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Journal of Operations Management 21 (2003) 475488

Discipline note
Survey research in operations management: historical analyses
M. Johnny Rungtusanatham a, , Thomas Y. Choi b,1 , David G. Hollingworth c,2 ,
Zhaohui Wu d,3 , Cipriano Forza e,4
a Department of Management, Arizona State University, P.O. Box 874006, Tempe, AZ 85287, USA
b Departments of Management and Supply Chain Management, Arizona State University, P.O. Box 874006, Tempe, AZ 85287, USA
c Lally School of Management and Technology, Rensselaer Polytechnic Institute, 110 Street 8th, Troy, NY 12180-3590, USA
d Department of Supply Chain Management, Arizona State University, P.O. Box 874006, Tempe, AZ 85287, USA
e Dipartimento di Tecnica e Gestione Dei Sistemi Industriali, Universit di Padova, Stradella S. Nicola 3, 36100 Vicenza, Italy

Received 5 July 2001; accepted 18 December 2002

Abstract
Our paper provides a comprehensive assessment of 285 survey research articles in operations management (OM), published
between 1980 and 2000. Six OM journals are included in this study; they are, in alphabetical order: Decision Sciences (DS),
International Journal of Operations & Production Management (IJOPM), International Journal of Production Research
(IJPR), Journal of Operations Management (JOM), Management Science (MS), and Production and Operations Management
(POM). In this paper, we reflect upon the state and evolution of survey research in the OM discipline across a 21-year time
span and the contribution of OM journals that have published these studies. Major changes have occurred in the last 5 years of
our sampling period, and two topics stood out as showing fastest ascendancy to prominenceoperations strategy and supply
chain management. Furthermore, over the years, the Journal of Operations Management appears to have been publishing
more survey research articles and a greater variety of OM topics compared to the other five journals in our study.
2003 Elsevier Science B.V. All rights reserved.
Keywords: Survey research; OM history; Methodology

1. Introduction velopment of the OM discipline (e.g. Hill et al.,


1988/1989; Filippini, 1997). Before 1980, core is-
Operations management (OM) scholars often point sues and problems in OM had traditionally been
to 1980 as a critical junction in the modern de- addressed via modeling-based research using either
optimization or simulation methodologies, almost to
Corresponding author. Tel.: +1-480-727-6268;
the point of exclusivity of other research approaches.
fax: +1-480-965-8314.
However, in 1980, the OM discipline began to un-
E-mail addresses: j.rungtusanatham@asu.edu dergo fundamental changes that had resulted directly
(M.J. Rungtusanatham), thomas.choi@asu.edu (T.Y. Choi), from self-assessments of research needs and agendas
hollid@rpi.edu (D.G. Hollingworth), (Buffa, 1980; Chase, 1980; Miller and Graham, 1981;
zhaohui.wu@asu.edu (Z. Wu), forza@gest.unipd.it (C. Forza). Sullivan, 1982; Voss, 1984). Many scholars recom-
1 Tel.: +1-480-965-6135; fax: +1-480-965-8314.
2 Tel.: +1-518-276-6445; fax: +1-518-276-8661. mended that OM researchers undertake research ap-
3 Tel.: +1-480-727-6191; fax: +1-480-965-8314. proaches frequented by organizational behavior and
4 Tel.: +390-444-998-731; fax: +390-444-998-888. marketing specialists (Sullivan, 1982, p. 214) in order

0272-6963/03/$ see front matter 2003 Elsevier Science B.V. All rights reserved.
doi:10.1016/S0272-6963(03)00020-2
476 M.J. Rungtusanatham et al. / Journal of Operations Management 21 (2003) 475488

