Management Learning Copyright © 2007 Sage Publications London, Los Angeles, New Delhi and Singapore http://mlq.sagepub.com Vol. 38(3): 277–295 1350–5076 Article Elena Antonacopoulou University of Liverpool Management School, UK Ricardo Chiva Universitat Jaume I, Spain The Social Complexity of Organizational Learning: The Dynamics of Learning and Organizing Abstract This article examines the social complexity of Organizational Learning. We built on and seek to extend recent conceptualizations of Organizational Learning that emphasize the emergent and fluid nature of learning in organizations, by drawing on some of the principles of Complexity Science. We selectively introduce two sets of principles of complexity that provide further richness to our understanding of Organizational Learning as a social complex process. The two sets of principles are ‘schemas–diversity’ and ‘interaction–interdependence’. We discuss the main characteristics of these principles of Complexity Science and show they can help us understand aspects of the social complexity of Organizational Learning. Our analysis shows that one of the main contributions of the Complexity Science perspective to understanding Organizational Learning is that it reveals more clearly the tensions that underpin learning in social contexts. We provide a re-conceptualization of tensions as revealing elasticity and not only conflict. We argue that Organizational Learning as a source of tensions keeps the organization in tension, which allows us to better capture the dynamics of learning and organizing. We conclude by outlining some issues that future OL research would address if OL is conceptualized as a dynamic complex process. Key Words: social complexity; organizational learning; dynamics; organizing; tension Introduction The concept of Organizational Learning (hereafter OL) has experienced an important growth over recent years attracting the attention of both academics and practitioners. In spite of its popularity and consolidation, the OL debate has not progressed much beyond conceptualizations of learning as an integral part of organizing. Several recent contributions (Vince et al., 2002; Lyles and Easterby-Smith, 2003; Easterby-Smith DOI: 10.1177/1350507607079029 278 Management Learning 38(3) et al., 2004) highlight a number of unresolved issues and point to new directions for future research in the field. Some particularly important areas in need of addressing are the social and political forces that define OL and shape the learning practices and the way these emerge in the process of human action and interaction. We seek to respond to these calls in this article by focusing on the dynamics of learning and organizing. The dynamic nature of learning and organizing draw attention to the social complexity of OL. By social complexity we do not simply seek to reinforce the social character of learning in organizations. This has been widely debated in the OL literature and has rightfully drawn attention to the situated, institutionalized and negotiated nature of learning in relation to organizing (Gherardi et al., 1998; Elkjaer, 2003). By social complexity we want to extend the current conceptualizations of OL by drawing more attention to the role of tensions in relation to learning that define its emergent nature. Tensions do not only reveal the dynamic nature of learning, they also provide further explanations as to why learning is a political process and fundamentally has the potential to keep an organization in-tension—agile, flexible and able to change in the context of an uncertain environment. To capture the dynamism of OL we seek to extend the scientific base from which we have hitherto drawn ideas to advance the debate in this field. We do not only rely on conceptualizations of learning in philosophy, psychology, sociology, education, anthropology and biology. These scientific lenses have served us well so far in our research inquiry into OL. In this article, we draw on the ideas of Complexity Science to develop our re-conceptualization of OL. During the last decade, several researchers and practitioners have started to use complexity science to better understand organizational and managerial issues such as: strategic management (Stacey, 1993, 2003), strategic change (Stacey, 1995; Brown and Eisenhardt, 1997), innovation management (Cheng and Van de Ven, 1996) and design management (Chiva, 2004). One of the resulting conceptualizations emanating from the use of Complexity Science is the view of organizations as Complex Adaptive Systems (hereafter, CAS) (Gell-Mann, 1994; Stacey, 1996; Anderson, 1999; Axelrod and Cohen, 1999); with a capacity to learn as one of their most important characteristics (Gell-Mann, 1994; Stacey, 1995, 1996; Sherman and Schultz, 1998). A basic assumption within these theories is that organizations are composed of semiautonomous agents that seek to maximize fitness by adjusting interpretative and action-oriented schema that determine how they view and interact with other agents and the environment (Dooley et al., 2003). Mathews et al. (1999) argue that the emerging Complexity Science has the potential to extend and enhance our knowledge of organizational change and transformation processes. This view is echoed by Burnes (2005) as well as, by Miner and Mezias (1996) who also point out the need to link OL with other convergent theoretical models, such as the science of complexity. Cohen and Sproull (1996) support this view and recognize that the literature on OL shows a certain affinity with the developments in the literature on CAS. Chiva (2003) takes this view a step further and illustrates that CAS ideas are relevant in identifying the essential factors that facilitate OL. More recently, Luoma (2006) applies principles of complexity science in rethinking management development, while Antonacopoulou (2006a) employs complexity principles to show the complex nature of learning in relation to working and living. This article seeks to make a contribution to this debate by providing further insights into the ways in which a CAS perspective can contribute to the study of OL. Antonacopoulou & Chiva: The Social Complexity of Organizational Learning 279 The main focus of this article is to identify new ways we can understand and represent better the social complexity which is so central to OL. We will argue that social complexity brings us closer to the micro-foundations of OL and allows an engagement with the dynamics of learning and organizing. The dynamics of learning and organizing give voice not only to power and political forces influencing learning. Dynamics reveal the tensions that underpin the emerging social order as well as, the fluidity of social interactions. We organize the discussion in three main parts. We begin with a brief