Journal of Operations Management最新文献

{"title":"Applying Dynamic Modeling in Empirical OM Research: A Review and Practical Guide","authors":"Ganggang Xu,&nbsp;Xingzhi Jia,&nbsp;Guanyi Lu,&nbsp;David Xiaosong Peng","doi":"10.1002/joom.70028","DOIUrl":"10.1002/joom.70028","url":null,"abstract":"<div>\u0000 \u0000 <p>The recent expansion in the availability of longitudinal and granular panel data has led to a significant increase in the adoption of dynamic panel data (DPD) models in empirical Operations Management (OM) research. To explore this trend, we conducted a comprehensive literature review of empirical OM studies published from 2012 to 2024 in four leading OM journals. Our findings reveal a marked rise in the utilization of DPD models in recent years, with 49 out of 66 (74.2%) reviewed studies published between 2020 and 2024. Despite this growing adoption, the estimation of DPD models presents notable methodological challenges compared to standard panel fixed-effects models, creating barriers to their wider use in empirical OM research. Our simulation shows that the widely used least-squares dummy variable (LSDV) estimator can be significantly biased when estimating DPD models. Variations in methodological choices can lead to differing results and conclusions, raising concerns about the rigor of current practices. To address these issues, we provide a technical review of recent estimation methods for DPD models, highlighting their underlying assumptions and initial conditions. Among these, we recommend the Generalized Method of Moments (GMM) for its flexibility and less restrictive assumptions, which have contributed to its popularity across various research fields. However, the application of GMM requires a careful, iterative process, which many OM researchers may not be familiar with. To support the effective use of GMM in DPD models in empirical OM research, we propose a practical framework that guides researchers through this process and demonstrates its practical use through real-world data from supply base management. This framework aims to enhance the reliability and accuracy of estimating DPD models, facilitating more robust empirical research in the field of OM.</p>\u0000 </div>","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"72 3","pages":"462-494"},"PeriodicalIF":10.4,"publicationDate":"2026-04-02","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"147686803","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

{"title":"Second-Order Between-Supplier Learning","authors":"Lisha Liu,&nbsp;Xianwei Shi,&nbsp;Guangzhi Shang","doi":"10.1002/joom.70033","DOIUrl":"10.1002/joom.70033","url":null,"abstract":"<p>Substantial empirical evidence shows that suppliers in emerging economies can enhance their technological capabilities through <i>direct</i> learning from technologically advanced foreign competitors. However, suppliers in emerging markets may struggle to learn directly from knowledge about competitors’ products that are <i>not</i> widely available on the consumer market. We draw on insights from existing literature, explorative interviews, and anecdotal evidence to hypothesize that firms may resort to <i>indirect</i> learning channels by leveraging downstream customers as knowledge conduits. Using the Chinese manufacturing industry's import data from 2001 to 2015, our quantitative study reveals the innovation premium of such an indirect learning channel that we term as ‘<i>second-order between-supplier learning</i>’: suppliers’ technological capabilities improve significantly when they supply to domestic customers who have imported from their technologically more advanced foreign competitors. Through a qualitative study, we develop a theoretical framework to account for the mechanisms underlying this indirect learning channel, outlining the <i>motivations</i>, <i>contents</i>, and <i>contingencies</i> that shape the effectiveness of second-order between-supplier learning. Our findings contribute to supply chain management and organizational learning literature by building a theory of second-order between-supplier learning. Our findings could also inform suppliers in emerging markets about technological development and guide policymakers on cross-border supply chain management.</p>","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"72 3","pages":"386-416"},"PeriodicalIF":10.4,"publicationDate":"2026-04-02","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1002/joom.70033","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"147686114","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

{"title":"Supply Chain Guardianship: Why Some Firms Intervene When Other Firms Commit Fraud","authors":"Scott DuHadway,&nbsp;Steven Carnovale,&nbsp;Lutz Kaufmann","doi":"10.1002/joom.70035","DOIUrl":"10.1002/joom.70035","url":null,"abstract":"<div>\u0000 \u0000 <p>In supply chains, firms often become aware of illegal actions committed by their partners, prompting the critical question: when and why do those who know become those who act? Drawing on industry examples of supply chain fraud, we introduce the concept of supply chain guardianship to study how firms respond to potential fraud committed by their supply chain partners. We identify key influences on supply chain guardianship and refine these insights into hypotheses, which we test across four behavioral experiments (<i>n</i> = 1000). Study A finds that the tone at the top of an organization can promote supply chain guardianship and that state moral disengagement is negatively correlated with it. Study B manipulates process moral disengagement and finds that it reduces guardianship behavior. Although the network position of the supply chain guardian emerges as important in industry examples, we do not find a significant effect in the experiments. We replicate and validate these findings in Studies C and D. This study offers an initial foundation for a behavioral theory of interfirm fraud responses in supply chains and offers practical insights into how firms can increase supply chain guardianship across macro-, meso-, and microlevels.</p>\u0000 </div>","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"72 3","pages":"439-461"},"PeriodicalIF":10.4,"publicationDate":"2026-04-02","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"147686072","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