to study management-oriented (Buffa, 1980) and more clusions, Filippini brought attention to the need for im-
macro-oriented (Chase, 1980) OM issues and prob- proving the quality of survey research in OM. In par-
lems. These realizations eventually led to a conclusion ticular, he encouraged the development of reliable and
that the scope of [OM] can not be captured and ex- valid measures and the incorporation of multiple vari-
plained in its entirety by purely deductive tools such ables. In this same special issue, Collins and Cordon
as mathematics and its extensions such as operations (1997) sought to identify and discuss methodological
research or statistics (Swamidass, 1991, p. 794). issues surrounding the design and administration of
Since 1980, the OM discipline has witnessed in- large-scale surveys. Choosing manufacturing strategy
creased deployment of empirical research designs, as their content focus, Collins and Cordon com-
particularly survey research, to understand better pared and contrasted the design and execution of
such issues as manufacturing strategy, manufactur- two completed survey-based research studies that led
ing flexibility, just-in-time manufacturing, quality to insights concerning sample selection, respondent
management, etc. In general, OM researchers, in preparation, bias, etc.
light of their traditional training in optimization- Malhotra and Grover (1998), seeking to provide
and simulation-based research methodologies, have a normative perspective on what constitutes good
demonstrated remarkable progress in comprehending survey research, developed a list of 17 ideal survey re-
the complexities of designing and executing empirical search attributes. These attributes touched upon issues
research. Rungtusanatham (1998, p. 10) commented such as unit of analysis, triangulation of data sources,
that this progress is evidenced not only by the quan- psychometric assessments of multiple-item measure-
tity, but also the quality and sophistication of the ment scales, sampling frame and strategies, response
research endeavors that have been completed. rates and bias, and substantive analytical approaches
Our paper seeks to provide a comprehensive assess- and statistical power. Malhotra and Grover then ap-
ment of OM survey research. We begin by reviewing plied these 17 attributes to evaluate 25 survey-based
other evaluative articles similar to ours and demon- OM papers from four journals between 1990 and
strate how we build on these previous works. After dis- 1995. This evaluation led the authors to suggest the
cussing methodological issues, we present the results need for OM researchers to build on existing research,
of our analyses. Our results will delineate the historical the importance of theory-driven survey research, the
trends of OM survey research, particularly in the last 5 use of triangulation, the need to conduct formal as-
years of our sampling period, as well as the contribu- sessments of reliability and construct validity, the use
tions that different OM journals have made in develop- of existing measures, the application of confirmatory
ing and promoting survey research. We end with a gen- methods for data analysis, etc.
eral discussion and implications for future research. Finally, Hensley (1999) focused specifically on
the development and use of reliable and valid mea-
surement scales in OM research. Six studies were
2. Literature review reviewed in terms of the approaches to the develop-
ment and validation of multiple-item measurement
In 1997, the International Journal of Operations & scales. Strengths and weaknesses of these six stud-
Production Management (IJOPM) published a collec- ies were identified and discussed in order to help
tion of articles on survey research. One of the papers future researchers better understand the various is-
in that issue (i.e. Filippini, 1997) traced the evolution sues involved in creating and/or adapting existing
of OM topics and research approaches over the last 2 measurement scales for OM research.
decades by analyzing the 244 papers published in the While the fundamental purpose of our paper par-
Proceedings of the Annual Meeting of the Decision allels that of these similarly published papers, our
Sciences Institute, 1996, in terms of research content study brings in a decidedly historical perspective.
and methods. The insights were compared to other For instance, Malhotra and Grover (1998) focused
insights developed from similar analyses of the 1986 on 25 published survey research studies in OM be-
and 1987 proceedings of the same conference (see tween 1990 and 1995. Collins and Cordon (1997)
Amoako-Gyampah and Meredith, 1989). In his con- compared and contrasted two survey research studies
M.J. Rungtusanatham et al. / Journal of Operations Management 21 (2003) 475488 477

on manufacturing strategy. Filippini (1997) examined survey papers. We first selected Decision Sciences
articles from proceedings of an annual conference, (DS), Journal of Operations Management (JOM), and
and Hensley (1999) reviewed and discussed six pa- Management Science (MS) because previous studies
pers that reported narrowly on the development of have consistently ranked these journals in the upper
multiple-item measurement scales. echelon. Saladin (1985), for example, ranked JOM,
In order to build on these studies and to frame the MS, and DS in that order with respect to quality of
study in a more historical context, we have expanded journal and appropriateness. Barman et al. (1991)
the number of articles considered, as well as the time classified these three journals in the first three of the
period under analysis. We have included a more ex- six groupings in terms of relevance and in the first
haustive set of survey research articles published (285 of the five groupings in terms of quality. In Vokurka
articles) and have expanded the journal list to six ma- (1996), MS, DS, and JOM were ranked first, second,
jor journals. Furthermore, we have chosen to cover a and fifth, respectively, out of 25 journals. Goh et al.
span of 21 years between 1980 and 2000. As a way (1997) considered these three journals to be in the
of building on past studies, we repeat some of the Elite grouping. Soteriou et al. (1998) reported that
same analyses that earlier scholars have conducted European OM scholars placed JOM and MS in the
(e.g. measurement issues, topical issues, data analysis top five groupings in terms of both relevance and
approaches, etc.), but we do that in an expanded con- quality.
text. Particularly, we set out to see what changes have We included three other journals in our review and
taken place since the work of Malhotra and Grover evaluationIJOPM, International Journal of Pro-
(1998), one that is most similar to our work, but whose duction Research (IJPR), Production and Operations
sampling period ended in 1995. In addition, we try to Management (POM). In Goh et al. (1997), IJOPM
highlight different contributions that different journals and IJPR had the same Elite status as DS, JOM,
have made in the evolution and development of OM and MS. For European OM scholars, both IJOPM
survey research. and IJPR placed in the top five groupings in terms
of both relevance and quality (Soteriou et al., 1998).
POM is included because it is generally regarded as
3. Methodology an important emerging journal for OM research; for
instance, in a recent replication study, Barman et al.
In order to fulfill our purpose of providing a compre- (2001) ranked POM as second after JOM in terms of
hensive historical perspective on OM survey research, relevance in OM research.
we address issues of time horizon, journal selection,
article selection, coding, and analysis. 3.3. Article selection

