Editorial
A Trail Guide to Publishing Success: Tips on Writing Inuential
Conceptual, Qualitative, and Survey Research
Stanley E. Fawcett1, Matthew A. Waller2, with Jason W. Miller3, Matthew A. Schwieterman3,
Benjamin T. Hazen4, and Robert E. Overstreet5
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ublishing in top journals is difcult. Common challenges undermine authors attempts to explain and inuence their discipline's understanding and practice. We identify and describe these roadblocks to publishing success. We also benchmark best practice in management,
marketing, and supply chain journals to provide a trail guide for writingand publishinginuential conceptual, qualitative, and survey
research. Given equinality in research, our trail guide should not be viewed as the only way to craft excellent, inuential research. However, if
we agree on the basics, we can (1) increase consistency in the review process, (2) reduce publication cycles, and (3) begin to roll back the
length of articles.
Keywords: theory development; storytelling; conceptual; qualitative; methodology
INTRODUCTION
Publishing in top journals is difcult. It is also highly rewarding.
Successful authors know that the publishing process is often a
long, uphill, and potentially perilous journey. The rstand most
importantstep in the journey is ideation; that is, coming up with
an interesting research question that, if well answered, will inuence how we think and act (see Davis 1971 or Fawcett and Waller 2011a). Research questions guide the early phase of the
knowledge-discovery journey, including choice of informing theory, research method, and data sources. A successful journey,
however, requires the endurance of meticulous execution, rened
thinking, and great storytelling. These markersquestion, theory,
methods, data, and storysignal whether you are on the path to
making a valid and valuable contribution. Because the publication
success rate is low (often under 10%) and the process is arduous
and time consuming, we seek to provide authors some tips to
make the journey a little easierand less career threatening.
Before sharing the tips, let us share how we derived them. As
editors at the Journal of Business Logistics, we have delimited
reviewer comments and concerns to help us proactively screen
papers for t and readiness. One result: A 50% desk-reject rate.
Our goal here is twofold.
1. By desk rejecting articles that have no chance to survive the
journey to print, we save authors 6090 days of review cycle
time they can use to reposition and improve their research.
2. We reduce the burden on JBLs review team.
Corresponding author:
Stanley E. Fawcett, Business Administration, Weber State University, WB 267, Ogden, UT 84408, USA; E-mail: stan.e.fawcett@
gmail.com
S. E. Fawcett et al.
Table 1: Warning signs that authors are wandering down a perilous path
Signs of publishing peril
First impression
Abstract
Does not identify research question
Does not explain why the research question is important
Fails to describe the methods used
Does not communicate ndings and contributions
Writing Style
The paper is formatted for another journal
The paper is poorly written and very hard to read/understand
The length-to-contribution ratio is poor
Justication
Authors fail to state the research question up front
Authors dont articulate why the question needs to be addressed
Authors neglect to clearly show that extant research is inadequate
Theoretical Grounding
The paper reviews the literature, but is not grounded in theory
Authors dont synthesize theoretical perspectives
Authors dont articulate theoretical conversation they are joining
Authors use dangling or disjointed theory
Hypotheses/propositions do not emerge logically from theory
Methods
Authors dont justify research method
The paper inappropriately employs acceptable method
The paper fails to provide adequate description of methods
The paper goes into too much description of methods
Authors rely on an inappropriate data source
Findings and Discussion
Findings and discussion are detached from the data
Findings and discussion are clearly incomplete
Findings and discussion are not very interesting
Contributions
Authors dont articulate clear theoretical implications
Authors neglect managerial implications
Contributions are poorly dened or simply insufcient
Limitations and Future Research
When shared, limitations and future research lack substance
Tips
struct is conceptualized and operationalized) (Yadav 2010). Conceptual research can address a wide range of entities including
constructs, domains, processes, and theories (MacInnis 2011).
Why do conceptual research?
