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Lawrence and Renate E. Meyer ®SAGE refe re nee I BK-SAGE-GREENWOOD_OLIVER-170048.indb 5 4/24/17 5:11 PM ~SAGE Los Angeles I London I New Deihl Singapore I Washington DC I Melbourne SAGE Publications ltd Introduction & editorial arrangement© Royston Greenwood, 1 Oliver's Yard Christine Oliver, Thomas B. Lawrence and Renate E. Meyer 2017 55 City Road London EC1Y 1S P Chapter 1 © David L. Deephouse, and Achim Oberg 2017 Jonathan Bundy, Leigh Plunkett Chapter 18©Thomas B. SAGE Publications Inc. Tosi and Mark C. Suchman 2017 Lawrence and Sean Buchanan 2455 Teller Road Chapter 2 © Melissa Wooten and 2017 Thousand Oaks, California 91320 Andrew J. Hoffman, 2017 Chapter 19 ©William Ocasio, Chapter 3 © Eva Boxenbaum and Patricia H. Thornton and Michael SAGE Publications India Pvt ltd Stefan Jonsson 2017 Lounsbury 2017 B 1/1 1 Mohan Cooperative Industrial Area Chapter 4 © Linda Wedlin and Chapter 20 © Matthew S. Kraatz Mathura Road Kerstin Sahlin 2017 and Emily S. Block 2017 New Delhi 110 044 Chapter 5 © Julie Battilana, Chapter 21 ©Christian E. Marya Besharov and Bjoern Hampel, Thomas B. Lawrence SAGE Publications Asia-Pacific Pte ltd Mitzinneck 2017 and Paul Tracey 2017 3 Church Street Chapter 6 ©C.R. (Bob) Hinings, Chapter 22 ©Jaco Lok. W. E. #10-04 Samsung Hub Danielle Logue and Charlene Douglas Creed, Rich DeJordy Singapore 049483 Zietsma 2017 and Maxim Voronov 2017 Chapter 7 © Juan Almandoz, Chapter 23 © Candace Jones, Christopher Marquis and Michael Renate E. Meyer, Dennis Cheely 2017 Jancsary and Markus A. H611erer Chapter 8 © Markus A. Hollerer, 2017 Peter Walgenbach and Gili S. Chapter 24 © Rodolphe Durand Drori 2017 and Romain Boulongne 2017 Chapter 9 © Mary Ann Glynn 2017 Chapter 25 © Robert J. David, Chapter 10 ©Cynthia Hardy and Wesley D. Sine and Caroline Editor; Delia Martinez-Alfonso Steve Maguire 2017 Kaehr Serra 2017 Editorial Assistant: Colette Wilson Chapter 11 ©Marc Schneiberg Chapter 26 ©Gerald F. Davis 2017 Production Editor: Rudrani Mukhe~ee and Michael Lounsbury 2017 Chapter 27 ©John Amis, Kamal Copyeditor: Elaine Leek Chapter 12 ©Walter W. Powell Munir and Johanna Mair 2017 Proofreader: Jill Birch and Claus Rerup 2017 Chapter 28 ©Donald Palmer 2017 Indexer: Avril Ehrlich Chapter 13 ©Stephen R. Barley Chapter 29 © P. Devereaux Marketing Manager: Alison Borg 2017 Jennings and Andrew J. Hoffman Cover Design: Wendy Scott Chapter 14 ©Michael Smets, 2017 Printed in the UK Angela Aristidou and Richard Chapter 30 ©Fabio Rojas 2017 Whittington 2017 Chapter 31 ©Frank Dobbin and Chapter 15 ©Nelson Phillips and Alexandra Kalev 2017 Namrata Malhotra 2017 Chapter 32 ©John W. Meyer 2017 Chapter 16 ©Tammar B. Zilber 2017 Chapter 33 © W. Richard Scott 2017 Chapter 17 ©Walter W. 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ISBN 978-1-4129-6196-7 I BK-SAGE-GREENWOOD_OLIVER-170048.indb 6 4/24/17 5:11 PM Contents List of Figures x List of Tables xi Notes on the Editors and Contributors xii Companion Website xx vii Introduction: Into the Fourth Decade Royston Greenwood, Christine Oliver, Thomas B. Lawrence and Renate E. Meyer PART I BEGINNINGS (FOUNDATIONS) 25 Organizational Legitimacy: Six Key Questions 27 David L. Deephouse, Jonathan Bundy, Leigh Plunkett Tost and Mark C. Suchman 2 Organizational Fields: Past, Present and Future 55 Melissa Wooten and Andrew J. Hoffman PART II ORGANIZATIONS AND THEIR CONTEXTS 75 3 Isomorphism, Diffusion and Decoupling: Concept Evolution and Theoretical Challenges 77 Eva Boxenbaum and Stefan Jonsson 4 The Imitation and Translation of Management Ideas 102 Linda Wedlin and Kerstin Sahlin 5 On Hybrids and Hybrid Organizing: A Review and Roadmap for Future Research 128 Julie Battilana, Matya Besharov and Bjoern Mitzinneck 6 Fields, Institutional Infrastructure and Governance 163 C.R. (Bob) Hinings, Danielle Logue and Charlene Zietsma 7 Drivers of Community Strength: An Institutional Logics Perspective on Geographical and Affiliation-Based Communities 190 Juan Almandoz, Christopher Marquis and Michael Cheely 8 The Consequences of Globalization for Institutions and