Updated bibliography on methodology for organization history

Historical Methods in Management and Organizational Research:
A Bibliography
January 2019


Balmer, J. M. T., & Burghausen, M. (2015). Explicating corporate heritage, corporate heritage brands and organisational heritage. Journal of Brand Management, 22(5), pp. 364–384.

Brunninge, O. (2009). Using history in organizations, Journal of Organizational Change Management, 22 (1), pp. 8 – 26.

Burghausen, M., & Balmer, J. M. T. (2015). Corporate heritage identity stewardship: A corporate marketing perspective, European Journal of Marketing, 49(1), pp. 22-61.

Cannadine, D. (2002). What is History Now? Houndsmill and New York: Palgrave Macmillan.

Carr, E. H. (1961). What is History?. Basingstoke: Palgrave Macmillan.

Coraiola, D., Foster, W. M., & Suddaby, R. (2015). Varieties of History in Organizational Studies. In P. McLaren & A. J. Mills (Eds.), Routledge Companion to Management and Organizational History. London: Routledge, pp. 206-221.

Decker, S. (2013). The silence of the archives: Business history, post-colonialism and archival ethnography. Management & Organizational History8(2), pp.155-173.

Decker, S. (2015). Mothership reconnection: Microhistory and institutional work compared. In T. Weatherbee, A. J. Mills, & P. G. McLaren (Eds.), The Routledge Companion to Management and Organizational History. Abingdon: Routledge, pp. 222–237.

Dobson, M., & Ziemann, B. (2009). Reading Primary Sources: The interpretation of texts from nineteenth- and twentieth-century history. Abingdon, UK: Routledge.

Durepos, G. and Mills, A.J. (2012). Actor-network theory, ANTi-history and critical organizational historiography. Organization19(6), pp.703-721.

Fellman, S., & Rahikainen, M. (2012). Historical Knowledge: In Quest of Theory, Method and Evidence. Newcastle Upon Tyne: Cambridge Scholars Publishing.

Forbes, D. P., and Kirsch, D. A. (2011). The study of emerging industries: Recognizing and responding to some central problems. Journal of Business Venturing 26(5), pp. 589-602.

Foster, W. M., Suddaby, R., Minkus, A., & Wiebe, E. (2011). History as social memory assets: The example of tim hortons, Management & Organizational History, 6(1), pp. 101-120.

Gill, M. J., Gill, D. J., & Roulet, T. J. (2018). Constructing Trustworthy Historical Narratives: Criteria, Principles and Techniques. British Journal of Management, 29(1), 191-205.

Godfrey, P.C., Hassard, J., OConnor, E.S., Rowlinson, M. and Ruef, M. (2016). What is organizational history? Toward a creative synthesis of history and organization studies. Academy of Management Review41(4), pp.590-608.

Green, A., & Troup, K. (1999). The Houses of History: A Critical Reader in Twentieth-century History and Theory. Manchester: Manchester University Press.

Howell, M., & Prevenier, W. (2001). From Reliable Sources: An Introduction to Historical Methods. Ithaca and London: Cornell University Press.

Jenkins, K., & Munslow, A. (2003). Re-thinking history. Routledge classics. London: Routledge.

Jordanova, L. (2006). History in Practice. London: Bloomsbury.

Kipping, M., Wadhwani, R. D., & Bucheli, M. (2014). Analyzing and Interpreting Historical Sources: A Basic Methodology. In M. Bucheli & R. D. Wadhwani (Eds.), Organizations in Time: History, Theory, Methods. Oxford: Oxford University Press, pp. 305-329.

Kirk, N. (1994), History, language, ideas and post-modernism: a materialist view, Social History, 19(2), pp. 221-240.

Lipartito, K. (2014). Historical Sources and Data. In M. Bucheli & R. D. Wadhwani (Eds.), Organizations in Time: History, Theory, Methods. Oxford: Oxford University Press, pp. 284–304.

Maclean, M., Harvey, C. and Clegg, S.R. (2016). Conceptualizing historical organization studies. Academy of Management Review41(4), pp.609-632.

Maclean, M., Harvey, C. and Clegg, S.R., 2017. Organization Theory in Business and Management History: Present Status and Future Prospects. Business History Review91(4), pp. 457-481.

McKinley, A. (2002). Dead Selves: The Birth of the Modern Career, Organization, 9(4), pp. 595-614.

Munslow, A. (1997). Deconstructing history. London: Routledge.

Perks, R., & Thomson, A. (2016). The oral history reader. Abingdon: Routledge.

