RRL
RRL
Recently, the development of organic farming has been made possible by livestock production
(Baars, 1998). As a result, the most common organic farming system in Europe was based on a
large share of fodder crops in rotation, in combination with animal production (Olesen et al, 1998).
Nonetheless, the large demand on organic cereals (Sylvander, 1992), associated with both the
development of organic production, thanks to their image of being environmentally friendly
practices and the setting up of a public compensation payment system (Lampkin, 1996) create a
favourable context to promote an arable farming system. Consequently, conversion to a
specialized arable farming system is expected to increase.
Arable farming systems (AFS) will be faced with technical problems such as nitrogen
management (David, 1997) and weed control (Thomas et al, 1994), which affect economic
viability. Therefore, there seems to be a need for further research, concepts and tools, to enhance
conversion and develop a sustainable system.
After a rapid description of arable farming systems in Europe, this introductive paper raises again
a state-of-the-art in research on organic arable farming. Finally, the research methodologies will
be discussed.
Over the last ten years, the fast growing market for organic cereals has created a favourable
situation for specialized arable farming systems.
The earliest organic cereals have been produced by mixed farms. However, the use of imported
fertilizers led to further intensification and specialization and induced development of arable
farming systems.
In order to respond to the large demand of organic cereals, arable farming systems were recently
converted into organic farming systems. Nonetheless, this recent development was divided
between country and region, because of climate conditions and agricultural context. Thus, four
AFS could be identified.
Usually developed in a temperate climate [Western Europe i.e. United Kingdom], these systems
are based on a large share of fodder crops (more than 40 percent of the area) in combination with
cereals. Within a long rotation (i.e. eight to ten years), cereals are grown after preceding crops
such as leguminous, fertilized with farmyard manure. Animal production is reduced (lower than
20 livestock units), composed of dairy, beef or sheep production. The economic viability is
ensured by a low level of inputs, self sufficiency and insertion of farm in viable processing and
marketing networks thanks to links with livestock farming.
Mostly represented in the North European countries (i.e. Denmark, Germany, The Netherlands),
this farming system had followed up the intensification and specialization observed in
conventional agriculture. This specialization process has been possible thanks to the flexible
norms for organic farming, particularly with regard to manure inputs and the external cultivation
of roughage and concentrates (Baars, 1998).
In theses farms, there is currently a move towards high profit crops (i.e. potatoes, sugar beet)
grown in short rotations (i.e. three to four years), without any place for Nitrogen fixing and soil
improving crops as clover grass. All compensation for mineral off-take and/or loss of organic soil
matter, takes place in the form of manure inputs derived from livestock organic farms.
The impact of nitrogen into organic farms in the form of artificial fertilizer is prohibited or restricted
by organic production standards (EC Ref. 2092/91). Nonetheless, off-farm organic fertilizers
(i.e. guano-vinasse) are used to some extent despite large fertilization costs (Von Fragstein et al,
1998).
Based on the use of irrigation, cereals (i.e. winter wheat, maize, sunflower) and grain legumes
(i.e. soya bean, chick peas) are grown on farms. The maintenance of adequate levels of plant
production and soil organic nitrogen sources largely depends on both fertility building by nitrogen
fixing leguminous and off-farm nitrogen sources (farm yard manure, organic fertilizers). The
appearance of these systems has been made possible thanks to public funds from CAP Reform
(direct payment on cereals and oilseed crops) and conversion aid with the accompanying
measures (Lampkin and Padel, 1994) completed with interesting sale price levels.
Recently, new arable farming systems have been set up on a large scale in areas with available
land. Mostly represented in Eastern European countries, these systems are based on restrictive
use of inputs, low fix costs and extensive crop production. Therefore, the use of farm yard manure
from conventional livestock farms will make possible further intensification (Kovac et al, 1998).
Due to the appearance of novel arable farming systems, it can be expected that technical
problems could appear, thereby affecting the profitability of such specialized systems. Faced with
new questions, it is important to focus on the role of research and determine the needs of
increased research attention with special emphasis on research methodologies.
Despite diversity within arable farming systems, these systems are faced with various agronomic
problems.
In arable farming, farmers extended or even fully substituted the use of farm yard manure and
leguminous by manufactured fertilizers, in spite of large fertilization costs. Thus, the amount of N
required often exceeds the amount of N imported, resulting in a negative N budget for the crop
(Patriquin, 1986). Consequently, nitrogen deficiencies affect yields and quality.
Weed Control
Effective weed control is difficult in arable farming (Rasmussen, 1996). By a low share of forage
crops and short rotation, perennial weeds are spread over time (Bulson et al, 1997) which
induces, in the long-term, a decreasing yield.
Soil Degradation
A low proportion of soil improving crops, the existence of intensive cropping practices (e.g. on
maize, sugar beet, potatoes) and the low use of farm yard manure, lead to significant soil
degradation, particularly in sandy soil and clay soil.
Plant Protection
Pests and diseases in cereals are facilitated by short rotation, intensive nitrogen input and sparse
crop architecture. Moreover, the large build up of predatory beetles and spiders that occurs in
permanent perennial legumes is reduced (Clements and Donaldson, 1998). Pests and diseases
should be controlled through preventive methods as mixing varieties, long-term rotations, row
spacing and insertion of break crops.
Water Resource Availability
Besides climatic growth factors, water is essential for plant growth and development (Elhers,
1997). In the conditions of restricted water supply, the competitive strength of organic farming to
conventional farming will be increased with respect to yield and water use efficiency. However,
the viability of Mediterranean AFS depends on water and fertilization use efficiency which is
influenced by cultural intensity and farmer practices.
Economic Viability
In order to solve technical and economic problems and ensure sustainability, research and
advisory systems have to give further solutions and develop novel methods to encourage
knowledge transfer.