overview of the main principles of CAS. We draw particular attention to the principles of Complexity Science that can usefully speak to social complexity. We recognize the challenges Complexity Science as a new field presents and take care in selecting the principles of complexity that we focus on. We focus on two sets of principles of Complexity Science—‘Schemas–Diversity’ and ‘Interaction–Interdependence’ that are relevant to understanding social complexity and which other researchers have also employed to study organizational phenomena (see Burnes, 2005; SammutBonnici and Wensley, 2002; Stacey et al., 2002). We apply these principles to our analysis and re-conceptualization of OL as a dynamic, complex process. Based on this conceptualization, in the second section, we seek to integrate the main perspectives in the OL debate and to propose an integrated view—a dynamic view—of OL. We discuss the main dimensions of the dynamic view of OL and identify Engagement, Multiplicity and Inter-connectivity as key dimensions of the social complexity of OL. In the third section, we discuss the implications of the social complexity of OL for future OL research. We introduce a range of issues that could form part of the future OL research agenda. These issues draw attention to the methodological challenges of capturing the dynamics which shape how organizing and learning emerge and co-evolve as constitutive of each other. Social Complexity and Complexity Science Complexity Science emerged in the 1960s, although its true upsurge was not seen until the mid-1980s. Complexity Science sets out to devise mechanisms to create and maintain complexity, and to produce tools for its description and analysis (Simon, 1996). Complexity Science covers many fields of scientific research (such as chaos theory and the study of fractals) and has its roots in the physical sciences (GellMann, 1994; Coleman, 1999; Axelrod and Cohen, 1999), a point, which understandably can be controversial particularly given our effort in this article to apply some principles of Complexity Science to understand social complexity. The study of CAS is integral to Complexity Science because as Sherman and Schultz (1998: 17) explain, CAS are: ‘composed of interacting “agents” following rules, exchanging influence with their local and global environments and altering the very environment they are responding to by virtue of their simple actions’. According to Stacey (2003), the main difference between CAS ideas and other theories of complexity like chaos or dissipative structures is that while the latter seek to construct models of systems at the macro level, CAS ideas focus more on a micro level and seek to model agent’s rules and their interaction to explain their behaviour (Burnes, 2005). The CAS view has been the main perspective that has so far informed organization studies using the principles of Complexity Science yet, noticeably as some 280 Management Learning 38(3) scholars emphasize, the way Complexity Science and CAS more specifically have been employed and interpreted has varied. According to Griffin et al. (1998: 330) and Stacey (2003: 252), there are two perspectives on the nature of CAS. The orthodox perspective, typified by the views of Holland (1995) and Gell-Mann (1994) presents complex systems in somewhat mechanistic, reductionist terms and is modelled by an objective observer in the interest of predicting its behaviour. Self-organization is not seen to be a new ordering principle in the evolution of the system. Evolution occurs through random mutation and competitive selection. The system is modelled as a network of cybernetic and cognitivistic agents that represent regularities in the form of rules (schemas). Houchin and MacLean (2005) name this perspective the ‘rules-based approach’ as rules play an essential role in the emergence of a new order. In contrast, the radical perspective is typified by the views of Kauffman (1995) and Goodwin (1994) who emphasize self-organization, rather than random mutation, as central to the emergence of new forms. Goodwin (1994) stresses the importance of participatory engagement for understanding the processes of emergence. Houchin and MacLean (2005) label this perspective the ‘connectionist approach’ since connections, interactions and interdependence play an essential role in the emergence of new forms. This perspective therefore, suggests that emergence and self-organization are governed by an immanent rationale that goes beyond the correlation of causes and effects and that a generative process is at work (Griffin et al., 1998). Some organization studies literature (Morgan, 1997; Brown and Eisenhardt, 1997) on complexity assumes that self-organization can be controlled. These perspectives seem to take ideas from the radical perspective, although they are clearly orthodox in their approach to complexity. Tsoukas (1998) provides some explanation to this observation by pointing out the two approaches that tend to be employed when scholars seek to engage with Complexity Science to understand organizational and management issues. The first approach is typical of scholars who draw analogies between organizations and organisms (Gregersen and Sailer, 1993; Stacey, 1995; Thietart and Forgues, 1995). The second approach is typical of scholars who have strong doubts about its applicability, because human systems are not like other systems in the physical world (Johnson and Burton, 1994). In this article, our analysis will focus on the radical perspective of CAS, in terms of considering self-organization and emergence to be key aspects in the evolution of organizational forms. We will not reject concepts like schemas or rules as these refer to micro-dynamics in relation to knowing and doing that are central to organizing. Equally, we will draw on the principles of CAS not as analogies but as dimensions that are relevant to social systems such as organizations and can help us explain social complexity. The complexity principles we will focus on are: Schemas–Diversity and Interaction–Interdependence. We choose these two sets of principles both because they reflect the most significant dimensions that explain the nature of CAS and also because they correspond to the two main perspectives in OL research—the acquisition metaphor and the participation metaphor (see Elkjaer, 2004). A linchpin of the acquisition metaphor is schema theory (Gnyawali and Stewart, 2003), which considers learning as the process of transforming, creating, refining or validating schemas. On the other hand, the participation metaphor considers learning as the product of social interactions (Gherardi et al., 1998). Antonacopoulou & Chiva: The Social Complexity of Organizational Learning 281 Our objective is to use Complexity Science as a lens that can