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Hello World! Building Computational Models to Represent Social and Organizational Theory 你好,世界!建立代表社会和组织理论的计算模型
IF 9.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2024-07-25 DOI: 10.1177/10944281241261913
James A. Grand, Michael T. Braun, Goran Kuljanin
Computational modeling holds significant promise as a tool for improving how theory is developed, expressed, and used to inform empirical research and evaluation efforts. However, the knowledge and skillsets needed to build computational models are rarely developed in the training received by social and organizational scientists. The purpose of this manuscript is to provide an accessible introduction to and reference for building computational models to represent theory. We first discuss important principles and recommendations for “thinking about” theory and developing explanatory accounts in ways that facilitate translating their core assumptions, specifications, and ideas into a computational model. Next, we address some frequently asked questions related to building computational models that introduce several fundamental tasks/concepts involved in building models to represent theory and demonstrate how they can be implemented in the R programming language to produce executable model code. The accompanying supplemental materials describes additional considerations relevant to building and using computational models, provides multiple examples of complete computational model code written in R, and an interactive application offering guided practice on key model-building tasks/concepts in R.
计算模型作为一种工具,在改进理论的开发、表达和使用方式,为实证研究和评估工作提供信息方面大有可为。然而,建立计算模型所需的知识和技能很少在社会和组织科学家接受的培训中得到发展。本手稿的目的是为建立代表理论的计算模型提供通俗易懂的介绍和参考。我们首先讨论了 "思考 "理论和开发解释性描述的重要原则和建议,这些原则和建议有助于将理论的核心假设、规范和观点转化为计算模型。接下来,我们讨论了一些与建立计算模型有关的常见问题,介绍了建立模型以表示理论所涉及的几项基本任务/概念,并演示了如何用 R 编程语言实现这些任务/概念,以生成可执行的模型代码。随书附赠的补充材料介绍了与构建和使用计算模型相关的其他注意事项,提供了多个用 R 语言编写的完整计算模型代码示例,并提供了一个交互式应用程序,指导读者练习用 R 语言构建模型的关键任务/概念。
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引用次数: 0
The Effects of the Training Sample Size, Ground Truth Reliability, and NLP Method on Language-Based Automatic Interview Scores’ Psychometric Properties 训练样本规模、地面实况可靠性和 NLP 方法对基于语言的自动访谈评分心理测量特性的影响
IF 9.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2024-07-25 DOI: 10.1177/10944281241264027
Louis Hickman, Josh Liff, Caleb Rottman, Charles Calderwood
While machine learning (ML) can validly score psychological constructs from behavior, several conditions often change across studies, making it difficult to understand why the psychometric properties of ML models differ across studies. We address this gap in the context of automatically scored interviews. Across multiple datasets, for interview- or question-level scoring of self-reported, tested, and interviewer-rated constructs, we manipulate the training sample size and natural language processing (NLP) method while observing differences in ground truth reliability. We examine how these factors influence the ML model scores’ test–retest reliability and convergence, and we develop multilevel models for estimating the convergent-related validity of ML model scores in similar interviews. When the ground truth is interviewer ratings, hundreds of observations are adequate for research purposes, while larger samples are recommended for practitioners to support generalizability across populations and time. However, self-reports and tested constructs require larger training samples. Particularly when the ground truth is interviewer ratings, NLP embedding methods improve upon count-based methods. Given mixed findings regarding ground truth reliability, we discuss future research possibilities on factors that affect supervised ML models’ psychometric properties.