3.1. Time horizon We applied two criteria to select articles from all
potential articles published in the six journals noted
We chose to anchor our assessment period between above. First, the selected articles should address a
1980 and 2000, a 21-year time horizon. We chose 1980 problem or an issue that falls under the OM research
as the starting point since the modern development of agenda, especially since DS and MS also publish re-
the OM discipline can be traced to the encouragements search that falls outside of OM (e.g. finance, informa-
of such scholars as Buffa (1980) and Chase (1980). tion systems, and organizational theory). Second, the
We chose the year 2000 as the end point because it selected articles should have applied a pen-and-paper
extends prior reviews by 5 years and has symbolic mailed survey as the primary, not necessarily the only,
meaning as the ending of the century. data collection approach. We wanted to avoid introduc-
ing potential confounding factors by considering dif-
3.2. Journal selection ferent survey methods in one study (e.g. pen-and-paper
mailed study versus in-person survey or telephone
We looked for all OM journals that have been survey), and we believed that the pen-and-paper
known to publish empirical studies, in particular mailed survey was the most widely adopted data
478 M.J. Rungtusanatham et al. / Journal of Operations Management 21 (2003) 475488

collection methodology in survey research conducted 4. Trend and pattern analytical results
in OM.
We also excluded several articles that did not con- 4.1. Survey research growth in OM
tain sufficient information about four critical aspects
in the execution of the survey methodology (i.e. dis- We have tabulated the counts of OM survey articles
cussion of sampling strategy, specification of the unit published in the six selected journals since 1980 in
of analysis, assessment of measurement quality, and Table 1. Based on the total number of OM survey arti-
assessment of common methods/source variance). Ad- cles published year-to-year across the six journals, we
ditionally, we also did not consider a number of arti- can observe confidently that there has been an increase
cles that merely described the extent of usage of OM in the quantity of OM survey research since 1980.
concepts and techniques, background descriptive char- Comparing the percentages of survey papers to the
acteristics of production managers, or characteristics total number of articles published in each journal,
of manufacturing in a particular industrial sector in a JOM, at 14.4%, clearly appears to be the gatekeeper
country. of publishing survey papers. In the next tier, IJOPM
and POM have been publishing about the same per-
3.4. Coding centages at 9.9 and 8.6%, respectively. What is no-
table, however, is that the total percentage of survey
We coded all 285 OM survey articles to obtain in- articles across all journals remains at a mere 3.3%.
formation regarding several evaluation dimensions However, if we were to examine the percentages since
journal outlet, year of publication, main topic of 1992 when POM came into existence, this percentage
article, purpose of article (e.g. descriptive versus rela- increased to 5.1%. Also, JOMs role as the gatekeeper
tional), sampling approach, unit of analysis, psycho- of publishing survey articles becomes even more pro-
metric analysis (i.e. reliability and construct validity), nounced in this time period (27.9% compared to other
and common methods/source bias. The working defi- journals).
nitions that were used to code selected articles on each
of the evaluation dimensions are given in Appendix A. 4.2. OM survey research focus
The coding was completed on an individual basis,
such that one member of the research team would In order to code the primary research focus of
be responsible for at least one journal. One individ- published OM survey articles, we combined the topic
ual research team member then double-checked the listings published in the submission guidelines for
data coding for the entire set of articles that were authors in DS, IJOPM, and JOM. After removing re-
included in our study, correcting for missing or in- dundancies, we identified five major topic areas as fol-
complete information. We conducted random checks lows: Just-in-Time (JIT), Management of Technology
for inter-rater reliability, and we typically obtained (MoT), Operations Strategy (OS), Quality Manage-
about 85% agreement, which gave us reasonable as- ment (QM), and Supply Chain Management (SCM).
surance that we were being consistent in our coding Three of these five topic areasnamely, Quality, Op-
activities. erations Strategy, and Management of Technology
have previously been identified in a Delphi study
3.5. Analysis of top OM research issues (Malhotra et al., 1994).
Appendix B lists examples of subtopics in each of the
Our purpose in this paper, being descriptive and five major topic areas.
inductive in nature, is not conducive to statistical We then sought to classify the 285 OM survey ar-
methodologies for deductive hypothesis testing. In- ticles into one of the five research topic areas. In in-
stead, we engaged in trend and pattern analyses in or- stances, where published articles focused on more than
der to shed greater understanding on the development one main topic area, we assigned equal weights to the
and evolution of survey research in OM and to iden- different topic areas such that the sum of the assign-
tify potential areas for improvement. We present these ments did not exceed 1. For example, for Boyer et al.
analytical results in the form of tables and graphs. (1997), we assigned 0.5 to OS and another 0.5 to MoT,
M.J. Rungtusanatham et al. / Journal of Operations Management 21 (2003) 475488 479

