1. Introduction
The relevance of this study is due to the growing role of agriculture and rural areas in economic development and human life. Rural areas have enormous economic, natural, demographic, historical, and cultural potential. Agriculture is the largest employer in the world, providing a livelihood for 40 percent of the planet’s population [
1].
Among the 17 important UN Sustainable Development Goals (SDGs) for the post-2015 period, SDG 2 “End hunger, achieve food security and improved nutrition and promote sustainable agriculture” recognizes the importance of “developing support for sustainable agriculture, expanding opportunities for smallholder farmers, …, ending rural poverty, ensuring healthy lives, and combating climate change” [
2,
3]. At the same time, achieving SDG 1 of the UN Sustainable Development Goals (eradication of poverty) is impossible without modernization of rural areas. Achieving sustainable development is possible only on the basis of rural revival.
However, the development of rural areas in the world today is extremely uneven and subject to various economic and climatic fluctuations, which means that food security and the survival of humanity as a whole are at risk. There are a number of identical problems in the agricultural sectors of most countries, such as the standard and quality of life of the rural population as a whole lagging significantly behind the standard of living in cities. Meanwhile, low life expectancy is observed, rural populations’ access to social, medical, and educational services is decreasing, social tension is growing, and the information, financial, social, and technological gaps between urban and rural areas are deepening. All this leads to urbanization and an increase in the migration outflow of the rural population (especially the most promising young personnel) and to the loss of development of rural areas. The share of the world’s urban population in 1960 was 33.6%; in 2024 it reached 57.4%, and by 2050, 68% of the world’s population is expected to live in cities [
4].
A world with large disparities in development between rural and urban areas will never be able to achieve the Sustainable Development Goals (SDGs). Current challenges call for urgent action to revitalize rural areas to promote sustainable prosperity [
5].
Today, it is necessary to take all measures to preserve the socio-economic potential of rural areas and to promote in every possible way the creation of advantages for the rural way of life and improvements in the quality and standard of living of the population in rural areas. In this context, it is necessary to develop approaches to increasing the efficiency of agriculture and ensuring food security at the level of all countries and regions. It is necessary to develop a certain methodology for systemic research of rural areas and create an integrated approach to planning and managing the development of rural areas [
6,
7].
The object of this research is the concept of rural areas including agrarian settlements, countryside residents, their culture, socio-economic status, industrial infrastructure, natural landscape conditions, and environmental risks [
8,
9].
Rural areas are a complex system of socio-economic factors that, depending on the objectives set, require various methodologies and techniques for studying, planning, and managing their development and expansion [
10].
There are various definitions of the “sustainable rural development” concept [
11,
12,
13,
14,
15]. Sustainable development is seen as the ability of production not only to meet current needs but also to plan for the needs of future generations [
16,
17]. Sustainable agriculture is a method of farming that makes maximum use of the land’s resource potential and ensures environmental safety and constant renewal of the ecosystem’s fertility. The concept of “sustainable development” implies improving the living conditions of the population and applying scientific and technological achievements in the production process. In the service sector, the sustainable development model is based on meeting the needs of the current generation without compromising the ability of future generations to meet their needs. The concept of sustainable development is based on a combination of three components: economic, environmental, and social [
18,
19,
20,
21]. Sustainable agriculture is socially just, ecologically sound, economically viable, and its paradigm aims to produce the food needed to achieve food security [
22].
In the Strategy for Sustainable Development of Rural Territories of the Russian Federation for the period up to 2030, “sustainable development of rural territories” is understood as the stable socio-economic advancement of rural territories, including an increase in agricultural production volumes, an escalation in agricultural efficiency, achievement of full employment in the rural population, improving their standard of living, and the rational use of land [
23,
24].
In the framework of this study, the main criterion for sustainable development is the requirement for the dynamic property of maintaining a stable trend of increase/decrease in the characteristics of rural areas (each vertex of the cognitive map) in accordance with the requirements of expanded reproduction. We consider the sustainability of rural areas as a “complex dynamic property of the controllability class” [
25].
Rural areas are positioned as open systems within a complex natural and economic territorial system, with weakly structured problems. The object of this study is the sustainable development of rural territories as open socio–ecological–economic systems within a rural territory. Their condition is influenced by a set of external and internal factors that determine the need for systemic research taking into account the most significant connections and interactions that affect the sustainable development of rural areas [
26]. In this regard, methods for modeling the process of rural areas’ functioning are in demand, taking into account not only structured data (quantitatively expressed and measurable indicators and concepts) but also weakly structured data (expressed by qualitative indicators). In this paper, cognitive modeling tools are used to study the conditions for sustainable development of rural areas.
