Data Analysis, Evaluation & Transparency (misq-data-analysis)
When to trigger
- Data are collected (or the artifact is built) and it is time to estimate, evaluate, and report
- A reviewer probes measurement validity, identification, artifact utility, or replicability
- You must prepare the pluralistic transparency materials uploaded at submission
Analyze by tradition — there is no single MISQ estimator
| Tradition |
What to report |
| Behavioral |
Reliability (alpha/CR), CFA or PLS measurement model, AVE, discriminant validity (Fornell-Larcker / HTMT); structural paths with effect sizes; mediation via bootstrap CIs; moderation via simple slopes |
| Economics of IS |
The identifying variation, parallel-trends/exogeneity evidence, clustered SEs, and a battery of robustness checks (alternative specifications, placebo/event-time tests, sensitivity to assumptions) |
| Design science |
Artifact performance against credible baselines on held-out data; ablations; field/A-B or expert evaluation tied to the design propositions; cost/utility discussion |
| Organizational / qualitative |
A transparent data structure (codes → themes → dimensions), an audit trail, and representative quotations so the path from raw data to constructs is traceable |
Behavioral IS: defend measurement before structure
IS reviewers expect the measurement model first. PLS-SEM is common in IS for predictive/formative models; covariance-based SEM for theory-testing with reflective constructs — justify the choice. Report reliabilities, AVE, and discriminant validity, and address common-method bias beyond a single-factor test (marker variable, unmeasured method factor, or showing interactions survive). Then report structural paths with effect sizes, not just significance.
Economics of IS: make the causal claim earn its keep
Lead with the identification logic, then stress-test it: alternative specifications, placebo and event-study plots, sensitivity to the key assumption, and clustering that matches the data structure. Report magnitudes and their economic meaning, not just stars.
Design science: evaluate the artifact, not just the math
Demonstrate utility for the real problem: benchmark against the baselines a skeptic would name, run ablations to show which design principles matter, and connect each result back to a design proposition. Where possible, evaluate in a realistic field setting.
Assemble the pluralistic transparency materials
MISQ's research-transparency policy is genre-appropriate, not a single template. Document the study's design, data, and analysis to the standard of your tradition, and include procedures and/or code sufficient to permit replication. The transparency commitment is declared and uploaded at submission (Step 2, Miscellaneous). Consider replication badges and the AIS Transactions on Replication Research collaboration. Plan code/data sharing within confidentiality and platform terms.
Execution bridge (StatsPAI / Stata MCP)
Run the battery, don't just enumerate it. Full map:
execution-with-mcp. MISQ is empirical IS — surveys, econometric panels, experiments, and design science; the chain below serves the causal / econometric lane, while design-science artifacts use their own evaluation standards.
- 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
- Single-factor test as the sole common-method-bias defense.
- A causal claim with no identification and no robustness battery.
- A design-science "evaluation" that benchmarks against no credible baseline.
- Reporting p-values with no effect sizes or practical/economic interpretation.
- Treating transparency as an afterthought rather than genre-appropriate documentation.
Output format
【Tradition & analysis】SEM / DiD-IV-RD / artifact eval / qualitative
【Validity or identification】measurement + CMB / identification + robustness / baselines + ablations
【Effect sizes / utility】magnitudes and meaning
【Transparency package】procedures/code for replication: ready/gaps
【Next step】misq-contribution-framing
1---2name: misq-data-analysis3description: Use when running and reporting the empirical core of a MIS Quarterly manuscript — measurement and structural models (PLS/CB-SEM) for behavioral IS, causal identification and robustness for economics-of-IS, artifact evaluation for design science, or trustworthiness for qualitative IS — and assembling the genre-appropriate transparency materials. Executes/reports the analysis; it does not design the study (misq-methods) or frame the contribution (misq-contribution-framing).4---56# Data Analysis, Evaluation & Transparency (misq-data-analysis)78## When to trigger910- Data are collected (or the artifact is built) and it is time to estimate, evaluate, and report11- A reviewer probes measurement validity, identification, artifact utility, or replicability12- You must prepare the pluralistic transparency materials uploaded at submission1314## Analyze by tradition — there is no single MISQ estimator1516| Tradition | What to report |17|-----------|----------------|18| **Behavioral** | Reliability (alpha/CR), CFA or PLS measurement model, AVE, discriminant validity (Fornell-Larcker / HTMT); structural paths with effect sizes; mediation via bootstrap CIs; moderation via simple slopes |19| **Economics of IS** | The identifying variation, parallel-trends/exogeneity evidence, clustered SEs, and a battery of robustness checks (alternative specifications, placebo/event-time tests, sensitivity to assumptions) |20| **Design science** | Artifact performance against credible baselines on held-out data; ablations; field/A-B or expert evaluation tied to the design propositions; cost/utility discussion |21| **Organizational / qualitative** | A transparent data structure (codes → themes → dimensions), an audit trail, and representative quotations so the path from raw data to constructs is traceable |2223## Behavioral IS: defend measurement before structure2425IS reviewers expect the measurement model first. PLS-SEM is common in IS for predictive/formative models; covariance-based SEM for theory-testing with reflective constructs — justify the choice. Report reliabilities, AVE, and discriminant validity, and address **common-method bias** beyond a single-factor test (marker variable, unmeasured method factor, or showing interactions survive). Then report structural paths with effect sizes, not just significance.2627## Economics of IS: make the causal claim earn its keep2829Lead with the identification logic, then stress-test it: alternative specifications, placebo and event-study plots, sensitivity to the key assumption, and clustering that matches the data structure. Report magnitudes and their economic meaning, not just stars.3031## Design science: evaluate the artifact, not just the math3233Demonstrate utility for the real problem: benchmark against the baselines a skeptic would name, run ablations to show which design principles matter, and connect each result back to a design proposition. Where possible, evaluate in a realistic field setting.3435## Assemble the pluralistic transparency materials3637MISQ's research-transparency policy is genre-appropriate, not a single template. Document the study's design, data, and analysis to the standard of your tradition, and include **procedures and/or code sufficient to permit replication**. The transparency commitment is declared and uploaded at submission (Step 2, Miscellaneous). Consider replication badges and the AIS Transactions on Replication Research collaboration. Plan code/data sharing within confidentiality and platform terms.3839## Execution bridge (StatsPAI / Stata MCP)4041Run the battery, don't just enumerate it. Full map:42[`execution-with-mcp`](../../../shared-resources/empirical-methods/execution-with-mcp.md). MISQ is empirical IS — surveys, econometric panels, experiments, and design science; the chain below serves the causal / econometric lane, while design-science artifacts use their own evaluation standards.4344- **Many outcomes / specifications:** `romano_wolf` (step-down FWER) or45 `benjamini_hochberg` — report the adjusted threshold.46- **OVB sensitivity:** `oster_delta` / `sensemakr`.47- **Inference:** `wild_cluster_bootstrap` (few clusters), `twoway_cluster` / `conley`;48 multilevel data → cluster at the right level.49- **Re-fit off one handle:** `audit_result(result_id)` lists the missing checks and the50 exact `suggest_function` for each.51- **Exhibits:** `etable` / `did_summary_to_latex` from the handle — no retyped numbers.5253Keep the decisive checks in the body and the exhaustive battery in the appendix. See the54executed chain in the [JF execution walkthrough](../../../Journal-of-Finance-Skills/resources/worked-examples/02-execution-walkthrough.md).55## Checklist5657- [ ] Analysis matches the tradition (SEM / causal econometrics / artifact evaluation / qualitative)58- [ ] Behavioral: reliability, AVE, discriminant validity, CMB beyond single-factor; effect sizes59- [ ] Economics: identification defended, robustness/placebo tests, clustered SEs, magnitudes60- [ ] Design science: baselines, ablations, field/expert evaluation tied to design propositions61- [ ] Qualitative: traceable data structure and audit trail62- [ ] Genre-appropriate transparency package with procedures/code for replication prepared6364## Anti-patterns6566- Single-factor test as the sole common-method-bias defense.67- A causal claim with no identification and no robustness battery.68- A design-science "evaluation" that benchmarks against no credible baseline.69- Reporting p-values with no effect sizes or practical/economic interpretation.70- Treating transparency as an afterthought rather than genre-appropriate documentation.7172## Output format7374```75【Tradition & analysis】SEM / DiD-IV-RD / artifact eval / qualitative76【Validity or identification】measurement + CMB / identification + robustness / baselines + ablations77【Effect sizes / utility】magnitudes and meaning78【Transparency package】procedures/code for replication: ready/gaps79【Next step】misq-contribution-framing80```