Archive | Methodology RSS for this section

The Conceptual Leap in Qualitative Research

You should all read this interesting article: Approaching the Conceptual Leap in Qualitative Research by Klag & Langley (2013), which is useful for researchers who build theory from qualitative data. Its central message is “that the abductive process is constructed through the synthesis of opposites that [the authors] suggest will be manifested over time in a form of ‘bricolage’.” The authors use four dialectic tensions: deliberation—serendipity, engagement—detachment, knowing—not knowing, social connection—self-expression. One of the poles of each dialectic has a disciplining character, the other pole has a liberating influence: On the one hand, overemphasizing the disciplining poles “may result in becoming ‘bogged down’ in contrived frameworks (deliberation), obsessive coding (engagement), cognitive inertia (knowing) or collective orthodoxy (social connection)”. On the other hand, overemphasizing the liberating poles “can also be unproductive as researchers wait for lightning to strike (serendipity), forget the richness and nuances of their data (detachment), reinvent the wheel (not knowing) or drift off into groundless personal reflection (self-expression)”.

Klag, M., & Langley, A. (2013). Approaching the Conceptual Leap in Qualitative Research. International Journal of Management Reviews, 15 (2), 149-166 DOI: 10.1111/j.1468-2370.2012.00349.x

Deductive, Inductive and Abductive Research in SCM

Deductive, inductive, abductive research processLike it or not: Our discipline is very much dominated by positivism and the application of the scientific method, which assumes that new knowledge can be created by developing and testing theory or, in other words, by induction or deduction. Another type of inference is abduction. Spens & Kovács (2006) present an overview of the deductive, inductive and abductive research processes.

Spens, K., & Kovács, G. (2006). A Content Analysis of Research Approaches in Logistics Research. International Journal of Physical Distribution & Logistics Management, 36 (5), 374-390 DOI: 10.1108/09600030610676259

The p-value Debate Has Reached SCM Research

We should not ignore that researchers – in general but also in supply chain management – are not always as properly trained to perform data analysis as they should be. A highly visible discussion is currently going on regarding the prevalent misuses of p-values. For example, too often research has been considered as “good” research, just because the p-value passed a specific threshold – also in the SCM discipline. But the p-value is not an interpretation, it rather needs interpretation! Some statisticians now even prefer to replace p-values with other approaches and some journals have decided to ban p-values. Based on this ongoing discussion, the influential American Statistical Association has now issued a Statement on Statistical Significance and p-values. It contains six principles underlying the proper use and interpretation of the p-value. As a discipline, we should take these principles seriously: in our own research, but also when we review the manuscripts of our colleagues.

Wasserstein, R., & Lazar, N. (2016). The ASA’s Statement on p-values: Context, Process, and Purpose. The American Statistician DOI: 10.1080/00031305.2016.1154108

Creating Better Concept Definitions in SCM

I believe we all have already experienced this: The same concept can sometimes be defined in very different ways by different authors. Conceptual clarity would certainly be great, but how can we achieve it? Think, for example, about concepts such as trust, integration or dependence. So, what do we really mean when we are talking about them? In their new article, Recommendations for Creating Better Concept Definitions in the Organizational, Behavioral, and Social Sciences, Podsakoff, MacKenzie & Podsakoff (2016) present four stages for developing good conceptual definitions: Researchers need to (1) “identify potential attributes of the concept and/or collect a representative set of definitions”; (2) “organize the potential attributes by theme and identify any necessary and sufficient ones”; (3) “develop a preliminary definition of the concept”; and (4) “[refine] the conceptual definition of the concept”. For each of these stages, the authors provide comprehensive guidelines and examples which can help supply chain researchers to improve the definitions of the concepts we use.