The purpose of this study is to model the cause-and-effect mechanism for ensuring sustainable development of rural areas and to analyze possible situations of its development under the influence of internal and external factors, in order to select the optimal strategy for sustainable development.
To achieve this, the following tasks were undertaken:
- -
definition of concepts and factors influencing the system under research;
- -
identification of indicators and interrelations of complex systems;
- -
construction of a cognitive map “Sustainable development of rural areas” as a comprehensive system;
- -
analysis of the properties of the cognitive map “Sustainable development of rural areas”;
- -
qualitative analysis of the cognitive model, including analysis of properties and cycles;
- -
impulse modeling and scenario analysis to determine the structural sustainability of the system for sustainable development of rural areas.
Rural development within regional economies is a broad area of research. There have been a lot of attempts to conduct studies on some selected dimensions of this area, including such traditional research methods and qualitative, quantitative, and mixed methods [
27,
28,
29,
30,
31,
32]. However, traditional research methods allow analysis of some single and easily solvable problems in agriculture without seeing the overall picture. Cognitive modeling of complex systems allows consideration of the overall picture of the area, taking into account all the interrelations, which distinguishes it from other research methods. Cognitive modeling is based on identifying the relationships and interactions of statistical and evaluation indicators, as well as on modeling systems with certain cause-and-effect relationships between elements [
33,
34,
35].
Today, cognitive modeling is a method widely used for assessing interactions of complex weakly structured systems within the framework of modern theories of decision support and decision making. The possibilities and advantages of the cognitive approach in the field of sustainable development modeling have been clearly presented in various works [
36,
37]. The issues of developing methodological approaches to the use of cognitive models in various areas of the economy have been described in detail in the works of researchers [
38,
39]. Fuzzy cognitive maps are widely applied for evaluation in various socio-economic processes modeling, noting the possibility of using expert assessments and accumulated knowledge among their advantages [
40,
41,
42].
A cognitive model is a formalized graphical representation of the relationships between concepts (notions, factors, indicators, and interacting systems). Cognitive modeling provides opportunities to study problems of the functioning of weakly structured complex systems consisting of separate but interconnected elements and subsystems, such as agricultural and regional economic systems.
Cognitive structuring is an effective tool to support strategic decision making, allowing identification of objects and connections between them when the control object and its external environment represent a complex of processes and factors that significantly influence each other. The use of impulse modeling in scenarios generated under various disturbing influences allows researchers to determine structural stability, predict behavior, and determine possible developmental directions for the systems under research [
43].
The methodology of cognitive modeling of complex socio-economic systems has been successfully tested and applied to solving various problems. Cognitive modeling takes into account the features of weakly structured systems such as agriculture in rural areas, as has been confirmed by the results of research. In particular, cognitive strategies have been used to develop scenarios for achieving sustainable innovation growth within agro systems [
44]. A cognitive map was constructed relating to the problem of managing rural areas’ integrated development [
45]. The cognitive approach has been used in developing mechanisms for improving agricultural management based on environmental regulation of agricultural production [
46,
47]. System dynamics models that simulate the behavior of complex social systems have been developed to analyze the development of social capital in the agricultural sector to strengthen sustainable partnerships between farmers and stakeholders [
48]. Dynamic modeling of sustainable farm development scenarios has been conducted using cognitive modeling [
49]. A system dynamics model was used to assess the level of sustainability of agriculture, highlighting the important role of organic farming and biological control, and that research recommended re-specialization of agricultural production to reduce water consumption [
50]. A scenario approach was applied to study the possibility of innovative development of agriculture [
51]. Fuzzy cognitive mapping of scientific support and commercialization of innovations in the agro-industrial complex system has been constructed [
52]. In this context, options for constructing cognitive maps have been developed and widely presented. However, the use of cognitive modeling for the analysis and scenario modeling of sustainable development of rural areas processes is not so widespread (due to the lack of necessary software support for modeling), and this study seems relevant from the standpoint of this problem.
Taking into account all of the above, this study continues the discussion on the directions of sustainable development of rural areas. The article presents new possible methodological approaches to assess the balance of elements of the sustainable development of rural areas and regional agriculture.
The present paper is organized as follows. The introduction discusses the research interest in the issues of sustainable development in the context of sustainable rural development within complex regional economic systems.
Section 2 describes the research methodology.