help open up the debate in OL to reveal other potential conceptualizations of the phenomenon. Our aim is to encourage OL researchers to imagine OL as an emergent, dynamic, complex process where tensions affect learning and organizing. We are clearly not the first to suggest that learning and organizing are emergent processes (see Clegg et al., 2005), nor are we the first to point to the socio-political dynamics of learning (see Lawrence et al., 2005). Our contribution is in illustrating how an application of Complexity principles can help extend our current research questions in OL research revealing how dynamic learning and organizing can contribute to organizational agility, ambidexterity and flexibility. Schemas–Diversity Social systems have underlying structures that enable them to co-ordinate the multiplicity of agents they bring together. The notion of schema more aptly describes these structures as their key characteristic is flexibility rather than rigidity which may often be associated with structures. Schemas are created by actors in an interactive relationship and provide a framework enabling agents to anticipate the results of their actions (Holland, 1995; Anderson, 1999; Stacey, 1996). In Complexity Science schemas are not limited to cognitive orientations but also encompass ‘models’, ‘rules’, ‘routines’, ‘tendencies’ (Axelrod and Cohen, 1999; Stacey et al., 2002; Sammut-Bonnici and Wensley, 2002). A schema can be defined ‘as a set of rules that reflects regularities in experience and enables a system to determine the nature of further experience and make sense of it’ (Stacey, 1996: 289). According to Burnes (2005: 80), one of the most significant findings to come out of complexity theory is that the emergence of order manifests itself through a process of self-organization that occurs through the operation of a limited number of simple order generating rules or schemas. Agents scan their environment and develop schemas, which represent interpretative and action rules. Schemas shape agents’ actions and vice versa. The interaction that governs the relationship between schemas and agents is not simply a mutually reinforcing co-existence. A number of conditions shape how schemas are translated into action and how behaviours emerge from rules. A set of rules reflects the habitual experiences of agents that also shape how future experiences are defined and engaged with. According to Stacey (1996), the rules are coded in the form of symbols such as mental images, numbers, colours, shapes and so on. In the case of a firm, this would depend on the nature of the schemas whether they are concerned with financial policy, strategic management or product design. We would argue that social systems more broadly would reflect schemas in routines and practices. This point finds support in Axelrod and Cohen’s (1999) contention that schemas can be related to organizational routines, as these are recurring patterns of interaction among agents and artefacts. Routines arise because interactions increase the likelihood of later repetitions of the same interactions. This means that routines are not standard operating procedures but are constantly co-evolving as social structures, agents and artefacts create the conditions that govern their interaction. This view is consistent with the recent analysis by Feldman (2004) and Pentland and Feldman (2005) on routines. 282 Management Learning 38(3) In general, schema-change has the effect of making agents more robust (they can perform in the light of increasing variation or variety), more reliable (they can perform more predictably), or grow in requisite variety (they can adapt to a wider range of conditions). Therefore, schema-change implies learning in social systems. In turn it can also be argued that learning is not only a social process underlying the way agents, their structure and artefacts interact. It is also a dynamic force shaping the ways in which emerging rules are consolidated, updated, reviewed and constantly changed through agents’ actions and interactions with one another. This point suggests that social complexity reveals a generative dance between serendipity and multiplicity. The latter point provides further explanations about the process of emergence due to diversity (Luoma, 2006). In social systems, each agent is different from the others, and its performance depends on the other agents and the system itself, which influences its behaviour. The context therefore, takes on a vitally important role. It is defined by the agents and defines the agents’ actions. This interdependence also helps clarify why each agent carries out a function within a particular context which itself is defined by the agents’ relationships with other agents (Holland, 1995). It is this diversity that allows a social system to remain viable. The inherent heterogeneity provides the basis for renewing the system and the social conditions that allow it to function. Diversity underpins the social dynamics that feed the complex social interactions. Interaction–Interdependence Social systems are made up of heterogeneous agents which inter-relate with each other and with their surroundings, and are unlimited in their capabilities to adapt their behaviour, based on their experience. The relationships that govern social systems are a complex mix of human and non-human interactions. Human interactions account for relationships and levels of engagement to particular courses of collective action or to relationships that bind peripheral and central players (Granovetter, 1973; Lin et al., 2001) to each other and to particular tasks. Different modes of interaction reveal the interdependence among agents and their environment. Interactions allow co-ordination of both actions and schemas in ways that allow homogeneity to emerge out of heterogeneity. Such co-ordination mechanisms are not only restricted to the sharing of knowledge and information but also to the differences within and between communities of actors depending on their identity, power and interests (Thompson, 1967; Bechky, 2003; Carlile, 2002). Interaction is also trans-action in that it always reveals the ongoing negotiation and effort towards reaching common understanding. Inter-dependence cannot be taken for granted nor can interaction for that matter. Both processes sensitize us to the intertwined nature of agents across different levels (individual, group, institutions) and the ways each potentially affect each other as they seek to pursue their interests in community. Consequently, a decision or action by any agent may affect related individuals and systems. Interaction and interdependence highlight that social actors and their structures are fractal in nature because they can operate as both parts and wholes at the same time (see