Organizations 214 Markus A. Hollerer, Peter Walgenbach and Gili S. Drori I BK-SAGE-GREENWOOD_OLIVER-170048.indb 7 4/24/17 5:11 PM viii THE SAGE HANDBOOK OF ORGANIZATIONAL INSTITUTIONALISM 9 Theorizing the Identity-Institution Relationship: Considering Identity as Antecedent to, Consequence of, and Mechanism for, Processes of Institutional Change 243 Mary Ann Glynn PART ID INSTITUTIONAL PROCESSES 259 10 Institutional Entrepreneurship and Change in Fields 261 Cynthia Hardy and Steve Maguire l l Social Movements and the Dynamics of Institutions and Organizations 281 Marc Schneiberg and Michael Lounsbury 12 Opening the Black Box: The Microfoundations of Institutions 311 Walter W Powell and Claus Rerup 13 Coalface Institutionalism 338 Stephen R. Barley 14 Towards a Practice-Driven Institutionalism 365 Michael Smets, Angela Aristidou and Richard Whittington 15 Language, Cognition and Institutions: Studying Institutionalization Using Linguistic Methods 392 Nelson Phillips and Namrata Malhotra 16 The Evolving Role of Meaning in Theorizing Institutions 418 Tammar B. Zilber 17 Networks and Institutions 446 Walter W Powell and Achim Oberg 18 Power, Institutions and Organizations 477 Thomas B. Lawrence and Sean Buchanan PART IV CONVERSATIONS 507 19 Advances to the Institutional Logics Perspective 509 William Ocasio, Patricia H. Thornton and Michael Lounsbury 20 Institutional Pluralism Revisited 532 Matthew S. Kraatz and Emily S. Block 21 Institutional Work: Taking Stock and Making It Matter 558 Christian E. Hampel, Thomas B. Lawrence and Paul Tracey I BK-SAGE-GREENWOOD_OLIVER-170048.indb 8 4/24/17 5:11 PM CONTENTS ix 22 Living Institutions: B1inging Emotions into Organizational Institutionalism 591 Jaco Lok, W.E. Douglas Creed, Rich DeJordy and Maxim Voronov 23 The Material and Visual Basis of Institutions 621 Candace Jones, Renate E. Meyer, Dennis Jancsary and Markus A. Hollerer 24 Advancing Research on Categories for Institutional Approaches of Organizations 647 Rodolphe Durand and Romain Boulongne PART V CONSEQUENCES 669 25 Institutional Theory and Entrepreneurship: Taking Stock and Moving Forward 671 Robert J. David, Wesley D. Sine and Caroline Kaehr Serra 26 How Institutions Create Income Inequality 689 Gerald F. Davis 27 Institutions and Economic Inequality 705 John Amis, Kamal Munir and Johanna Mair 28 Institutions, Institutional Theory and Organizational Wrongdoing 737 Donald Palmer 29 Institutional Theory and the Natural Environment: Building Research through Tensions and Paradoxes 759 P. Devereaux Jennings and Andrew J. Hoffman 30 Race and Institutionalism 786 Fabio Rojas 31 Are Diversity Programs Merely Ceremonial? Evidence-Free Institutionalization 808 Frank Dobbin and Alexandra Kalev PART VI REFLECTIONS 829 32 Reflections on Institutional Theories of Organizations 831 John W. Meyer 33 Institutional Theory: Onward and Upward 853 W. Richard Scott Index 872 I BK-SAGE-GREENWOOD_OLIVER-170048.indb 9 4/24/17 5:11 PM List of Figures 1.1 Overview of organizational legitimacy 28 5.la Prevalence of distinct perspectives on hybrids in organizational research (cumulative article count) 131 5.lb Prevalence of identity, forms and rationales approaches to hybrids in organizational research (cumulative article count) 131 5.2 Antecedents, challenges, opportunities and strategies for managing hybridity 139 17. l Subjective and inter-subjective meaning 449 17.2 Founding of a company 451 17.3 Communication network 452 17.4 The Boston life sciences community, a field connected by different organizational forms (node size indicates number of alliances) 455 17.5 The dynamics of a field through time: the evolution of a biotech hub 456 17.6 Relational definitions of organizational forms - Acumenfund as an example 459 17.7 Ego-network of the 'Manager (Wirtschaft)' page on the German Wikipedia in 2008 464 17.8 Processes affecting the 'Manager (Wirtschaft)' page on the German Wikipedia between 2003 and 2012 - processes are scaled on the y-axis to map them within the same diagram 465 17.9 Overlay of semantic and social networks 468 17.JO Multi-level relations between social and semantic