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essential-guide-to-qualitative-in-organizational-research

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24 –––– His<strong>to</strong>rical Analysis of Company Documents ––––––––Michael Rowl<strong>in</strong>sonThere are <strong>in</strong>creas<strong>in</strong>g calls for a his<strong>to</strong>rical perspective <strong>in</strong> organization studies. The hope is that a‘his<strong>to</strong>ric turn’ might help <strong>to</strong> make the study of organizations less determ<strong>in</strong>istic and more ethical,humanistic and managerially relevant (Clark and Rowl<strong>in</strong>son, forthcom<strong>in</strong>g). In this chapter I usethe example of my own <strong>research</strong> on the extensive collection of his<strong>to</strong>rical documents held byCadbury, the British chocolate company, <strong>to</strong> explore issues <strong>to</strong> be considered when analys<strong>in</strong>gcompany documents from a his<strong>to</strong>rical perspective. My <strong>in</strong>tention is <strong>to</strong> address the question of whyhis<strong>to</strong>rical analysis of company documents is rarely pursued as a <strong>research</strong> strategy by <strong>organizational</strong><strong>research</strong>ers. The discussion is organized around the theme of explor<strong>in</strong>g the differences betweenorganization studies and bus<strong>in</strong>ess his<strong>to</strong>ry, start<strong>in</strong>g with a series of misconceptions concern<strong>in</strong>garchival <strong>research</strong> on the part of <strong>organizational</strong> <strong>research</strong>ers. Then I contrast the problem ofperiodization <strong>in</strong> bus<strong>in</strong>ess his<strong>to</strong>ry with the focus on everyday life <strong>in</strong> <strong>qualitative</strong> <strong>organizational</strong>ethnography and how this affects writ<strong>in</strong>g strategies <strong>in</strong> his<strong>to</strong>ry and organization studies.ORGANIZATION STUDIES AND BUSINESS HISTORY ––––––––––––––––––––––––––––––––––––––––––––––Consider<strong>in</strong>g their common <strong>in</strong>terest <strong>in</strong> bus<strong>in</strong>ess organizations, dialogue between <strong>qualitative</strong><strong>organizational</strong> <strong>research</strong>ers and bus<strong>in</strong>ess his<strong>to</strong>rians concern<strong>in</strong>g theory and methods is relativelylimited. This is partly because bus<strong>in</strong>ess his<strong>to</strong>ry, which can be def<strong>in</strong>ed as ‘the systematic studyof <strong>in</strong>dividual firms on the basis of their bus<strong>in</strong>ess records’ (Tosh, 1991: 95; Coleman, 1987:142), and is virtually synonymous with the his<strong>to</strong>rical analysis of company documentation, ischaracterized by a lack of methodological reflection. This is a characteristic of his<strong>to</strong>ry <strong>in</strong>general, as Hayden White, one of the most <strong>in</strong>fluential philosophers of his<strong>to</strong>ry, observes:His<strong>to</strong>ry is rather a craftlike discipl<strong>in</strong>e, which means that it tends <strong>to</strong> be governed byconvention and cus<strong>to</strong>m rather than by methodology and theory and <strong>to</strong> utilize ord<strong>in</strong>aryor natural languages for the description of its objects of study and representation of thehis<strong>to</strong>rian’s thought about those objects. (1995: 243)Qualitative <strong>research</strong>ers <strong>in</strong> organization studies are expected <strong>to</strong> justify their methodology,whereas bus<strong>in</strong>ess his<strong>to</strong>rians do not have <strong>to</strong> contend with a high expectation that they can andwill account for their methodological approach. Bus<strong>in</strong>ess his<strong>to</strong>ry rema<strong>in</strong>s resolutely empiricistand atheoretical <strong>in</strong> the sense that its conceptualizations and claims are relatively unexam<strong>in</strong>edand, unlike organization studies, it lacks an ostentatiously theoretical language. Bus<strong>in</strong>esshis<strong>to</strong>rians verge on assum<strong>in</strong>g that their <strong>in</strong>terpretation of company documents is commonsense, and therefore their procedure needs no explanation (Rowl<strong>in</strong>son, 2001: 15).The preference <strong>in</strong> <strong>qualitative</strong> organization studies, especially <strong>organizational</strong> culture studies,

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