{"title":"How Do Technology Paradigms Influence Configurations of Contract Characteristics for Success of Inter-Organizational Outsourcing Projects, 1991–2009?","authors":"Onkar S. Malgonde,&nbsp;Moez Farokhnia Hamedani,&nbsp;Sunil Mithas,&nbsp;Manish Agrawal,&nbsp;Kaushal Chari","doi":"10.1002/joom.70031","DOIUrl":"10.1002/joom.70031","url":null,"abstract":"<div>\u0000 \u0000 <p>What are the distinct configurations of contract characteristics associated with the success of inter-organizational outsourcing projects across different technology paradigms? We examine information technology outsourcing contracts between 1991 and 2009 to address this question by using a relatively new approach based on qualitative comparative analysis. We consider four technology paradigms: pre-Internet (1991–1996), pre-Dotcom (1997–2000), post-Dotcom (2001–2005), and Cloud Computing (2006–2009). We discuss issues related to adverse selection and moral hazard and identify five key contract characteristics that determine contract success: new contract, existing organizational relationship, long contract duration, fixed price, and competitive bidding. Our analyses document two key findings. First, we show that configurations of contract characteristics for success and failure of outsourcing projects are different across technology paradigms. Second, we identify three themes in configurations associated with outsourcing success—economic imperative, conservative relational, and conservative imperative. These themes extend prior work that draws on transaction cost economics, social exchange theory, and relational exchange theory and identify an increasing emphasis on the relational component to manage contracting risk for outsourcing success over time. From a managerial perspective, we provide context-sensitive causal recipes to choose configurations of contract characteristics, considering technology paradigms. Together, our findings provide new insights for developing cumulative knowledge for understanding the determinants of success of interorganizational outsourcing projects while opening new avenues for further theorizing and empirical testing.</p>\u0000 </div>","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"72 3","pages":"366-385"},"PeriodicalIF":10.4,"publicationDate":"2026-04-02","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"147686079","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

{"title":"JOM Forum: Theory Testing Is Theory Generation","authors":"Mikko Ketokivi,&nbsp;Saku Mantere,&nbsp;Herman Aguinis,&nbsp;Richard Makadok,&nbsp;Morgan Swink,&nbsp;Elliot Bendoly,&nbsp;Rogelio Oliva","doi":"10.1002/joom.70039","DOIUrl":"10.1002/joom.70039","url":null,"abstract":"&lt;p&gt;In this paper, we propose that theory-testing research offers just as much potential for generating theory as theory-building and theory-elaborating research, the two variants typically associated with theory generation (Ketokivi and Choi &lt;span&gt;2014&lt;/span&gt;; Lee et al. &lt;span&gt;1999&lt;/span&gt;). Responding to Bendoly and Oliva's (&lt;span&gt;2025&lt;/span&gt;) call for searching meaningful theoretical pathways for research contributions, we suggest that theory-testing research has always constituted a meaningful pathway to theoretical contributions when it extends beyond merely applying theory to &lt;i&gt;challenging, expanding&lt;/i&gt;, and &lt;i&gt;elaborating&lt;/i&gt; it. These extensions can lead to significant adjustments in bodies of knowledge over time as research programs progress.&lt;/p&gt;&lt;p&gt;To understand the generative aspect of &lt;i&gt;theory testing&lt;/i&gt;, we must distinguish it from &lt;i&gt;theory application&lt;/i&gt;. When we apply theory, the objective is usually to address a practical problem, without the interest of contributing to an ongoing theoretical conversation. In empirical operations management (OM) research, the application of &lt;i&gt;factory physics&lt;/i&gt; offers an illustrative example: Researchers apply concepts such as Little's Law and laws of variability to improve factory productivity (Schmenner and Swink &lt;span&gt;1998&lt;/span&gt;). In this context, theory consists of the relevant applicable laws that are treated as given, which makes theory effectively &lt;i&gt;axiomatic&lt;/i&gt; from an epistemological point of view (Popper &lt;span&gt;1935/2005&lt;/span&gt;, 51).\u0000 &lt;sup&gt;1&lt;/sup&gt;\u0000 \u0000 &lt;/p&gt;&lt;p&gt;In stark contrast to theory application, the fundamental idea in theory-testing research is to place the theory itself under empirical scrutiny. Accordingly, theory is no longer treated as self-evident and certain but &lt;i&gt;propositional&lt;/i&gt; and &lt;i&gt;conjectural&lt;/i&gt;, subject to revisions (Lakatos &lt;span&gt;1970&lt;/span&gt;; Popper &lt;span&gt;1963&lt;/span&gt;).&lt;/p&gt;&lt;p&gt;As an example of theory-testing research, consider Williamson's (&lt;span&gt;1971&lt;/span&gt;) question “Why do firms integrate vertically?” This question gave birth to &lt;i&gt;transaction cost economics (TCE)&lt;/i&gt;, one of the most influential and established research programs on organizational boundaries (Santos and Eisenhardt &lt;span&gt;2005&lt;/span&gt;). The theoretical essence of TCE is succinctly captured by the &lt;i&gt;discriminating alignment hypothesis&lt;/i&gt;: “Transactions, which differ in their attributes, are aligned with governance structures, which differ in their costs and competencies, in a discriminating (mainly transaction cost economizing) way” (Williamson &lt;span&gt;1996&lt;/span&gt;, 46–47). Importantly, this statement is not meant as axiomatic but conjectural, as the word ‘hypothesis’ implies: Whether actual governance decisions align transactions and governance structures in a “mainly transaction cost economizing way” is to be settled empirically.&lt;/p&gt;&lt;p&gt;Consider Walker and Weber's (&lt;span&gt;1984&lt;/span&gt;) seminal TCE-based study that examined the make-or-buy decision in the final","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"72 3","pages":"356-365"},"PeriodicalIF":10.4,"publicationDate":"2026-04-02","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1002/joom.70039","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"147686165","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