networks 471 18.l Institutional politics 478 24.l Strategic mapping of market category approaches 663 24.2 Consequences of category spanning 663 25.1 Number of articles taking an institutional-theory approach to entrepreneurship in four leading management journals 672 26.1 Employment concentration and inequality by varieties of capitalism 701 29.l Publications rates for institutional theory and the natural environment, 1995-2015 764 29.2 Publication rates for business and the natural environment, 1975-2010 (Hoffman and Georg, 2013) 765 30.1 How race affects institutions and organizational fields 791 31.1 Effects of diversity training on managerial diversity 816 31.2 Effects of bureaucratic controls on management diversity 817 31.3 Effects of special college recruitment on management diversity 819 31.4 Effects of mentoring on management diversity 820 3 l.5 Effects of diversity taskforces and diversity managers on management diversity 822 I BK-SAGE-GREENWOOD_OLIVER-170048.indb 10 4/24/17 5:11 PM List of Tables 1.1 Managing organizational legitimacy over time 44 5.l Theoretical perspectives on hybrids 132 6.1 Dimensions of institutional infrastructure and governance 169 6.2 Institutional infrastructure and organizational fields 170 6.3 Institutional infrastructure and governance in three fields 171 7.1 Constitutive elements of community logics: contrasting geographical and affiliation-based communities 198 7.2 Drivers of community strength 205 15.l Using linguistic methods in institutional theory 402 18. l Elements of power in institutional agency and control 482 22.1 A framework for organizing different approaches to studying institutions and emotions 607 26.1 Largest domestic employers in six selected countries, 2015 699 29.1 Tensions, paradoxes and opportunities in ITNE research 765 I BK-SAGE-GREENWOOD_OLIVER-170048.indb 11 4/24/17 5:11 PM Notes on the Editors and Contributors THE EDITORS Royston Greenwood is the Telus Professor of Strategic Management in the School of Business, University of Alberta, Visiting Professorial Fellow at the University of Edinburgh, and Visiting Professor at the University of Cambridge. He is a Fellow of the Academy of Management and a former Chair of the Academy's Organization and Management Theory (OMT) Division. In 2013 the European Group for Organization Studies made him an Honorary Member and in 2014 he was the Distinguished Scholar of the Academy of Management OMT Division. His research focuses upon institutional and organizational change and a favoured empirical context is that of professional service firms. Recently he has turned to understanding the institutional foundations of corporate fraud. He serves or has recently served on the editorial and/or advisory boards of several leading journals, including the Academy of Management Journal, Organization Science, Organization Studies, the Journal of Management Studies, the Academy of Management Discoveries and the Academy of Management Annals, of which he is a former editor. Christine Oliver is the Henry J. Knowles Chair of Organizational Strategy in the Schulich School of Business at York University, Toronto, Canada. Christine is interested in institu tional processes and research questions that address the interface between strategy and poverty. Christine's work has appeared in Administrative Science Quarterly, Academy of Management Review, Organization Studies, Academy of Management Journal, Journal of Management Studies, Strategic Management Journal, American Sociological Review and other outlets. She won the award for Best Paper in Academy of Management Review in 1991 and in the Canadian Journal of Administrative Science in 1993. She is past Division Chair of the Academy's Organization and Management Theory Division and past Representative At-Large on the Academy of Management Board of Governors. Christine is past Associate Editor (1993- 1996) and Editor ( 1996-2003) of the Administrative Science Quarterly. She won the Organization and Management Theory Distinguished Scholar Award in 2009. In 2013 she was elected to the Fellows of the Academy of Management in