As evidenced by citations and best-paper awards, conceptual articles can make a real, disproportionate impact on knowledge discoveryand a disciplines maturity and contribution (Yadav
2010; MacInnis 2011). Conceptual research helps us see the world
and decision-making phenomenathrough new lenses, enabling
us to nd new trailheads for existing and emerging problem-solving quests. Once these research opportunities are identied,
subsequent empirical research moves us further down the knowledge-discovery path. Conceptual research is thus synergistically
intertwined with empirical research, with Yadav (2010) stating,
S. E. Fawcett et al.
Theorize with
precision
Borrow theory
appropriately
Structural Markers
Make use of tables
Employ gures well
Discussion
Tell a compelling story by explicitly highlighting contributions. Dont bury the lead by abusing conceptual
freedom in format. Avoid tangents that obfuscate your contribution. Continually ask, How does this paper
contribute?
Conceptual research should challenge and extend existing theory, not simply to rewrite itauthors should
push back the boundaries of our knowledge (Whetten 1989, 491)
Pursue novel strategies when crafting arguments, exemplied by Weicks (1979) summary: In the
organizational theorizing that follows, we will not be timid about speculatingstriving for interest (Davis
1971), utilizing incongruity as perspective, anthropomorphizing, reifying, inserting hyperbole, waxing
discursive, glossing, improvising, examining alternatives to positivism, reframing, intuiting, and any other
tricks that help counteract sluggish imaginations (p. 26)
Articulate clear denitions for constructs and mechanisms theorized to bring about the expected relationships
between constructs; delimit the boundary conditions under which the constructs and mechanisms operate and
provide an explanation for expected relationships (Hedstr
om and Ylikoski 2010; Suddaby 2010)
Make explicit the aspects and assumptions of the theoretical lens utilized to structure arguments. Meehls
(1990, 112) distinction between core and periphery elements of a theory works well to accomplish this task
Develop more precise predictions such as curvilinear and moderated relationships to lay the groundwork for
more stringent tests of theory. Remember, we have more condence in theories that survive challenging tests
vis-a-vis theories that are subjected to comparably weak tests (Meehl 1990)
Vertical borrowing is the use of concepts that were formulated at a different level of analysis, and
horizontal borrowing, is borrowing [that] involves the use of concepts that were formulated in a different
social context, can offer several benets including 1) improved explanation of a disciplines phenomena, 2)
increased legitimacy of the borrowers discipline, and 3) increased interdisciplinary connectivity (Whetten
et al. 2009, 540)
Borrowed constructs and/or theories must be functionally equivalent. That is, borrowed constructs must
produce theoretically equivalent outputs (Morgeson and Hofmann 1999). Similarly, borrowed theories must
have similar underlying mechanisms theorized to bring about the relationships between constructs (Chen
et al., 2005)
Articulate why borrowed constructs and/or theories exhibit functional equivalence. If functional equivalence
cannot be established, scholars should explain how the theory is modied to t into the SCM context
Tables provide a concise way to convey a large amount of information
Tables are especially effective when juxtaposing competing arguments
Figures can provide a holistic representation of scholars models and visualize key relationships inherent in
theory. However, the boxes (constructs) still require denition and the logic underlying the arrows
(theoretical mechanisms) should be fully articulated in the text (Sutton and Staw 1995; Thomas et al., 2011)
Revision
Delineation
Integration
Advocacy
Refutation
Example of contribution
Differentiation
Description of contribution
Identication
Contribution
type
S. E. Fawcett et al.
sively depict the process (e.g., see Figure 1). Make it easy
for reviewers to trust your ndings.
4. Storytelling. Business writing is storytelling. It strives to
achieve three goals: (1) capture attention, (2) create understanding, and (3) persuade the audience to care. You do this
best by presenting the data. As one Fortune 100 executive
pointed out, If you dont have the data, it is just your opinion (Fawcett et al. 2007, 48). In qualitative research, informant quotes are your data. The challenge is to balance
showing and telling (Golden-Biddle and Locke 2007).