{"title":"Calling It Quits: A Behavioral Perspective on Exploration and Exploitation in R&D Project Termination","authors":"Fei Li,&nbsp;Matthew Semadeni,&nbsp;Tyson R. Browning","doi":"10.1002/joom.70034","DOIUrl":"10.1002/joom.70034","url":null,"abstract":"<div>\u0000 \u0000 <p>Not every R&amp;D project will succeed, necessitating a careful selection of which R&amp;D projects to pursue and which to terminate. Timely termination decisions free up scarce resources for more promising projects. Yet, prior research has yielded inconclusive results on how firms terminate exploratory versus exploitative R&amp;D projects. Given that early-stage R&amp;D project termination is a decision made under high uncertainty, we adopt a behavioral perspective to reconcile the inconsistent findings. We propose that a firm's preference for terminating exploratory versus exploitative projects depends on three sources of contextual feedback: parallel projects, prior collaboration experience, and firm performance. We test our hypotheses using drug development projects from pharmaceutical firms over 11 years, finding that exploratory projects are less likely to be terminated relative to exploitative ones when the number of parallel projects is limited, when they are conducted with an existing partner, or when firm performance falls below aspiration.</p>\u0000 </div>","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"72 3","pages":"417-438"},"PeriodicalIF":10.4,"publicationDate":"2026-04-02","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"147686930","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

{"title":"The Internet of Things: Reducing the Bullwhip Effect in Hospital Supply Chains","authors":"Onyi Dillibe,&nbsp;Ravi Aron,&nbsp;Praveen Pathak,&nbsp;Krabuanrat Tanasak","doi":"10.1002/joom.70023","DOIUrl":"https://doi.org/10.1002/joom.70023","url":null,"abstract":"<div>\u0000 \u0000 <p>We investigate how tracking the running times of durable medical equipment connected to the Internet of Things (IoT) can be used to estimate the demand for MRO products and consumable supplies (MRO &amp; CS) and lessen the Bullwhip Effect in healthcare supply chains (HSCs). By analyzing a unique data set consisting of orders for medical supplies in a multi-echelon HSC spanning 12 quarters (3 years), using two-stage econometric modeling and counterfactual analysis methods, we find that the sharing of these usage and consumption signals significantly improves forecast accuracy, lowers order size, and reduces the bullwhip effects of MRO &amp; CS. We find that the supply chain benefits of tracking equipment running time are amplified by the scope of the relational exchanges between supply chain partners. We analyze the two dominant IoT networking paradigms—Edge and cloud IoT—and find that the benefits of signal sharing are significantly higher under the Edge IoT network. We also find that the tracking of medical equipment has second-order effects that extend to products whose consumption is correlated with the tracked products. Our research makes important theoretical contributions to the HSC and technology management literatures and provides valuable insights into how emergent technologies can be used to address the distinctive challenges of healthcare supply chains.</p>\u0000 </div>","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"72 2","pages":"279-296"},"PeriodicalIF":10.4,"publicationDate":"2026-03-04","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"147568805","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