Hk (in Wynen, 1997) mentions that in the 1980s the emphasis was on solving short-term
production problems. Historically, organic farming has been a bottom-up movement driven by
farmers and later on stimulated by state support and market forces. Therefore, applied technical
research has been and still is, favoured by farmers (Niggli and Lockeretz, 1996).
For the last 30 years, research and extension activities in organic farming have been carried out
by specialized research teams amongst whom private research stations, founded in Northern
European Countries (Wynen, 1997) played a large role. Research has mostly been developed
over a long-term period (i.e. Oberwill & Rodale experiments).
Researchers mainly concentrated on livestock and mixed farming systems. As a result, research
has been directed to:
- improve soil fertility by the introduction of farm yard manure and forage crops in crop rotation.
Nevertheless, recent research on arable farming has been carried out. The main themes which
were investigated are:
- nitrogen management on arable farming systems (Von Fragstein et al, 1997, Granstedt et al,
1996)
Research is mostly concentrated on soil aspects. The most common approach to it has been to
manage a mixed farm as closely as possible to a closed system (Kpke, 1993). As a result, many
studies have tried to improve the recycling of forage crops and fertilization with composting
manure;
Weed problems have also been of inconsiderable interest, where crop rotations and mechanical
control methods have been investigated a lot;
- pests and diseases were generally considered to be directly connected with soil availability and
therefore received less attention;
- the analysis of the conversion process, recognized as a risky period for a number of reasons,
including the need to develop new management skills, investment requirements and marketing
possibilities.
Specific problems such as the control of perennial species in crop rotation with a high proportion
of cereals and soil degradation, have not been developed recently.
Little attention has been paid to improving nitrogen management on cereals by the introduction
of off-farm sources. Recommendations restricting the use of off-farm sources have been
introduced to minimize nitrogen fluxes to the hydrological environment (Kristensen et al, 1995).
Hence, organic cereals obtained a low baking quality thanks to nitrogen deficiency (Peltonen,
1993).
Wynens report (Expert roundtable FAO, Braunschweig 1997) focused on the need for further
research. As a conclusion, this requirement could be reinforced with need for specific references
adapted to arable farming systems.
Applied research is generally carried out by those who have producers as their clients, for
example, farmers organizations, private research stations. Basic research can be carried out in
places such as universities, where there is relatively little direct contact with farmers and often
better equipment and research facilities. (From Wynens Report Expert Roundtable, FAO,
Braunschweig 1997).
Basic research is partly considered as a means to enhance the researchers reputations among
their peers (Niggli and Lockeretz, 1996).
Wynen underlined conflict between basic and applied research. Niggli and Lockeretz criticized
the role of basic research and recommended the development of holistic approach. Nonetheless,
a subject such as plant protection needs further basic knowledge, which requires experiments.
In conclusion, researchers have to precisely analyse the needs of basic research and to establish
a top-down approach which allows rapid transfer of technology.
On-farm survey has been developed in England, France and The Netherlands. For example in
France, ISARA has set up a research programme on arable farming:
- to follow-up conversion and identify sociological, economic and technical barriers; and
A survey has been carried out in organic and converted farms. In the same way, on-farm trials
were set up on selected fields (selected in each farm according to their semi-permanent
characteristics (soil-cropping system practices) (David et al, 1996) to improve:
Organic farming development is qualified as a bottom-up movement thanks to the role of pioneer
organic farmers in the establishment and dissemination of new management skills and
techniques. As a result, researchers should rely on farmers needs and develop dialogue.
In France, The Netherlands and Spain, testing of the participatory approach has begun. Farmers
participation cannot be limited to providing information and to verifying the suitability of scientists
technologies or development projects. Researchers have to participate in the project of farmers,
in a symmetric manner in order to spread active learning methods and make them widely
available.
CONCLUSION
In spite of the need of a holistic approach (Niggli and Lockeretz, 1996), there is a certain risk that
with the complex and often time-consuming approach one loses ones way in a research project.
Researchers still have to define main objectives and issues to facilitate technical and economic
viability. In this workshop, actors should establish future collaboration among scientists on
integrating and harmonizing current research methods in organic farming. Cooperation and
discussion between researchers, farmers and politics should then be enhanced.
REFERENCES
BAARS, T. (1998): Modern solutions for mixed systems in organic farming. Mixed farming
systems in Europe, Workshop Proceedings, Dronten, The Netherlands, 23-30 pp.
BULSON, H., WELSH, J., STOPES, C. and WOODWARD, L. (1996): Weed control in organic
cereal crops. EU contract AIR CT93-0852, 135 pp.
CLEMENTS, R.O. and DONALDSON, G. (1998): A clover-cereal whole crop silage system for
mixed farming. Mixed farming systems in Europe, Workshop Proceedings, Dronten, The
Netherlands, 91-94 pp.
DAVID, C., FABRE, B. and GAUTRONNEAU, Y. (1996): Towards modelling the conversion of
stockless farming systems to organic farming - On-farm research in the South East of France,
IFOAM Conference: New research in organic agriculture, Copenhagen, 23-27 pp.
DAVID, C. (1996): Influence of cropping systems and mechanical weed control on weed
population in winter wheat: Research on stockless systems in conversion to organic farming, 2nd
ENOF Workshop, Barcelona, 35-44 pp.
DAVID, C., CORMACK, B., KPKE, U., OOMEN, G.J.M., PALLUTT, B. and PHILLIPS, L. (1998):
Research in organic arable farming systems: Key notes, 4th ENOF Congress, Edinburgh (in
press).
ELHERS, W. (1997): Influence of cultural intensity on water use and water use efficiency - Basic
considerations and deductions for organic farming, 5th ENOF Workshop, Resource use in
organic farming, 7-21 pp.
KPKE, U. (1992): Nitrogen utilization in organic farming systems: losses by leaching and
symbiotic fixation, Potentials and limits of organic farming EU Workshop, Louvain la Neuve, 130-
137 pp.