虽然机器学习(ML)可以有效地从行为中对心理结构进行评分,但在不同的研究中,有几个条件经常会发生变化,因此很难理解为什么不同研究中的 ML 模型的心理测量特性会有所不同。我们在自动评分访谈中解决了这一空白。在多个数据集中,对于自我报告、测试和面试官评分的访谈或问题级评分,我们操纵了训练样本大小和自然语言处理(NLP)方法,同时观察了基本真实可靠性的差异。我们研究了这些因素如何影响 ML 模型得分的重测可靠性和收敛性,并开发了多层次模型来估计类似访谈中 ML 模型得分的收敛性相关有效性。当基本事实是访谈者的评分时,数百个观察样本就足以满足研究目的,而对于从业人员来说,则建议使用更大的样本,以支持跨人群和跨时间的普适性。然而,自我报告和经过测试的结构需要更大的训练样本。特别是当基本真实情况是访谈者的评分时,NLP 嵌入方法比基于计数的方法更有优势。鉴于有关基本真实可靠性的研究结果好坏参半,我们讨论了未来研究影响有监督 ML 模型心理计量特性的因素的可能性。
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引用次数: 0
Comparative Configurational Process Analysis: A New Set-Theoretic Technique for Longitudinal Case Analysis. 比较构型过程分析:纵向案例分析的一种新的集论技术。
IF 8.9 2区 管理学 Q1 MANAGEMENT Pub Date : 2024-06-18 eCollection Date: 2025-07-01 DOI: 10.1177/10944281241259075
Christian Rupietta, Johannes Meuer

In the past 20 years, researchers have significantly advanced various management fields by examining organizational phenomena through a configurational lens, including competitive strategies, corporate governance mechanisms, and innovation systems. Qualitative comparative analysis (QCA) has emerged as a primary method for empirically investigating organizational configurations. However, QCA has traditionally struggled to capture the temporal aspects of configurational phenomena. In this paper, we present configurational comparative process analysis (C2PA), which merges QCA with sequence analysis. We introduce the concept of configurational themes-recognizable temporal patterns of recurring combinations of explanatory conditions-to identify and track the temporal dynamics among these phenomena. We also outline configurational matching-a method for empirically identifying these themes by distinguishing theme-defining from theme-supporting conditions. C2PA allows researchers to explore the temporal dynamics of configurational phenomena, such as their stability, emergence, and decline at critical junctures. We illustrate the application of C2PA through a study of shareholder value orientation and discuss its potential for addressing key questions in management research.

在过去的20年里,研究者们通过配置的视角来研究组织现象,包括竞争战略、公司治理机制和创新系统,从而显著地推进了各个管理领域的发展。定性比较分析(QCA)已成为实证调查组织结构的主要方法。然而,QCA传统上一直在努力捕捉构型现象的时间方面。本文提出了将QCA与序列分析相结合的构型比较过程分析方法(C2PA)。我们引入了构型主题的概念——可识别的时间模式的反复出现的解释条件的组合——来识别和跟踪这些现象之间的时间动态。我们还概述了配置匹配-一种通过区分主题定义和主题支持条件来经验地识别这些主题的方法。C2PA允许研究人员探索构型现象的时间动态,例如它们在关键时刻的稳定性、出现和下降。我们通过对股东价值取向的研究来说明C2PA的应用,并讨论其在解决管理研究中的关键问题方面的潜力。
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引用次数: 0
Enhancing Causal Pursuits in Organizational Science: Targeting the Effect of Treatment on the Treated in Research on Vulnerable Populations 加强组织科学的因果追求:在弱势人群研究中针对治疗对被治疗者的影响
IF 9.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2024-05-02 DOI: 10.1177/10944281241246772
Wen Wei Loh, Dongning Ren
Understanding the experiences of vulnerable workers is an important scientific pursuit. For example, research interest is often in quantifying the impacts of adverse exposures such as discrimination, exclusion, harassment, or job insecurity, among others. However, routine approaches have only focused on the average treatment effect, which encapsulates the impact of an exposure (e.g., discrimination) applied to the entire study population—including those who were not exposed. In this paper, we propose using a more refined causal quantity uniquely suited to address such causal queries: The effect of treatment on the treated (ETT) from the causal inference literature. We explain why the ETT is a more pertinent causal estimand for investigating the experiences of vulnerable workers by highlighting three appealing features: Better interpretability, greater accuracy, and enhanced robustness to violations of empirically untestable causal assumptions. We further describe how to estimate the ETT by introducing and comparing two estimators. Both estimators are conferred with a so-called doubly robust property. We hope the current proposal empowers organizational scholars in their crucial endeavors dedicated to understanding the vulnerable workforce.
