Sunday, November 7, 2010

Principles of Management: An Anthropological Perspective

A short lecture Note

Introduction

In today’s world at any business school, the principles of management, or management principles is one of the most common and popular courses to be offered.  At my current college the principles of management course is taught by Dr. Michael Lillis and Professor Ken Kedge as a full semester three credit hour course.  The course is designed as a survey of the history of management and review of significant management literature. It covers a variety of topics and contents, such as the applications of management theories to practical problems in planning, organizing, and controlling business activities. It presents a thorough and systematic coverage of management theory and practice by focusing on the basic roles, skills and functions of management, with special attention to managerial responsibility for effective and efficient achievement of goals. Special attention is given to social responsibility, managerial ethics, and the importance of multi-national organizations.




As a field of research and study, the principles of management is development by management scholars through borrowing and applying basic concepts, theories, and methodologies from economics, sociology, anthropology, politic science, statistics, philosophy, and so on.  Accordingly, different approaches and perspectives have been formatted towards the principles of management, such as economics perspective on principles of management, sociology perspective on principles of management, or anthropological perspective on principles of management.  In today’s lecture I will focus on anthropological perspective on principles of management by presenting and discussing the relationships between principles of management and anthropology, as well as the implications of anthropology in management.  As such the learning objectives for today’s short class are: 1) Learning what are principles of management and what is anthropology, 2) Understanding the relationships between principles of management and anthropology, 3) Comprehending the implications of anthropology in management practice.

What are the principles of management?

A principle is often referring to a fundamental truth. It establishes cause and effect relationship between two or more variables under given situation. They serve as a guide to thought and actions. Therefore, the principles of management are the statements of fundamental truth based on logic which provides guidelines for managerial decision making and actions. These principles can be derived on the basis of observation and analysis (such as the practical experience of managers, or by conducting experimental studies with the control of certain conditions (such as study employees’ productivity by putting them into different situations in which managers are instructed to approach their subordinates to assign the same type of task). 

In the words of Herbert G. Hicks, "Principles of management are the guiding rules of laws for managerial action." In the words of Kantooz and O' Donnell, "Management principles are fundamental truth of general validity." These truths are the guiding pillars in the managerial execution of functions and solution to problems. Every social science has developed its own principles. Management is also a social science and thus it has developed a number of management principles from time to time.
Henry Foyol, a French industrialist, offered fourteen principles of management for the first time in 1916. During the period of 1920-40s in the USA many authors did hard work in developing and testing various principles of management. Today, there is a very lengthy list of management principles and it is not possible to give an exhaustive list of them.

There are many different major points we need to discuss about management principles, but in accordance with the main ideas of lecture today, please allowing me focus on one point alone. The principles of management are concerned mostly with human behavior which cannot be tested under controlled conditions such as in a laboratory. Human behavior in most situations is unpredictable. Therefore management principles are not as exact as the principles of physical science. In this way, the management principles are merely statements.

Management principles influence human behavior Human element is an essential factor of production. It activities and extracts work form other factor also. Every worker is individually different from the other workers as regards his ability, knowledge, skill, socio-economic status, attitudes and ideologies. Management is concerned with the integration of individual efforts and how to decentralize them towards achieving the desired results. As such, management principles is said to be a work and group activity, which aims at influencing individual efforts and directing them to the minimization of profit with the minimum wattage and the best possible utilization of available resources.

At this point, we can simply but safely say that the principles of management are a scientific field of study about humans’ behaviors.  Now let us examine what is anthropology.


What is anthropology?  

Anthropology is a social science that studies the social environment in which people live and the impact of this social environment upon feelings, attitudes, behaviour, etc. Although often dismissed as an “ivory tower” discipline, anthropology has much to contribute to the study of management problems, such as organization culture studies, organization behavior studies. Although it may appear to be a discipline and methodology only recently employed by management researches, in reality anthropology has a long history within the evolution of management principles.  The classic anthropological methods of research such as ethnography, observation, interviewing, etc., furthermore, have proved to be appropriate for management research.