Showing is sharing the thick description (Geertz 1973) that
emerges from your informants. This is where you use quotes!
Showing via quotes provides context and generates meaning.
Pratt (2008) argues that good qualitative research should employ
both power quotes and proof quotes. Power quotes provide
detail, illustrate key points, and are embedded in the text to create a convincing narrative. They bring the story to life. Proof
quotes, by contrast, are short, to the point, and typically shared
via tables (e.g., see Table 5). Proof quotes provide demonstrable
evidence for what you are saying. However, readers should
understand your message without resorting to the table. Finally,
the two types of quotes should be distinct.
Telling involves interpreting your ndings; that is, describing
how the various elements of the story t together. Telling distills
holistic meaning from your data, transforming novel ndings into
theoretical and practical contribution. When you effectively combine showing and telling, you create an interesting and compelling storya key advantage of qualitative methods. By contrast,
a lack of balance between showing and telling throughout your
ndings and discussion undermines the credibility of your
research. The bottom line: Make it easy for reviewers to have
condence in your contributions.
To summarize, qualitative methods are well suited to explore
supply chains more intransigent, complex, and nuanced questions.
Our infrequent use of qualitative research hinders our ability to
perceive the hidden dimensions that exist among value-added players on the global stage. Well-executed qualitative research could
help us explain the dynamic processes (e.g., driving forces, enablers, impediments, and boundary conditions) that will determine
who wins and loses tomorrows competitive battles.
SMJ (7)
ASQ (14)
Interviewees
AMJ (25)
Management
journals
High: 301
Low: 16
Average: 80.38
High: 336
Low: 15
Average: 64.5
High: 50+
Low: 2
Average: 26.67
ND (1)
High: 390
Low: 17
Average: 81.72
Number of
interviews
High: 3 hr
Low: 40 min
ND (7)
High: 2 hr
Low: 30 min
ND (4)
High: 2 hr
Low: 30 min
ND (4)
High: hours
Low: 5 min
ND (2)
Ethnography 2
7 years. (2)
Interview length
Semistructured
(6)
Observation (4)
Unspecied (4)
Open-ended (1)
In-depth (1)
Ethnographic
(1)
Semistructured
(2)
Direct
observation (1)
Open-ended (2)
ND (3)
Semistructured
(5)
Unspecied (3)
Direct
observation (2)
Ethnographic
(1)
In-depth (1)
Open forum (1)
ND (3)
Semistructured
(16)
Open-ended (4)
Ethnographic
(3)
Unstructured (2)
Direct
observation (2)
Structured (2)
In-depth (1)
Group (1)
Interview type
Identication (2)
Institutional (2)
Structuration (1)
Organizational justice (1)
Practice and organizational
discourse (1)
Boundary (1)
Institutional maintenance (1)
Implicit voice (1)
Stigmatization (1)
Stakeholder (1)
Collective identity resurrection
(1)
Authenticity and role identity
(1)
Agency (1)
Justice (1)
Dynamic capabilities (1)
Strategic noise (1)
Demand-driven innovation (1)
Environmental complexity (1)
Type of theory
Empirical analysis
(1)
Case study (6)
Inductive (2)
Multiple cases (1)
Qualitative (4)
Ethnographic (1)
Longitudinal (2)
Method
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S. E. Fawcett et al.