Table 1
Frequency of OM survey articles published by journal and by year
Year Journals

DS IJOPM IJPR JOM MS POM Total survey articles

1980 0 (51) 0 (10) 1 (60) 0 (19) 0 (111) NA 1 (251)


1981 0 (65) 0 (10) 2 (64) 2 (18) 0 (112) NA 4 (269)
1982 0 (55) 1 (12) 1 (58) 2 (17) 0 (122) NA 4 (264)
1983 0 (44) 1 (17) 0 (72) 1 (26) 0 (116) NA 2 (275)
1984 0 (37) 1 (24) 1 (78) 2 (29) 0 (124) NA 4 (292)
1985 0 (32) 1 (24) 0 (87) 1 (40) 0 (134) NA 2 (317)
1986 0 (38) 1 (32) 0 (105) 0 (34) 0 (135) NA 1 (344)
1987 0 (45) 5 (27) 4 (127) 1 (17) 0 (139) NA 10 (355)
1988 0 (61) 2 (40) 1 (132) 0 (20) 0 (125) NA 3 (378)
1989 1 (60) 4 (46) 2 (138) 0 (24) 0 (107) NA 7 (375)
1990 0 (61) 3 (48) 2 (157) 1 (24) 0 (110) NA 6 (400)
1991 0 (78) 7 (65) 1 (164) 4 (25) 1 (118) NA 13 (450)
1992 1 (85) 6 (64) 0 (178) 0 (0) 0 (112) 4 (27) 11 (466)
1993 0 (63) 5 (64) 1 (80) 1 (24) 1 (123) 2 (16) 10 (470)
1994 2 (45) 4 (82) 3 (181) 3 (14) 1 (121) 1 (19) 14 (462)
1995 5 (35) 6 (94) 4 (206) 4 (42) 3 (147) 1 (24) 23 (548)
1996 2 (35) 11 (87) 2 (195) 3 (22) 2 (126) 1 (25) 21 (490)
1997 1 (38) 9 (72) 4 (193) 8 (21) 2 (126) 3 (23) 27 (473)
1998 4 (44) 9 (73) 2 (187) 13 (39) 1 (145) 1 (31) 30 (519)
1999 5 (47) 11 (75) 6 (226) 12 (34) 5 (118) 5 (25) 44 (525)
2000 6 (36) 17 (75) 5 (251) 17 (30) 2 (113) 1 (29) 48 (534)
Total OM survey articles 27 104 42 75 18 19 285
All articles published 1054 1041 3039 519 2584 219 8456
Percentage (%) of survey 2.5 9.9 1.3 14.4 0.6 8.6 3.3
articles (19802000)
Percentage (%) of survey 5.1 11.4 2.6 27.9 1.7 8.6 5.1
articles (19922000)
The total number of articles are given in parenthesis.

since the article contained these two foci. In the end, count of 58.5, and JIT shows the lowest at 27.5, fol-
we were able to classify 202.5 out of the 285 OM sur- lowed by SCM at 33.
vey articles into at least one of the five research topic When the cumulative counts of each of the five
areas. As indicated in Table 2, OS shows the highest topics across all journals were plotted, OS and SCM
showed the steepest positively sloped curve (see
Table 2 Fig. 1), indicating comparatively fast growth. JIT
Classifying OM survey research by research focus showed a slowing of publications with the smallest
Research focus Survey articles slope.
across all journals One striking result was obtained when the five top-
Just-in-Time (JIT) 27.5 ics were compared across different journals as shown
Management of Technology (MoT) 40.5 in Table 3. Based on the earlier observation that por-
Operations Strategy (OS) 58.5 trayed JOM as the gatekeeper of publishing the highest
Quality Management (QM) 43
percentages of survey articles in OM, we expected to
Supply Chain Management (SCM) 33
see JOM emerging as the leader in one or more of the
Total OM survey articles classified 202.5 topic areas. However, across all topics, JOM appeared
All OM survey articles published 285
in middle to low positions in terms of rankings. Upon
480 M.J. Rungtusanatham et al. / Journal of Operations Management 21 (2003) 475488

Fig. 1. Total number of survey articles by major OM topic area by year.