LAMPKIN, N. and PADEL, S. (Eds.) (1994): The economics of organic farming: an international
perspective. CAB International, Wallingford.
PATRIQUIN, D.G. (1986): Biological husbandry and the nitrogen problem, Biological Agriculture
and Horticulture, 3: 167-189 pp.
PELTONEN, J. (1993): Grain yield of high and low protein wheat cultivars as influenced by timing
of nitrogen application during vegetative development, Field Crops Research, 33: 385-397 pp.
SCHENKE, H. and KOEPKE, U. (1994): Cultivation methods for the control of weeds in winter
wheat crops grown in an organic farming system, Zeitschrift fr Pflanzenkrankheiten und
Pflanzenschutz, 333-342 pp.
THOMAS, J.M. et al (1994): Non chemical weed control, 4th IFOAM Conference, Dijon, France,
393 pp.
VON FRAGSTEIN, P., SCHMIDT, H., KALBURTJI, K., GAUTRONNEAU, Y., DAVID, C. and
STOPES, C.E. (1997): On-farm development and evaluation of organic farming systems: the role
of livestock and agroforestry, Final report EU project AIR3 CT93-0852.
VON FRAGSTEIN, P., SCHMIDT, H., KALBURTJI, K., GAUTRONNEAU, Y., DAVID, C. and
STOPES, C.E. (1998): N-management in ecological arable farming systems, 5th Congress
European Society of Agronomy, Nitra, 17-18 pp.
WYNEN, E. (1997): Biological Farming Research in Europe, REU Technical Series No.54. Krell
R. (Ed.), 73 pp.
Presently some 400 research projects related to organic farming (OF) are performed in the Nordic
Region. Most projects are component oriented, using reductionistic methods, but there are also
some innovative projects with holistic, multiperspective approaches. In order to create agricultural
systems that comply with the holistic views of OF, new research methodology needs to be
developed. How this should be done is now debated in the Nordic countries.
The aim of this paper is to review the current state of research in organic farming (OF) in the
Nordic countries, focusing on the discussion regarding research methodologies for OF. A brief
background of the Nordic situation is given and the methodological problems arising from basing
research on the concept of OF are discussed. This paper is only dealing with the situation in the
Nordic countries, that is Denmark, Finland, Iceland, Norway and Sweden. It should be noted that
OF is called ecological agriculture in the Nordic countries. The paper is based on personal
observations, interviews with one or two key persons in each of the Nordic countries (see list of
Personal communications at the end of this paper) and a literature study. All interviewed persons
have responded very kindly. However, all viewpoints and any mistakes in this text are the full
responsibility of the author.
The Nordic Region has a population of about 24 million and 8 306 000 ha of arable land (Nordic
Statistical Yearbook 1997; Table 1). The area shares a common cultural and historical
background. In Denmark, Sweden and Norway the languages are similar enough to allow the
inhabitants to understand each other. Agro-eco zones and growing conditions are mainly
determined by latitude and altitude, causing big differences between north and south in the
Region rather than between countries. Livestock farming systems are generally favoured by
climatic and geographic conditions in the Region. In certain areas it is difficult to harvest matured
grain, due to very high yearly precipitation (as in the western parts of Norway and in Iceland) or
to short growing season (as in the northern parts of the Scandinavian Peninsula, especially inland
and in Iceland). Ley production is however, feasible almost everywhere, making livestock and
particularly milk production (based on clover-grass hay or silage) the most important type of
production in large areas since ancient times.
Livestock farms are generally facing fewer problems while converting to OF as compared to other
production systems. The difference between organic and conventional livestock farming is usually
relatively small, at least in those areas where grain can be harvested. A great increase in farming
intensity has taken place in the Region during the last four decades, causing a wide range of
environmental problems facing agriculture today.
Table 1. Population and arable land in the Nordic countries (Nordic Statistical Yearbook, 1997)
* 1/1 1996
There are also differences between the countries. For example, Denmark generally has more
favourable soils and climate for arable farming. In contrast to the other Nordic countries the food
and agricultural sector is important for Danish export, contributing to 24 percent of the export
income in 1996 (Agricultural Council of Denmark, 1998). Politically, Norway and Iceland are not
members of the European Union, however, they are members of the European Economic Area
(EEA). Finland and Norway have had a comparatively protectionistic agricultural policy for a
number of years, while Denmark and Sweden have tried to adapt to world market prices.
Environmental issues have been more debated in Denmark and Sweden than in the other
countries. Farm animal welfare has been another issue of great concern to the public in these
countries.
DEVELOPMENT OF ORGANIC FARMING IN THE NORDIC REGION
Biodynamic agriculture was practised in the Nordic Region already in the 1930s. The biodynamic
research group Nordisk Forskningsring first started research in OF in 1949. Their most well
known research project is a 32-year (1958-1990) field trial regarding effects of different manuring
systems on product quality (Pettersson et al., 1992).
In the 1970s the present concept of ecological agriculture started to develop (MAF, 1995). The
big increase in number of farms converting to ecological agriculture started in the 1980s,
especially in Denmark and Sweden, mainly out of environmental concern. Today, OF is generally
accepted by all sectors of society as a viable alternative to conventional farming. In Denmark and
Sweden organic food producers are at the moment having difficulties satisfying consumer
demand for organic certified products. In Finland and Norway the development has been slower.
In Norway there was early political support for OF, resulting in the establishment of the Norwegian
Centre of Ecological Agriculture in 1986 with the aim to promote OF research (Saether, 1997). In
Iceland the idea of OF has been generally accepted only during the last few years. Still a big scale
conversion (20 percent of farms) has been politically debated in the Parliament of Iceland. An
increasing international demand for organic mutton has accelerated Icelandic farmers interest in
OF (Thorsson, pers. comm.).
