Celebrate Walden University’s Global Day of Service by Volunteering: Saturday, 2 October, 2010

Once again, our students, alumni, faculty and staff members, along with their friends and family, came together in a truly remarkable way to celebrate Walden’s Global Day of Service.  On Saturday,Walden Service Network Oct. 2, more than 1,700 individuals volunteered across 455 cities, with 700 of those volunteers specifically participating in more than 90 Walden-sponsored service projects. I’d like to thank all of you for generously giving your time to make a difference in your local communities.

When we held our first Global Day of Service five years ago, it was with the goal of dedicating one special day out of the year to work alongside each other in neighborhoods across the nation. Now, we come together worldwide, demonstrating the importance of our mission of social change.

While I know that our Global Day of Service is just one of many days that you might volunteer, it is an important day for Walden, as it showcases what we can accomplishtogether, as a community. Earlier this year, when we launched the Walden Service Network, I put forth a challenge to our community as part of our 40th anniversary celebration to perform 400,000 service hours in 2010. I am very excited to report that we have already surpassed our goal, with volunteers performing 420,000 service hours. According to Independent Sector, a nonpartisan coalition for the nonprofit and philanthropic community, the value of a volunteer hour is $20.85, translating our hours to more than $8.75 million in service. Congratulations to all of you on reaching this impressive milestone.

Help, however, is still needed. I encourage you to continue to use the Walden Service Network. This growing network can be a valuable resource for finding a volunteer opportunity that is meaningful to you, or for recruiting volunteers for your own service project. Remember to share your social change stories with us atmyWaldenImpact@waldenu.edu. Your experience may serve as an inspiration to others to become involved.

Walden Service NetworkInspiring others to volunteer is such an important way for us to help contribute to the greater good. In fact, it’s the focus of Walden’s sixth annual Social Change Conference on Wednesday, Oct. 27. I hope you’ll join us as we explore ideas for bringing widely diverse missions to life and for igniting volunteerism to fulfill those missions. The hour-long online conference, Volunteerism: Encouraging Individuals to Effect Societal Change, begins at 1 p.m. EST. Click here to register today.

We look forward to hearing about your volunteer work throughout the year, and we hope you’ll participate in next year’s Global Day of Service on Saturday, Oct. 1, 2011.

Sincerely,

Jonathan A. Kaplan

President

The Dog Ate/Scooped My Research: What scholarly research doesn’t need

In response to the article dated 23 August, 2010, wherein Patricia Cohen, New York Times, explains how Dan Cohen, George Mason University, considers current academic culture–literature, in particular–the “exclusive” domain of “the charmed circle of tenured academe” (Cohen, 2010). They crticize the dearth of individuals that have invested

I won an Amazon Kindle2 from the Springer booth at the Academy of Management Annual meeting 2010 in Montréal this August!

significant time and effort to develop disciplined higher order reasoning as a “monopoly that peer review has on admission to career-making journals.” The de-emphasis of prestige that I believe social media and revolutionary applications of it to research, such as Mendeley, has the power to encourage and the consequent emphasis on scholarliness and quality of research can improve integrity in science by raising expectations on all researchers to be familiar with research regardless of the Impact Factor of the journal it was published in.

Doing so would allow quality research to be published in a timely manner, quality assured by peer review, but eliminating “the dog ate my paper” as an excuse as well as the “dog published my paper” excuses that come free in the box with allowing submissions and revisions from everyone and their dogs. Just like so many other blogs, I launched mine (http://robincheung.info/mbalog/) without any more inspiration than the myriad other blogs launched by keen young MBA grads after reading that “the best thing you can do is start a blog (or video series or wiki or some other online channel)” (Scott, 2010). After deciding I had mastered half the art of optimizing blog readership, I though I should try the arguably-harder opposite goal of maximizing.

Now that I’ve spent time in the natural and social sciences, as a bank analyst and an academic, and don’t feel smarter or richer than anyone else in particular, I think my role is to spend the time and effort to explain some of the more advanced concepts that researchers and academics often base on actual stock prices, that practitioners and professionals don’t want to invest a little brain make think into for more consistent and defensible outcomes, and that everyone else thinks is either black magic or secret methods to exploit them. In a similar way, I feel that the NY Times article was written to persuade rather than to inform–to sell newspapers rather than solve a problem. It looks like a story a researcher’s topic, written by a journalist (in contrast to a researcher writing a phenomenology on sensationalism in journalism).

Even though I’ve barely crossed the starting line in my academic career, it is immediately clear that the NY Times article argues that the solution to the research-equivalent the square peg-round hole problem is to improve peg-squaring efficiency to reduce any delays during the stochastic peg-rounding process. Necessary specificity of research questions and their logical emergence from previous findings they tend to exhibit most often questions how effective the blinded review process is in ensuring reviewers treat both friends and competing researchers’ works the same.

In order to capitalize on popular perception of academics in their exclusive Ivory Towers and undermine the dogma that blinded peer review is needed to prevent application of theory to inappropriate situations (intentionally or unintentionally), using deprecated methodologies or analyses to support a researcher’s beliefs, data, or birthday wishes (see Flescihman, 1989) Patricia Cohen (2010) now “experts evaluate a submission, often under a veil of anonymity, can take months, even years” The reality is that academia does not at all need a greater abundance of scholarly publications but rather a systemic shift towards an equilibrium that rewards increased accountability, pursuit of truth over personal glory or this-worldly rewards (but not Weber’s all-holy this-worldly ascetism).

