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运营管理研究中处理效应的因果性与合理性

On the causality and plausibility of treatment effects in operations management research

Production and Operations Management · 2022
被引 52
人大 AFT50UTD24ABS 4

中文导读

讨论了运营管理实证研究中评估因果效应的两大挑战(基线偏差和差异化处理效应偏差),并梳理了匹配、工具变量等识别方法如何应对这些挑战,旨在帮助研究者更好地理解、执行和评价因果研究。

Abstract

Empirical research in operations management (OM) has made rapid strides in the last 30 years, and increasingly, OM researchers are leveraging methods used in the econometrics and statistics literature to assess the causal effects of interventions. We discuss the two key challenges in assessing causality with observational data (i.e., baseline bias, differential treatment effect bias) and how dominant identification approaches such as matching, instrumental variables, regression discontinuity, difference‐in‐differences, and fixed effects deal with such challenges. We surface the key underlying assumptions of different causal estimation methods and discuss how OM scholars have used these methods in the last few years. We hope that reflecting on the plausibility and substantive meaning of underlying assumptions regarding different identification strategies in a particular context will lead to a better conceptualization, execution, evaluation, dissemination, and consumption of OM research. We conclude with a few thoughts that authors and reviewers may find helpful in their research as they engage in discourse related to causality.

运营管理因果推断计量经济学实证研究