了解弱势工人的经历是一项重要的科学追求。例如,研究兴趣往往在于量化歧视、排斥、骚扰或工作不稳定等不利暴露的影响。然而,常规方法只关注平均处理效果,即某一暴露(如歧视)对整个研究人群(包括未暴露人群)的影响。在本文中,我们建议使用一种更精细的因果量,它非常适合解决此类因果问题:因果推断文献中的治疗对被治疗者的影响(ETT)。我们通过强调三个吸引人的特点来解释为什么 ETT 是调查弱势工人经历的更相关的因果估计量:更好的可解释性、更高的准确性以及对违反经验上无法检验的因果假设的稳健性。通过介绍和比较两种估计方法,我们进一步介绍了如何估计 ETT。这两个估计器都具有所谓的双重稳健性。我们希望当前的建议能够增强组织学者的能力,使他们能够致力于了解弱势劳动力的重要工作。
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引用次数: 0
Analyzing Social Interaction in Organizations: A Roadmap for Reflexive Choice 分析组织中的社会互动:反思性选择路线图
IF 9.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2024-04-22 DOI: 10.1177/10944281241245444
Linda Jakob Sadeh, Avital Baikovich, Tammar B. Zilber
This article proposes a framework for reflexive choice in qualitative research, centering on social interaction. Interaction, fundamental to social and organizational life, has been studied extensively. Yet, researchers can get lost in the plethora of methodological tools, hampering reflexive choice. Our proposed framework consists of four dimensions of interaction (content, communication patterns, emotions, and roles), intersecting with five levels of analysis (individual, dyadic, group, organizational, and sociocultural), as well as three overarching analytic principles (following the dynamic, consequential, and contextual nature of interaction). For each intersection between dimension and level, we specify analytical questions, empirical markers, and references to exemplary works. The framework functions both as a compass, indicating potential directions for research design and data collection methods, and as a roadmap, illuminating pathways at the analysis stage. Our contributions are twofold: First, our framework fleshes out the broad spectrum of available methods for analyzing interaction, providing pragmatic tools for the researcher to reflexively choose from. Second, we highlight the broader relevance of maps, such as our own, for enhancing reflexive methodological choices.
本文以社会互动为中心,提出了定性研究中的反思性选择框架。互动是社会和组织生活的基础,已被广泛研究。然而,研究人员可能会迷失在过多的方法论工具中,从而阻碍了反思性选择。我们提出的框架包括互动的四个维度(内容、交流模式、情感和角色),与五个分析层次(个人、二元、群体、组织和社会文化)以及三个总体分析原则(遵循互动的动态性、结果性和情境性)相交叉。对于每个维度和层次之间的交叉点,我们都明确了分析问题、实证标记和典范作品参考。该框架既是指南针,指明了研究设计和数据收集方法的潜在方向,也是路线图,阐明了分析阶段的路径。我们的贡献有两个方面:首先,我们的框架充实了可用来分析互动的各种方法,为研究人员提供了实用的工具,以便他们进行反思性选择。其次,我们强调了地图(比如我们自己的地图)对于加强反思性方法选择的广泛意义。
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引用次数: 0
Advancing Qualitative Meta-Studies (QMS): Current Practices and Reflective Guidelines for Synthesizing Qualitative Research 推进定性元研究(QMS):综合定性研究的现行做法和反思指南
IF 9.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2024-04-17 DOI: 10.1177/10944281241240180
Stefanie Habersang, Markus Reihlen
Qualitative meta-studies (QMS) have emerged as a promising methodology for synthesizing qualitative research within organization and management studies. However, despite considerable progress, increasingly fragmented applications of QMS impede the advancement of the methodology. To address this issue, we review and analyze the expanding body of QMS in organization and management studies. We propose a framework that encompasses the core decisions and methodological choices in the formal QMS protocol as well as the reflective—yet often implicit—meta-practices essential for deriving meaningful results from QMS. Based on our analysis, we develop two guidelines to help researchers reflectively align formal methodological choices with the intended purpose of the QMS, which can be either confirmatory or exploratory.
定性荟萃研究(QMS)是在组织和管理研究中综合定性研究的一种很有前途的方法。然而,尽管取得了长足的进步,定性元研究日益分散的应用阻碍了该方法的发展。为了解决这个问题,我们回顾并分析了组织与管理研究中不断扩展的定性研究方法。我们提出了一个框架,其中包括正式 QMS 协议中的核心决策和方法选择,以及从 QMS 中获得有意义的结果所必需的反思性--但往往是隐含的--元实践。根据我们的分析,我们制定了两个指南,帮助研究人员反思正式的方法选择与 QMS 的预期目的(可以是证实性的,也可以是探索性的)是否一致。
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引用次数: 0
Simulating Virtual Organizations for Research: A Comparative Empirical Evaluation of Text-Based, Video, and Virtual Reality Video Vignettes 为研究模拟虚拟组织:基于文本、视频和虚拟现实视频小故事的比较实证评估
IF 9.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2024-04-17 DOI: 10.1177/10944281241246770
Anand P. A. van Zelderen, Theodore C. Masters-Waage, Nicky Dries, Jochen I. Menges, Diana R. Sanchez
Due to recent technological developments, vignette studies that have traditionally been done in text or video formats can now be done in immersive formats using virtual reality—but are such virtual reality video vignettes superior to traditional vignettes? To address this question, we examine participants’ experiences within a fictitious organization by comparing their responses to a relevant and particularly sensitive organizational phenomenon presented either through written text, a video recording, or a virtual reality experience. The results indicate that participants prefer more immersive methods, and that these increase their attention to critical study details. Moreover, this augments the effect sizes of several measured employee reactions—particularly those with high emotional content—suggesting that virtual reality technology offers a promising avenue for developing ecologically valid vignette studies to measure employee affect. To facilitate and expediate the use of virtual reality video vignettes in organizational research, we provide organizational scholars with a step-by-step instructional guide to develop immersive vignette studies.