The union of a researcher’s familiarity with key researchers in their own field combined with caring enough to know what project their friends currently find more important than catching up over lunch–or even a phone call–notwithstanding, Cohen (2010) retains “anonymity” as a straw man argument intended only to support the generalization that this anonymity reduces accountability; by convention, I define the intersection of researchers whose papers make it to blinded review that believe anonymity is their paper’s saving grace( from a rival’s biased review) and the set of researchers that cannot reject the existence of Santa Claus at a non-neurotic significance level to be the null set.  Practical considerations and costs dictate each journals’ policies, but I know that the critical feedback for the few papers I have had the opportunity to review anonymously was forwarded to the authors to inform improvements to their paper.  My own comments were even rated for usefulness by the original authors in some cases.

Adoption of social media platform such as Mendeley will drive. It is true that some prestigious journals have rejection rates over 95% and equally true that some of these journals average 12 to 18 months–or longer–from the time a paper is accepted until it reaches the news stands (or doesn’t reach the news stands, in the case of any respectable journal). It is just as true that humans live to 120 years of age before dying of old age. What it is not is either “representative” or “ideal” Article turnaround times averaged three months for arbitrarily-selected journals published by Springer, a leading journal megapublisher that brings you such exciting leading edge scholarly publications such as “Annual Review of Gerontology and Geriatrics” and “International Review on Public and Nonprofit Marketing,” (although I did win an Amazon Kindle 2 eBook reader from filling out a comment card at their display booth a few weeks ago at the Academy of Management 2010 Annual Meeting in Montréal, my selection of Springer as an archetypal publisher was by no means influenced because they awarded me the awesome new ebook reader that is actually suitable for academic research and not just for reading novels; maybe someone will leverage the Mendeley public API and extend ebook readers beyond simply a way to carry around more articles).

F-test Fisher-Snecdor distribution describing elements of variation; used in basic statistical tests, such as ANOVA

Without even looking for a brand new ISSN number, there are already myriad scholarly journals struggling that have competent editors, astute methodologists that will call you if you try to use a pairwise t-test when there is no good reason not to use an ANOVA Levene’s test, or that you did know using ANOVA would avoid amplifying Type I error from pairwise t-tests, but you forgot if the null hypothesis in Levene’s test was that population variances were homo- or heterogeneous and flipped a coin for your post hoc. There are many competent reviewers who will critically review your study’s insightful correlation of psychopathology to the Big Five personality traits, diligently-assessed through a rigorous administration of MBTI MMPI, and NEO-PI (clearly supported by a citation in the Harvand Journal of Psychology, one of the myriad+1 peer-reviewed journals that now exist; somehow the hypothetical Institutional Review Board didn’t find that undue burden on test subjects I guess), in accordance with the Protection of Human Research Participants principles attested by the free NIH certification, to matched samples (of size calculated using the appropriate sample size calculation for the anticipated tests using G*Power 3) of 18- and 19-year-old Form 5 exchange students from Hong Kong, all of whom gave informed consent. Just the same, methodologists might enquiry how you’ve considered “regression to the mean” in your design–psychopathology itself being defined by abnormal behaviours and that you anticipate would be reflected in abnormal scores. And psychologists who took more than introductory elective I took in undergrad might point out that different cultures may systemically personality traits differently to the population used to norm reference the tests.

As early as 1996, libraries hoped electronic journals (in development since 1976) would be able to mitigate the huge acquisition and maintenance costs of traditional paper-bound scholarly journals (Harter, 1996). First Mondayirb is a “peer reviewed” journal that has been openly accessible on the Internet since 1996 that states its articles are reviewed by “at least three reviewers for originality and timeliness in the context of related research” (First Monday Editorial Policies, 2010), but whether reviewers critique validity, methodology, or theoretical framework was not as clear. One recent ethnographic examination of scientists that use blogs in a scholarly context, acknolwedged that blogs may not be appropriate in all situations, but since “the aim of this article is to study the motivations of researchers that keep a blog, and because of this point of departure, the critical or problematic aspects of blogging were not main topics” (Kjellberg, 2010). Although I may be a fledgling researcher myself and appreciate the higher order reasoning practice required to deduce specific examples of “problematic aspects,” I would prefer if the author could delineate some prototypical cases to ensure I internalize a model of blogging congruent with the author’s. I have encountered one of these “problematic aspects” in my own blog; in response to a recent blog post pointing out that activists are no less guilty of manipulating the truth than the corporations they decry, I was asked by the author to pretend there was never any attempt to manipulate readers because they had erased whole portions of their post to which I objected. The author clearly intended to leverage complex-sounding scientific terms to incite fear in the public of such as compounds as “calcium carbonate (chalk)” (Cheung, 2010).

I’m not sure whether the original intent to use readers’ ignorance of scientific terminology for everyday compounds or the attempt to cover up the attempt was the greater disservice. Nevertheless, even if the focus of the article were to explore how certain scientists used blogs in a scholarly context, I would prefer the author at least delineate what advantages and disadvantages blogs had that made them worth investigating, if not evaluating each blog against a set of strengths and weaknesses.

One of the strengths I’ve come to appreciate of Walden’s doctoral programme is the redesigned research theory

The efficient frontier, where CAL is the capital allocation line.

and design courses that gives a structured “big picture” introduction to research design. Beginning with epistemology and ontology, students are encouraged to make sure they are asking research questions that are not only socially-relevant and that are appropriately-, but not arbitrarily-,specific; whether paid by accountability-demanding tax-payers or investors that nod when you ask if they’re sure they know what a Venn Diagram is and then equally frenetically point to the area outside the only circle (these must be the same kids that keep telling us to “think outside the box”) in Figure 1 that Markowitz (1952) explains contains the set of “attainable E, V combinations,” you’ll inevitably have to say why out of you, Johnny, and Sarah, the only sensible strategy at the arcade is to give you the whole roll; it would be an epic waste of quarters any other way–without all of them, none of you has a chance at HI SCORE–durr.