The Nordic agricultural universities have generally been slow in accepting the idea of OF as a
research field, as compared to the widespread acceptance of the phenomenon in other sectors
of society (e.g. among politicians and consumers). Its acceptance in universities has generally
followed a pattern supporting the theories of a paradigm shift (see e.g. Wynen, 1998). The first
chair in Ecological agriculture was introduced at the Swedish University of Agricultural Sciences
in 1990 (financed directly through the Council for Forestry and Agricultural Research rather than
by the university itself). Today the following six chairs have been established in the Nordic Region:
two in organic plant production, three in agro-ecology and one in ecological animal husbandry. In
addition there are two associate professors.
During the last decade and estimated in round figures, more than US$100 million have been
dedicated to OF research and development projects in the Region. In addition, some OF projects
have received funding from conventional sources. It is estimated that about 400 projects of
varying size are presently on-going in the Nordic Region.
A problem is to make a clear distinction of what to classify as organic projects. Many projects
are of great interest both for organic and conventional farming. Another difficult distinction is that
between research and development projects. One should be aware that these distinctions might
vary between countries, making comparisons of figures in the following overview difficult. Also,
while the number of projects is reviewed, the size of the individual projects may vary considerably.
DENMARK
In Denmark a big research agenda was launched in 1996 following a government decision on a
US$17.5 million funding of OF research. Three big research programmes were started, all
coordinated by the Danish Research Centre for Organic Farming. Later more projects have been
added, so that a total of six programmes are now coordinated by the Centre (Table 2).
There are also OF research projects headed by other Danish research institutions. The Danish
koguide (Borgen, 1997) lists 47 such on-going projects. An estimated 4-8 percent of the total
agricultural research budget is allocated to research in OF (Kristensen, pers. comm.).
Table 2. Research projects coordinated by the Danish Research Centre for Organic Farming
(Research Centre for Organic Farming 1997)
FINLAND
In 1995 a two-year research programme for OF was launched, comprising some 50 projects in
nine areas (Table 3). The programme has been extended for another three years. It now includes
77 projects: 39 of these are classified as pure organic and 38 as supporting organic research
(Seuri, pers. comm.).
There is currently no official OF research programme in Iceland. During the last years a few
projects have received small grants from the Icelandic Research Council and through a project
run by the Farmers Association. This also includes support for marketing and for farmers
converting to OF. In 1997 about US$50 000 were used for research projects, however, not all can
be considered organic (Thorsson, pers. comm.).
NORWAY
The Norwegian Research Council for Ecological Agriculture is in the process of publishing a
catalogue of on-going OF research and development projects (Serikstad, in print). It lists about
40 such projects.
SWEDEN
A catalogue published at the Center for Sustainable Agriculture at the Swedish University of
Agricultural Sciences (af Geijerstam, 1998) lists 161 on-going research and development projects
at this university considered to be directly related to OF. In addition, it lists another 53 projects
performed at other Swedish universities and research institutions. The Swedish Board of
Agriculture (1998) has published a similar review of OF research projects, including both
completed and on-going projects. This catalogue lists 281 projects: 66 in plant nutrition, 35 in
plant protection, 24 in weed control, 66 in crop production, 14 in plant husbandry
techniques/cropping systems, 14 systems comprehensive projects, one in energy supply, two
in economy and 59 in animal husbandry.
Also the national standards are of importance when discussing the concept of OF. There is one
certification organization in each country issuing national standards (based on the IFOAM basic
standards). Iceland forms the exception having two certification organizations. In Denmark there
are also national standards set by the Government in 1987 (however, somewhat less strict than
those issued by the Danish Certification Organization). Denmark passed a law in 1987 on OF
production.
The Nordic platform consists of a definition of OF, a description of the conceptual background,
stated aims and practical applications (Granstedt et al., 1998).
Aims: The aims form human duties aimed at humans and farm animals as well as nature. The
aims are presented in Table 4.
Practical applications: The basis for the plant production is the respect for soil structure and
fertility and a balanced crop rotation. Soil fertility is to be maintained through recirculation of
organic material. Farming should be carried out with respect to curative actions against pests and
weeds. Synthetic fertilizers and pesticides are not allowed. A balance is necessary between the
number of animals on the farm and the acreage. This means that the animals as far as possible
should be fed from that farms production and that manuring should cause a minimum of
environmental impact.
The statement that ecological agriculture is to be based on a holistic view has consequences on
how to perform OF research. This view is based on the concept that a system is more than the
sum of its parts, for example, that to gain information about the system you cannot only study its
parts but you must also include a study of the system itself (Lbcke, 1983). The ambition of OF
research to grasp a rich picture of a complex system puts new and challenging requirements on
the methodology used. It calls for a multiperspective approach in research.
The Danish authors Fjelsted Alre and Kristensen (1998) argued that the necessity for OF
research to develop a holistic view implies that:
- it is not possible for researchers to disregard any relations within the system, including future
ones (although this is very difficult to handle methodologically!);
- research must take on multiple viewpoints, looking at the system both from within (the researcher
being a subjective actor) and from the outside (the researcher taking the role of an objective
observer).
As a consequence, research must also include all the practical elements of the agricultural system
and here OF has a great strength in that it is actually a viable alternative that already functions in
practice. Since the system aims at self-sustainability, research must focus on self-sustainable
units. This means that the whole spectrum must be included; in some cases the perspective must
be global but in other cases a local or regional perspective will do. The following methodological
approaches are presently discussed in the Nordic Region as relevant to OF.
Systems Approach
The broad understanding of the OF concept demonstrated in the Nordic platform, together with
the complexity of livestock farming calls for a systems approach (e.g. Ebbersten, S., 1990;
Helander, C.A., 1997; Kristensen and Halberg, 1997). The systems view is argued by all
interviewed persons as one needed characteristic of OF research.