Stacey, 2003). It is therefore, important to understand the conditions that shape or dismantle the inter-relationships that in turn enhance the interdependence between agents. Being sensitive to the multiplicity of interests that are Antonacopoulou & Chiva: The Social Complexity of Organizational Learning 283 at stake is only one part of the picture. Knowing how to connect diverse interests may be even more critical (see Antonacopoulou and Méric, 2005). The interaction between agents extends our current understanding of interdependence beyond information processing (Adler, 1995). The interdependence between actors brings a strong social and cultural analysis that reveals the tensions among competing identities, power bases and learning as key dimensions underpinning the way agents and communities of agents negotiate and interact. These ideas enable us to explore interdependence not only as a matter of a set of relationships but also as a way of co-existence and co-evolution that continuously transforms both agents, their structures and their interactions. These principles of social complexity (schemas–diversity and interaction– interdependence) draw collectively attention to the emergent and fluid nature of social systems. The emergence of social systems shows that alongside their capacity to reinforce stability through processes of institutionalization, they are also creating a multiplicity of possibilities for change through their ongoing evolution. Emergence and processes of becoming are endemic to self-organization. The latter reflects the ongoing balancing acts between stability and change, formal and informal structures, short and long-term priorities. This point suggests that evolving social systems self-organize as they seek to maximize internal co-ordination through interdependencies, schemas and diversity, at the same time as they seek to enhance the external co-ordination with the environmental forces. This means that organizations have a mutually adaptive relationship with their environment, such that they are not simply trying to adapt to a static environment, but rather the organization is learning to adapt to an environment that is itself adapting to the market (other organizations and industries) (Anderson, 1999; Axelrod and Cohen, 1999; Boisot and Child, 1999). On this matter, Stacey (1996: 36) argues that: As human agents and the systems they make up move around the behavioural loop of discovery, choice and action, they are clearly engaging in a co-evolutionary feedback process in which what one does affects the others and then returns to affect the first. Co-evolution also happens between entities within a system, and the rate of their co-evolution (McKelvey, 1999) is worth considering. Mitleton-Kelly (2003) states that co-evolution in this context is associated with learning and the transfer of information and knowledge. Learning and knowledge feed the system and mobilize dynamically how existing connections within the system create possible connections across systems. Connections are coupled with the tensions that accompany them. To connect is not simply to forge interrelationships—a coming together of multiple elements. Inter-relationships capture the possible interactions and the resulting interdependencies subject to the ongoing review of collective schemas as the diversity within and between agents is worked with. These points allow us to understand that not all complexity is ‘effective’. According to complexity theorists (e.g. Gell-Mann, 1994; Stacey, 1996) ‘effective complexity’ may be high or low depending on the creative destruction a system can accommodate considering the multiplicity of interactions between agents and their structures. For example, if the dominant schema are consistently modified due to the ongoing interactions between the agents and their environment then the effective complexity would be low due to the disorder and the randomness of the environmental forces. A system which is trying to evolve or learn under these circumstances, 284 Management Learning 38(3) will not be able to extract many regularities, nor will it be able to predict a great deal in specific terms. Effective complexity is also low when a system operates in an environment that is highly orderly, in the sense that the systems which constitute it, behave in a perfectly regular manner. In this situation very little happens and little learning or evolution is possible given that diversity is also limited and the interdependencies between agents become unquestioned and taken for granted. It could be argued that in social systems effective complexity is sizeable, in conditions that are intermediate between order and disorder (see also Gell-Mann, 1994). However, Stacey (1996) explains that effective complexity has to be supplemented by the notion of potential complexity, which is the potential that complex social systems possess to create a great deal of new effective complexity. It could be argued that potential and effective complexity reveal different ways of learning. Thinking of organizations as social systems with potential and effective complexity, reinforces the role of learning as a source of sustainability. These ideas are explored further in the next section. Organizational Learning and Social Complexity Dynamic Learning When we consider the key principles of social complexity discussed in the preceding paragraphs we note that learning is a common underlying characteristic. Learning is central to interdependence as it is the driving force connecting the diverse and heterogeneous social agents. Learning maximizes diversity by drawing on the distinctive qualities of individual social agents as a basis of identifying complementarities that can address their common and diverse agendas. Learning provides the energy for connections to be made and highlights the gaps that exist while it also provides the scope for bridging these gaps. Moreover, learning shapes the emerging schemas that define the boundaries of action while it also opens up multiple modes of interaction. Modes of interaction are not only the emerging patterns of thinking and action, they are also the social structures that are constantly evolving as social actors become sensitized to new possibilities for learning. These new possibilities are also central to self-organization, the inherent nature of social systems to renew themselves. This process of renewal and on-going transformation is made possible because learning, like change, is an integral part of living and working. Therefore, social complexity emphasizes learning as a central feature of the social and its evolution. Moreover, learning is central to complexity because it highlights the connecting forces and the conditions that support their interaction. This perspective not only