The “naturalistic method” that has risen to prominence in consumer relationship management research in recent years is clearly indebted to anthropological methods.  The basic strategies of this approach are to engage in participant observation and to observe and interpret what people actually do in a real-life environment. This naturalistic method demands that researchers interpret behaviour from the informant’s perspective, not with reference to the feelings or opinions of the investigator.  As a result of this informant-centred focus, researchers are able to more effectively perceive what motivates consumers and impacts their responses.  While the results of the qualitative, naturalistic methods have been widely applauded, the naturalistic techniques employed by Belk, Sherry, and Wallendorf are reflective of the ethnographic method of anthropology.

Related to this is the work in what Hirschman has called “Humanistic” marketing management research that, like anthropological methods, is based upon qualitative methods of research and analysis, such as participate observation.  Thus, the current trend of anthropology in marketing and consumer management research can be viewed a part of a larger qualitative and humanistic research agenda for the field.  In this context, Ethnography is a process of describing a culture in subjective ways that stem from the feelings of informants who are functioning members of the group being investigated. 

Anthropology also provides useful methods for analyzing particular cultures. Harris and Moran focus on the fact that culture provides people with a sense of who they are, gives them a feeling of belonging, establishes rules of how to behave, and offers rankings of what goals are important, etc.  Culture provides a learned, shared, and interrelated set of symbols, codes, values, knowledge, etc. that justify and motivate human behavior.  In recent years, those with international experience have written any number of guides of foreign countries that help those in international business to understand diverse cultures in order to be more effective within that context.

Anthropology uses the concept of culture to describe and analyze human behavior, values, choices, preferences, practices, beliefs, attitudes, and so on. In classical anthropological theory, culture is an underlying dimension of all societies and all social life.  All human behavior takes place within a cultural context.  Indeed, it is culture that makes social life and economic cooperation possible and meaningful.  The concept of culture, therefore, is invaluable for those who seek to understand consumption.  At this point we can conclude that anthropology is behavior science that emphasizes the importance of culture on humans’ behaviors. 

The relationship between the principles of management and anthropology

As indicated earlier, the principles of management is a cross-discipline field of study, which borrowed concepts, theories, and methods from different disciplines. When we examine the evolution process of the management principles we can easily identify the influence of anthropology to the development of management principle theories, from the classic schools of management to more recently quality school of management.  Below I will focus on examining behavioral management theory as it was developed directly by the anthropologists.

As management research continued in the 20th century, questions began to come up regarding the interactions and motivations of the individual within organizations. Management principles developed during the classical period were simply not useful in dealing with many management situations and could not explain the behavior of individual employees. In short, classical theory ignored employee motivation and behavior. As a result, the behavioral school was a natural outgrowth of this revolutionary management experiment.

The behavioral management theory is often called the human relations movement because it addresses the human dimension of work. Behavioral theorists believed that a better understanding of human behavior at work, such as motivation, conflict, expectations, and group dynamics, improved productivity. The theorists who contributed to this school viewed employees as individuals, resources, and assets to be developed and worked with — not as machines, as in the past.

One of the seminal contributions to organizational behavioral stems from the Hawthorne Project conducted between 1927 and 1932 at the Hawthorne Works in Chicago, a factory that served as the manufacturing arm of Bell Systems (American Telephone & Telegraph). This work set the stage for decades of research to follow and also gave birth to the human relations school of management theory. Initially, the project did not involve anthropologists and simply sought to measure the impacts of changes in working conditions.  Unexpectedly, productivity was found to increase both when lighting was improved, and when it was dimmed substantially. These results could not be explained using the theories of the day. Other experiments yielded similar results.  Ultimately this response has come to be known as the Hawthorne Effect (coined in 1955, reflecting back on the Hawthorne experiments) to indicate that workers tend to improve their performance if they know they are being watched.