A major problem is that there are presently few techniques developed to analyse farming systems
and the emergent properties of such systems. Most of the systems research performed today
consists of analysing subsystems rather than the system as such. (Lieblein pers. comm.). There
is a need for more synthesizing research methods. Two methods of systems research have drawn
particular attention in the Nordic Region:
a) The ideas of systems ecology and energy analysis introduced by H.T. Odum (1988). The
analysed systems are here regarded as open and interactive with their surroundings. The
uniqueness of this method is that both the environment and human activities can be incorporated
and measured in the same analysis, since resource flow is measured on the same basis. The
method is measuring the value of nature for the economical system, according to the premise that
the value of a resource is proportional to the amount of energy used to generate that resource,
irrespective of geological, biological or economical origin.
b) Farming as a human activity system. This view has been inspired by Checklands soft systems
methodology (Checkland, 1981) and the farming systems research developed by Bawden (e.g.
Bawden, 1995) among others. The farming system is not only seen as a production process but
as a human activity system (e.g. Kristensen and Halberg, 1997). The researcher becomes an
actor in the system, rather than an objective outside observer. The view automatically also brings
in the qualitative soft systems aspect into research (see below).
It was noted that the first four Nordic postgraduate courses in OF (held in 1995-98) were about
systems research in this notion (e.g. Lieblein, 1997). One of the co-workers in the Bawden
research group, Nadarajah Sriskanderaja, has spent about six months at the Agricultural
University of Norway where he contributed spreading the ideas of farming as a human activity
system. In addition the American professor Charles Francis was appointed in 1998-99, the first
Visiting Professor of the Agro-ecology in Nordic Forestry, Veterinary and Agricultural University
(NOVA). He has extensive experience from system design and participatory learning processes
and will contribute to the Nordic development in these fields, e.g. through the design of a
comprehensive MSc degree programme in ecological production systems.
Participatory research has emerged out of the view of farming as a human activity system. Here
the researcher joins with the farmer, the advisor and other concerned parties and each participant
contributes with his/her experience and knowledge both in formulating the research questions
and in performing the research. Participatory research also provides an excellent method of
finding the key issues for future OF research.
Qualitative Aspect
a) Soft systems methodology. In order to include human activities in research, much more
attention must be paid to soft systems methodology. Qualitative research is common in the social
sciences and there is a need for interdisciplinary exchange. The natural sciences have to learn
qualitative research from a systems perspective.
b) Ethical aspects. Ethics is the qualitative aspect dealing with human values and morals. In a
recent article Fjelsted Alre and Kristensen (1998) concluded that to analyse the complexity of a
livestock based farming system, a systemic view is a first step in research. The second step is to
move beyond the limits for what is conventionally considered as scientific, to also include the
values and the ethical context of which the research is a part.
Multiperspective Approach
The Nordic platform takes a multiperspective approach which is also necessary in OF research.
All the above-mentioned perspectives (and more) must be included for a fully holistic view. A key
characteristic of real life oriented and thus relevant systems research, is that it transcends natural
sciences with their often quantitative methods and social sciences with their often qualitative
methods. As such, the systems researcher aims to deal with both natural as well as human
processes in agriculture and to relate those processes to the real life situation as a whole (the
systems perspective) (Lieblein pers. comm.).
A recent interesting discussion regards the role of intuition in research (Borgen, 1998). Since a
holistic view calls for including all possible factors, human intuition could be a superior tool in the
evaluation process. Thus, it is needed to develop tools for the use of human intuition in research.
Looking at a research project as a three-step process (Figure 1), an alternative perspective may
be taken either in parts of the process or during the whole process.
A project with an altogether alternative approach would pose the research question from a
holistic perspective, then use an alternative scientific methodology in the second step to answer
the question and finally make the evaluation and synthesis of results again from a holistic
perspective.
However, all interviewed persons agree that an altogether alternative approach is not always
necessary. Holistic research questions may well be answered through the use of conventional
methodology. The crucial point is to have a holistic approach when drafting the research question,
as well as when discussing the results.
The majority of the Nordic research projects are component oriented, solving the problems on a
component rather than systemic level. The interviewed persons estimated that more than 90
percent of the present research projects have a conventional design, using reductionistic
methods. Several projects show little of holistic approach, thus taking the same perspective as
conventional agriculture, only suggesting techniques with less environmental impact as solutions
to the problem. That is, a lack of holistic perspective may lead to reductionistic answers not
leading much further in developing a sustainable agricultural system.
One reason for the strong component orientation is probably that it has been difficult enough to
get the Nordic universities and funding bodies to accept OF as a research field, even with
conventional research design. Projects also including alternative methodology have had
marginal chances to be funded. This is probably also a reason why there has not been much
development of alternative research methodologies in OF research. The alternative methodology
is usually developed within other areas of science. This is true fore example, for farming systems
research and multivariate statistical analysis.
Another reason why there has been little development of holistic methodology is that it usually
requires some kind of interdisciplinary studies, e.g. between natural and social/humanistic
sciences. Such border crossings are not favoured by the academic system by which researchers
qualify themselves for future advancement. In addition, it is more difficult to receive funding for
such studies (Wynen, 1997).
Methodology questions are presently a hot issue in Nordic countries. For example, in Autumn
(1998), seminars were arranged on this topic in Denmark, Norway and Sweden.
Below some examples of Nordic projects that may be considered to have an innovative approach
in some respect are listed[7].
Systems research: The Swedish Council for Forestry and Agricultural Research has financed a
Research School in Ecological Land Use (ReS-ELU), starting in 1998. It is headed by the
Swedish University of Agricultural Sciences and four Swedish universities participate. There will
also be close cooperation with other Nordic research schools. The research area is defined as
OF in a dynamic interaction with surrounding society and nature. Humans and nature are viewed
as integrated parts of a single system. The starting point and focus will be agricultural sub-
systems[8] and the importance of the interfaces between society, agriculture and the environment
(Figure 2). The approach will emphasize interdisciplinary and transdisciplinary research and
synthesis. Nine PhD positions are integrated in interdisciplinary/transdisciplinary projects. Five
major interrelated research themes are identified as the core programme of the school:
Another interesting group of projects at the same university deals with the development of long-
term self-sustainable animal husbandry systems. Grazing animals (also pigs and poultry) are
included in the crop rotation and the animals natural behaviours are utilized for productive labour,
e.g. rooting pigs are used for breaking the ley.