As clear as it should be to any disciplined scientist–natural or social–that the invention of a teleportation machine would be unscientific, but the commercial application of it would be reckless, the distinction between a foray into a literature gap that yielded a commercially-successful innovation and a wholly-reckless unscientific guess that happened to function and may or may not eventually tear the universe a new black hole is frustratingly academic to investors, executives, and the teleportation market segment alike; furthermore, it would reinforce the common notion that academia does not pertain to real life. To the teleporting public, the warning against commercialization of a poorly-elucidated phenomenon makes less sense than why they should have to remember to apply Bessel’s correction (N-1) as the denominator for Sample Standard Deviation when simply dividing by N works (and makes more sense!) for Population Standard Deviation. And isn’t the sample supposed to be “representative” of the population, anyway??

References:

Cheung, R. (2010). The doGkins delusion: Deceived disciples. Retrieved 29 August, 2010 from http://robincheung.info/mbalog/2010/08/02/the-dogkins-delusion/

Cohen, P. (2010, August 24). Scholars test web alternative to peer review.  The New York Times. p. A1 Retrieved 29 August, 2010 from http://www.nytimes.com/2010/08/24/arts/24peer.html

Fleischmann, M.  (1989). Electrochemically induced nuclear fusion of deuterium.  Journal of Electroanalytical Chemistry 261 (2A): 301–308, doi:10.1016/0022-0728(89)80006-3

First Monday. (2010). Editorial policies: Peer review process. Retrieved 29 August, 2010 from http://firstmonday.org/htbin/cgiwrap/bin/ojs/index.php/fm/about/editorialPolicies#peerReviewProcess

Harter, S.P. (1996). Electronic journals and scholarly communication: a citation and reference study. Information Research. 2(1). Retrieved 29 August, 2010 from http://informationr.net/ir/2-1/paper9a.html

Kjellberg, S. (2010). I am a blogging researcher: Motivations for blogging in a scholarly context. First Monday. 15(8) Retrieved 29 August, 2010 from http://firstmonday.org/htbin/cgiwrap/bin/ojs/index.php/fm/article/view/2962/2580

Markowitz, H. (1952). Portfolio selection. Journal of Finance, 7(1), 77-91. Retrieved from Business Source Alumni Edition database. Scott, D. (2010). Job search advice for university students and recent graduates. Retrieved 29 August, 2010 from http://www.webinknow.com/2010/06/job-search-advice-for-university-students-and-recent-graduates.html

Scholars Test Web Alternative to Peer Review

Lies, Damn Lies, and Statistics III: Statistics Canada International Methodology Symposium 2010

Those of you familiar with my recalcitrant non-conforming ways but also know that I am loathe to reject any traditionally-accepted theory without first striving to gain a mastery ofStatistics Canada 2010 International Methodology Symposiumit will appreciate, then, my plans to attend the 2010 Statistics Canada International Methodology Symposium, from October 26 to 29, 2010, in my hometown (well, from the time I moved to my first “big city” from small-town Ontario in Grade 5 till I completed my BSc Hons. at Carleton).

I’m currently in Orillia to spend the day with my daughter so this will be a brief post that I’ll follow up on later, but the following are the highlights from the symposium; there’s still time to register!  Those in research as well as practical research, such as marketing research, will find great benefit and value in the programme:

Social Statistics: The Interplay among Censuses, Surveys and Administrative Data

Early Bird Registration until September 17th

Statistics Canada’s 2010 International Methodology Symposium will take place at the Crowne Plaza Hotel in Ottawa (located in the heart of downtown Ottawa) from October 26-29, 2010.

The Symposium is entitled “Social Statistics: The Interplay among Censuses, Surveys and Administrative Data”. Members of the statistical community, such as those from private organizations, governments, or universities, are invited to attend, particularly if they have a special interest in statistical or methodological issues resulting from the use of multiple sources of data (censuses, sample surveys or administrative data).

Symposium highlights are:

One full-day of workshops on Tuesday, October 26th

a) Record Linkage Methods (Karla Fox and Lori Stratychuk from Statistics Canada)

b) From Traditional Demographic Calculations to Projections by Microsimulations (André Cyr, Julien Bérard-Chagnon, Éric Caron Malenfant, and Dominic Grenier from Statistics Canada)

c) Using Administrative/Operating Systems to Strengthen Statistical Survey/Census Systems (Fritz Scheuren and Young Chun from National Opinion Research Center)

Jelke Bethlehem, Statistics Netherlands, as the keynote speaker on Wednesday, October 27th

Ivan Fellegi, Statistics Canada, as the Waksberg Award speaker on Thursday, October 28th

Following the symposium, a CD-ROM of the presented papers will be sent to all conference participants

The Symposium also anticipates a stimulating program of more than 90 invited and contributed presentations from Wednesday October 27th to Friday, October 29th, including various topics such as:

  • Databases
  • Sampling frames and use of multiple frames
  • Multi-mode data collection
  • Employment data, justice data, poverty data, health data
  • Complementary surveys
  • Traditional and administrative censuses
  • Record linkage methods
  • Treatment of non-response
  • Use of auxiliary data in weighting
  • Small area estimation
  • Microsimulations
  • Validation and reconciliation
  • Real-time access
  • Amazon’s Kindling 2 for Poor Research Habits in the New Generation of Young Researchers

