framing and gasping how and why this is. (shrink)