由于最近的技术发展,传统上以文本或视频形式进行的小故事研究现在可以通过虚拟现实技术以身临其境的形式进行,但这种虚拟现实视频小故事是否优于传统的小故事呢?为了解决这个问题,我们研究了参与者在虚构组织中的体验,比较了他们对通过书面文字、视频录像或虚拟现实体验呈现的相关且特别敏感的组织现象的反应。结果表明,参与者更喜欢身临其境的方法,而且这些方法会提高他们对关键研究细节的关注度。此外,这还增强了几种测量的员工反应的效应大小--尤其是那些高情感含量的反应--这表明虚拟现实技术为开发生态有效的小故事研究来测量员工情感提供了一个前景广阔的途径。为了促进和加快虚拟现实视频小插曲在组织研究中的应用,我们为组织学者提供了一个逐步指导的指南,以开发沉浸式小插曲研究。
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引用次数: 0
A Framework for Detecting Both Main Effect and Interactive DIF in Multidimensional Forced-Choice Assessments 在多维强制选择测评中检测主效应和交互式 DIF 的框架
IF 9.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2024-04-13 DOI: 10.1177/10944281241244760
Kai Liu, Yi Zheng, Daxun Wang, Yan Cai, Yuanyuan Shi, Chongqin Xi, Dongbo Tu
In recent decades, multidimensional forced-choice (MFC) tests have gained widespread popularity in organizational settings due to their effectiveness in reducing response biases. Detecting differential item functioning (DIF) is crucial in developing MFC tests, as it relates to test fairness and validity. However, existing methods appear insufficient for detecting DIF induced by the interaction between multiple covariates. Furthermore, for multi-category, ordered or continuous covariates, existing approaches often dichotomize them using a-priori cutoffs, commonly using the median of the covariates. This may lead to information loss and reduced power in detecting MFC DIF. To address these limitations, we propose a method to identify both main effect DIF and interactive DIF. This method can automatically search for the optimal cutoffs for ordered or continuous covariates without pre-defined cutoffs. We introduce the rationale behind the proposed method and evaluate its performance through three Monte Carlo simulation studies. Results demonstrate that the proposed method effectively identifies various DIF forms in MFC tests, thereby increasing detection power. Finally, we provide an empirical application to illustrate the practical applicability of the proposed method.
近几十年来,多维强迫选择(MFC)测验因其在减少反应偏差方面的有效性而在组织机构中得到了广泛的普及。检测项目功能差异(DIF)对开发 MFC 测试至关重要,因为它关系到测试的公平性和有效性。然而,现有的方法似乎不足以检测由多个协变量之间的交互作用引起的 DIF。此外,对于多类别、有序或连续的协变量,现有方法通常使用先验截断点(通常使用协变量的中位数)对其进行二分。这可能会导致信息丢失,降低检测 MFC DIF 的能力。为了解决这些局限性,我们提出了一种同时识别主效应 DIF 和交互式 DIF 的方法。这种方法可以自动搜索有序或连续协变量的最佳临界点,而无需预先设定临界点。我们介绍了所提方法背后的原理,并通过三项蒙特卡罗模拟研究对其性能进行了评估。结果表明,所提方法能有效识别 MFC 检验中的各种 DIF 形式,从而提高检测能力。最后,我们提供了一个经验应用,以说明所提方法的实际适用性。
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引用次数: 0
From Textual Data to Theoretical Insights: Introducing and Applying the Word-Text-Topic Extraction Approach 从文本数据到理论见解:单词-文本-主题提取方法的介绍和应用
IF 9.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2024-01-31 DOI: 10.1177/10944281241228186
Jaewoo Jung, Wenjun Zhou, Anne D. Smith
Text analysis, particularly custom dictionaries and topic modeling, has helped advance management and organization theory. Custom dictionaries involve creating word lists to quantify patterns and infer constructs, while topic modeling extracts themes from textual documents to help understand a theoretical domain. Building on these two approaches, we propose another text analysis approach called word-text-topic extraction (WTT), which enhances the efficiency and relevance of text analysis for the sake of theoretical advancement. Specifically, we first identify relevant words for a researcher's theoretical area of interest using word-embedding algorithms. That step is followed by extracting text segments from the textual corpus using a collocation process. Finally, topic modeling is applied to capture themes relevant to the specific theoretical area of interest. To illustrate the WTT approach, we explored one research area needing further theory development—innovation. Using 841 CEOs’ letters to shareholders, we found that our WTT approach provides nuanced features of innovation that differ across industry contexts. We guide researchers on decisions and considerations related to the WTT approach in order to facilitate its use in future studies.
