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Efficient Processing of Long Sequence Text Data in Transformer: An Examination of Five Different Approaches 变压器中长序列文本数据的有效处理:五种不同方法的检验
IF 9.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2025-03-18 DOI: 10.1177/10944281251326062
Zihao Jia, Philseok Lee
The advent of machine learning and artificial intelligence has profoundly transformed organizational research, especially with the growing application of natural language processing (NLP). Despite these advances, managing long-sequence text input data remains a persistent and significant challenge in NLP analysis within organizational studies. This study introduces five different approaches for handling long sequence text data: term frequency-inverse document frequency with a random forest algorithm (TF-IDF-RF), Longformer, GPT-4o, truncation with averaged scores and our proposed construct-relevant text-selection approach. We also present analytical strategies for each approach and evaluate their effectiveness by comparing the psychometric properties of the predicted scores. Among them, GPT-4o, the truncation with averaged scores, and the proposed text-selection approach generally demonstrate slightly superior psychometric properties compared to TF-IDF-RF and Longformer. However, no single approach consistently outperforms the others across all psychometric criteria. The discussion explores the practical considerations, limitations, and potential directions for future research on these methods, enriching the dialogue on effective long-sequence text management in NLP-driven organizational research.
机器学习和人工智能的出现深刻地改变了组织研究,特别是随着自然语言处理(NLP)应用的不断增长。尽管有这些进步,管理长序列文本输入数据仍然是组织研究中NLP分析的一个持续而重大的挑战。本研究介绍了处理长序列文本数据的五种不同方法:随机森林算法(TF-IDF-RF)的词频逆文档频率、Longformer、gpt - 40、平均分数截断和我们提出的与构造相关的文本选择方法。我们还提出了每种方法的分析策略,并通过比较预测分数的心理测量特性来评估其有效性。其中,与TF-IDF-RF和Longformer相比,gpt - 40、平均分数截断法和本文提出的文本选择方法总体上表现出略优于TF-IDF-RF的心理测量特性。然而,没有一种方法能在所有的心理测量标准中始终优于其他方法。讨论探讨了这些方法的实际考虑、局限性和未来研究的潜在方向,丰富了在nlp驱动的组织研究中有效的长序列文本管理的对话。
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引用次数: 0
What Are Mechanisms? Ways of Conceptualizing and Studying Causal Mechanisms 什么是机制?因果机制的概念化与研究方法
IF 9.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2025-03-14 DOI: 10.1177/10944281251318727
Joep P. Cornelissen, Mirjam Werner
Over the last two decades, much of management research has converged on the belief that one of its major aims is to identify the causal mechanisms that produce the phenomena that researchers seek to explain. In this paper, we review and synthesize the literature that has amassed around causal mechanisms. We do so by detailing the different methodological perspectives that are featured in management research, which we label as the contextual, constitutive, and interventionist perspectives. For each of these perspectives, we examine what it theoretically presupposes a mechanism to be, how this connects to methodological choices, and how this shapes the kind of mechanism-based explanations that each perspective offers. We also explore the main inferential challenges for each of these perspectives and offer specific methodological guidance in response. In this way, we aim to offer a common plank for theorizing and research on causal mechanisms in ways that recognize and harness the productive differences across different epistemologies and methodological traditions.