{"title":"An Analysis of Laparoscopic and Robotic Minimally Invasive Surgeries: Surgeon Experience, Learning, and Task Performance","authors":"Pradeep K. Pendem,&nbsp;Sriram Narayanan,&nbsp;Roger R. Dmochowski,&nbsp;Vikram Tiwari","doi":"10.1002/joom.70016","DOIUrl":"https://doi.org/10.1002/joom.70016","url":null,"abstract":"<p>The study examines the transfer of learning in the context of different surgical methods used to complete surgical procedures. Surgeons' total experience is characterized by the procedure (i.e., focal or different) and the surgical technology or method used (i.e., laparoscopic-assisted minimally invasive surgery [LAS] or robot-assisted minimally invasive surgery [RAS]). Using data from a large US university hospital with specialized surgical departments, and drawing on task-technology fit and fit appropriation model theories, we propose three novel hypotheses that focus on different facets of how learning transfers across methods and tasks for individuals. The findings contribute to research on individual learning by distinguishing between method learning (how the task is performed) and task learning (the knowledge of the task itself). We find the following key findings. First, the experience from the RAS (LAS) method has a significant (no) effect in reducing LAS (RAS) duration for the same procedure. Second, learning from other procedures is contingent on the method used to complete the task. Specifically, the experience from other procedures completed using the LAS (RAS) method increases (decreases) the LAS (RAS) duration. Overall, the results indicate that the transfer of learning from RAS to LAS is greater than from LAS to RAS. This suggests that learning transfer across technologies is asymmetrical and requires careful consideration regarding how accumulated surgical experience from various technologies impacts task performance. From a task-technology fit and fit appropriation model theory perspective, our study highlights the importance of technologies' capabilities in knowledge transfer across methods.</p>","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"72 2","pages":"297-315"},"PeriodicalIF":10.4,"publicationDate":"2026-03-04","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1002/joom.70016","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"147563428","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

{"title":"Scaling Emerging Healthcare Technology: Managing Paradoxical Tensions in A Connected Health Platform","authors":"Yichuan Wang,&nbsp;Minhao Zhang,&nbsp;Jens K. Roehrich,&nbsp;Rui Ma,&nbsp;Yunkai Zhai","doi":"10.1002/joom.70013","DOIUrl":"https://doi.org/10.1002/joom.70013","url":null,"abstract":"<p>To address growing geographical disparities in healthcare access and quality, connected health platforms (CHPs) have emerged as promising solutions. However, rapidly scaling CHPs poses significant challenges, particularly in managing tensions among multiple entities. This study examines the digital scaling process of a CHP through the lens of paradox theory, focusing on tensions and their management in resource-constrained environments. We conducted a 13-year longitudinal case study of a CHP encompassing over 300 hospitals in China. Our findings reveal three distinct yet interconnected phases of digital scaling: digital foundation building; system integration and governance; and continuous improvement and innovation. We demonstrate that tensions evolve over time during the scaling process, with one dominant type prevailing in each phase, challenging previous assumptions that different tensions emerge simultaneously across multiple entities. We also identify phase-specific “both-and” responses employed by rural hospitals to manage tensions despite experiencing resource constraints. We provide guidance to organizations operating in resource-constrained environments on the management of paradoxical tensions across a complex digital scaling process.</p>","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"72 2","pages":"233-256"},"PeriodicalIF":10.4,"publicationDate":"2026-03-04","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1002/joom.70013","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"147565125","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}

{"title":"On Telemedicine Reimbursements and Hospital Adoption: A Policy Analysis Using Causal Inference Methods","authors":"Kang Bok Lee,&nbsp;Andrew Hildebrandt,&nbsp;Nitish Patidar,&nbsp;Shashank Rao","doi":"10.1002/joom.70021","DOIUrl":"https://doi.org/10.1002/joom.70021","url":null,"abstract":"<div>\u0000 \u0000 <p>There continue to be substantial differences in the quality and access to healthcare available to communities across the United States. Researchers have called this the healthcare divide. Telemedicine, a technology-mediated intervention that promises to bridge this healthcare divide, has been discussed by some as the great leveler. Policymakers, therefore, continue creating legislation that may drive hospitals to adopt telemedicine. Yet, how (or whether) such legislation achieves the goal of telemedicine adoption (and relatedly, healthcare divide reduction) is unclear. In the current study, we investigate a phased introduction of telemedicine reimbursement policies across various states in the United States between 2014 and 2019 to explore the causal effects of such policies on hospital adoption of telemedicine. Results suggest that while reimbursement policies drove the adoption of telemedicine services, this adoption was restricted to inpatient services rather than outpatient ones. We ground our investigation on extant theoretical insights from institutional isomorphism and highlight the limitations in our understanding of the adoption of telemedicine by hospitals in the country.</p>\u0000 </div>","PeriodicalId":51097,"journal":{"name":"Journal of Operations Management","volume":"72 2","pages":"257-278"},"PeriodicalIF":10.4,"publicationDate":"2026-03-04","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"147568804","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":2,"RegionCategory":"管理学","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}