captures the fluidity that is so central to social systems, it also challenges us to explore learning as an integral part of what it means to be a viable system (see Beer, 1972). In other words, learning creates the dynamics that allow self-organization as an inherent mechanism for reaching internal consistency. This self-organization is possible because tensions within the system and with the external environment provide the basis for renewing the system through renegotiation of schemas, ongoing interaction and new platforms for exploring interdependencies. The distinction between internal and external environment does not only refer to the relationship between organization and the environment but also the relationships between individuals with Antonacopoulou & Chiva: The Social Complexity of Organizational Learning 285 different locus of power, accountability and control. This point is critical as it reinforces the political nature of learning. The political nature of learning remains one of the biggest challenges in learning research. Researchers who focus on the political nature of learning (Coopey, 1994; Antonacopoulou, 2001; Lawrence et al., 2005) highlight mainly the inequalities of power and control, the tensions between individual and organizational priorities in learning or the different perspectives and motives underlying learning and knowledge. The political nature of learning clearly illustrates that learning does not take place in a vacuum. Learning makes the connections stimulated by the signals received within a given context possible. The signals received, however, are subject to multiple interpretations which define the actions agents take as they seek to make learning meaningful. From this perspective, learning can help forge connections between diverse meanings, schemas and actions among actors and their environment beyond the boundaries of their community by providing purpose to the way they interact and the basis of which they explore their interdependencies. This point reveals a key dimension of the political nature of learning—the power of learning to transform tensions into ex-tensions (see Antonacopoulou, 2006a). In other words, ex-tensions reflect the elasticity of learning to embrace multiple possibilities by creating new connection. Inter-relationships between actors and their environment are not only governed by their action but also by their intensions that are frequently in-tension. Learning brings at-tension specific possibilities, which are filtered through current schema but which also transform these very schemas to different degrees at different points in time. This point ultimately suggests that tensions are not only born out of conflict, power and political differences privileging one mode of reality over another. Instead, tensions are also attractions to different possibilities. Tensions reveal the political nature of learning to provide elasticity to bend in different directions that expand current modes of action by embracing possibilities that were not possible. Learning therefore, has the power to transform the impossible into possible, the irrelevant into relevant, order to disorder, discontinuity to continuity. This capacity to extend current boundaries through learning accounts for the dynamism that learning provides to organizing. The social complexity of learning allows viable connections to be forged between a diverse set of emerging dimensions that affect action and interaction with others. This point reasserts the social and political significance of learning as a force that cannot be controlled. Instead, learning is better understood as a dynamic, complex process, which is embedded in the ways social forces within systems define the conditions of their interaction. Therefore, to say learning is social and political is to appreciate the multiple ways in which learning is manifested in action. How and why people act is defined by their learning and in turn defines their understanding that subsequently guides their future actions. In short, the political nature of learning is reflective of the emerging tensions and extensions it can accommodate as different connections are explored. The preceding paragraphs have already discussed the centrality of learning in social complexity. In the paragraphs which follow we extend our analysis by exploring the contribution of social complexity principles to understanding OL. In pursuing this analysis we examine how ideas of Complexity Science can help our investigation of OL. To place the perspective we seek to explore in the context of the current OL debate, we first provide a brief overview of the main dimensions that the debate in OL has so far engaged with. 286 Management Learning 38(3) Rethinking OL Our thinking about learning in organizations has unfolded over time highlighting through the various perspectives that have dominated the debate, either the behavioural aspects (Cyert and March, 1963; Levitt and March, 1988), the cognitive issues (Duncan and Weiss, 1979; March and Olsen, 1975), the socio-cultural dimensions (Cook and Yanow, 1996; Lave and Wenger, 1991) and more recently the practice-based view (Nicolini et al., 2003). There are different ways in which the various perspectives in the current OL literature can be categorized. There is a tendency that categorizations of different perspectives create juxtapositions that place one perspective against the other. This is not our intention in this article. We acknowledge that different perspectives provide us with an opportunity to understand different dimensions of the learning phenomenon. Instead, of a critique therefore, of different perspectives we want to show how some of the common issues different perspectives of OL share can be connected. Consistent with our preceding analysis our focus is to reveal the tensions inherent in different conceptualizations of learning. This may also help explain why we adopt a view that conceptualizes learning as a dynamic emergent process as we detailed in the previous paragraphs. Existing OL theories do not adequately capture this perspective which also helps explain why no specific OL theory forms the basis of our departure. We organize the various perspectives in OL theory under two broad headings—individual and social theories of OL. In doing so, we do not seek to oversimplify the diversity of perspectives but to show how the social complexity view of learning we develop in this article provides a useful basis for extending current conceptualizations of OL. The individual view considers learning as an individual phenomenon and consequently presents OL through the learning of individual actors. The social view considers that learning is a social phenomenon and consequently presents OL through communities and groups learning