Rowlinson, M. (2004). Historical Analysis of Company Documents. In C. Cassell & G. Symon (Eds.), Essential guide to qualitative methods in organizational research. London: Sage, pp. 301–311.

Rowlinson, M. & Hassard, J. (1993). The Invention of a corporate cultures: A history of the histories of Cadbury, Human Relations, 46(3), pp. 296-326.

Rowlinson, M., Hassard, J., & Decker, S. (2014). Research Strategies for Organizational History: A Dialogue Between Historical Theory and Organization Theory, Academy of Management Review, 39(3), pp. 250-274.

Schultz, M. & Hernes, T. (2013). A Temporal Perspective on Organizational Identity, Organization Science, 24 (1), pp. 1–21.

Scott, J.W. (1991). The Evidence of Experience, Critical Inquiry, 17(Summer), pp. 773-97.

Spiegel, G.B (ed.) (2005). Practicing History New Directions in Historical Writing after the Linguistic Turn. Routledge, London.

Stedman Jones, G. (1996). The deterministic fix: some obstacles to the further development of the linguistic approach to history in the 1990s, History Workshop Journal, 42, pp. 19-35.

Stutz, C. and Sachs, S. (2018). Facing the Normative Challenges: The Potential of Reflexive Historical Research. Business & Society, 57(1), pp. 98-130.

Taylor, S., Bell, E. and Cooke, B. (2009). Business history and the historiographical operation. Management & Organizational History4(2), pp. 151-166.

Vaara, E. and Lamberg, J.A. (2016). Taking historical embeddedness seriously: Three historical approaches to advance strategy process and practice research. Academy of Management Review41(4), pp. 633-657.

Vernon, J. (1994). Whos afraid of the linguistic turn? The politics of social history and its discontents. Social History, 19(1), pp. 81-97.

Wadhwani, R.D. and Decker, S. (2017). Clios Toolkit: The Practice of Historical Methods in Organization Studies. In Sanjay Jain and Raza Mir (eds.) Routledge Companion to Qualitative Research in Organization Studies New York: Taylor and Francis, pp. 113-127.

Wadhwani, R. D. (2016). Historical methods for contextualizing entrepreneurship research. In F. Welter & W. B. Gartner (Eds.), A research agenda for entrepreneurship and context. Cheltenham & Northampton, MA: Edward Elgar, pp. 134–145.

Yates, J. (2014). Understanding Historical Methods in Organization Studies. In M. Bucheli & R. D. Wadhwani (Eds.), Organizations in Time: History, Theory, Methods. Oxford: Oxford University Press, pp. 265–283.

Zammito, J. (1993), Are we being theoretical yet? The new historicism, the new philosophy of history and practising historians. The Journal of Modern History, 65(4), pp. 783-814.


Some Christmas reading

Before we take a break for the holidays, I thought I share some potential Christmas reading with you. I am proud to announce that Business History published advance online a new Perspectives Article that I had the pleasure to edit:

History in corporate social responsibility: Reviewing and setting an agenda
Christian Stutz
Pages: 1-30 | DOI: 10.1080/00076791.2018.1543661


This piece reviews and evaluates both the research on history by CSR scholars, and the historical research on CSR issues (mostly by business historians) and draws a number of important issues. Its a great piece and it makes some important observations about the future opportunities for research in the field.

Here is the abstract:

The integration of historical reasoning and corporate social responsibility (CSR) theorising has recently received remarkable cross-disciplinary attention by business historians and CSR scholars. But has there been a meaningful interdisciplinary conversation? Motivated by this question that presumes significant limitations in the current integration, I survey existing research for the purpose of sketching and shaping historical CSR studies, ie an umbrella that brings together diverse approaches to history and CSR theorising. Drawing from the recent efforts to establish historical methodologies in organisation studies, I first reconcile discrepant disciplinary and field-level traditions to create a meaningful intellectual space for both camps. Secondly, I provide a synthesis of the history of CSR from three different meta-theoretical perspectives in the context of three maturing knowledge clusters. To bridge past and future work, I finally set a research agenda arising from current research and drawing on different sets of assumptions about history and CSR.

Happy holidays and see you bright and fresh in the New Year!

Memorialization & place – UK’s Prof Olivette Otele

Reblogged from Imperial & Global Forum:

Here is another interesting video interview about history, memory, and empire with the UK’s first female black professor in history – Olivette Otele (see: BBC News )

The ‘Bordering on Brexit: Global Britain and the Embers of Empire‘ Conference was held last weekend at Garrison Library, Gibraltar. Professor Richard Toye, Director of Exeter’s Centre for Imperial and Global History, interviews Prof. Olivette Otele (Bath Spa) on the question of contested and controversial history and memorialisation in Bristol.