    This entry is part 1 of 2 in the series Scholarly Research

    When I began work on my honours thesis in receptor-ligand kinetics during my biology and biotechnology degree, in 1998, electronic journals were not on the minds of legitimate mainstream research scientists.  At the time, Carleton University introduced an extremely-beneficial agreement it had reached with the National Research Council to allow fourth year honours students working on their theses access to the NRC CISTI Library Stacks–as a government agency, the NRC CISTI library did provide services to the public, but the actual stacks were out of bounds, public patrons could only access the extensive resources in their East Ottawa library

    004

    facilities by submitting reference lists on paper and waiting for library staff to retrieve them.  As fourth year honours thesis students, we benefitted from the more intimate time we got to spend with the references, and the ability to follow the chain of research articles much faster.  Remember, this was all during a time when there was no way to conduct research comprehensively in one pass;

    you simply had to look up a set of initial promising-looking references, find only about 75% of them are in the library collection to begin with, and a further 25% are misplaced, out for binding, or waiting to be returned from the photocopy room.  And even then, you had very little idea whether those articles were of any value at all until you actually read them.  Only then, could you begin to make a second generation of references to look for, based on that first pass.

    Normal research papers would take several passes of this process, and although the library was open every night until 23h (Walden University’s Librarians still provide personalized research reference services by telephone and email until 1am!).  This is one aspect of the rigorous research process that consumed the lion’s share of time it took to conduct research, and emphasized in us as developing researchers, the importance of the iterative critical evaluation process.

    The young students nowadays probably can’t even conceive of what tremendous effort this research process necessarily was, and that you couldn’t rush journals to come back from the bindery or being located misplaced on shelves.  Today’s generation of young students has not only the belief, but the expectation, that an entire legitimately-researched and supported scholarly paper can be–indeed, many of them even believe that it should be–researched defensibly in one pass.  Although databases like ProQuest, LexisNexis, and ScienceDirect do indeed facilitate and vastly improve research productivity.  But the new generation of computer-based journal databases and their reliance on keyword searches and abstracts undermines the significantly-more valid critical process of evaluating references for their actual findings and content before dismissing a reference, considering it further, or determining what articles to follow next in the chain.  I encourage Interested students to visit the following resources to on literature surveys and research skills:

    Research Resources

     
     

    Dear Robin Cheung,

    Thank you for taking part in our eBook survey at the Springer booth at Academy of Management 2010 in Montreal.kindle 2

    Your feedback was a valuable source in getting more information about the experiences with eBooks our readers already have. I am happy to announce that you are the winner of the Kindle 2. Congratulations!

    Please inform us about your shipping address so we can send it to you.

    You then will receive the Kindle within the next few weeks by mail. Enjoy reading Springer eBbooks and eJournals! More than 20.000 Springer eBooks are available in Kindle format at Amazon. Please make also sure you will have access to our eProducts through your library. You and your librarian can find more information here: http://www.springer.com/librarians/e-content/ebooks?SGWID=0-40791-0-0-0

    Best regards,

    Margit Dann, Springer Product Manager

    Sony E-ReaderAfter I had tried, for a few months, to use Sony’s PRS-505 eBook reader, the frustration of being unable to highlight research or add marginalia meant I was still printing out research and annotating by hand; the eBook reader’s ability to bring around myriad research papers to read whilst out of the home or office is entirely eclipsed by the inability to highlight or even recall later which reference had the interesting bit of information you wanted to remember.

    But the Amazon Kindle 2, which has wireless support here in Canada, does support highlighting, though by a slightly-annoying five-direction “joystick” that you can really only reliably manipulate by reoriented the edge of a fingernail to catch on. And it does have a keyboard, though the linear layout is quite uncomfortable to type much more than a few words, unlike the curved keyboard of the original 1990s Blackberries.

    All that remains now is for Mendeley to improve the core paradigm that it based its schema on, and someone to leverage the open API access they recently launched and write a value-added application to let us accomplish more than just reading and annotating on Kindle, but then due to the Kindle’s non-support of native PDF, manually re-annotating on Mendeley, where we might eventually be managing both the PDF and the citation. And for journal publishers, like Springer, to facilitate adoption of these devices into the research workflow; they allow much more ready-access, portability, and confidence in citations–everything that is research.

    The Kindle provides a way for established researchers to improve portability, availability, and accountability by facilitating the migration to electronic journals.  In my bachelors honours thesis days, I could legitimately get away with photocopying all the journal articles that supported my research (the rule of thumb most professors expected was approximately one scholarly reference cited directly for each  page your paper was in length), since I might have one or two 30-page (article-length) papers for a whole term, and only one thesis around 100 pages in length.  I could easily handle annotating in the margins by hand, putting a phrase or two in big letters on the first page of each so I could find each reference at a glance, and filed in file boxes.

    When I began working on my PhD, I began to find that my old system was too inefficient. It was simply taking too much time and to try to locate a single reference that I needed to support a single fact I needed to assert.  Even worse: when I tried to find a reference from which to synthesize and deduce a specific application of theory, requiring more than one paper to support and qualify restrictions on applicability, it become virtually impossible to locate all the references in a reasonable amount of time.  And managing the mountain of file-boxes in my spartan accommodations was more than my meagre Toronto basement rental could accommodate.