further analysis, we discovered that only 54% of sur- 4.3. Purpose of OM survey research
vey papers published in JOM fell into these five major
topic areas, with the remaining percentage of survey The OM survey articles generally fall into one of
papers falling into other topic areas such as perfor- the two categories, descriptive or relational, in terms
mance assessment, international issues, new product of why the survey research was being conducted. By
development, time-based management, etc. For DS, descriptive, we refer to studies that are designed to
IJPR, IJOPM, and POM, the percentages were 96, 83, provide a snapshot of the current state of events
76, and 74%, respectively. related to an OM phenomenon. Generally, these

Table 3
Comparing journal outlets by the research topic areas
Just-in-Time manufacturing Management of Technology Operations Strategy Quality Management Supply Chain
Management
IJOPM (14.9%) IJPR (19%) POM (36%) DS (37%) DS (20.3%)
MS (13.8%) IJOPM (16%) IJOPM (24%) IJPR (27%) IJPR (16.6%)
IJPR (10.7%) DS (12.9%) DS (18.5%) POM (13%) JOM (12%)
POM (10.5%) JOM (12%) JOM (13%) MS (11%) IJOPM (9.6%)
DS (7%) POM (7%) MS (11%) JOM (10.6%) POM (7.8%)
JOM (6%) MS (5.5%) IJPR (9.5%) IJOPM (8.6%) MS (0%)
Note: Percent (%) refers to the percentage of articles in the given topic area to the total number of survey articles published in a particular
journal.
M.J. Rungtusanatham et al. / Journal of Operations Management 21 (2003) 475488 481

studies do not conduct formal tests of hypotheses, Table 4


other than tests of differences between groups for de- Classifying OM survey research by research purpose and by year
scriptive purposes. Some examples include the Saraph Year Descriptive Relational Both Total by year
et al. (1989) study defining and operationalizing eight
1980 1 0 0 1
critical factors underlying quality management, the
1981 2 1 1 4
Gilbert (1990) study describing JIT implementation 1982 1 2 1 4
in small- to medium-sized manufacturers, and the 1983 1 1 0 2
Vargas and Johnson (1993) study of the operations 1984 4 0 0 4
functions in maquiladoras. 1985 1 0 1 2
1986 1 0 0 1
By relational, we refer to studies that are designed
1987 5 2 3 10
to empirically examine relationships among two or 1988 2 1 0 3
more constructs or variables, either in an exploratory 1989 6 1 0 7
or a confirmatory manner. Studies that fall into this 1990 4 2 0 6
category specify propositions or hypotheses a priori to 1991 5 6 2 13
1992 3 7 1 11
guide subsequent empirical analyses. Examples of OM
1993 3 6 1 10
survey articles in this category include the empirical 1994 6 7 1 14
test of a Deming-based theory of quality management 1995 4 19 0 23
(Anderson et al., 1995), the performance implications 1996 6 11 4 21
of tooling problems in flexible manufacturing systems 1997 2 22 3 27
1998 3 18 9 30
(Perera and Shafaghi, 1995), and the factors affecting
1999 2 39 3 44
job shop dispatching rules (Green and Appel, 1981). 2000 2 44 2 48
Some OM survey articles, in fact, serve both descrip-
Total count 64 189 32 285
tive and relational purposes (e.g. Ahire et al., 1996;
Tan et al., 1998).
Table 4, which tabulates the 285 survey articles
Table 5
according to research purpose, reveals that OM re- Sampling strategies in OM survey research by year
searchers have been increasingly designing relational
Year Secondary Probability Population Total by
studies using survey methodology for data collection.
data sampling study year
During the first 15 years starting with 1980, de-
1980 0 1 0 1
scriptive articles averaged about 3.4 articles per year 1981 0 0 0 0
and relational studies averaged about 2.8 articles per 1982 0 0 0 0
year. However, this trend changed dramatically since 1983 0 0 0 0
1995. Beginning in 1995, while descriptive studies 1984 0 0 1 1
increased only slightly to 5.0 articles per year, rela- 1985 1 0 0 0
1986 0 0 0 0
tional articles leapfrogged from 2.8 to 27.3 articles per 1987 0 0 0 0
year. 1988 1 0 0 1
1989 0 1 2 3
4.4. Sampling strategies 1990 2 1 0 3
1991 2 3 1 6
1992 2 0 0 2
With respect to sampling strategies, we counted 1993 0 2 3 5
152 articles (53%) that provided sufficient informa- 1994 0 4 2 6
tion about the target population, the sampling frame, 1995 7 2 5 14
and/or the sampling process to understand how the fi- 1996 1 4 6 11
nal sample was constructed. These 152 articles can 1997 5 4 10 19
1998 7 1 11 19
be classified into one of the three categories in terms 1999 5 11 10 26
of sampling strategiessecondary data survey papers, 2000 8 10 17 35
probability sampling survey papers, and population
Total count 41 43 68 152
survey papers. As shown in Table 5, 41 articles re-
482 M.J. Rungtusanatham et al. / Journal of Operations Management 21 (2003) 475488

