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This paper aims to present a concise history of the main action research (AR) contribution in France. The authors discuss the role of AR in the organizational research field in general and compare it with intervention research (IR) and presented Institute of Socio-Economy of Enterprises and Organizations’s specific contributions and its presence on the international stage through review publications and wider works.

A narrative approach was used to analyze this history.

AR is considered as a research family. The authors define and compare AR with other qualitative methods. They analyze AR and IR principles, which include interaction with practitioners, negotiation with them, focusing in the third part on the case of ISEOR research team.

AR and IR permit to bridge the gap between researchers and practitioners, to develop useful research. At the same time, they permit to develop new researchers' competencies and to fund research, in a context of reduced public research funds.

This article permits to understand the reality of what is and how to develop an IR, and the difficulties for researchers to insert them in the academic community, although France seems to be more permissive than others’ contexts. It permits also to better know the French IR and AR research in management.

While several extant studies have discussed the strategic importance of investor relations (IR) for listed corporations, few have tried to apply findings from strategic communication research to IR. Therefore, little is known about the planning and evaluation of IR programs, with even less data available on IR's involvement in top management decision-making. The purpose of this paper is to examine research on planning and evaluation practices in German Prime Standard corporations' IR departments.

The method entailed a survey of 51 heads of IR departments from the largest corporations listed on the Frankfurt Stock Exchange concerning the topic of measurement and evaluation.

The findings highlight an intermediate stage in the professionalization of the still-emergent IR function. While IR has been established as an independent function with some consideration in strategic leadership, strategic management of the function is still evolving. This study shows that while some form of planning is the norm, IR departments at smaller companies tend to focus more on departmental objectives than on deriving objectives from the corporate strategy. Also, systematic evaluation remains lacking in many smaller companies' IR departments. As a result, IR managers from smaller companies are consulted less frequently during top management meetings on corporate strategy.

This study is based on data collected only from German Prime Standard corporations. While satisfactory in the context of quantitative IR studies, the response rate from the reported survey was only 32%. Furthermore, the average level of strategic IR management among German listed companies actually may be somewhat lower than reported in this paper, as large listed companies are somewhat overrepresented in the sample.

This study addresses an apparent research gap, i.e. to date, little is known about the strategic management of the IR function, especially in a non-US context. This analysis shows that theories and frameworks from strategic communication management can be applied to the IR function.

Building on the institutional theory perspective on corporate governance change and based on interviews with investor relations (IR) managers in large Japanese companies, this study aims to examine Japanese IR managers’ perceptions of the influence of foreign shareholders on Japan’s corporate governance reform and stakeholder-based system. The paper examines tensions, conflicts and collaborations among different stakeholders involved in corporate governance changes in Japan, especially in the areas of firm ownership, employment relations and boards of directors. The paper explains why convergence does not happen in some large Japanese companies by investigating Japanese managers’ responses to and perceptions of foreign shareholders in multiple corporate contexts.

The author conducted in-depth interviews with ten IR managers at large, listed Japanese companies in Kyoto and Tokyo and two managers at foreign investment banks in Tokyo, between 2018 and 2021.

This paper explores five themes that emerged from my interviews: Chief executive officers’ (CEOs’) mixed perceptions of foreign investors, the effectiveness of CEO compensation and outside directors, managers’ reluctance to accept stock price-driven business strategies, foreign investors’ engagement vs investments in index funds and gender patterns, including the effectiveness of token female outside directors. The Japanese companies the author looked at incorporated foreign shareholders as consultants and adopted a few major shareholder-based customs, such as CEOs communicating with investors, having outside directors, increasing CEO compensation and slimming down unprofitable parts of the business via restructuring and downsizing. Simultaneously, they resisted a few major shareholder-based practices. Foreign shareholders’ pressure revealed tensions and contradictions between the Japanese stakeholder system and shareholder primacy-based customs.

This paper is one of the few qualitative studies that explores Japanese IR managers’ responses to and perceptions of foreign shareholders in corporate governance reform, with a particular focus on ownership, employment relations and board members. This paper provides examples of tension, conflict and cooperation between Japanese managers and foreign investors, as seen through the eyes of Japanese IR managers. Examining changes in Japan’s stakeholder-based system of corporate governance reform enables us to better understand the processes by which, with vigorous pressure from government and foreign shareholders, a non-western country like Japan may adopt shareholder-based customs and how such a change may also lead to institutional changes.