    (I think people have a bit of a misconception of what a doctorate is intended to do and what it involves.  Writing doctoral-level papers does not simply mean more complex; in fact, complexity is not a requirement for doctoral work–it’s more a symptom.  Doctoral work must be appropriately-specific so that a reasonable-length 200-page dissertation can be authoritative and comprehensive, but stay within scope. Doctoral work, in start opposition to my MBA work, requires not only every assertion you make to be supported with reliable references, but that you demonstrate that your assertion is supported by all relevant accepted theory. So when people believe that doctoral level work is simply the same as bachelors, undergraduate work, that is simply not the case.  Whilst your Bachelors degree aims to develop higher order reasoning with a certain known introduction to a body of knowledge, to earn a doctorate, candidates must develop rigorous research skills, develop rigorous scholarly reasoning to ensure research is maximally-valid, and apply research to produce a dissertation that must demonstrate a significant, scientifically-valid contribution to humanity’s body of knowledge that was not shown before.)

    .

    How I took my most effective notes in school

    [tab name='McMaster @fb']

    The new Ron Joyce building, on the QEW towards Toronto, will house the MBA programme going forward. (B.Comm and PhD business students remain at main Hamilton campus).

    The following post was in response to a Wall post by the McMaster University, Michael G. DeGroote School of Business Farcebook group on 19 August, 2010:

    What’s the best way to take notes in class?

    A) Good ol’ paper and pen
    B) Laptop
    C) iPad (or other tablet PC)
    D) Sound / video recording
    E) My brain absorbs everything I need

    Since I didn’t seek permission to copy anyone else’s responses, my own response follows:

    I found this entirely depends on whether an individual finds audio information easier to digest or visual. It took me until my MBA (McMaster 2003) to realize that my notes were virtually-useless compared to one listening of an audio recording of the day’s lectures later that evening. Even more so, minidisc recordings of my lectures helped me prepare during exam time, because by then, I had lost even more context to interpret written notes. I find myself reading and re-reading texts several times when trying to learn concepts.

    One of the keys to making the most of my attention in class and study time before exams was reviewing the course content critically, a few hours after the course, making sure that I had not thought about the content for a few hours–like letting a steak rest after grilling it, before cutting into it–so that my mind wouldn’t feel overwhelmed or lose the “big picture” for the topics.  But just as important as the few hours’ rest was making sure to review the content–if not that night, then the next day, before adding more during the following lecture.  Just allowing my mind to have that rest and reviewing briefly but ensuring I fully understood the content not only drastically improved my performance on examinations, perhaps at least 20% (I never said I was a good student, had good study habits, or any self-discipline during undergrad), but also made preparing for the exams a vastly easier process since that review made it change from virtual re-learning ab initio to actual review before exam.

    [/tab]

    [tab name='Critical Reasoning']

    When I began emphasizing higher order reasoning and focused on abstracting a general theory, characterizing then internalizing it (critical thinking), then arbitrarily applying the correct one in the correct way to a different situation (synthesis) during my later MBA and now my early PhD (Walden

    2013) studies, I eventually combined audio and handwritten notes somewhat. Textbooks still remain quite difficult to learn from, for me. I realize that different people can be anywhere on this audio-visual spectrum, but when I tutor now, I always spend the time and effort to teach students not to look at a problem, recognize it as an _____ problem, and apply a technique, but rather by demonstrating a real-life case, the abstraction to a general case–especially noting any significant corollaries that are like curveballs in reasoning–and then allowing them to “test the waters” to determine the boundaries and characteristics of that generalized theory, to ask them to develop a parallel (but different) theory, showing any corollaries that correlate to the ones I demonstrated and synthesizing application informed by theory. One example of this is first demonstrating the derivation of a Demand curve in economics, interactively establishing what types of factors can shift demand, allowing the student to characterize (probe, test the boundaries) of the theory, and then allowing the student to derive the similar concept of the Supply curve and how and why it can shift.

    [/tab]

    [tab name='In the beginning, there was']

    The Dark Ages

    I should qualify that by noting that I found it quite disappointingly-uncommon to see well-developed critical thinking in most undergraduate students, and even fewer that had good enough understanding of a theory to synthesize application without prompting which theory to apply. This seems indicative of an educational system that teaches only lower-order reasoning, such as demonstrating how changes in, say, money supply, translates to a change in interest rate in various types of economies. This is similar to (drawing analogies is good because it requires the “draw-er” to abstract the essence of an example and find a different example whose essence corresponds well) reading the solution to a calculus problem in a textbook–it always makes sense and seems obvious–because it’s right! But come exam time, students have trouble identifying what a problem really is and even more so, selecting which technique to use to solve it.

    Sure, it’s much more challenging, and sure our current, easier system has allowed our economies to grow significantly as more students complete higher education than during my parents’ less-forgiving, more demanding educational system, but at what cost? I have increasingly been helping students–up to third year–with skills as basic as “how to structure an essay” and even basic mathematics.

    [/tab]

    [tab name='Humans Control Fire']

    Man Harnesses Fire

    During my Bio/Biotech undergrad (Carleton, ’99), I was so focused on first-order reasoning–simply learning what factors or what effects without really internalizing and characterizing them through active listening/reading and critical thinking, that I often took “traditional” notes, but kept together in a five-subject coil notebook. When I began my MBA, this worsened into full-colour, colour-coded splendour, using all manner of gel pens. If I lost my pencil case, I would probably have to go to the local high school to ask at the lost and found.  I also recognized that I was a much better audio learner, and I realized if I recorded each lecture on Mini Disc, after letting my brain rest for a few hours, I could reinforce that day by listening to them before bed; preparing for exams became much easier because I knew the material so much better.  Whenever I tried learning a concept from textbooks, such as during undergrad when most of what I learned about any course was necessarily from textbook, I was constantly frustrated because no matter what strategy I tried, I would invariably end up 10 pages ahead of where I last knew, no clue what the pages in between were about, and not sure how I left myself get there.