collectively. Both views are important and necessary as we build a social complexity view of OL. This is consistent with the broad classification we set out earlier in the article drawing on Elkjaer (2004) and her distinction between how OL theories build on the acquisition metaphor and OL theories build on the participation metaphor. The acquisition metaphor is consistent with perspectives of OL that focus on the ways individuals acquire knowledge through learning. The participation metaphor is consistent with perspectives on OL that recognize its socially complex nature and who also seek to understand how engagement in learning through participation supports the interaction among different aspects of learning. We discuss the individual and social view of OL to distil the main conceptualizations which underpin our current understanding of OL. We then apply the principles of social complexity discussed in the previous section in the form of three key dimensions of the dynamic view of OL. The Individual and Social Views A notable group of OL scholars have examined how individuals within organizations learn (March and Olsen, 1975; Argyris and Schön, 1978; Shrivastava, 1983; Simon, 1991; Dodgson, 1993). The individual view explores OL as individual learning in an organizational context. Researchers from this perspective focus on individual learning carried out in organizations and the ways this learning is linked to possible organizational changes. The assumption is that individuals learn and then transfer to Antonacopoulou & Chiva: The Social Complexity of Organizational Learning 287 others what they know. OL models such as that of Huber (1991) are mainly based on this view, which examines the existence of several phases (information acquisition—information dissemination—collective interpretation) originated by individual learning resulting in the change of organizational memory. The individual view of OL is linked to psychological learning theories (behaviourist, cognitivist, humanist). OL is the efficient procedure for the processing, interpretation and improvement of representations of reality through knowledge. Consistent with this view, much of the recent knowledge management literature assumes that knowledge can be codified, stored and easily transmitted (for a review see Chiva and Alegre, 2005). When this transmission of knowledge occurs, or is embedded in rules and routines, then organizational knowledge is created (Cohen and Bacdayan, 1994). This conceptualization of learning, knowledge and their relationship within organizations is based on a positivist epistemology and fails to capture the multiple modes of knowing in action as social actors interact. A greater focus on such interactions could not only reveal different modes of knowing but also how the relationship between learning and knowledge can be fundamentally challenged (Antonacopoulou, 2006b). With the publication of studies by Lave and Wenger (1991) and Brown and Duguid (1991), the social view of OL emerged. This perspective explores OL as the product of social interactions, normally in the workplace, and poses an alternative to the dominant individual model that conceives the learning individual as someone who processes information and modifies his or her mental structures. The social perspective implies that individuals are social actors who together construct an understanding of what surrounds them and learn from the social interaction within social systems such as organizations (Gherardi et al., 1998). According to the social perspective, learning can only be achieved through active participation (Blackler, 1993), which is constantly being modified. As a result, this perspective focuses on change, rather than on order and regulations (Elkjaer, 1999). Rather than attempting to understand what type of cognitive processes or conceptual structures are involved in OL, the social perspective sets out to explain which type of social context is most suitable for OL, focusing on the group and the community, rather than on the mind of the individual. Therefore, as Elkjaer (2003: 50) argues, learning is perceived as a continuous activity that cannot be controlled; only the context can be controlled, thus facilitating OL to a greater or lesser extent. In accordance with the social perspective, OL is conceptualized as the process of social construction of shared beliefs and meanings in which the social context plays an essential role (Berger and Luckmann, 1967). The political aspects of OL, when interpreted from the individual view are frequently conceptualized as if it were a persistent problem, which has to be eliminated if learning is to take place. From a social perspective, this is utopian, as politics is a characteristic of social relations. If knowledge is socially constructed by individuals and groups it is inevitable that particular interpretations will be supported by some and rejected by others (Coopey, 1994). Thus, the power relations in an organization will play a key role in OL as they expose competing perspectives and degrees of inequality in the way different degrees of knowledge are employed to support different interests. In these terms, politics and power play a vital role in the social view of OL as they bring to the fore the role of conflict, internal contradictions and tensions between and within social actors. Power is a means of constructing social relations but not the only source of enacting the social reality. 288 Management Learning 38(3) The individual and social perspectives of OL are useful in that they encourage us to pay attention to different aspects of learning. By implication if we adopt either of these views in isolation we will only see part of the picture of what OL entails. As we have argued in the previous paragraphs, in our view, if OL is to be fully understood it is important to develop lenses for connecting the various aspects so that the complexity of the phenomenon can be more fully engaged with. We would argue therefore for an integrative view of OL which, we argue, reflects better the social complexity of OL. At the same time we seek to draw attention to the social complexity of OL as we feel that this view reveals the dynamic nature of learning and organizing. Social Complexity as a dynamic view of OL The social complexity perspective of OL explores the underlying schemas about learning in organizations as well as the diverse ways in which individual learners seek to engage in learning. The social complexity perspective explores the interactions between learning actors at different levels (individual, group, organization) and the wider environment and identifies the conditions that underpin the interdependencies between them. We unpack the underlying characteristics of the social complexity view of OL