在过去的二十年里,许多管理研究都集中在这样一个信念上,即管理学的主要目标之一是确定产生研究人员试图解释的现象的因果机制。在本文中,我们回顾和综合了有关因果机制的文献。我们通过详细描述管理研究中不同的方法论视角来做到这一点,我们将其称为情境视角、构成视角和干预视角。对于每一种观点,我们都研究了它在理论上预设的机制是什么,它是如何与方法论选择联系在一起的,以及这是如何形成每种观点所提供的基于机制的解释的。我们还探讨了这些观点的主要推理挑战,并提供了具体的方法指导。通过这种方式,我们旨在通过认识和利用不同认识论和方法传统之间的生产差异的方式,为因果机制的理论化和研究提供一个共同的平台。
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引用次数: 0
Shedding Light on the Black Box: Integrating Prediction Models and Explainability Using Explainable Machine Learning 揭示黑箱:使用可解释机器学习整合预测模型和可解释性
IF 9.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2025-03-13 DOI: 10.1177/10944281251323248
Yucheng Zhang, Yuyan Zheng, Dan Wang, Xiaowei Gu, Michael J. Zyphur, Lin Xiao, Shudi Liao, Yangyang Deng
In contemporary organizational research, when dealing with large heterogeneous datasets and complex relationships, statistical modeling focused on developing substantive explanations typically results in low predictive accuracy. In contrast, machine learning (ML) exhibits remarkable strength for prediction, but suffers from an unexplainable analytical process and output—thus ML is often known as a “black box” approach. The recent development of explainable machine learning (XML) integrates high predictive accuracy with explainability, which combines the advantages inherent in both statistical modeling and ML paradigms. This paper compares XML with statistical modeling and the traditional ML approaches, focusing on an advanced application of XML known as evolving fuzzy system (EFS), which enhances model transparency by clarifying the unique contribution of each modeled predictor. In an illustrative study, we demonstrate two EFS-based XML models and conduct comparative analyses among XML, ML, and statistical models with a commonly-used database in organizational research. Our study offers a thorough description of analysis procedures for implementing XML in organizational research, along with best-practice recommendations for each step as well as Python code to aid future research using XML. Finally, we discuss the benefits of XML for organizational research and its potential development.
在当代组织研究中,当处理大型异构数据集和复杂关系时,统计建模侧重于开发实质性解释,通常导致预测准确性较低。相比之下,机器学习(ML)在预测方面表现出非凡的能力,但却存在无法解释的分析过程和输出,因此ML通常被称为“黑箱”方法。可解释机器学习(XML)的最新发展将高预测精度与可解释性结合在一起,它结合了统计建模和ML范式的固有优势。本文将XML与统计建模和传统ML方法进行了比较,重点介绍了XML的一种高级应用,即进化模糊系统(EFS),它通过阐明每个建模预测器的独特贡献来增强模型的透明度。在一项说明性研究中,我们演示了两个基于efs的XML模型,并使用组织研究中常用的数据库对XML、ML和统计模型进行了比较分析。我们的研究提供了在组织研究中实现XML的分析过程的全面描述,以及每个步骤的最佳实践建议以及Python代码,以帮助将来使用XML进行研究。最后,我们讨论了XML对组织研究的好处及其潜在的发展。
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引用次数: 0
Feature Topic for ORM: Advanced Analytic Approaches to Theorize From Qualitative Research ORM专题:从定性研究中推导出理论的高级分析方法
IF 9.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2025-01-31 DOI: 10.1177/10944281251314059
Tine Köhler, Anne Smith, Thomas Greckhamer, Jane Lê
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引用次数: 0
Surveying the Upper Echelons: An Update to Cycyota and Harrison (2006) on Top Manager Response Rates and Recommendations for the Future 调查高层:对Cycyota和Harrison(2006)关于高层管理者回应率和未来建议的更新
IF 9.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2025-01-13 DOI: 10.1177/10944281241310574
Cameron J. Borgholthaus, Alaric Bourgoin, Peter D. Harms, Joshua V. White, Tyler N. A. Fezzey
Nearly 2 decades ago, Cycyota and Harrison (2006) documented a concerning trend of declining executive survey response rates and projected a continued decrease in the future. Their seminal work has significantly influenced the methodologies of upper echelons survey research. Our study examines the manner in which Cycyota and Harrison’s paper has impacted the existing upper echelons literature and replicates their study by analyzing peer-reviewed studies published post-2006. We reveal that executive response rates have largely stabilized since Cycyota and Harrison’s initial findings. Furthermore, we expand upon their research by identifying specific geographical contexts and contact methodologies associated with higher (and lower) response rates. Finally, we lend insight into the evolving landscape of executive survey research and offer practical implications for future methodological endeavors in the upper echelons.