In Finland a project is planned for studying the question whether environmental quality of organic
grain could be increased by local production (the whole food chain taken into consideration) rather
than by a global grain production system. This is a multidisciplinary study integrated with food
systems research.
Figure 2. Proposed Research School will highlight the interfaces between society,
agriculture and the environment.
On-farm research: In Norway a large scale case study and on-farm research including 30 farms
was performed in 1989-92 at the Norwegian Centre for Ecological Agriculture. This project was
continued with 13 of the farms in 1993-96. The projects mostly consisted of on-farm data collection
but also included some development of new methodology. In the same institute a three year on-
farm project was made studying the impact of heavy traffic in ley, including an alternative statistical
design.
Also in Denmark there is a big on-farm project administered by the Danish Institute for Agricultural
Sciences. Data collection is made on the farms while they also function as demonstration farms
and a basis for other research projects.
Participatory research: In Finland, a five year participatory research project started in 1995 as a
cooperation between Helsinki University and Partala Research Station for Ecological Agriculture.
It is focused on organic vegetable farms.
In Sweden a participatory research project has just started. Six farmers, one farm manager, one
adviser and three researchers will work together focusing on leguminous plant production and
green manuring. The aim is to extend the participatory research to more projects.
The project Developing ecological agriculture in typical field crop areas in Norway aims to
develop knowledge to support farmers in conversion to OF, in areas presently dominated by
monoculture grain cropping. The project is systems oriented, studying the areas in-between soil-
and crop sciences and animal sciences and also between the natural sciences and the social
sciences. The results are presented in conventional terms. The project focuses on studies of real
life farms and applies participatory methodologies as an integral part of the scientific process.
A very interesting form for participatory research is the Grass Root Research in Denmark. In
1998-2001 the Ministry of Agriculture and Fisheries will provide US$3.2 million for innovative
research to be initiated by farmers and other citizens wanting to do down to earth-research in
organic farming. It is not necessary that results are reproducible according to scientific practice.
The aim is to create a dialogue with established researchers and that the grass root research will
provide new ideas for future scientific work. This research programme was initiated by the Danish
Association for Organic Farming.
Projects including the study of values and ethics: At the Danish Institute of Agricultural Sciences
a project The interplay between agricultural production, values and regulations in organic
farming was performed in 1993-97. It included three sub-projects: The degree of sustainability
and ethical accounting in organic farming, Farmers non-economical values and Farmers non-
economical values in relation to distribution, authorities, research and advisory organizations.
In Sweden two interdisciplinary projects studying ethics in OF are performed: a three year project
Environmental ethics in sustainable agriculture and a four year project Values and ethics in
animal husbandry within OF.
Two Danish projects have focused on the philosophy of OF. One project is performed at the
Aalborg University Center, focusing on the transition and change between OF and the
establishment, including philosophical and historical aspects and looking into other cultures.
Another project Nature ethics as a practical concept has been performed at the Technical
University of Denmark. It is a case study, based on qualitative interviews with six farmers. Values
and ethics expressed by the farmers are compared with their ways of farming in practice.
Interdisciplinary methodology is used on a phenomenological and anthropological basis.
A four year phenomenological study of farmers in conversion to OF, The basis for decision-
making in organic farming has recently been completed at the Agricultural University of Norway.
A project at the Danish Research Centre for OF, Farm management in relation to the values of
environment and nature is studying a Multi-objective Decision Support System. It is trying to
operationalize an ethical accounting system for animal husbandry and for farm impact on
landscape ecology.
Studies in scientifically controversial topics: A few projects deal with scientifically controversial
topics, such as homeopathy or biodynamic preparations. In 1998 a four year project, Alternative
veterinary medicine and biological plant protection was started. It includes a study of
homeopathic treatment of infectious diseases in farm animals at the Norwegian College of
Veterinary Medicine and a study of holistic methods for plant protection at the Norwegian Centre
for Ecological Agriculture. In Denmark a literature study regarding homeopathy and homeopathic
treatment of farm animals was performed earlier at the Danish Institute for Animal Sciences.
Three projects at the Danish Royal Veterinary and Agricultural University study anthroposophic
picture creating methods (using copper chloride crystallization or picture chromatography with
silver nitrate) for measuring qualitative characteristics of plant products. These projects include
development of methodology.
Multiperspective projects: In Denmark ten scientists from three different research institutions
(Danish Institute of Agricultural Sciences, Research Centre Ris and the Royal Veterinary and
Agricultural University) are cooperating in a project, Biological nitrogen fixation, recirculation and
leakage of nitrogen in organic farming systems. The project is aiming at knowledge synthesis,
studying the nitrogen balance in organic farming.
CONCLUSIONS
Some 400 research projects related to OF are presently on-going in the Nordic Region. The
overwhelming majority (90 percent or more) of projects are component oriented, using
reductionistic methods. In order to create agricultural systems that comply with the holistic views
of OF, new research methodology needs to be developed. There is an awareness of this problem
among researchers in the Region and there is presently a debate regarding how to develop OF
research methodology. There is also a general agreement on the concept of OF and the
methodological development will most probably be facilitated through close cooperation among
the Nordic research institutions. Although there are already interesting projects on-going, the
number of projects with a holistic, multiperspective approach is likely to increase in the future. We
can look forward to interesting developments in this field.
REFERENCES
BAWDEN, R. (1995): On the systems dimension in FSR., J. Farming Systems Res. and Educ.