Podsakoff, P., MacKenzie, S., & Podsakoff, N. (2016). Recommendations for Creating Better Concept Definitions in the Organizational, Behavioral, and Social Sciences. Organizational Research Methods, 19 (2), 159-203 DOI: 10.1177/1094428115624965

Multi-Methodological Research in Supply Chain Management

Just like OM research, SCM research is dominated by three research methodologies: (1) analytical modelling research (optimization, computational, and simulation models etc.), (2) quantitative empirical research (surveys etc.), and (3) case study research. There has been a recent trend towards multi-methodological research that combines different methodologies. A new article by Choi, Cheng and Zhao, titled Multi-Methodological Research in Operations Management, investigates this trend. The authors “present some multi-methodological approaches germane to the pursuit of rigorous and scientific operations management research” and “discuss the strengths and weaknesses of such multi-methodological approaches”. The authors make clear that multi-methodological approaches can make our research “more scientifically sound, rigorous, and practically relevant” and “permit us to explore the problem in ‘multiple dimensions’”. However, such research can also be “risky as it requires high investments of effort and time but the final results might turn out to be not fruitful”. Anyhow, as the authors conclude: “no pain, no gain”!

Choi, T., Cheng, T., & Zhao, X. (2015). Multi-Methodological Research in Operations Management. Production and Operations Management DOI: 10.1111/poms.12534

Discriminant Validity – An Update

The AVE–SV comparison (Fornell & Larcker, 1981) is certainly the most common technique for detecting discriminant validity violations on the construct level. An alternative technique, proposed by Henseler et al. (2015), is the heterotrait–monotrait (HTMT) ratio of correlations (see the video below). Based on simulation data, these authors show for variance-based structural equation modeling (SEM), e.g. PLS, that AVE–SV does not reliably detect discriminant validity violations, whereas HTMT identifies a lack of discriminant validity effectively. Results of a related study conducted by Voorhees et al. (2016) suggest that both AVE–SV and HTMT are recommended for detecting discriminant validity violations if covariance-based SEM, e.g. AMOS, is used. They show that the HTMT technique with a cutoff value of 0.85 – abbreviated as HTMT.85 – performs best overall. In other words, HTMT should be used in both variance-based and covariance-based SEM, AVE–SV should be used only in covariance-based SEM. One might be tempted to prefer inferential tests over such heuristics. However, the constrained ϕ approach did not perform well in Voorhees et al.’s study.

Fornell, C., & Larcker, D. (1981). Evaluating Structural Equation Models with Unobservable Variables and Measurement Error. Journal of Marketing Research, 18 (1) DOI: 10.2307/3151312

Henseler, J., Ringle, C., & Sarstedt, M. (2015). A New Criterion for Assessing Discriminant Validity in Variance-based Structural Equation Modeling. Journal of the Academy of Marketing Science, 43 (1), 115-135 DOI: 10.1007/s11747-014-0403-8

Voorhees, C., Brady, M., Calantone, R., & Ramirez, E. (2016). Discriminant Validity Testing in Marketing: An Analysis, Causes for Concern, and Proposed Remedies. Journal of the Academy of Marketing Science, 44 (1), 119-134 DOI: 10.1007/s11747-015-0455-4

Redefining Some Methodological Criteria for Empirical Research

In their new editorial, the editors of the Journal of Operations Management highlight five important issues, “many of which continue to be reasons for rejections in the manuscript review process”. First, “it is time to take causality seriously”. Particularly, authors have to take steps toward correcting for endogeneity or demonstrating exogeneity. Second, “know which rules are worth following”. For example, the yes–no rule that a measure is reliable if Cronbach’s α exceeds 0.7 is no longer recommended. Third, “always understand the tools you use”. Here, authors of PLS-based manuscripts routinely fail to discuss the weaknesses of the estimator. Fourth, “be cautious with claims about common method bias”. Particularly, ex-post techniques (e.g., Harman, 1967) do not have much practical value (see, however, my post about the CFA marker technique). Finally, “stay current on methodological developments”. For example, Baron & Kenny (1986) are widely used, although updated approaches have been published. It seems that the JOM editors no longer send manuscripts to the review process that ignore these issues.

Guide, V., & Ketokivi, M. (2015). Notes from the Editors: Redefining Some Methodological Criteria for the Journal. Journal of Operations Management, 37 DOI: 10.1016/S0272-6963(15)00056-X

%d bloggers like this: