Data Analysis & Evidence (asq-data-analysis)
When to trigger
- You have data but the path from data to theory is opaque
- Qualitative: your quotes are decorative, not evidentiary; coding is undocumented
- Quantitative: main results exist but robustness/alternative explanations are thin
- Reviewers ask "how did you get from your data to these constructs?"
Branch A — Qualitative analysis (the data-to-theory link)
ASQ expects readers to see how raw data became theory — its guidelines stress that helping readers understand how the research was performed and ensuring the trustworthiness of published work are explicit aims (verify at journals.sagepub.com/author-instructions/asq). Qualitative rigor is judged on its own terms here, not held to a quantitative yardstick. Make the analytic ladder visible.
- Transparent coding. Describe first-order codes (informant terms), second-order themes (researcher constructs), and aggregate dimensions — the Gioia-style data structure — or an equivalent (Eisenhardt cross-case, Langley process bracketing). State who coded, how disagreements were resolved, and how iteration proceeded.
- Data-to-theory table. Provide a table linking representative raw evidence → codes → constructs, so the inference is auditable (see
asq-tables-figures).
- Power quotes vs. proof quotes. Use a few vivid "power quotes" in the body; place corroborating "proof quotes" in tables/appendix. Quotes must carry the claim, not illustrate it after the fact.
- Evidence for each construct. Every theoretical construct should be backed by patterned evidence across informants/cases, with counts or prevalence where appropriate.
- Negative cases. Report disconfirming instances and how they refined the theory.
- Process display. For process theory, show the temporal/event structure (timeline, phase model, visual mapping) — as Barley (1986, ASQ) did in tracing how CT scanners restructured radiology departments over time.
Branch B — Quantitative analysis
- Main models match the design (FE/RE, event-history, multilevel, network models); report clearly with appropriate standard errors (clustering at the right level).
- Robustness that targets the theory's threats: alternative measures, alternative samples, alternative specifications, endogeneity checks, and modern staggered-DiD diagnostics if relevant.
- Mechanism evidence. Don't stop at the reduced-form relationship — provide mediation/moderation or supplementary tests that probe why.
- Effect interpretation. Report and interpret magnitudes in organizational terms, not just significance stars.
- Alternative explanations are tested, not waved away.
Either branch — the "so what" of the evidence
- Tie every analytic result back to the mechanism and the surprise.
- Distinguish what the data can and cannot establish — overclaiming is a fast path to rejection.
- Prepare the exhibits jointly with
asq-tables-figures.
Execution bridge (StatsPAI / Stata MCP)
Run the battery, don't just enumerate it. Full map:
execution-with-mcp. ASQ wants a clean causal or well-identified observational design behind an organizational-theory contribution; reduced-form estimation fits the chain below, interpretive work does not.
- Many outcomes / specifications:
romano_wolf (step-down FWER) or
benjamini_hochberg — report the adjusted threshold.
- OVB sensitivity:
oster_delta / sensemakr.
- Inference:
wild_cluster_bootstrap (few clusters), twoway_cluster / conley;
multilevel data → cluster at the right level.
- Re-fit off one handle:
audit_result(result_id) lists the missing checks and the
exact suggest_function for each.
- Exhibits:
etable / did_summary_to_latex from the handle — no retyped numbers.
Keep the decisive checks in the body and the exhaustive battery in the appendix. See the
executed chain in the JF execution walkthrough.