JOM (5)
POMS (4)
JBL (9)
JSCM (13)
Interviewees
Decision Science
(6)
SCM/OM
Journals
High: 105
Low: 12
Average: 45
High: 157
Low: 8
Average: 35.75
High: 54
Low: 25
Average: 38.6
High: 121
Low: 8
Average: 45.56
High: 74
Low: 8
Average: 40.75
ND (2)
Number of
interviews
1.5 hr
ND (3)
High: 6 hr
Low: 45 min
ND (1)
High: 2 hr
Low: 40 min
ND (1)
Ethnography
2 years (1)
Interview length
Semistructured (2)
Open-ended (2)
Structured (1)
Questionnaire (1)
Semistructured
(12)
Group (1)
In-depth (3)
Open-ended (3)
Unstructured (1)
Semistructured (4)
Direct
observation (1)
Semistructured (4)
Open-ended (2)
Unstructured (2)
Direct
observation (2)
Ethnographic (1)
Semistructured (4)
Open-ended (4)
In-depth (3)
Group (1)
ND (1)
Interview type
Type of theory
Method
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S. E. Fawcett et al.
are unbelievable. Further, methods sections have grown dramatically longer in recent years. We have received submissions
with methods sections over 3,000 wordswithout tables! By
contrast, 3,000 words is the maximum article length accepted by
the Journal of the American Medical Association.
As you craft your methods section, you should ask, What do
readers (including reviewers) really need to know in order to nd
your results reliable? In a sense, your methods are on trial.
From this perspective, be sure to elucidate the following:
1. Sample Frame and Characteristics. Why did you choose
your sampling frame? What was your unit of analysis? What
was the source of your contact information? Most importantly, what qualies your informants as expert witnesses?
Given low response rates, many authors have begun to look
to crowdsourcing panels (e.g., Mechanical Turk, Qualtrics,
Zoomerang). Reviewers are rightfully skeptical of these compensated informants. If you are condent your panel is good,
you need to state and defend your rationale. Authors are also
tapping international settings where managers have yet to be
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Table 5: Representative proof quotes related to behaviors that promote interorganizational trust
Dimensions of trustworthiness
Specic behaviors and practices
Skill enhancement
Collaborates on valued initiatives
Helps us improve capabilities via shared
insight
Empathy
We know where we stand. Decisions are
fact based, fair
Listens to us and is receptive to our ideas
and suggestions
Perform to promise
Access to senior management to discuss
relationship
Honors its order and relationship
commitments
Interpersonal relationship; that is, buyers
develop good relationships
mon method bias (see Podsakoff et al. 2003). Recently, concerns have been expressed about the use of post-hoc statistical
tests to evaluate the presence of common methods variance
(Richardson et al. 2009). Rindeisch et al. (2008) strongly recommend a priori approaches to diminish common methods concerns (e.g., multiple respondents, avoiding biased language,
survey design, and using concrete constructs). A mix of a priori
and post hoc approaches enables you to make the strongest case
for your data. A third approach involves using hard data from
nancial reports for dependent variables, mitigating one level of
common methods bias. Be sure to explicitly and specically tell
the reader how you assured that common method bias does not
undermine your research. Readers need to have condence in
your data.
3. Scale Development. The measures you use dene and determine the value of your potential theoretical and managerial
contributions. That is, as Churchill (1979) notes, scales have
a GIGOGarbage-In-Garbage-Out affect on research outcomes. For established constructs, you should adoptand
perhaps adaptexisting scales that have proven to be reliable
and valid. For new constructs, you should develop new mea-
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S. E. Fawcett et al.