ported empirical results based on a secondary data with 27 appearing during 1998, 1999, and 2000, the
source. These articles specified in the methodology last 3 years of our analytical time horizon.
section that the data were provided by a secondary Among these 50 survey articles, the unit of analysis
source, collected by other researchers and for other has varied considerably, from a manufacturing plant
purposes (Babbie, 1992). For example, Anderson et al. or factory (e.g. Ahire et al., 1996; Flynn et al., 1994;
(1995, p. 655) stated, the empirical results reported Noble, 1997) to a bank (e.g. Roth and van der Velde,
here are based on an analysis of an available data 1991) and to a health maintenance organization (e.g.
source. Heineke, 1995). Additionally, OM articles have ana-
A probability sampling approach allows samples to lyzed a machine shop (e.g. Wisner, 1996), a primary
be created that are representative of the populations of product line (e.g. Safizadeh and Ritzman, 1997), an
interest. For instance, Sakakibara et al. (1993) used a assembly line (e.g. Chase and Singhal, 1981), the
stratified random sample of US and Japanese-owned individual employee (e.g. Archer and Wesolowsky,
plants. Gupta et al. (1991) used a random sample of 1996), a relationship between buyers and suppli-
manufacturing organizations. ers (e.g. Bozarth et al., 1998; Hartley et al., 1997),
Population surveys occur when the authors admin- and a business unit (e.g. Narasimhan and Jayaram,
ister surveys not to a sample but to the entire mem- 1998).
ber elements within the target population. As such,
there is no need to deploy any sampling approach to 4.6. Assessments of measurement quality
construct a sample of the target population per se. As
shown in Table 5, this appears to be the dominant ap- Measurement quality, or the reliability and valid-
proach in OM survey research. For instance, Kim and ity of measurement instruments used to collect data,
Lee (1989) sent questionnaires to all members in the is a pivotal concern in any research, particularly in
membership directories of APICS, IIE, and the Com- research that seeks to test relationships among con-
puter and Automated Systems Association of SME. structs (Carmines and Zeller, 1979). As such, for the
Likewise, Archer and Wesolowsky (1996) sent surveys issue of measurement quality, we considered only the
to all vehicle owners in the Hamilton, Ont., Canada, 221 OM survey articles in the review set with a rela-
metropolitan areas. tional purpose (see Table 4).
Looking at the general pattern in Table 5, clearly
there has been an upward trend in more recent years 4.6.1. Reliability
in terms of specifying the sampling strategy adopted Of the 221 relational OM survey articles, we ex-
in OM survey research. Most markedly, the year 2000 cluded 46 that predominantly analyzed single-item
showed that 72% of the survey articles published measures, since the use of single items does not al-
clearly specified the sampling strategy. When the low for an evaluation of internal consistency reliabil-
overall data were partitioned into different journals, ity. These 46 OM survey paper, by the way, did not
we found that JOM and IJOPM have historically been provide evidence of other forms of reliability. Of the
most consistent in reporting sampling strategies remaining OM survey articles, only 31 offered no ev-
JOM at 61% of the total number of survey articles idence of reliability. Among these 31 were ones that
published and IJOPM at 60%. claimed to have conducted reliability assessment but
reported no results, as well as ones that simply did not
4.5. Unit of analysis provide any discussion.
Of the OM survey articles that provided evidence
Related to the issue of sampling strategies is the of reliability, 24 offered other reliability assessment
specification of the unit of analysisi.e. what or who results in place of, or in addition to, Cronbachs .
is [being] studied (Babbie, 1992, p. 92). Out of the These 24 OM survey articles commented, for instance,
285 papers, only 50 OM survey articles clearly iden- on inter-rater reliability, Werts et al. (1974) reliability
tified and/or stated the unit of analysis underlying the coefficient, and/or a composite reliability outlined by
reported empirical results. A closer look at these 50 Fornell and Larcker (1981). Twelve of these 24 survey
papers reveals that all were published in the 1990s, articles appeared in 1999 and 2000, consistent with
M.J. Rungtusanatham et al. / Journal of Operations Management 21 (2003) 475488 483