    [/tab]

    [tab name='Birth']

    Your First Lightbulb Moment

    During my MBA, I realized that the notes weren’t the key.  And at the time, I started having a lot of philosophical epiphanies about life that I began to write about, initially on the original Hullabaloo Message Board, although unfortunately, through various restarts (one complete reinstall in summer of 1999 lost a tremendous number of my most philosophical musings) most of those posts have disappeared.  I hope to commit them again, but when you lose a large amount of writing, the thought of writing it all down again feels like something is sucking the lifeforce out of you.  I still lead people through the thought process to their first real epiphany, usually something basic such as how we take what we think we know best for granted and stop critically testing it but just remember we know it from then on.  Consequently, the things we think we know best, we actually know the least.

    That “ah hah!” feeling like a lightbulb just went off (went off = turned on) above your head is like becoming aware about being alive for the first time but in a new way.  If you’ve already realized that but have learned the value of triangulating better understanding by still learning other perspectives on something you already know, you can still have a lightbulb moment along with everyone else if you just stop acrimoniously insisting (in your mind) that you already know this and actually think it through, test it, along with everyone else.  You can “realize” it again, or in another way.

    That’s how higher order thinking works.  It’s not knowing more facts about a topic.  It’s knowing more about the facts we already know.  Comparing thinking and reasoning to a game of chess, the lowest-order type of reasoning corresponds to memorizing a chessboard: you can explain there are 64 squares on it, alternating colours, and if you spend enough time, you could say what pieces you say where; if you recognize that there are some pieces that are the same and notice patterns like each player has two bishops, and each player’s two are never on the same-coloured square and you get the feeling they must be are a group that behaves similarly, that would be like 1.2-order reasoning.  You can score 100% on a chess exam that asks to show an example of a checkmate if you memorized a board right after some won (puns are good exercises for higher-order reasoning too, but more on that later).  When I was about 10 years old, I was in the library with my mother and sister–the Blossom Park library in South Ottawa, as I recall.  For some reason, I thought it would be impressive if I could show my classmates I memorized a lot of pi, so I got a book on it, sat there, and memorized (more on memorization techniques another time).  The next day I did wow the other nerds when I could recite 105 digits of it.  Most people would have been impressed if I could explain what pi was, what in our lives depends on it, or if I could directly use that information to show them how to draw a regular hexagon, but I couldn’t do that; I could just tell you the numbers (this is a good example I use to teach higher order thinking and basic math–remind me to explain next time!)

    I realize that nobody has the attention span or patience to be reading and following me up to this point, so

    But back to chess (I don’t have the patience or brains for chess in real life, by the way; I think I joined the chess club in high school only because other friends could play it and it let me avoid having to go outside in the cold Canadian winters)…

    If you

    . Our society emphasizes and reinforces the idea that “smart” means remembering more facts.  Exams that validate the importance of superficial recollection (questions asking for definitions, fill-in the blank, short-answer, or even math questions that resemble textbook samples) perpetuate society’s value of memorization and provide no incentive to understand better.

    [/tab]

    [tab name='First Steps']

    If finding out that what think we know best, we know least was your first real lightbulb moment, here’s an opportunity to be rewarded with an equally-powerful second one.  But after I explain how, you’ve got to stop reading, close your eyes, and don’t take what I say as true.  Test it, think of cases that show it’s true; think of cases that might contradict it.  Watch a situation actually play out in your mind (the second lightbulb moment will be by a third, most likely accompanied by a “knowing” smile, if you keep thinking about it for a few more seconds after this one):

    [/tab]

    [end_tabset]

    Citing Discussions and Personal Communications in Scholarly Discourse in APA Style

    I contributed the following to the Walden University Writing Centre Facebook Discussion in response to a question pertaining to citing personal communications.  Even if you’re not a Walden University doctoral student, you can appreciate how the Foundations course (first course in all Walden doctoral programmes), RSCH 8100 (introductory Research Theory and Design course), and RSCH 8200 (continuation of research design, aligning quantitative designs with appropriate statistical analyses) develop and refine our academic writing skills.

    During the initial three months of Foundations, we struggle to find our academic voice, support arguments with scholarly material, and cite it appropriately.  During the second three months, in RSCH 8100,

    One thing that I found is that during Foundations, everyone is trying to find their–and their prof’s–comfort zones when it comes to citing personal communications or discussion posts. After Foundations, RSCH 8100, and RSCH 8200 discussions, I found that–perhaps due to the awkward URLs for eCollege posts or focusing more on developing the ideas in a response rather than quoting what material the response refers to–actual discussion post and “personal communications” citations were much more infrequent after nine months of posts and responses. (I still believe that more common discussion forum scripts, such as phpBB or vBulletin–which preserve font and formatting codes–would have facilitated learning and applying APA. Being able to format headers, block quotations, reference lists, and bold/italics would have reinforced their appropriate use.) Just to give you an idea of how awkward some Foundations discussion posts were, here’s a quote from an AMDS 8008 post in October, 2009:

    The KAM’s could provide the basis of what the student will like to use on the dissertation but since the dissertation is at least 3 years from now how do you know that the theme is still relevant or even if it still your area of interest (Korrapati, 2009). According to Dr. Korrapati (2009), the KAM will allow you to grow and find what is really what will be your research interest. Reference: Korrapati, R. (2009). Walden residency personal consultation. Jacksonville, Fl.