Feminist Library fundraiser appeal

Our friends from the Feminist Library have moved their collections (open to researchers) and as a charity are now looking for more support:

It’s official! The Feminist Library has finally found a new home!! J

 But we now need your support more than ever. We urgently need to raise at least £30,000 to be able to fund our move to the new space, and we need to leave our current premises in Spring 2019.

 After our long struggle against eviction (read more about our struggle to save the Library here.), the move is actually quite unexpectedly exciting! We’ll have a new, (much needed!) bigger space, based within a community centre in Peckham, and named after a woman abolitionist and feminist – Sojourner Truth! The bigger space will allow us to expand our collections and run even more and bigger exciting community events.

 Yet we have no choice but to leave our current premises with little notice and next to no funds, and need to fundraise for the new space urgently – we need to raise at least £30,000 in order for us to be able to move.

 Please help us protect this vital community resource! Help save the Feminist Library! Donate to our crowdfunding campaign and read more about it here:


Annc: Reframing Institutional Logics by Alistair Mutch

Alistair Mutch asked us to send this message to our network:

Dear friends

Apologies for this marketing message but I hope you will be interested to know that my new book on institutional logics is now published by Routledge. Building on my recent article in Academy of Management Review, it seeks to offer a new perspective on institutional logics by drawing on the resources of critical realism.

Reframing Institutional Logics: History, Substance and Practices, Routledge 2019 – available at https://www.routledge.com/Reframing-Institutional-Logics-Substance-Practice-and-History/Mutch/p/book/9781138482357  

From the blurb:

How are we to characterise the context in which organisations operate? The notion that organisational activity is shaped by institutional logics has been influential but it presents a number of problems. The criteria by which institutions are identified, the conflation of institutions with organisations, the enduring nature of those institutions and an exaggerated focus on change are all concerns that existing perspectives do not tackle adequately. This book uses the resources of historical work to suggest new ways of looking at institutional logics. It builds on the work of Roger Friedland who has conceived of institutional logics being animated by adherence to a core substance that is immanent in practices. Development of this idea in the context of organisation theory is supported by ideas drawn from the work of the social theorist Margaret Archer and the broader resources of the philosophical tradition of critical realism. Institutions are seen to emerge over time from the embodied relations of humans to each other and to the natural world on which they depend for material existence. Once emergent, institutions develop their own logics and endure to form the context in which agents are involuntarily placed and that conditions their activity. The approach adopted offers resources to ‘bring society back in’ to the study of organisations.

The book will appeal to graduate students who are engaging with institutional theory in their research. It will also be of interest to scholars of institutional theory, of the history of organisations and those seeking to apply ideas from critical realism to their research.

I hope you would be able to recommend purchase to your library.

Many thanks



The problem with Harvard Business School case studies

Reblogged from The Past Speaks:

The discipline of business history has long been linked to the case-study method of teaching. It will therefore interest many readers of this blog to learn of a new article in the business press that talks about the historical origins of the case study method, which began at Harvard Business School and which was later adopted in management schools around the world. The article in Quartz disseminates some of the key findings presented in A New History of Management, an important new book by John Hassard, Michael Rowlinson, Stephen Cummings, and Todd Bridgman. Regardless of whether you are a friend or a foe of the use of case studies, I would encourage you to check out the piece in Quartz and the underlying scholarly works.

Personally, I’m glad to see that the life and ideas of HBS Dean Wallace Donham (1877-1954) is being investigated. In the 1920s, Donham was one of the most influential critics of shareholder primacy and the related idea that the maximization of shareholder value is the best criterion for judging the performance of managers. At a time when the idea of shareholder primacy is being scrutinized once again, it is encouraging to know that people are paying attention to Donham.

Pan Am research grant

The Dave Abrams and Gene Banning Pan Am Research Grant

by Jay Sylvestre

The Pan Am Historical Foundation announces the ninth annual Dave Abrams and Gene Banning Pan Am Research Grant competition. Up to $1,500 will be awarded to support scholarly research using the Pan American World Airways, Inc. Records held by the University of Miami Libraries’ Special Collections. The grant honors two of Pan Am’s most avid historians, Dave Abrams and Gene Banning.