Human Resource Management & Social Entrepreneurship.

The target audiences for the case study are undergraduate and postgraduate (e.g. BSc, MSc as well as MBA) students and also management trainees and executives who are interested in understanding the social capital enhancing practices, policies and strategies adopted by the world’s largest commercial employer to ensure complete satisfaction and contentment of 1.7 million employees and their family. Even senior management teams could be targeted in executive education programs, as this case discusses time tested practices, policies and strategies which have been sparsely discussed so far and hence can be expected to provide insights to senior corporate managers. The case also demonstrates the application of different frameworks on social capital and corporate social responsibility which can be used by the participants in their firms to assess the social capital.

Indian Railways (IR) remains the world’s largest commercial employer, with approximately 1.7 million employees, which conveys the huge magnitude of social capital inventory accrued. This social capital, especially people side of IR, played a very crucial role in running the organization successfully for more than a century. As an organization, IR has guaranteed heavy importance for its employees while making decisions on strategic level. But recently, IR was moving towards automation and was cutting on cost incurred for its employees. IR was already exhibiting decreasing trend in the number of employees employed in the organization. These initiatives were resisted by IR employees due to fear of job losses and insecurity. In 2013, Chief Personnel Officer’s (CPO) of different zones have to rethink about their HR practices to assure confidence for employees on the security of their jobs and sustain the social capital accrued by IR over years. The objective of this case study is to describe the social capital accrued by IR over the years by offering livelihoods for nearly 1.7 million families across the country. Teaching note applies the frameworks on social capital in literature in the context of IR. Teaching note also discusses how CPOs of IR can pursue the change initiatives among the employees without affecting the social capital accrued so far.

Case study’s primary objective is to apply frameworks available in literature on social capital and corporate social responsibility to understand the social capital accrued by IR over decades. The case study attempts to answer the following assignment questions which forms the learning objectives of this case study: How do the existing frameworks on social capital measurement explain the social capital accrued by IR over decades? How can a firm assess its accrued social capital? How can one demonstrate the same using the case of IR? How can IR pursue change initiatives when it comes to its employees without affecting the social capital accrued over time?

Teaching notes are available for educators only. Please contact your library to gain login details or email support@emeraldinsight.com to request teaching notes.

CSS:10 Public sector management.

This paper aims to problematize the lack of different worldviews on international management (IM), and the virtual silence in Latin America regarding this field within the context of the ongoing crisis of neoliberal policies and discourse.

This paper embraces a decolonial Latin American perspective based on developments in international relations (IR). A major reason for this dialogue is that critical debates within IR have been overlooked by both mainstream and critical literature on management, despite the intrinsic relation between decolonial arguments and IR and the increasing importance of management, and IM, within the realm of international relations to both “centers” and “peripheries”.

The interdisciplinary dialogue put forward in this paper goes beyond those borders established by the “center” and imposed on subalterns. Accordingly then, this might be taken as a particular way of putting into practice a decolonial Latin American perspective. It aims to go beyond some “universal” standpoint as the IR literature shows that the universal standpoint in relation to the “peripheries” tends to be mobilized by the “centers”. It is understood that the construction of a critical Latin American perspective is a way of creating better conditions for “cross‐cultural encounters” not only in global terms, but also within Latin America.

Rethinking IM through a critical perspective inspired by IR has implications for teaching, research and other types of practice in both IM and IR in Latin America.

The paper aims to foster a Latin American perspective rather than a general perspective. Instead of merely disengaging the “center”, the paper embraces, from a critical position inspired by IR, the current argument in US literature that the core of IM comprises a strong commitment to cross‐cultural issues, diversity, and eclecticism.

The purpose of this paper is to further develop the epistemological base of interventionist research (IR) as a valid accounting and management research methodology, through the identification of intervention theory and an IR framework derived from social sciences. Moreover, this paper seeks to contribute to empirical knowledge of IR through a critical review of limited empirical evidence relating to intervention theory and the extant IR frameworks derived from action research.

Texts and academic journal papers that judiciously review intervention theory, intervention research frameworks were identified systematically; along with empirical research addressing theoretical and methodological deficiencies of IR and, providing evidence to inform practical considerations when undertaking IR.