    Progressing through RSCH 8100 (Winter, 2010), I suspect that the same post would instead have presented a reference from our research design text (Creswell, in 8100; Frankfort-Nachmias & Nachmias–arguably a more useful text once the introductory material is out of the way, in 8200):

    Gagnon, Jansen, and Michael (2008) begin their article with a survey of previous research and use these findings, Creswell (2009) suggests, to propose a series of hypotheses: “Use the literature in a quantitative study deductively, as a basis for advancing research questions or hypotheses.” Whereas qualitative designs often use open-ended techniques to collect data to identify emergent themes, this study proposed a priori hypotheses, appropriate variables to test and model them, and structured surveys to collect these data.

    By RSCH 8200 (Spring, 2010), I had become more comfortable simply asserting my interpretation of a concept without relying on direct quotations, supported by citation:

    In cases of such extremely disparate distributions, even minimum sample sizes for valid analyses may not even exist; thus, disproportionate stratified sampling is occasionally the most appropriate sampling method (Chakrapani & Deal, 1992).

    References

    Chakrapani, C., & Deal, K. (1992). Marketing Research: Methods and Canadian Practice. Scarborough, ON: Prentice-Hall Canada, Inc.

    Creswell, J. W. (2009). Research Design: Qualitative, Quantitative, and Mixed Methods Approaches, 3rd Edition.Los Angeles: . Sage Publications/MBS, 082008.

    Gagnon, M. A., Jansen, K. J., & Michael, J. H. (2008). Employee alignment with strategic change: A study of strategy-supportive behaviour among blue-collar employees. Journal of Managerial Issues. XX(4): 425-43.

    Starbucks Strategy

    Cluster analysis to identify segments of customers that share buying behaviours and preferences

    Cluster analysis to identify segments of customers that share buying behaviours and preferences

    The following answer was my response to a question posed in LinkedIn Answers by Pratik Raghav: “I would like to know how strategy has been defined by high-end outlets like Starbucks.”  My response was as follows.  The original question, with answers from other members, can be found at http://www.linkedin.com/answers/product-management/positioning/PRM_PST/700921-78050926

    Since Pratik specified “high-end,” I suspect he may be asking which of “low-cost provider,” “best-cost provider,” “niche,” etc. strategies.

    Even though I am not a coffee-drinker at all, and I even less spend time at Starbucks, I am at least familiar with their business model: charge lots of money for coffee. Traditionally, the strategy that best allows companies to charge a premium for their product is a niche strategy, differentiating their product as one perceived to be unique in flavour and quality; thus, it can avoid lowering its prices to meet other coffee-shops with a low- or best-cost provider strategy since it is perceived to be a premium product and not a direct competitor low- or best-cost provider coffee.

    In contrast, a Low-Cost Provider strategy competes solely on the basis of price. A low-cost provider relies on maintaining a low cost-structure as a competitive advantage. In some cases, this is through economies of scale, such as manufacturers of bulk products. In other cases, this is achieved through differential bargaining power. Strategic analyses, such as the Porter’s Five Forces analysis, are able to assess the relative strategic and bargaining positions of a company (as an example, I employ the Porter’s Five Forces model in the Appendix of the Baldwin Bicycle Case:http://robincheung.info/samples/bbc.pdf).  Another case cognizant of strategy is Fence Companyseg .

    Porter's Five Forces model determines relative strategic power in a business relationship

    Developed in 1979 by Michael Porter of Harvard Business School, Porter’s Five Forces analysis provides a structured framework to evaluate a company’s strategic and bargaining position relative to its customers, suppliers, competitors, potential new entrants (potential new competitors attracted by excess profits), and substitute products. Wal-Mart, for example, is able to dictate prices to its suppliers, rather than accept suppliers’ terms because it is less dependent on any given supplier than that supplier is on Wal-Mart; that is, the Porter’s Five Forces analysis would reveal that Wal-Mart purchases inventory from a large number of suppliers, each supplier comprising only a fraction of total inventory and therefore only a fraction of total revenues. In contrast, Wal-Mart’s huge size often means that it purchases so much from a given supplier that Wal-Mart’s purchases constitute a significant fraction–or majority–of the supplier’s revenues. In situations where the supplier is dependent on a single customer or strategic partner for its revenues, but that customer has a product line extensive enough to forego that supplier’s products, it can even exert pressure to integrate enterprise resource planning systems with the supplier. This would allow the customer not only to place orders as inventory levels call for a re-order, but it would allow the customer to schedule its suppliers’ raw materials orders in order to reduce the lead-time when it actually places the order (and optimally for the customer, would assign the risk that the money spent on these raw materials could be wasted if the order is ultimately not needed or lost due to damage or shrinkage to the supplier; thus, a customer with a strong bargaining advantage over its suppliers can not only benefit from increased efficiency as if it owned the supplier, but it can do so without actually purchasing it and taking on risk.

    In order to pursue a Niche strategy to support a premium price point, Starbucks must therefore offer a premium product–or one that is perceived as premium–to a receptive market segment. Whilst early market segmentation studies relied solely on pre-determined characteristics, such as demographics or psychographics, modern application of more advanced partitioning methods such as Ward’s Cluster Analysis or k-means partitioning allow marketers to partition a market into segments that transcend predefined labels. A brief explanation of Cluster analysis is also presented in an appendix to the Baldwin Bicycle Case.