by elaborating on three dimensions which reflect the social complexity discussed in our review of Complexity Science. We present these dimensions as a basis for capturing the dynamics of learning and organizing. Dimension 1: Engagement in power and politics Dimension 2: Multiplicity of learning levels Dimension 3: Inter-connectivity between internal and external forces We explore each of these dimensions in more detail. Engagement in power and politics OL as a social complex process reinforces the importance of power and politics as a central characteristic of learning and organizing. Politics reflect the dynamics that are created during negotiations between agents with different interests. Power is the medium through which conflicts of interests are ultimately resolved (Morgan, 1997) and it is also a source of reinforcing the choices agents make in the process of interacting with others. Engagement in power and politics by individual agents is a reflection of their ability to retain their power to maintain their unique qualities even when they operate in community. This point suggests that political behaviour is not only a reflection of an attempt to fit in by subordinating one’s preferences in the interest of collective homogeneity. Quite the contrary, we want to argue that individual agents can fit in a community also when they exercise their practical judgement in assessing how to respond to situations. By both following the rules and breaking the rules as they learn, agents of a complex social system contribute through their actions to either the stability or renewal of the organization. Engagement as an active process of collaboration between agents supports the co-ordination that underpins the complexity of changing conditions and allows greater responsiveness to internal and external forces. This means that the relationship between actors and the relationships between the organization and its environment shape the forces that influence the learning that takes place as a condition for their co-evolution. Antonacopoulou & Chiva: The Social Complexity of Organizational Learning 289 In acknowledging that politics are central to social complexity it is not enough to accept that politics is a characteristic of the social process. Reconciling competing perspectives is not what produces the dynamism that underpins social complexity. Instead, we would argue that social complexity is underpinned by the ongoing negotiations that are embedded in the emergent connections resulting from the attraction and collaboration between diverse perspectives. The challenge for organizations is to create a context in which learning is attractive to individual agents so that they can be more engaged in exploring ways in which they can contribute through their learning to the ongoing renewal of organizational routines and practices. Only then can learning become a source of dynamic capability (Zollo and Winter, 2002). Multiplicity of Learning Levels Perhaps one of the most debated issues in OL research has been the unit of analysis, which best serves our understanding of OL. Adopting a social complexity perspective encourages us to seek a more holistic understanding of learning across multiple levels (individual, group, organization, environment, see also Antonacopoulou, 2006c). In other words, adopting a more integrative view enables us to combine the various levels and units of analysis and acknowledge that it is the inter-relationships between levels and units of analysis that ought to be our focus, thus enabling us to better understand how units of analysis constitute each other and form part of the whole. Understanding inter-relationships calls for more than just attributing strong or weak ties (Granovetter, 1983) to the way we describe how different dimensions are linked. Inter-relationships seek to account for the conditions that define the possibility for connectivity to happen. In our analysis of OL the multiplicity of connections and interdependencies between actors (human and non-human) and their social structures are subject to forces such as identity, language, power and politics as key conditions shaping how diversity is accommodated in relation to the emerging schemas. This point suggests that OL emerges out of the possible connections and inter-dependencies explored across multiple levels of analysis. Understanding which are the conditions that make connections across levels of analysis possible and how they form is a key priority. Inter-connectivity Between Internal and External Forces Diversity and heterogeneity are achieved by the relationships between agents and by the internal agents’ or individuals’ relationships with the outside world. The latter aspect is not emphasized in the literature on the social perspective, as it is understood that OL results from social interaction in the workplace, without reference to the environment. Moreover, the sense of community in the situated view of OL assumes homogeneity and neglects the tensions and conflict inherent in competing views within a community of practice (c.f. Lave and Wenger, 1991). The reason why this aspect is not covered in this perspective could be that the environment is used in the individual view as the main catalyst for OL (Duncan and Weiss, 1979; Shrivastava, 1983), given that it is based on the psychological stimulus–response paradigm (Weick, 1991). However, from the perspective of social complexity, the relationship agents enjoy with their environment forms the basis for their learning as in this way agents achieve 290 Management Learning 38(3) heterogeneous individual schemas, which cause amongst other things the effective complexity of the system and the emerging self-organization. It is critical therefore, that OL reflects both the endogenous (internal) and exogenous (external) connections shaping learning as different sets of relationships create both the need and the context for learning. Equally fundamental are the dynamics resulting from the relationship between internal and external forces as they interact. This approach is more likely to provide scope for exploring the mutually adaptive relationship between the organization and the environment. The internal and external environment is dynamic and permeable not least because of the socio-political dynamics that constitute it. Discussion and Implications for Future OL Research The ideas of Complexity Science and the social complexity view of OL present an alternative perspective in the way we conceptualize OL. At the most basic level the view of OL as a dynamic complex process draws attention to the multiple levels of learning (multiplicity) and the possibilities they create for learning, subject to their inter-connectivity. The inter-connections among multiple levels also emphasize the need