The key findings include rare empirical evidence addressing theoretical shortcomings and application of intervention theory, an IR framework derived from social sciences with extremely limited use in accounting and management research, deficiencies in action research oriented frameworks labelled as alternative forms of IR, an alternate perspective to positivistic validity and reliability issues and other practical considerations to facilitate the conducting of IR.

The novelty of this paper lies in the diminution of the fragmented nature of IR that undermines its scientific value through the identification of an intervention theory and IR framework experiencing extremely limited use in accounting and management research, with the exception of a cross‐disciplinary (management accounting and information systems) doctoral study, optimising IR utilisation with greater degrees of validity and reliability and, finally, a proposed alternative research design for utilisation in IR.

There are still many different theoretical approaches and practical interpretations about what an integrated report is. Starting from this premise, the overall purpose of this chapter is to critically analyze the relationship between integrated reporting (IR) and social/sustainability disclosure. Indeed, although some scholars considered IR as a tool to improve the sustainability approach of the companies allowing to disclose more relevant social information, others are more critical about the potentiality of IR to improve social disclosure. Therefore, the general research question is: Is there a natural link between IR and social disclosure (true love) or is the IR a practice to “normalize” the social disclosure and accounting (forced marriage)?

In the attempt to provide a preliminary answer to the research question, the chapter analyzes what is the approach of three categories: (1) academics; (2) soft-regulators; and (3) companies. From the methodological point of view, a mixed method of analysis has been adopted.

From the analysis of the three different points of view, IR can be considered as a “contested concept” because of the heterogeneous and sometimes conflicting interpretations and implementation that are done on this type of report. This leads to relevant theoretical and practical implications.

The present study aims to investigate various issues concerning the management of institutional repositories (IRs) developed in India.

The survey method was used. The data collection tool was a web questionnaire, which was created with the help of software provided by surveymonkey.com. The questionnaire was e‐mailed to the entire population i.e. all IRs identified in India.

It was observed that 79 per cent of the institutions had used the DSpace IR software package. The respondents considered end‐user interface to be the top‐ranking IR‐system feature. It was found that all IRs supported text (HTML, Postscript, PDF, Spreadsheet etc) file formats. Half of the respondents marked bitstream copying as a long‐term preservation strategy. Almost all institutional repositories were OAI‐PMH compliant.

Only Indian IRs were studied and the findings were compared with other studies.

This is the first detailed study focusing on the management aspects of IRs. The present study has identified the existence of 16 functional IRs, some of which were not registered in any of the directories such as ROAR or Open DOAR.

The purpose of this paper is to ascertain the management of institutional repository (IR) in Nigerian universities.

The study took the form of a descriptive survey, gathering data from academics and repository mangers from 15 universities that have their IR captured on OpenDOAR.

The results showed that most academics submit their work for archiving in IR, and the types of materials submitted are mostly journal articles and conference proceedings. Contents are archived, using self-archiving and mediated submission. Some universities do not provide support and motivation towards the research works of their staff.

The implication of the study lies in the adoption and implementation of the framework presented in this work to ensure the growth and sustainability of IR.

The study is based on the findings presented a framework to guide repository managers to ensure effective management of IR.

The purpose of this study is to evaluate the institutional repositories (IRs) in South India in terms of policy and procedures, technology, content and contributors, promotion and assessment and personnel.

A voluntary survey was conducted to assess IRs in South India. The questionnaire was designed according to the study framework, which comprises 64 indicators across five areas: policy and procedures, technology, content and contributors, promotion and assessment and personnel. Furthermore, all of the 23 IRs identified were monitored over one year period (from February 2018 to January 2019) to analyse the content growth.

The Research Archive of Indian Institute of Technology Hyderabad was found to provide more services to users than other South Indian IRs and it was the sole IR to embed a metadata field for author identification. Almost all the IRs were actively engaged in promotion and assessment activities. IR performance in the technology area was substandard in comparison with performance in the policy and procedures and promotion and assessment areas. For all South Indian IRs, content growth was low.

Very few in-depth studies have evaluated South Indian IRs across all five of the areas listed above and in recent years, no such comprehensive study has been conducted in India at all.