Checklist
Anti-patterns
- "Anecdotal" qualitative work: a few cherry-picked quotes with no coding transparency
- Quotes that illustrate a pre-set conclusion rather than generating/supporting it
- Quantitative robustness theater: many tables that never address the real threat
- Reporting significance with no interpretation of organizational magnitude
- Stopping at the X→Y relationship without evidence on the mechanism
- Overclaiming causality or generalizability beyond the design
Output format
【Branch】qualitative / quantitative
【Data-to-theory link】data structure / mechanism tests done
【Key evidence】power quotes or main estimates
【Robustness/trustworthiness】checks completed + gaps
【What evidence cannot show】explicit limits
【Next step】asq-contribution-framing
1---2name: asq-data-analysis3description: Use when executing and reporting the analysis for an Administrative Science Quarterly (ASQ) manuscript — qualitative coding and data-to-theory construction, or quantitative estimation and robustness. Makes the evidence-to-theory link transparent; it does not design the study (see asq-methods).4---56# Data Analysis & Evidence (asq-data-analysis)78## When to trigger910- You have data but the path from data to theory is opaque11- Qualitative: your quotes are decorative, not evidentiary; coding is undocumented12- Quantitative: main results exist but robustness/alternative explanations are thin13- Reviewers ask "how did you get from your data to these constructs?"1415## Branch A — Qualitative analysis (the data-to-theory link)1617ASQ expects readers to *see how raw data became theory* — its guidelines stress that helping readers understand *how the research was performed* and ensuring the *trustworthiness* of published work are explicit aims (verify at journals.sagepub.com/author-instructions/asq). Qualitative rigor is judged on its own terms here, not held to a quantitative yardstick. Make the analytic ladder visible.1819- **Transparent coding.** Describe first-order codes (informant terms), second-order themes (researcher constructs), and aggregate dimensions — the Gioia-style data structure — or an equivalent (Eisenhardt cross-case, Langley process bracketing). State who coded, how disagreements were resolved, and how iteration proceeded.20- **Data-to-theory table.** Provide a table linking representative raw evidence → codes → constructs, so the inference is auditable (see `asq-tables-figures`).21- **Power quotes vs. proof quotes.** Use a few vivid "power quotes" in the body; place corroborating "proof quotes" in tables/appendix. Quotes must *carry* the claim, not illustrate it after the fact.22- **Evidence for each construct.** Every theoretical construct should be backed by patterned evidence across informants/cases, with counts or prevalence where appropriate.23- **Negative cases.** Report disconfirming instances and how they refined the theory.24- **Process display.** For process theory, show the temporal/event structure (timeline, phase model, visual mapping) — as Barley (1986, ASQ) did in tracing how CT scanners restructured radiology departments over time.2526## Branch B — Quantitative analysis2728- **Main models** match the design (FE/RE, event-history, multilevel, network models); report clearly with appropriate standard errors (clustering at the right level).29- **Robustness** that targets the *theory's* threats: alternative measures, alternative samples, alternative specifications, endogeneity checks, and modern staggered-DiD diagnostics if relevant.30- **Mechanism evidence.** Don't stop at the reduced-form relationship — provide mediation/moderation or supplementary tests that probe *why*.31- **Effect interpretation.** Report and interpret *magnitudes* in organizational terms, not just significance stars.32- **Alternative explanations** are tested, not waved away.3334## Either branch — the "so what" of the evidence3536- Tie every analytic result back to the mechanism and the surprise.37- Distinguish what the data *can* and *cannot* establish — overclaiming is a fast path to rejection.38- Prepare the exhibits jointly with `asq-tables-figures`.3940## Execution bridge (StatsPAI / Stata MCP)4142Run the battery, don't just enumerate it. Full map:43[`execution-with-mcp`](../../../shared-resources/empirical-methods/execution-with-mcp.md). ASQ wants a clean causal or well-identified observational design behind an organizational-theory contribution; reduced-form estimation fits the chain below, interpretive work does not.4445- **Many outcomes / specifications:** `romano_wolf` (step-down FWER) or46 `benjamini_hochberg` — report the adjusted threshold.47- **OVB sensitivity:** `oster_delta` / `sensemakr`.48- **Inference:** `wild_cluster_bootstrap` (few clusters), `twoway_cluster` / `conley`;49 multilevel data → cluster at the right level.50- **Re-fit off one handle:** `audit_result(result_id)` lists the missing checks and the51 exact `suggest_function` for each.52- **Exhibits:** `etable` / `did_summary_to_latex` from the handle — no retyped numbers.5354Keep the decisive checks in the body and the exhaustive battery in the appendix. See the55executed chain in the [JF execution walkthrough](../../../Journal-of-Finance-Skills/resources/worked-examples/02-execution-walkthrough.md).56## Checklist5758- [ ] Qual: data structure (first-order → second-order → dimensions) is documented59- [ ] Qual: a data-to-theory / evidence table is built; quotes carry (not decorate) claims60- [ ] Qual: negative cases reported and used to refine theory61- [ ] Quant: standard errors clustered at the appropriate level62- [ ] Quant: robustness targets the theory's threats; effect *magnitudes* interpreted63- [ ] Mechanism is probed, not just the headline relationship64- [ ] Claims are matched to what the evidence can actually support6566## Anti-patterns6768- "Anecdotal" qualitative work: a few cherry-picked quotes with no coding transparency69- Quotes that illustrate a pre-set conclusion rather than generating/supporting it70- Quantitative robustness theater: many tables that never address the real threat71- Reporting significance with no interpretation of organizational magnitude72- Stopping at the X→Y relationship without evidence on the mechanism73- Overclaiming causality or generalizability beyond the design7475## Output format7677```78【Branch】qualitative / quantitative79【Data-to-theory link】data structure / mechanism tests done80【Key evidence】power quotes or main estimates81【Robustness/trustworthiness】checks completed + gaps82【What evidence cannot show】explicit limits83【Next step】asq-contribution-framing84```