近20年前,Cycyota和Harrison(2006)记录了一个令人担忧的趋势,即高管调查回复率下降,并预测未来会继续下降。他们的开创性工作对上层调查研究的方法论产生了重大影响。我们的研究考察了Cycyota和Harrison的论文对现有高层文献的影响方式,并通过分析2006年后发表的同行评议研究来复制他们的研究。我们发现,自Cycyota和Harrison的初步发现以来,高管的回应率基本稳定下来。此外,我们通过确定与较高(或较低)回复率相关的特定地理环境和联系方法,扩展了他们的研究。最后,我们为高管调查研究的发展前景提供了见解,并为未来高层管理人员的方法论努力提供了实际意义。
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引用次数: 0
Manipulation in Organizational Research: On Executing and Interpreting Designs from Treatments to Primes 组织研究中的操纵:关于执行和解释从治疗到标本的设计
IF 9.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2024-12-17 DOI: 10.1177/10944281241300952
Kira F. Schabram, Christopher G. Myers, Ashley E. Hardin
While other applied sciences systematically distinguish between manipulation designs, organizational research does not. Herein, we disentangle distinct applications that differ in how the manipulation is deployed, analyzed, and interpreted in support of hypotheses. First, we define two archetypes: treatments, experimental designs that expose participants to different levels/types of a manipulation of theoretical interest, and primes, manipulations that are not of theoretical interest but generate variance in a state that is. We position these and creative derivations (e.g., interventions and invariant prompts) as specialized tools in our methodological kit. Second, we review 450 manipulations published in leading organizational journals to identify each type's prevalence and application in our field. From this we derive our guiding thesis that while treatments offer unique advantages (foremost establishing causality), they are not always possible, nor the best fit for a research question; in these cases, a non-causal but accurate test of theory, such as a prime design, may prove superior to a causal but inaccurate test. We conclude by outlining best practices for selection, execution, and evaluation by researchers, reviewers, and readers.
其他应用科学会对操纵设计进行系统区分,而组织研究却不会。在此,我们将区分不同的应用,这些应用在如何部署、分析和解释操纵以支持假设方面各不相同。首先,我们定义了两种原型:一种是处理,即让参与者暴露于理论上感兴趣的操纵的不同水平/类型的实验设计;另一种是诱因,即理论上不感兴趣但在感兴趣的状态下产生变异的操纵。我们将这些方法和创造性的衍生方法(如干预和不变提示)定位为我们方法论工具包中的专门工具。其次,我们回顾了主要组织期刊上发表的 450 种操作方法,以确定每种类型在我们领域的普遍性和应用情况。由此,我们得出了我们的指导性论点,即虽然处理方法具有独特的优势(最重要的是建立因果关系),但它们并不总是可行的,也不是最适合研究问题的方法;在这种情况下,非因果关系但准确的理论测试(如主要设计)可能会被证明优于因果关系但不准确的测试。最后,我们将概述研究人员、审稿人和读者在选择、执行和评估方面的最佳实践。
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引用次数: 0
Measuring Personality When Stakes Are High: Are Graded Paired Comparisons a More Reliable Alternative to Traditional Forced-Choice Methods? 高风险下的人格测量:分级配对比较法是传统强迫选择法的更可靠替代方法吗?
IF 9.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2024-12-13 DOI: 10.1177/10944281241279790
Harriet Lingel, Paul-Christian Bürkner, Klaus G. Melchers, Niklas Schulte
In graded paired comparisons (GPCs), two items are compared using a multipoint rating scale. GPCs are expected to reduce faking compared with Likert-type scales and to produce more reliable, less ipsative trait scores than traditional binary forced-choice formats. To investigate the statistical properties of GPCs, we simulated 960 conditions in which we varied six independent factors and additionally implemented conditions with algorithmically optimized item combinations. Using Thurstonian IRT models, good reliabilities and low ipsativity of trait score estimates were achieved for questionnaires with 50% unequally keyed item pairs or equally keyed item pairs with an optimized combination of loadings. However, in conditions with 20% unequally keyed item pairs and equally keyed conditions without optimization, reliabilities were lower with evidence of ipsativity. Overall, more response categories led to higher reliabilities and nearly fully normative trait scores. In an empirical example, we demonstrate the identified mechanisms under both honest and faking conditions and study the effects of social desirability matching on reliability. In sum, our studies inform about the psychometric properties of GPCs under different conditions and make specific recommendations for improving these properties.
