Governing common pool resources (CPR) in the face of disturbances such as globalization and climate change is challenging. The outcome of any CPR governance regime is the influenced by local combinations of social, institutional, and biophysical factors, as well as cross-scale interdependencies. In this study, we take a step towards understanding multiple-causation of CPR outcomes by analyzing (1) the co-occurrence of design principles (DPs) by activity (irrigation, fishery and forestry), and (2) the combination(s) of DPs leading to social and ecological success. We analyzed 69 cases pertaining to three different activities: irrigation, fishery, and forestry. We find that the importance of the design principles is dependent upon the natural and hard human made infrastructure (i.e. canals, equipment, vessels etc.). For example, clearly defined social boundaries are important when the natural infrastructure is highly mobile (i.e. tuna fish), while monitoring is more important when the natural infrastructure is more static (i.e. forests or water contained within an irrigation system). However, we also find that congruence between local conditions and rules and proportionality between investment and extraction are key for CPR success independent from the natural and human hard made infrastructure. We further provide new visualization techniques for co-occurrence patterns and add to qualitative comparative analysis by introducing a reliability metric to deal with a large meta-analysis dataset on secondary data where information is missing or uncertain.
Large-N comparative studies have helped common pool resource scholars gain general insights into the factors that influence collective action and governance outcomes. However, these studies are often limited by missing data, and suffer from the methodological limitation that important information is lost when we reduce textual information to quantitative data. This study was motivated by nine case studies that appeared to be inconsistent with the expectation that the presence of Ostrom's Design Principles increases the like lihood of successful common pool resource governance. These cases highlight the limitations of coding and analysing large-N case studies. We examine two issues: 1) the challenge of missing data and 2) potential approaches that rely on context (which is often lost in the coding process) to address inconsistencies between empirical observations and theoretical predictions. For the latter, we conduct a post-hoc qualitative analysis of a large-N comparative study to explore 2 types of inconsistencies: 1) cases where evidence for nearly all design principles was found, but available evidence led to the assessment that the CPR system was unsuccessful and 2) cases where the CPR system was deemed successful despite finding limited or no evidence for design principles. We describe inherent challenges to large-N comparative analysis and to coding complex and dynamically changing common pool resource systems for the presence or absence of design principles and the determination of "success". Finally, we illustrate how, in some cases, our qualitative analysis revealed that the identity of absent design principles explained inconsistencies, and hence reconciled such apparent inconsistencies with theoretical predictions. This analysis demonstrates the value of combining quantitative An iterative approach to case study analysis 469 and qualitative analysis, and using mixed-methods approaches iteratively to build comprehensive methodological and theoretical approaches to understanding common pool resource governance in a dynamically changing context.
Ongoing efforts to understand the dynamics of coupled socialecological systems and common pool resources have led to the generation of numerous datasets based on a large number of case studies. This data has facilitated the identification of important factors and fundamental principles thereby increasing our understanding of such complex systems. However, the data at our disposal are often not easily comparable, have limited scope and scale, and are based on disparate underlying frameworks which inhibit synthesis, metaanalysis, and the validation of findings. Research efforts are further hampered when case inclusion criteria, variable definitions, coding schema, and intercoder reliability testing are not made explicit in the presentation of research and shared among the research community. This paper first outlines challenges experienced by researchers engaged in a large-scale coding project; highlights valuable lessons learned; and finally discusses opportunities for future comparative case study analyses of social-ecological systems and common pool resources.
Chelonians are among the animal groups with the poorest conservation status. Since tortoises are long-lived species that need very long time to reach sexual maturity, they are extremely vulnerable to human pressure. Despite their endangered status, there are no common strategies for the development of conservation actions. At the “Mediterranean workshop to develop tortoise conservation strategies”, scientists, conservation associations, environmental managers, IUCN advisers and CITES inspectors met in October 2019 in Alicante (Spain). The aims were to update the diagnosis of the conservation status of the Hermann’s tortoise (Testudo hermanni) and the spur-thighed tortoise (Testudo graeca) and to suggest strategies that guarantee their preservation at the Mediterranean Region. The main conclusions are summarized by: i) Mediterranean tortoises are wild endangered species that must be protected in, and together with, their natural habitat. Their main threats are habitat loss and fragmentation and pet trade, but we should also pay attention to wildfires, spread of diseases, the introduction of exotic species or lineages and climate change. ii) Long-term efforts and stablished protocols are needed to accurately diagnose and monitor the conservation status of wild populations, as well as flows among captive and wild animals. iii) Tortoise trade should be banned because it threatens the conservation of wild populations of tortoises. Illegal practices related to tortoises should be decidedly persecuted. People should consider tortoises as wild animals that are endangered and deserving of protection. It is possible to enjoy them by responsibly observing them in their habitat. iv) Tortoises may carry pathogens or parasites and their sanitary status cannot be fully assessed. They should always be considered potential vectors of tortoise diseases and of zoonosis. Hygiene protocols should be implemented when managing them. v) The researchers attending this workshop aimed to develop a scientific network for the long-term monitoring of graeca and T. hermanni populations in the Mediterranean Region. They will need the support from public administrations.
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