Vol. 5, no. 2., 1-18 pp.
BORGEN, A. (1998): Har holdningen till kologisk jordbrug konsekvenser for valget af
forskningsmetoder? KVLs Forum for Bioetik om kologisk jordbrug.
GRANSTEDT, A., BOVIN, B., BRORSSON, K.-., LUND, V. AND . RLIN (1998): Ekologiskt
lantbruk - frdjupning. Natur och Kultur/LTs frlag. Falkping.
HELANDER, C.A. (1997): The Logrden project: development of an ecological and an integrated
arable farming system. In: Ittersum, M.K. van and Geijin, S.C. van de (eds.) Perspectives for
Agronomy - Adopting Ecological Principles and Managing Resource Use, 309-317 pp.
LAZSLO, E. AND A. LAZSLO (1997): The contribution of the Systems Sciences to the
Humanities. Systems Research and Behavioural Science 14, 15-19 pp.
LIEBLEIN, G. (ed.) (1997): From farming systems to food systems: Third Nordic postgraduate
course in ecological agriculture. Dep. Horticulture and Crop Sci., Agric. Univ. Norway (NLH), P.O.
Box 5022, 1432 s, Norway.
MAF (1995): Aktionsplan for fremme af den kologiske fdevareproduktion i Danmark Ministry of
Agriculture and Fishery.
PETTERSSON, B., REENTS, H.J. AND E. VON. WISTINGHAUSEN (1992): Dngung und
Bodeneigenschafen. Ergebnisse eines 32-jhrigen Feldversuches in Jrna, Schweden. Nordisk
Forskningsring, Meddelande nr. 34.
WYNEN, E. (1998): Research implications of a paradigm shift in agriculture: The case of organic
farming. In: Dragun, A. and Jakobsson, K. Frontiers in Environmental Economics. Swedish Univ.
of Agr. Sci., Dept. of Economics, Report 119. Uppsala.
PERSONAL COMMUNICATIONS
In Mediterranean Countries Organic Farming (OF) developed later compared to other European
countries and research on this issue has never had the economic support of foundations or other
donors (as on the contrary happens in some Northern Countries), nor the economic support of
the organic farmers themselves. This, as well as the different organization of research institutions,
has the consequence that there are no research institutes born in order to work on OF. There is
just one exception: GRAB (Groupe de Recherche en Agriculture Biologique) in Southern France,
still facing many economic problems.
All research work carried during the last decades is due to the good-will of few researchers
working within conventional institutions who decided to devote part of their time to such a topic.
Only in very recent years has some funding from EU or national or regional governments been
devoted to OF topics thus attracting the interest of other researchers and giving the possibilities
to some farmers or extension agents to carry out small projects.
RESEARCH DEMAND
Mediterranean agriculture is characterized by specialized fruit (including olives and grapes) and
vegetable (especially early ones for export) production and little presence of animal husbandry,
except from areas where it is highly concentrated and specialized (i.e. Po Valley) or extremely
extensive (i.e. mountainous areas of Greece and Spain). Moreover there are areas (Central Italy,
Catalonia, Camargue) where cereals and other arable crops are grown (rice, durum wheat,
sunflower).
OF has many of the same problems as conventional agriculture. So there are many organic
specialized fruit and vegetables producers whose main problem in the short-term is plant
protection, but in the long-term, due to the separation (even in geographical terms) of plant
production and animal husbandry, the main problem is how to maintain soil organic matter and
fertility at sustainable costs. That is the problem of arable farmers as well. Let us keep in mind
that hot climate and intensive cultivation make soil organic matter maintenance extremely difficult.
- plant protection in terms of indirect (adequate rotation and ecological infrastructure) and direct
(which product to use against a specific pest or disease) means;
- maintenance and improvement of soil organic matter and fertility at adequate costs.
The consumers as well are actors whose research demands have to be considered. They mainly
ask for:
- scientific safety of all natural pesticides; many natural products used in OF are not registered
or patented; consequently some consumer groups doubt their real safety and ask for adequate
analysis;
Advisers and extension agents are the third group of operators to be considered. Their demand
is concentrated on:
- the availability of standard data collections specific for organic farming in the Mediterranean
countries;
- conversion studies aimed at reducing the risk of uptake in highly specialized Mediterranean
systems (horticulture and fruit orchards).
PORTUGAL
OF is not very common and mainly limited to export products (olive oil and wine). Few researchers
(less than ten) from different university institutes and research stations included some OF practice
or product in their conventional work during the last three years.
Almost no economic studies exist, particularly in the field of conversion studies and farm-level
performance studies of organic farming systems.
Funds
EU funds such as Reg.2078 or Ob.1 (all Portugal is for EU priority 1 area) are used for small
projects. No official national research programme exists.
SPAIN
OF is well spread in southern regions and as for Portugal mainly related to export products such
as fruit and vegetable, olive oil and wine.
Plant protection is the main topic, especially for citrus fruits but some work is in progress on soil
fertility as well. Animal husbandry and a few other issues (weed management, rotation, variety
tests) have been dealt with in recent years.
Sociological and policy analyses exist but there are no conversion and farm-level performance
studies of organic farming systems.
Researchers
Funds
Almost all projects are pretty small and short-term, often financed by EU Reg.2078 or regional
funds. Organic farming was included in the national research programme as a priority area, in the
last change of priorities in 1996 (until 1999). There are public research funds on a federal (MAF
Sectoral Programme) as well as regional level (CCAA).
FRANCE
Here we consider only Southern France as Mediterranean. Compared with other Mediterranean
countries, OF here developed earlier and broader. Still the products are export ones (fruit,
vegetables, wine and olive oil). For many years it was the only Mediterranean area where some
research was done on OF and all other countries were using their results.