to integrate endogenous and exogenous forces and to pay greater attention to the dynamics such interactions create. In other words, the social complexity of OL emphasizes interconnectivity by drawing attention to inter-relationships as key to understanding the fluid, emergent and self-organizing nature of learning in organizations. From this perspective, OL could be defined as ‘the flow of learning possibilities derived from the multiplicity of connections practitioners in community engage with, as they constantly reconfigure their (learning) practices’. This means that the actions and interactions of agents create both learning as a possibility and define the approach by which agents seek to learn. These characteristics suggest that the social complexity of OL is a non-linear process that generates the possibility for learning and maximizes the possibilities from learning. This view suggests that agents participate in a self-organizing manner in creating learning opportunities and in so doing continually produce emergent patterns of relationships that shape how learning takes place. Agents co-create the reality into which they are acting and that reality includes themselves. Therefore, learning mirrors individual and collective schema which are interdependent. OL as a complex process reveals the dynamic connections between social actors as it could be at the same time the context and consequence of these interactions. This conceptualization of OL opens up a multitude of possibilities for rediscovering learning and organizing across levels and units of analysis, in relation to the multiplicity of possibilities that the connections between them can co-create. The social complexity of OL emphasizes that organizing is dynamic due to the ongoing learning that keeps the organization in tension. This means that OL provides the basis for renewing organizational capabilities by expanding the ways an organization seeks to achieve internal integration through self-organization at the same time as it maintains external differentiation through emergence. This point fundamentally suggests that dynamism is what makes dynamic capabilities like learning important to organizational renewal. Such dynamism is fostered in organizations Antonacopoulou & Chiva: The Social Complexity of Organizational Learning 291 that embrace social complexity and tensions as a means of maintaining the capacity to extend their business practices in innovative directions. This re-conceptualization of OL as a dynamic complex process presents a number of opportunities and methodological challenges for future OL research. At the most basic level it encourages OL researchers to take into account these issues and to explore how the complexity of OL can provide a basis for better capturing the conditions that make OL possible providing a greater analysis of the following issues: 1. A critique of the political forces that influence how actors engage in the development of schemas that allow knowledge to be shared and collective learning to emerge. 2. A analysis of the negotiations that govern the interaction between diverse/heterogeneous agents within the organization so that the respective power of individual agents can better explain their actions when they seek to protect their perspective. 3. An elaboration of the conditions that underpin the interconnections between the organization and the environment and analysis of the interdependencies between endogenous and exogenous forces defining what learning is and how it is enacted by individual agents. 4. An examination of the learning practices of individual agents that influence how OL emerges as a possibility. 5. A greater understanding of the factors which support or hinder OL as it selforganizes would be particularly important in understanding how learning capability can be developed. 6. A review and critique of the governing assumptions that define what learning is in organizational contexts and under complex conditions revealing the tensions and ex-tensions from which learning emerges. All these issues can usefully form central research questions in future OL research. They reflect a number of themes that fundamentally invite OL researchers to rethink the basic assumptions about the ontological and epistemological status of learning as a phenomenon within the context of organizations, the possibility of OL as a complex dynamic process and the multiplicity of issues that make learning and organizing mutually constitutive. Conclusion The OL debate appears to have reached a point of stalemate where little progress seems to be noticeable in terms of some of the prominent questions that still remain unresolved. Although there seems to be some agreement that emotion, power and politics are part of the OL process and support learning in the presence of diversity there is still lack of agreement about how OL takes place and the mechanisms or processes involved, what factors facilitate its development, or what aspects to look for when we investigate OL. This article contributes to the ongoing OL debate by providing a new perspective for re-conceptualizing learning based on some of the principles of Complexity 292 Management Learning 38(3) Science. The analysis first extends current conceptualizations of OL by drawing more attention to the characteristics of social complexity. Based on the principles of social complexity—schemas–diversity, interaction–interdependence—a new dynamic view of OL is presented. The social complexity view of OL contributes to our understanding of learning as an emergent, self-organizing process that entails multiplicity, interconnectivity and engagement in power and politics at its core. Our analysis outlines several issues that can form key research questions which deserve further examination. We invite the OL research community to try to imagine organizations as if they were social complex evolving systems and see what might the consequences of this be for OL. Equally, we invite the research community to rethink OL as a dynamic complex process itself. The social complexity of OL integrates different levels of learning and emphasizes the importance of the emerging space for learning in the way internal and external interactions between agents and their structures co-evolve. 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(2002) ‘Deliberate Learning and the Evolution of Dynamic Capabilities’, Organisation Science 13(3): 339–51. Contact Addresses Elena Antonacopoulou is Professor and Director of GNOSIS, University of Liverpool Management School, Chatham Street, Liverpool L69 7ZH, UK. [email: e.antonacopoulou@liv.co.uk] Ricardo Chiva is at Universitat Jaume I, Campus del Riu Sec, 12071 Castellón, Spain. [email: rchiva@emp.uji.es]
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