Since its first international flight in 1927, Pan Am positioned itself as a world leader in American commercial aviation. The Pan Am records date from 1927 to the 1990s and include administrative and financial files; technical and research reports; public relations and promotional materials; internal publications including newsletters, journals, and press releases; and thousands of photographs.

The grant is open to advanced graduate students, independent scholars, and faculty. Priority will be given to research proposals that will result in publication in any media.

Application Procedures

Applicants must submit a proposal of no more than two pages describing their research project, a curriculum vitae or résumé, and two letters of recommendation.

Application deadline is November 30, 2018.

Please send inquiries and applications to:

The Dave Abrams & Gene Banning Pan Am Research Grant
c/o Jay Sylvestre
University of Miami Libraries
1300 Memorial Drive
Coral Gables, FL 33146-0320

About Dave Abrams and Gene Banning

After graduating from the University of Miami, Dave Abrams (1919-2005) joined Pan American Airways and worked for 42 years as a meteorologist, navigator and Director of Flight Operations for Latin America. Abrams was instrumental in the formation of The Pan Am Historical Foundation after the company shut its doors in 1991 and in finding a home for Pan Am’s archives and memorabilia.

Gene Banning (1918-2006) was one of the longest serving pilots for Pan Am. His aviation days started with the infamous flying boats in 1941 and ended with Boeing 747s in 1978. An avid researcher, Banning was a guiding member of The Pan Am Historical Foundation from its inception and the author of Airlines of Pan American since 1927 (McLean, Va.: Paladwr, 2001).

About the Pan Am Historical Foundation and the University of Miami Libraries

The Pan Am Historical Foundation is a group dedicated to preserving the heritage of Pan American World Airways. For more information about the Foundation, visit http://www.panam.org/. The Special Collections of the University of Miami Libraries preserves and provides access to research materials focusing on the history and culture of Florida, the Caribbean, and Latin America. The Pan American World Airways, Inc. records consist of hundreds of boxes of materials and reigns as the most frequently consulted single resource in Special Collections. For more information about the Special Collections of the University of Miami Libraries, visit https://www.library.miami.edu/specialcollections/index.html.

Past Winners

  • 2017: Bryce Evans: Pan Am: A Gastronomic History
  • 2016: Sean Seyer, “Independent Internationalism in the Air: Pan American Airlines, the Pan American Union, and the 1928 Havana Convention”
  • 2015: Josue Sakata, Boston Public School Primary Source Sets
  • 2014: Hadassah St. Hubert, “Visions of a Modern Nation: Haiti at the World’s Fairs”
  • 2013: Ken Fortenberry & Gregg Herken, “Point of No Return: Solving the Mystery of the Lost Clipper”
  • 2012: Felipe F. Cruz, “Flight of the Toucans: Technology and Culture in the Brazilian Airspace”
  • 2012: Gordon H Pirie examined Pan Am’s role in civil aviation to, and from, in post-colonial Africa
  • 2011: Jonathan Ruano, “Pan American Airways, the South Atlantic Route and Rise of the American Empire”
  • 2010: Houston Johnson, “Taking Off: The Politics and Culture of American Aviation, 1927-1929”
  • 2009: Augustine Meaher “Pan Am Arrives Down Under: A Diplomatic and Aeronautical Accomplishment”
  • 2009: Roger Turner, “Pan-Am’s Contribution to the Development of Aeronautical Meteorology”
  • 2007: Jennifer Van Vleck “No Distant Places: Aviation and American Globalism, 1924-1968”

Aston Inaugural: A History of Business in 9 Archives

After many years as a Prof at Aston, I am having my inaugural this October. Please join me if you can, free drinks and nibbles after!

A history of business in nine archives

Professor Stephanie Decker


Tuesday 30 October 2018

18:30 to 20:00

G11, Aston University

Remarkable stories and insights linger in archives like half-written novels. Many well-known companies maintain extensive collections of their international ventures that contain rich materials about business and society. In nine archives across three continents, we’ll discover the history of international firms investing in West Africa and elsewhere, from precursors of today’s microfinance to how firms make use of their history to inspire confidence after a crisis.

18:00 – Tea and coffee in G8, Main Building
18:30 – Lecture in G11, Main Building
19:30 – Drinks, nibbles and networking in G8

Please email events@aston.ac.uk with any questions or queries.

Book your free space here.

Hyper-prolific authors

From THE:

‘Hyperprolific’ academics ‘don’t meet author criteria’ – study

Analysis shows thousands of researchers publish the equivalent of one paper every five days, but their involvement is often limited

September 14, 2018