文本分析,尤其是定制词典和主题建模,有助于推动管理和组织理论的发展。自定义词典包括创建词表,以量化模式和推断结构,而主题建模则是从文本文档中提取主题,以帮助理解某一理论领域。在这两种方法的基础上,我们提出了另一种称为词-文本-主题提取(WTT)的文本分析方法,它提高了文本分析的效率和相关性,从而促进了理论的发展。具体来说,我们首先使用单词嵌入算法识别研究人员感兴趣的理论领域的相关单词。然后,使用搭配过程从文本语料库中提取文本片段。最后,应用主题建模来捕捉与特定理论领域相关的主题。为了说明 WTT 方法,我们探讨了一个需要进一步发展理论的研究领域--创新。通过使用 841 封首席执行官致股东的信,我们发现我们的 WTT 方法提供了不同行业背景下创新的细微特征。我们为研究人员提供了与 WTT 方法相关的决策和注意事项方面的指导,以促进其在未来研究中的应用。
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引用次数: 0
Five Is the Brightest Star. But by how Much? Testing the Equidistance of Star Ratings in Online Reviews 五是最亮的星。但有多亮?测试在线评论中星级评定的等距性
IF 9.5 2区 管理学 Q1 MANAGEMENT Pub Date : 2024-01-08 DOI: 10.1177/10944281231223412
Balázs Kovács
Organizational research increasingly relies on online review data to gauge perceived valuation and reputation of organizations and products. Online review platforms typically collect ordinal ratings (e.g., 1 to 5 stars); however, researchers often treat them as a cardinal data, calculating aggregate statistics such as the average, the median, or the variance of ratings. In calculating these statistics, ratings are implicitly assumed to be equidistant. We test whether star ratings are equidistant using reviews from two large-scale online review platforms: Amazon.com and Yelp.com. We develop a deep learning framework to analyze the text of the reviews in order to assess their overall valuation. We find that 4 and 5-star ratings, as well as 1 and 2-star ratings, are closer to each other than 3-star ratings are to 2 and 4-star ratings. An additional online experiment corroborates this pattern. Using simulations, we show that the distortion by non-equidistant ratings is especially harmful in cases when organizations receive only a few reviews and when researchers are interested in estimating variance effects. We discuss potential solutions to solve the issue with rating non-equidistance.
组织研究越来越依赖于在线评论数据来衡量组织和产品的认知价值和声誉。在线评论平台通常收集的是序数评分(如 1 到 5 星);然而,研究人员通常将其视为心数数据,计算平均值、中位数或评分方差等综合统计数据。在计算这些统计数据时,评级被隐含地假定为等距的。我们使用两个大型在线评论平台的评论来检验星级评分是否等距:亚马逊和 Yelp.com。我们开发了一个深度学习框架来分析评论文本,以评估其整体价值。我们发现,4 星和 5 星评价以及 1 星和 2 星评价之间的距离比 3 星和 2 星以及 4 星评价之间的距离更近。另外一项在线实验也证实了这一模式。通过模拟实验,我们发现当组织只收到几条评论时,当研究人员对估计方差效应感兴趣时,非等距评分的失真尤其有害。我们讨论了解决非等距评分问题的潜在方案。
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引用次数: 0
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Organizational Research Methods
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