Section 3 presents the results of the cognitive modeling of sustainable development of rural territory.
Section 4 provides the scenario analysis results, discussion, and the conclusions of this research.
2. Materials and Methods
Modern cognitive modeling methodology involves constructing a subject area of the research object, which can be displayed as a cognitive map. It allows visualizing the understanding of such complex systems as rural areas, identifying external factors and assessing options regarding their influence on the future state of the system, to solve problems relating to support for management decisions [
26]. The cognitive map also allows study of the structural stability of systems, including impulse modeling and assessment of development scenarios.
To conduct cognitive modeling, a set of 24 most significant factors (concepts) was formed based on an expert survey and analysis of relevant works on the topic of the current study [
53,
54,
55,
56,
57,
58,
59,
60,
61,
62]. All the following indicators interact within the agro-ecosystem and affect its structural stability: rural population quality and standard of living, sustainable development of rural territories, food security, size of the rural population, the state of the regional economy, land, and other natural resources, national–cultural potential, rural population employment, rural population income, agricultural products, raw materials, food markets, labor markets, social infrastructure, the financial basis for rural development, quality of the education system, quality of the healthcare system, the scientific and personnel bases for rural development, interregional and intraregional social differentiation, the environmental situation, the geopolitical situation, state agrarian and food policy, interaction between federal and regional authorities, risks to sustainable development, agricultural production, and interregional and foreign economic exchange.
To achieve the objectives of this study, a list of the studied indicators and vertices was constructed, taking into account the influence of various factors, and a cognitive map G “Sustainable development of rural areas” was constructed (
Figure 1). This represented a formalized description of the cause-and-effect relationships of the elements of a complex open socio–ecological–economic system in a rural area, including its quantitative and qualitative characteristics.
where V = {vi|vi∈V, i = 1, 2, …, k}—set of vertices (nodes, concepts, elements) for a cognitive map; E = {eij|eij∈E, i, j = 1, 2, …, k} is a set of arcs representing relationships (cause–effect relationships) between vertices [
63,
64].
The graph G corresponds to the matrix of relations AG
Various mathematical operations on AG allow us to analyze the properties of the cognitive model, as well as scenario modeling.
Conducting scenario modeling required preliminary development of a plan. When constructing a cognitive map, to select its vertices and to determine the cause-and-effect relationships between them, a socio-economical analysis and a series of brainstorming sessions (with 4 experts in the subject area) were conducted, which is traditional in the development of cognitive maps. To justify the plan, the “Sustainability of rural trajectories” system can be represented as a cybernetic “input–output” scheme, as shown in
Figure 1. It is necessary to analyze the development trends of dynamic processes in situations where the parameters of the external and internal environment of the system begin to change alternately or simultaneously. When conducting a computational experiment, it is necessary to analyze various scenarios when introducing positive or negative impulses that trigger dynamic processes in the system into one or more vertices.
In the process of impulse modeling, scenarios were constructed for the development of situations that could arise in the system under the influence of external and internal disturbing and control factors or with possible changes in the basic factors.
As is known, scenario modeling occurs during the transition to model time in the form of modeling steps according to the following rule [
65]:
where x
i(n) is the value of the impulse at the vertex V
i at the previous moment—the simulation step (n); x
i(n + 1)—at the moment of interest to the researcher (n + 1); f
ij is the impulse transformation coefficient; P
j(n) is the value of the impulse at the vertices adjacent to the vertex V
i; Q
i(n) is the vector of disturbances and control actions introduced into the vertex V
i at the moment n.
The set of realizations of impulse processes is a “development scenario” that indicates possible trends in the development of situations. The situation in impulse modeling is characterized by a set of all Q and X values in each simulation step [
66]. According to the formula of the impulse process, the calculations of the elements of the formula are performed by the software system [
67], which produces the final result.
4. Discussion
In this study, a number of scenarios were developed and analyzed, including scenarios obtained by introducing disturbances into one, two, three or more vertices (assuming that the remaining vertices are in some initial “0” state). Single disturbances arising from the external environment: q22 = +1 (increase in risks to sustainable development), q19 = +1 and q19 = −1 (improvement/deterioration in geopolitical situation). Disturbances occurring within the system included growth in employment (q8 = +1) and income (q9 = +1) of the rural population, development of labor markets (q10 = +1) and agricultural products (q11 = +1), and a decline in the interregional and intraregional social differentiation of the population (q7 = −1). Disturbances introduced into several vertices were combinations of single impulses.