our previous observation concerning the increasing 19% to be exact, explicitly considered or evaluated the
methodological rigor of OM survey research toward potential of common methods/source variance.
the end of our 21-year time period. From a historical perspective, no article published
before 1992 even raised or brought this issue into dis-
4.6.2. Validity cussion. In fact, 17 of these 19 OM relational sur-
Generally speaking, three different types of validity vey articles appeared only in the last 5 years (since
can be assessed for any measurement instrument 1996) for which we were collecting dataan indi-
content validity, criterion-related validity, and con- cation of a major change in this trend. Bozarth and
struct validity. Of the three, construct validity comes Edwards (1997), for example, conducted a Harman
closest to the general definition of validity and is one-factor test to detect for common method variance.
the primary concern for research seeking to empiri- Sriparavastu and Gupta (1997, p. 1232), in discussing
cally test relationships among constructs. Therefore, future research directions, urged that data be collected
we consider, in our evaluation of the 221 relational by other methods in other industries to eliminate
OM survey articles, whether or not assessments of the potential for biased responses. Choi and Eboch
construct validity were conducted in the execution (1998) attempted to mitigate the concern of common
of the survey research. More particularly, we narrow method variance by interpreting convergent validity
our focus to the 164 OM survey articles that used and discriminant validity results in terms of the in-
multiple-item measurement scales, since OM survey dependence of the constructs. Finally, Klassen and
articles that do not use multiple-item measurement Angell (1998) explicitly recognized the potential for
scales generally do not address the issue of construct single informant bias in their study.
validity.
Our analyses found that of the 164 published survey
articles in OM, only 78 (or 46%) acknowledged or 5. Discussion
reported on the issue of construct validity. However,
47 of these 78 (60%) were published in the last 2 years Although there have been other evaluative studies
of our sampling period (1999 and 2000), validating, published with a similar purpose (e.g. Malhotra and
once again the increasing methodological rigor of OM Grover, 1998), our paper takes a more comprehensive
survey research. and historical look at survey research in the OM dis-
cipline. Our study, in contrast to previously published
4.7. Common methods/source variance papers, included a more exhaustive set of survey ar-
ticles (n = 285), considered a larger set of core OM
The potential for inflated empirical relationships journals (DS, IJOPM, IJPR, JOM, MS, and POM), and
can occur when data for independent variables and spanned a longer time period of 21 years from 1980 to
dependent variables have been collected using the 2000. We believed that working with this exhaustive
same method or have been provided by the same set of data was necessary to provide a historical per-
single source (Crampton and Wagner, 1994). Either spective and an introspective reflection for future OM
situation may introduce a response bias that would survey research. We chose 1980 as the starting point
exaggerate the magnitude of the empirical relation- for data collection because most OM scholars consider
ships. This issue of common methods/source variance 1980 as the watershed year in terms of empirical OM
is of particular concern for survey research wherein a research.
single organizational informant provides answers to Our results clearly indicate that we have witnessed
both independent and dependent variables using the an increasing proliferation of OM survey research
same data collection approach such as a question- articles published since 1980. What is striking is that
naire. the field has taken a quantum leap since 1995, the
As with the issue of measurement quality, we only last year in the study of Malhotra and Grover (1998).
consider the 221 OM survey articles with a relational It would seem, from looking at the data, that we
purpose in terms of the issue common methods/source have come through a renaissance in designing and
variance. Of these 221, only a very small percentage, executing survey research during the late 1990s. For
484 M.J. Rungtusanatham et al. / Journal of Operations Management 21 (2003) 475488