在分级配对比较(GPCs)中,两个项目使用多点评定量表进行比较。与李克特式量表相比,GPCs有望减少虚假,并比传统的二元强迫选择格式产生更可靠、更少负面的特征分数。为了研究gpc的统计特性,我们模拟了960个条件,其中我们改变了6个独立因素,并使用算法优化的项目组合来实现条件。使用Thurstonian IRT模型,对于具有50%不相等关键项对的问卷或具有优化加载组合的等关键项对的问卷,获得了较好的信度和较低的特征得分估计。然而,在有20%的非等关键项对和没有优化的等关键项条件下,信度较低,有证据表明具有交互性。总体而言,更多的反应类别导致更高的可靠性和几乎完全规范的特质得分。通过实证分析,我们论证了诚实和虚假条件下的社会期望匹配机制,并研究了社会期望匹配对可靠性的影响。总之,我们的研究揭示了gpc在不同条件下的心理测量特性,并提出了改善这些特性的具体建议。
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引用次数: 0
The Internet Never Forgets: A Four-Step Scraping Tutorial, Codebase, and Database for Longitudinal Organizational Website Data 互联网永远不会忘记:纵向组织网站数据的四步抓取教程、代码库和数据库
IF 9.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2024-11-04 DOI: 10.1177/10944281241284941
Richard F.J. Haans, Marc J. Mertens
Websites represent a crucial avenue for organizations to reach customers, attract talent, and disseminate information to stakeholders. Despite their importance, strikingly little work in the domain of organization and management research has tapped into this source of longitudinal big data. In this paper, we highlight the unique nature and profound potential of longitudinal website data and present novel open-source code- and databases that make these data accessible. Specifically, our codebase offers a general-purpose setup, building on four central steps to scrape historical websites using the Wayback Machine. Our open-access CompuCrawl database was built using this four-step approach. It contains websites of North American firms in the Compustat database between 1996 and 2020—covering 11,277 firms with 86,303 firm/year observations and 1,617,675 webpages. We describe the coverage of our database and illustrate its use by applying word-embedding models to reveal the evolving meaning of the concept of “sustainability” over time. Finally, we outline several avenues for future research enabled by our step-by-step longitudinal web scraping approach and our CompuCrawl database.
网站是组织接触客户、吸引人才和向利益相关者传播信息的重要途径。尽管其重要性不言而喻,但在组织和管理研究领域,对这一纵向大数据源进行挖掘的工作却少得惊人。在本文中,我们强调了纵向网站数据的独特性质和巨大潜力,并介绍了可访问这些数据的新型开源代码和数据库。具体来说,我们的代码库提供了一种通用设置,它基于使用 Wayback Machine 搜索历史网站的四个核心步骤。我们的开放式 CompuCrawl 数据库就是采用这四个步骤建立的。它包含 Compustat 数据库中 1996 年至 2020 年北美公司的网站--涵盖 11,277 家公司,86,303 个公司/年份观察值和 1,617,675 个网页。我们介绍了数据库的覆盖范围,并通过应用词语嵌入模型来揭示 "可持续性 "概念随时间演变的含义,从而说明数据库的使用情况。最后,我们概述了利用我们的逐步纵向网络搜索方法和 CompuCrawl 数据库进行未来研究的几种途径。
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引用次数: 0
One Size Does Not Fit All: Unraveling Item Response Process Heterogeneity Using the Mixture Dominance-Unfolding Model (MixDUM) 千篇一律:利用混合优势-折叠模型(MixDUM)揭示项目响应过程的异质性
IF 9.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2024-09-14 DOI: 10.1177/10944281241271323
Bo Zhang, R. Philip Chalmers, Lingyue Li, Tianjun Sun, Louis Tay
When modeling responses to items measuring non-cognitive constructs that require introspection (e.g., personality, attitude), most studies have assumed that respondents follow the same item response process—either a dominance or an unfolding one. Nevertheless, the results are not equivocal, as some preliminary evidence suggests that some people use an unfolding response process, whereas others use a dominance response process. To enhance item response modeling, it is critical to develop measurement models that can accommodate heterogeneity in the item response processes. Therefore, we proposed the Mixture Dominance-Unfolding Model (MixDUM) to formally identify this potential population heterogeneity. Monte Carlo simulations showed that MixDUM possessed reasonably good statistical properties. Moreover, ignoring item response process heterogeneity was detrimental to item parameter estimation and led to less accurate selection outcomes. An empirical study was conducted in which respondents completed focal personality scales under either an honest condition or a simulated job application condition, to demonstrate the utility of MixDUM. The findings indicated (1) that MixDUM provided the best fit across scales, (2) that approximately 55–60% of respondents utilized an unfolding response process, (3) that respondents exhibited moderate consistency in their use of response processes across scales, (4) that narcissism consistently negatively predicted the use of an unfolding response process, and (5) that the criterion-related validity of focal personality scores varied across latent classes for certain criteria. To encourage its use, we provided a tutorial on the implementation of MixDUM in the R package mirt.