    [pdf http://robincheung.info/samples/bbc.pdf 500 500]

    [pdf http://robincheung.info/samples/bbc_case.pdf 500 500]

    [pdf http://robincheung.info/samples/fence.pdf 500 500]

    Links:

    Self-assessment after Quantitative Reasoning and Analysis Course

    The following post is an exerpt from the required self-assessment after completing Walden University’s RSCH 8200 “Quantitative Reasoning and Analysis” course, which is required for all management doctoral students as part of their foundation research sequence.  It is a next generation course that incorporated feedback from previous incarnations of the course and is only its second quarter being run, so it is almost certainly going to undergo some incremental growing pains; that said, interactions with colleagues who completed the previous version of this course already noted it has been vastly improved.  It more logically ties together previous Research Design and Theory concepts with Quantitative methods through increased course discussion and article critiquing, as well as application of quantitative methods to research design concepts (such as tying together sample size calculations and external/internal validity considerations in a format that each student applies individually to a hypothetical study of their own research interests).  It also now incorporates a standard set of data (General Social Survey, 2004) that all students analyze in SPSS, but rather than providing set problems, we individually select what variables we believe are appropriate for each concept (Pearson correlation, chi-squared test, ANOVA, regression, etc.) based on meaningful relationships, level of measurement, and construct validity, and the professor uses our raw SPSS commands and output in combination with our interpretations to provide feedback.

    Basic statistics is a requirement in most MBA programs.  As such, almost all fellow students in the Applied Management and Decision Sciences programs will have had an introductory course in statistics.  For most fellow students, it has also been a number of years since taking the statistics course, and many will not been required to use statistics in their professional lives; those who did use statistics, often only applied it without needing a deeper understanding of why a particular statistical technique was appropriate or how it works.

    At the doctoral level, research must be rigorous, because it is expected to be of sufficient quality to be published and added to the scientific community’s knowledge base.  In order to be rigorous, results must be interpreted with the recognition that the results may be representative of the underlying phenomenon being studied or they may be the result of random chance.  Scientists must interpret what the probability is that the same results could be obtained through random chance.  Particularly in the social sciences, where it is often not possible to conduct research through experimental designs and observations are often indirect, subject to myriad potentially-confounding factors, scientists must be aware that the results of a given study may not reflect the true phenomenon; they must devise appropriate follow-up studies that can attempt to confirm, refute, or elucidate further these relationships through other means.

    In order, therefore, to be rigorous at the doctoral level, it is not merely sufficient to understand statistical methods and know which ones are appropriate in various situations; this level of understanding may be adequate for practitioners, who make decisions under dynamic conditions and deciding on a course of action is often more important than elucidating the theoretical basis for it.  For doctoral studies, however, understanding how a regression is calculated is important to understanding the results as well as understanding under which conditions it will be the most valid analysis.  During introductory MBA statistics, the various test statistics and regressions were taught from first principles and performed by hand.  This gave a great deal of insight into what meanings the numbers have.  However, since for most Walden students, this introductory course was at least a decade ago, incorporating assignments that required calculating the test statistics and regressions long form, by hand, would have provided the level of theoretical understanding required for doctoral statistics.  While course length is a constraint on the depth of material RSCH 8200 could cover, I firmly believe that further formal statistical training is required before allowing students to use a problem-based learning approach to acquire new statistical knowledge; problem-based learning is a powerful way to encourage students to think critically and assess the strengths and weaknesses of the tools available to solve a problem, but it is appropriate only when the student is well-familiar with the fundamentals.  Students subjected to problem-based learning who do not have a solid foundation in the set of tools possibly appropriate for the problem, however, will learn inconsistently, learning techniques without context and only to the extent they can apply it.

    Plan: review statistics theory and advanced statistics courswork

    Having identified and assessed that I now know the statistical techniques covered in the course well enough that I am confident I will apply the correct ones for a given situation; I plan to review the theoretical basis for each of these techniques such that I understand the rationale for each calculation.  This should greatly improve my ability to interpret my own results as well as critically evaluate published researchers’ interpretations.  I also believe that many published studies incorporate statistical techniques beyond the scope of RSCH 8200.  In order to have a proper understanding of these techniques, I plan to take RSCH 8250 in the near future, when it becomes available.

    Use of SPSS in RSCH 8200 beneficial

    Prior to RSCH 8200, although I had been required to take an introductory statistics course in undergraduate as well as further statistics in MBA, I feel that only after RSCH 8200 am I confident in my understanding of when to apply which technique, and how to interpret them.  I understand that the predecessor course to RSCH 8200’s new curriculum did not require the use of SPSS or any specific statistical software.  I believe the new requirement for assignments to be completed with SPSS to prove extremely valuable for a number of reasons: we will be using SPSS or another statistical package in our future research and being able to see how the equations translate into menu items and output.  The requirement to include the syntax log and raw output with our assignments proved as an invaluable diagnostic.  In previous assignments I expected that the professor (or teaching assistant assigned) would identify where I had made mistakes on an assignment.  Dr. Spencer was able to use the raw output, as voluminous as it was, not only to identify where I had made an error, but to explain how the error occurred.  Without this level of feedback, I would be likely to misinterpret the output again.

    How RSCH 8200 helped refine dissertation topic

    Although RSCH 8100 gave an introduction to the theory behind research design, it did not give us the applied knowledge required to operationalize it.  RSCH 8200 provided a smooth transition from RSCH 8100 and augmented it with the quantitative background required to implement the research designs.  Previously to RSCH 8200, I understood that I could design a cross-sectional study to examine the relationships between certain financial indicators, but since I did not know how the data would be analyzed, I could not determine what kind of data would be required or how it would be collected and validated.  Armed with this new knowledge, I was able to identify a compelling and topical approach to studying the characteristics of the Canadian banking system that allowed it to weather the 2008 Credit Crisis virtually unscathed, without the need of government assistance funds (Booth, 2009).

    References

    Booth, L. (2009). The Secret of Canadian Banking : Common Sense ? World Economics, 10(3), 1-18.