Table 4 shows a fragment of the experimental plan, the scenarios of which are discussed below.
Scenario No. 1. Let us assume that agricultural production is developing; this is modeled by introducing a pulse q
23 = +1 to the vertex V
23. The remaining vertices are in the initial state (q
i = 0). The disturbance vector
Q1 = {
q1 = 0;
… q23 = +1;
q24 = 0}.
Table 5 and
Figure 8 show the results of the impulse modeling.
Scenario №1 can be considered as “positive”. As can be seen from the data in
Table 5 and
Figure 6, the development of production gives an impetus to the consolidation of the growth trends of positive values of the indicators in all vertices of the cognitive map, except for vertices V22 (risks to sustainable development) and V17 (interregional and intraregional social differentiation), in which a steady decline is observed.
Figure 8 shows the results of seven modeling steps, but, as the results of further steps of the impulse modeling show, the trends do not change further. As can be seen from the data in
Table 5 and
Figure 8, at the seventh step of modeling, production increases to 29 units, risk decreases by 17 units, quality and standard of living increase to 45 units, and sustainability increases to 40.
Scenario No. 2. Let us assume that the risks to sustainable development of rural areas are growing, which is modeled by introducing a pulse q
22 = +1 to the vertex V
22. The remaining vertices are in the initial state (q
i = 0). The disturbance vector Q
2 = {q
1 = 0; …q
22 = +1; … q
24 = 0}.
Table 6 and
Figure 9 show the results of the impulse modeling.
The analysis of the results of modeling Scenario No. 2 shows the expected deterioration of the situations in the system. The growth in risk leads to significant decreases in the values of the indicators at all vertices (
Figure 9b,c). The decrease is due to the increasing trends in the growth of risks from step to step of the modeling (
Figure 9a). For example, at the second step of modeling, it is already clear that an increase in risk by 1 unit can lead to a decrease in the quality of life by 1 unit, and at the seventh step, an increase in risk by 12 units reduces the quality and standard of living by 20 units. However, such an effect can only be obtained under the assumption that throughout the modeling, the risk will not be countered by the current situations at the vertices and no other impacts (regulating or disturbing) on the vertices, for example, along paths (e.g.,
Figure 3 and
Figure 4) or cycles (e.g.,
Figure 5 and
Figure 6).
Let us also analyze how situations develop in the system if agricultural production begins to develop in the region, counteracting the impact of risks.
Scenario No. 3. Let agricultural production (q
23 = +1) begin to develop in the “Rural Territory” system under conditions of increasing risk (q
22 = +1); the disturbance vector Q
3 = {q
1 = 0; … q
22 = +1; q
23 = +1; q
24 = 0}.
Table 7 and
Figure 10 show the results of the impulse modeling.
Analysis of the simulation results (
Table 7,
Figure 10) shows that production development is able to withstand the risk. At the fourth step of the simulation, the decline in the quality of life caused by the growth in risk already begins to increase. At the seventh step of the simulation, growth in production by 5 units leads to a decrease in risks by 5 units, and the quality and standard of living increase by 25 units.
Thus, we can conclude that the development of agricultural production leads to an improvement in the development of situations in the system, and scenario No. 3 can be considered favorable. Here, we present the results of modeling the scenario in which disturbances are introduced into three vertices.
Scenario No. 4. Let us assume that the system is affected by risks (q
22 = +1), but the scientific and personnel bases are strengthened in the system (q
16 = +1) based on the strengthening of interaction between federal and regional authorities in this direction (q
21 = +1) [
25]. The disturbance vector Q
4 = {q
1 = 0; … q
16 = +1; … q
21 = +1; q
22 = +1; q
24 = 0}.
Table 8 and
Figure 11 show the results of the impulse modeling.
The results of modeling Scenario No. 4 (
Table 8 and
Figure 11) are slightly better than those of Scenarios No. 1 and No. 3. Despite the risks existing in the system, improving the quality of the scientific and personnel base of the rural area and strengthening the interaction of federal and regional authorities lead to an increase in the quality of life (48 units) and sustainable development (30 units). Next, we further present the results of modeling one of the more complex scenarios, wherein disturbing impulses are simultaneously introduced into five vertices.
Scenario No. 5. Let us assume that agricultural production is developing (q
23 = +1), rural employment is growing (q
8 = +1), the quality of the education system is improving (q
14 = +1), and the interaction of federal and regional authorities is strengthening (q
21 = +1), but there are risks to sustainable development (q
22 = +1); the disturbance vector Q
5 = {q
1 = 0;… q
8 = +1; … q
14 = +1; q
21 = +1; q
22 = +1; q
23 = +1; q
24 = 0}.