在对测量需要内省的非认知建构(如人格、态度)的项目进行反应建模时,大多数研究都假定受访者遵循相同的项目反应过程--要么是支配性反应过程,要么是展开性反应过程。尽管如此,研究结果并不是模棱两可的,因为一些初步证据表明,有些人使用展开型反应过程,而另一些人则使用支配型反应过程。为了加强项目反应建模,关键是要建立能够适应项目反应过程异质性的测量模型。因此,我们提出了混合优势-展开模型(MixDUM)来正式识别这种潜在的人群异质性。蒙特卡罗模拟表明,MixDUM 具有相当好的统计特性。此外,忽略项目反应过程的异质性不利于项目参数估计,并会导致选择结果不够准确。为了证明 MixDUM 的实用性,我们进行了一项实证研究,让受访者在诚实条件或模拟求职条件下完成焦点人格量表。研究结果表明:(1) MixDUM 提供了各量表间的最佳拟合;(2) 约 55-60% 的受访者使用了展开式反应过程;(3) 受访者在各量表间使用反应过程时表现出了适度的一致性;(4) 自恋始终对展开式反应过程的使用呈负向预测;(5) 针对某些标准,焦点人格分数的标准相关有效性在不同的潜类中存在差异。为了鼓励使用该方法,我们在 R 软件包 mirt 中提供了有关 MixDUM 实现的教程。
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引用次数: 0
Taking It Easy: Off-the-Shelf Versus Fine-Tuned Supervised Modeling of Performance Appraisal Text 从容应对:现成与微调的绩效考核文本监督建模比较
IF 9.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2024-08-28 DOI: 10.1177/10944281241271249
Andrew B. Speer, James Perrotta, Tobias L. Kordsmeyer
When assessing text, supervised natural language processing (NLP) models have traditionally been used to measure targeted constructs in the organizational sciences. However, these models require significant resources to develop. Emerging “off-the-shelf” large language models (LLM) offer a way to evaluate organizational constructs without building customized models. However, it is unclear whether off-the-shelf LLMs accurately score organizational constructs and what evidence is necessary to infer validity. In this study, we compared the validity of supervised NLP models to off-the-shelf LLM models (ChatGPT-3.5 and ChatGPT-4). Across six organizational datasets and thousands of comments, we found that supervised NLP produced scores were more reliable than human coders. However, and even though not specifically developed for this purpose, we found that off-the-shelf LLMs produce similar psychometric properties as supervised models, though with slightly less favorable psychometric properties. We connect these findings to broader validation considerations and present a decision chart to guide researchers and practitioners on how they can use off-the-shelf LLM models to score targeted constructs, including guidance on how psychometric evidence can be “transported” to new contexts.
在评估文本时,有监督的自然语言处理(NLP)模型历来被用于测量组织科学中的目标构造。然而,这些模型的开发需要大量资源。新兴的 "现成 "大型语言模型(LLM)为评估组织结构提供了一种无需构建定制模型的方法。然而,目前还不清楚现成的 LLM 是否能准确地对组织结构进行评分,也不清楚推断有效性需要哪些证据。在本研究中,我们比较了有监督的 NLP 模型和现成的 LLM 模型(ChatGPT-3.5 和 ChatGPT-4)的有效性。在六个组织数据集和数千条评论中,我们发现有监督的 NLP 生成的分数比人工编码员更可靠。不过,尽管不是专门为此目的开发的,我们发现现成的 LLM 也能产生与监督模型类似的心理测量属性,只是心理测量属性稍差一些。我们将这些发现与更广泛的验证考虑因素联系起来,并提出了一个决策图,以指导研究人员和从业人员如何使用现成的 LLM 模型对目标构念进行评分,包括指导如何将心理测量证据 "移植 "到新的环境中。
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引用次数: 0
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Organizational Research Methods
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