Researchers
Thanks to longer tradition it was possible to set up a group of researchers (G.R.A.B. that is the
Southern France part of the I.T.A.B. (Institute Tecnique pour lAgriculture Biologique) specialized
in horticulture fruits and vegetables) working only for organic farmers and other groups of farmers,
extension agents and experts who could afford some research work (for example within the local
Civam and groups of organic wine producers). All research being supported and often paid for
by farmers was strictly the answer to farmers questions. In recent years research has also been
carried out in some universities (e.g. Montpellier) and in other research institutions (INRA).
We estimated that there are about 20 researchers working on OF only in Southern France.
Funds
As already said, in earlier years research was paid by farmers groups. In the last years some
support came from regional and EU funds.
ITALY
OF has spread enormously in the last three years and together with classical Mediterranean
(fruit, vegetables, olive oil and wine) and Italian (pasta, tomato sauce and Parmigiano Reggiano)
products other production started to be converted to OF, such as animal husbandry, cereals for
animal consumption, fodder, etc.
Historically very little research was done in Italy on OF but on the wave of interest for OF some
researchers started to introduce in their work some issues related to it. Some interesting studies
on the quality of organic food have been carried out by the National Institute for Nutrition, but it is
one of only a few examples of research by a national research institution. No official national
research programme exists.
Plant protection is still the principal topic, followed by soil fertility and economic studies. Very few
studies exist on weed control, rotation and animal husbandry systems. Little work has been
carried out together with farmers on organic farms. The majority of work is carried out in
experimental plots belonging to conventional farms and is often just a part of broader research on
conventional issues. The weak point of many studies is the very short-term scope (that negatively
influences their value) and the fact that they seldom represent a serious answer to farmers or
advisers requests.
Almost no conversion studies exist, while a consolidated research on farm-level performance
studies has been run for many years in Central Italy (Umbria, Marche and Emilia-Romagna).
Many consumer surveys have been performed, though they differ in quality of results and
methodology.
Researchers
A recent survey on research on sustainable agriculture (Folli-Nasdolini, 1998: see Table) recorded
82 on going research projects on OF. They involve around 100 researchers but very few of them
are dedicated full time to OF research. Around 50 percent of them started in the last two years
and are the first experience in OF for the researchers. Institutions involved are universities,
regional experiment stations, public research institutes and a few private institutes.
Funds
Almost all research is supported by EU and regional funds; some research is financed by local
university funds. A big research and extension project was started last year by the Mediterranean
Agronomic Institute in Bari (one of the four Mediterranean Agronomic Institutes present in different
countries) with funds from EU and the regional government. No official national research
programme exists.
GREECE
OF is very small in Greece. The main product is olive oil and some production of herbs and cotton.
For many years the production projects were carried out by foreigners with little or no involvement
of local institutions.
The main problem of organic olive production is the olive fly, so almost all research is looking for
a solution to it, using in general very conventional approaches. An interesting research project,
even if suffering from economic constraints, is on-going in Crete, where a group of farmers has
started to convert to OF with the help of a PhD student who applied a multi-faceted and
interdisciplinary approach to the group work. The few economic research activities are mainly
related to policy issues.
Researchers
Around five researchers belonging to Universities or public research institutes are devoting part
of their work to OF issues. The project in Crete involves one full time researcher, 20 farmers and
two extension agents.
Funds
As for other countries: EU and regional funds. No official national research programme exists.
CONCLUSIONS
From this brief overview it is clear that research on OF in Mediterranean countries is pretty limited
and often it does not fit the needs of operators (farmers, consumers and/or advisers), because it
is carried out in ways, places and with means that cannot be implemented afterwards by farmers.
Long-term experiments are completely absent and very limited on-farm and participatory research
exists. The exchange of experiences among farmers and researchers in different countries is
limited: networking is therefore crucial in order to avoid duplication of researchers and in order to
concentrate efforts and funding opportunities.
The limited availability of research results is also negatively influencing the possibility to have a
certain weight on EU level while establishing standards or deciding political tools to promote OF.
In terms of topics, particularly neglected are animal husbandry issues and variety selection. It is
astonishing how the opportunity to re-choose varieties given by the compulsory use of organic
seedlings (in 1998 the EC Regulation on OF established that conventional seedlings were no
longer usable and in 2000 seeds too should come from OF) was trivially turned to the production
of seedling with inputs allowed in OF but using varieties conventionally used which will probably
continue the same with organic seeds in 2000.
Open methodological issues are the need of research tools well-suited to the specific nature of
OF and of Mediterranean productions: this issue is particularly relevant in the field of comparison
studies, given the substantial difference between organic and conventional farming systems.
Holistic and interdisciplinary research is very rare in Mediterranean countries, not only in the field
of OF. Such an approach is particularly crucial for semi-arid zones, where the preservation of
fertility is strictly connected with water preservation strategies, crop protection and social issues
(as the maintenance of rural populations in their territories).
REFERENCES
ISART, J. and LLERENA, J.J. (eds.) (1996): Proceedings of the 1st ENOF Workshop on
Biodiversity and Land Use: The role of Organic Farming (Bonn, 9-10 December 1995),
Barcelona.
ISART, J. and LLERENA, J.J. (eds.) (1997): Proceedings of the 2ndt ENOF Workshop on Steps
in the Conversion and Development of Organic Farms(Barcelona, 3-4 October 1996), Barcelona.
ISART, J. and LLERENA, J.J. (eds.) (1998): Proceedings of the 3rd ENOF Workshop on
Resource Use in Organic Farming (Ancona, 5-6 June 1997), Barcelona.
LAMPKIN, N., FOSTER, C. and PADEL, S. (1999): The policy and regulatory environment for
organic farming in Europe: Country reports. (Organic Farming in Europe: Economics and Policy.
Volume 2), Hohenheim.
Essential information was given informally by Geyser and GRAB (France), Manolis Kabourakis
(Greece) and Agrobio (Portugal).