Recognition of Distinguished and Scholarly Contributions to the Profession of Management. Thomas B. Lawrence is a Professor of Strategy at the Sa"id Business School, University of Oxford. He received his PhD in organizational analysis from the University of Alberta. His research focuses on the dynamics of agency, power and institutions in organizations and organizational fields. It has appeared in such journals as Administrative Science Quarterly, Academy of Management Journal, Academy of Management Review, Harvard I BK-SAGE-GREENWOOD_OLIVER-170048.indb 12 4/24/17 5:11 PM NOTES ON THE EDITORS AND CONTRIBUTORS xiii Business Review, Sloan Management Review, Organization Studies, Journal of Management Studies, Human Relations and the Journal of Management. He is a co-editor of The SAGE Handbook of Organization Studies (second edition) and Institutional Work: Actors and Agency in Institutional Studies of Organizations (Cambridge University Press, 2009). Renate E. Meyer is the Chair of Organization Studies at WU Vienna University of Economics and Business. She is also a Permanent Visiting Professor at the Department of Organization, Copenhagen Business School and Co-Director of the Research Institute for Urban Management & Governance at WU. She works mainly from a phenomenological perspective on institutions. Her current research interests include novel management ideas and organizational and governance forms, framing and legitimation strategies, translation and role identities. She is Senior Editor for Organization Studies and has published in journals such as Academy of Management Journal, Academy of Management Review, Academy of Management Annals, Organization Studies, Journal of Management Studies and Strategic Organization, and has also (co-)authored several books and book chapters. Renate has been a member of the European Group for Organization Studies (EGOS) Executive Board since 2008 and acted as its chair between 201Land2014. THE CONTRIBUTORS Juan Almandoz is an Assistant Professor of managing people in organizations at IESE Business School. He received his PhD in Organizational Behaviour and Sociology from Harvard University. His research focuses on organizational theory, institutional logics, top management teams and the governance of organizations with economic and social missions. His work has been published in journals such as Academy of Management Journal, and Administrative Science Quarterly. He currently serves on the editorial board of Administrative Science Quarterly. John Amis is Professor of Strategic Management and Organisation at the University of Edinburgh Business School. His research interests centre primarily on issues of organiza tional and institutional change. His work has been published in journals that include Academy of Management Review, Academy of Management Journal, Organization Science, American Journal of Public Health, Human Relations and Organizational Research Methods. He is co-editor of an upcoming Special Issue of Organization Studies titled 'Inequality, Institutions and Organizations'. John sits on a number of editorial boards, including Academy of Management Review, Journal of Management Inquiry, Organization Studies, Strategic Organization and Journal of Change Management, at which he is an Associate Editor. Angela Aristidou is an independent researcher at the Sai"d Business School, University of Oxford. This role is fully supported by a research grant from the UK National Institute for Health Research. Across her work, Angela builds on the foundations of practice theo ries to address puzzles that her empirical fieldwork uncovers and to examine and explain real-world, grand challenges in the dynamic service setting of health care. This approach has contributed to the literatures on role-based interactions and relationships, routines and service innovation. Angela received her PhD in Management Studies from the University of Cambridge in July 2015 and holds a research masters in Innovation and Technology from Harvard University, where she was a Fulbright scholar. I BK-SAGE-GREENWOOD_OLIVER-170048.indb 13 4/24/17 5:11 PM