instance, the number of articles that explicitly stated Indeed, OS, as a topic area, has been the most dom-
sampling strategies dramatically increased since 1995 inant throughout the history of OM survey research
(see Table 5), and 27 of the 50 articles that explicitly and continues to dominate with OM survey research
articulated the unit of analysis all appeared since 1997 addressing such macro issues as manufacturing strat-
(see Section 4.5). Furthermore, 12 of the 24 articles egy, strategic taxonomy, and service strategy (see
that reported reliability assessment results in place Appendix B). Like OS, SCM, which also addresses
of, or in addition to, Cronbachs , appeared in 1999 such macro issues as the dynamics between firms and
and 2000 (see Section 4.6.1); 47 of the 78 articles strategies for managing a group of companies (e.g.
that reported construct validity were again published suppliers), has attracted and continues to attract the
in 1999 and 2000 (see Section 4.6.2); and 17 of attention of OM scholars.
the 19 articles that addressed the issue of common As discussed in Section 4.3, there has also been a
methods/source variance appeared since 1996 (see dramatic increase in the number of relational OM sur-
Section 4.7). vey studies published since 1995. The average num-
Looking at all six journals across the 21-year time ber of relational OM survey studies had been 3.4
span (see Table 1), JOM appears to have been most articles per year for the first 15 years of our sam-
active in publishing survey research articles14.4% pling period, but from 1995 to 2000, this number
of all articles published since 1980 in JOM have been grew to 27.3 articles per year. This is encouraging
survey researches; since 1992, this percentage has in- because relational studies provide the foundation for
creased to 27.9%. This finding, by itself, may not be building and testing theories and for growth of scien-
terribly interesting. What becomes interesting, how- tific knowledge in a discipline. However, we need to
ever, is that, in rank ordering the six journals in terms keep such encouraging news in perspective, particu-
of the percentage of survey articles published in each larly since the average percentage of survey articles
major topic area (Table 3), JOM ranks in the middle published over the years across all six journals re-
or near the bottom for each of these five OM topic mains considerably low at 3.3%. If empirical studies
area. were to play a major role in building the foundation
One could potentially argue that it would be natu- for the field of OM and if pencil-and-paper survey
ral for other journals that publish articles at a higher were to become the primary methodology for obtain-
volume (e.g. IJOPM) to dominate the selection of the ing such empirical data, we need to see this percent-
major topic areas and, thus, the ranking. However, the age grow to a much higher level and at a much faster
list of major topic areas was derived a priori based on pace. Although this percentage went up significantly
the key topics listed in these journals (see Section 4.2), to 6.7% in the last 5 years of our sampling period,
and the rankings were created based on percentages, we believe this percentage should continue to increase
not absolute numbers. Therefore, the only conclusion dramatically and we remain hopeful and convinced
we can draw is that over the years, JOM has, know- that survey research will become a major method-
ingly or unknowingly, been more open and receptive ological approach for conducting research in the OM
to experimenting in non-major or -traditional topics. discipline.
Only about half of the survey articles published in
JOM belonged to the five major topic areas, whereas,
almost all survey articles published in DS and about 6. Conclusions
three-quarters in IJOPM, IJPR, and POM fell under
the five major topic areas. The last 2 decades have evidenced remarkable
Among these topic areas, operations strategy (OS) progress in the quantity and quality of empirical re-
showed the highest count of 58.5 (see Table 2), while search in OM. Survey research in OM, in particular,
JIT and SCM totaled near the bottom at 27.5 and has blossomed, becoming increasingly accepted as a
33, respectively. Furthermore, during the last 5 years legitimate methodology for understanding the core
between 1996 and 2000, whereas, survey articles in issues and problems that our discipline faces. In our
OS and SCM have shown steep inclines, the number review, we have empirically substantiated this growth
of JIT survey articles has flattened out (see Fig. 1). and have demonstrated the improving nature and the
M.J. Rungtusanatham et al. / Journal of Operations Management 21 (2003) 475488 485

increasing rigor of OM survey research. However, Acknowledgements


we must acknowledge that opportunities for improve-
ment still existopportunities that, we believe, can We wish to acknowledge and thank the referees
propel our research and results into a greater arena of and Jack R. Meredith, former Editor-in-Chief of the
acceptance both within and beyond the boundaries of JOM, for constructive and encouraging comments in
the OM discipline. improving earlier versions of this paper.

Appendix A

Coding headings and definitions

Coding Definition

General issues:
Journal outlet What is the journal in which the article was published (DS, IJOPM, IJPR,
JOM, MS, or POM)?
Year of publication What year did the article appear in published form?
Main OM topic What is the main topic area that the article addresses?
Purpose of the article Does the article intend to describe some OM phenomenon (i.e.,
descriptive research) or does it intend to test relationships supported by
OM phenomena (i.e. relational or hypothesis testing research)?
Sample issues:
Sampling approach How is the sample constructed (e.g. random, stratified, etc.)?
Unit of analysis Did the paper clearly specify what the unit of analysis was, or did the
paper allow readers to infer what the unit of analysis was?
Measurement quality issues:
Reliability What approaches, if any, were employed to examine the reliability of the
multiple-item measurement scales or indices in the survey?
Construct validity What approaches, if any, were employed to examine the construct validity
of the multiple-item measurement scales or indices in the survey?
Analysis issues:
Common methods/source bias Did the paper acknowledge and/or address issues of common bias as might
be appropriate?

Appendix B

Top five research foci and sub-topics sampling

Research focus Sub-topics

Just-in-Time manufacturing (JIT) Definition of Just-in-Time manufacturing


Impact of JIT on organizational design
Performance implications
Inventory level determinants
JIT implementation
486 M.J. Rungtusanatham et al. / Journal of Operations Management 21 (2003) 475488

Appendix B (Continued )
Research focus Sub-topics

Management of Technology (MoT) Robotics


Flexible manufacturing systems
Advanced manufacturing technology
Cellular manufacturing
AMT adoption
Operations Strategy (OS) Service strategy
Manufacturing strategy
Relationship between manufacturing and business strategy
Comparative study of manufacturing strategies
Strategy taxonomy
Quality Management (QM) Quality circles
Definition of total quality management
ISO 9000
Deming management method
Impact of design and process management on quality
Supply Chain Management (SCM) Sourcing strategies
Buyersupplier alliances
Supplier selection
Supply cost issues
Logistics partnership

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