Table 9 and
Figure 12 show the results of the impulse modeling for scenario No. 5.
Analyzing the data of Scenario No. 5, we see that it can be considered the best among those considered. Firstly, the tendencies of positively and negatively developing situations occur more intensively than in the previous scenarios. Secondly, the joint simultaneous impact of five factors on the system turns out to be more effective than the separate single unrelated impacts of individual factors, which is evident from the comparison table of the results of scenario modeling (
Table 10).
Thus, the necessary interaction between federal and regional authorities, aimed at improving the quality of the education system and promoting the development of agricultural production and employment, makes it possible to counteract possible negative impacts of the external environment and, compared with other scenarios, significantly reduce the risks to sustainable development.
5. Conclusions
This paper demonstrates the possibilities of using the cognitive analysis methodology to solve the problems of assessing and managing sustainable rural development within the regional economy. To improve the balance of the system elements, a cognitive approach and analysis based on the construction of cognitive models were used. Cognitive modeling allowed assessment of weakly structured dependencies. To assess the sustainability of rural development, a toolkit for assessing and forecasting 24 indicators was developed. A cognitive map “Sustainable rural territories development” was constructed as a formalized description of the cause-and-effect relationships of elements within a complex open socio–ecological–economic system of a rural territory, including its quantitative and qualitative characteristics. Impulse and scenario modeling were carried out on this model and an analysis of variants of disturbing impulses and vectors of their impacts was conducted; as a result, the structural stability of the system was confirmed by analyzing the cycles of the cognitive map. The results of cognitive modeling of the sustainable development system in Russian agriculture indicate the need to improve existing mechanisms for planning and coordinating its elements at the federal and regional levels.
The presented methodological approaches enabled modeling of the behavior of the studied systems in response to disturbing effects, and analysis of possible forecast scenarios of development. The results of this study can be used as tools to support decision-making in substantiating strategies and developing a policy for the balanced development of rural areas within regional socio-economic systems. The conducted cognitive simulation modeling showed the possibility of sustainable development of rural areas under various conditions. Conclusions on the development of specific rural areas’ sustainability, as well as recommendations for developing strategies for their sustainable development, can be based on the results of cognitive simulation modeling. The cognitive simulation modeling tool used in this research cannot answer the question of what the numerical value of the indicator at each vertex (rural population, etc.) might be, but impulse modeling provides quantitative information on trends and the magnitude of changes at each vertex of the model, under the assumption that changes will begin at some of the vertices (or a set of vertices). This information allows researchers to compare the effect (impulse value) of disturbances at any step of modeling and thereby compare different scenarios. The software system used allows researchers to model a variety of scenarios of interest.
Cognitive simulation modeling enables this procedure, which has been confirmed by many years of experience in its development and application. For a meaningful cognitive study, systemic analysis of the economic, environmental, political, social, demographic, and resource status of the territory is necessary. For the practical implementation of the recommendations received by government bodies, it is desirable to create an appropriate information base, a monitoring system, an intelligent decision support system with a cognitive modeling block in the knowledge base, appropriate financial support, and management measures [
25].
Thus, optimistic scenarios suggest significant positive changes in the socio-economic, environmental, and infrastructural development of rural areas, provided that the investment climate is radically improved, significant public and private investments are made, and local self-government is developed. This research allows us to conclude that the models are consistent with the possible real sustainable development of rural areas and to justify the necessary management decisions.
At this stage of studying the complex system “Sustainable rural territories’ development”, it has been possible to determine only its general structure (cognitive map) and the tendencies for the development of situations (scenarios) within this structure. This can be considered as a limitation on the use of the obtained results. However, a significant advantage of cognitive maps is considered to be that they can contain both quantitative and qualitative concepts (vertices), including factors of not only the internal but also the external environment of the system, which is not reflected in other types of simulation models of cause-and-effect relationships.
Further research directions into sustainable rural development may include the development of cognitive models of other types, for example, the development of models in the form of weighted oriented graphs, as well as in the form of functional graphs in which the connections between vertices are specified by certain functions, whereby it is possible to develop a model in the form of a hierarchical cognitive map. Scenario modeling on such models will allow researchers to propose quantitative and not only qualitative recommendations for the strategies being developed for the development of rural areas, as well as to compare the proposed recommendations with existing theories of rural development and sustainable development and existing strategies for the development of rural areas in various regions.