Construct/item
Willingness
Frequent, open information sharing among
supply chain members
Use of cross-functional and supply chain
teams
Senior level managerial interaction among
supply chain members
Sharing of technical expertise with
customers and suppliers
A willingness to share information among
supply chain members
Connectivity
Current information systems satisfy SC
communication requirements
IS applications are highly integrated w/in
the rm and the supply chain
Adequate IS linkages exist with supplier
and customers
Collaboration
My rm shares resources to help suppliers
improve capabilities
Strategic objectives are jointly developed by
supply chain partners
Supplier performance is monitored and is
the basis for future business
The principle of shared rewards and risks
governs SC relationships
Value-added resources are shared among
supply chain members
Customer satisfaction
Responsiveness to customer requests or
unexpected challenges
On-time delivery/due-date performance
Overall customer satisfaction
Productivity
Cost of purchased items
Inventory performance (e.g., cost, levels,
turns)
Overall product and supply chain costs
(productivity)
Overall product quality
New product development capability (e.g.,
cost, time, uniqueness)
Transportation costs
Growth
Sales growth in the last three years
Market share growth in the last three years
Growth in return on assets (ROA) in the
last three years
Protability (single measure construct)
Mean (SD)
Standardized
loadings
4.60 (1.57)
0.80
3.83 (1.46)
0.80
4.21 (1.64)
0.76
4.24 (1.41)
0.75
4.56 (1.56)
0.84
3.30 (1.56)
0.78
3.44 (1.4)
0.83
3.64 (1.41)
0.71
3.67 (1.47)
0.62
4.00 (1.43)
0.77
4.62 (1.39)
0.57
3.74 (1.34)
0.80
3.96 (1.44)
0.76
4.68 (1.37)
0.82
4.66 (1.45)
4.64 (1.36)
0.84
0.87
4.56 (1.47)
4.47 (1.51)
0.68
0.69
4.33 (1.21)
0.88
4.15 (1.47)
3.61 (1.36)
0.74
0.72
3.86 (1.56)
0.63
4.97 (1.31)
4.85 (1.31)
4.76 (1.29)
0.94
0.93
0.60
Average
variance
extracted
Composite reliability
(rho, omega)
Mean shared
variance
0.62
0.89
0.30
0.60
0.82
0.29
0.50
0.83
0.41
0.71
0.88
0.34
0.53
0.90
0.37
0.70
0.87
0.03
4.50 (1.37)
Source: Adapted from Fawcett et al. (2011).
Notes: v2 (d.f.) = 1400.028 (570); CFI = .91; IFI = .91; RSMEA (90% CI) = .046 (.043.049); NCP (90% CI) = 830.028 (723.978943.747). All loadings signicant at p < .001.
13
sures using standard psychometric scale development procedures (Bagozzi and Philips 1982; Anderson and Gerbing
1988; Dunn et al. 1994). This process involves assessing previous measures, scanning relevant literature, and seeking managerial input (e.g., interviews, case studies). A Q-sort
procedure can help improve the quality of your scales (Moore
and Benbasat 1991; Li et al. 2009). Be sure to: (1) identify
the original source of existing scales and (2) specify your
scale-development procedures for newly developed scales.
Readers need to trust you started your research with good
scales.
4. Measurement Validation. Before readers can truly buy-in to
your measures, you need to persuade them that your measures
are reliable and valid. The following metrics for testing construct reliability and validity are rather well accepted.
Finally, CB-SEM has been a very popular approach to analyzing survey data among SCM researchers over the past decade.
Today, JBL is receiving more manuscripts that use partial least
squares structural equation modeling (PLS-SEM). PLS-SEM is
most often used when data is nonnormal or the sample size is
small. Some methodologists, however, express concern that the
use of PLS-SEM is problematic. R
onkk
o and Evermann (2013)
suggest that PLS: (1) does not correct for measurement error, (2)
is not a consistent or efcient estimator, (3) cannot be used to
test for overidentication restrictions needed to rule out endogeneity, and (4) returns results that are, at best, equivalent of using
OLS regression with weighted composites. With this in mind,
Muthen and Muthen (2012) describe an approach for correcting
for nonnormal data when using CB-SEM. Given this continuing
debate, authors need to clearly discuss their rational for choosing
PLS-SEM over CB-SEM.
FINAL THOUGHTS
Wed like to close with a few brief points.
1.
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ACKNOWLEDGMENTS
We would like to thank Sebastian Brockhaus, A. Michael Knemeyer, and Ayman Omar for providing feedback on earlier versions of this manuscript. The synthesis of reviewer comments as
well as the comments about publishing in JBL belong to the editors. However, we are deeply grateful to our co-contributors for
their help in benchmarking best practice across management,
marketing, and supply chain disciplines.
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