The Hawthorne Project was directed by Elton Mayo, a scholar emigrated from Australia with anthropological background. He invited Harvard anthropologist W. Lloyd Warner to join the project. The group of anthropologists at Harvard during the time of the Hawthorne project was clearly influenced by Warner and numerous studies were conducted during the 1940s through the 1950s.  With the involvement of anthropologists by focusing on social relationships, the Hawthorne studies formed the basis of the human relations school. The emphasis came to focus upon feelings and sentiments, not just the physical conditions of the workplace.  Loyalties and identities, not merely self-interest, were documented. Informal social systems and their impact were investigated. In short, anthropological methods of studying human interaction established the human relations school as the dominant model of management science for about a quarter century.

Apparently, there is a close connection between principles of management and anthropology.  When talk about principles of management we cannot avoid discussing the contribution from anthropology, while when talk about anthropology we cannot forget the fact that management is one of the major study filed for anthropologists.  There is a large literature body on anthropology of management, and the implications of anthropology in management are very open without a limitation.  


The implications of anthropology in management practice

There are different approaches to implicate anthropology in management practice, and the implications of anthropology can be developed in all the areas of management.  The mostly discussed areas are anthropology and cross-cultural management, anthropology and human resources management, anthropology and organization behavior, anthropology and competitive intelligence and knowledge management, and so on.  Below I will concentrate on discussion the implication of anthropology in competitive intelligence and knowledge management. 

Competitive intelligence in today’s highly competitive business environment becomes one of the hottest topics in management; it has to do with looking inward to optimize internal intelligence. It starts with managing and deploying knowledge systematically within one’s own organization. Increasingly, knowledge is recognized as a key organizational asset, to be leveraged and exploited for competitive purposes.  A KM system organizes the intellectual assets of a corporation.  This includes recorded information, corporate experience, third-party information, and tacit knowledge of employees. 

In practice, KM encompasses both technological tools and organizational routines in overlapping parts.  It efforts typically focus on organizational objectives such as improved performance, competitive advantage, innovation, the sharing of lessons learned, and continuous improvement of the organization.   KM efforts overlap with competitive intelligence, and may be distinguished from that by a greater focus on the management of knowledge as a strategic asset and a focus on encouraging the sharing of knowledge. KM efforts can help individuals and groups to share valuable organizational insights, to reduce redundant work, to avoid reinventing the wheel per se, to reduce training time for new employees, to retain intellectual capital as employees’ turnover in an organization, and to adapt to changing environments and markets. These efforts can be better operated with the help of anthropologists. 

What does anthropology have to do that is of value to Knowledge Management? The applied anthropologist and the founding director of Workspace International Patricia Burke developed an anthropological model to knowledge management through her longitude practice. Burke indicates that anthropologists are interested in how knowledge is constituted by different people and how knowledge is managed in terms of how it is secured and deployed. Understanding KM in an organizational context brings anthropology together with a number of other disciplines such as psychology, business theory and information modeling. This can enhance our understanding while simultaneously creating new forms of organizational knowledge. The relevance of an anthropological approach to KM touches on a number of issues, including the popularity of the culture concept and its related elements, ethnicity, issues of globalization and rapid change, issues of difference and sameness, and the deconstruction of how an organization organizes.

As we discussed, anthropology’s main distinguishing method is participant observation. This involves the anthropologist spending a prolonged period doing fieldwork in an effort to gain an in-depth understanding of the organization under study. By virtue of its eclecticism and experience of facilitating understanding of the processes of change across institutions and other social phenomena, anthropology can make a significant contribution to the implementation of KM. According to Burke, observing employees doing about their day-to-day tasks is an important way of externalizing tacit knowledge is just one of the ways in which anthropology can make a significant contribution to the implementation of KM.

Participate observation.  One of the main dilemmas of KM is that much of the knowledge within organizations is personal or individual. In other words, the application and daily operation of business rules, procedures, decisions and communications depend on the availability of personal knowledge that is a combination of information stored in employee’s heads, experiences, behaviors, attitudes and abilities or competencies. This personal knowledge is not stored in any data or knowledge base or in any other form of corporate asset. If key individuals leave the organization, their personal knowledge leaves with them.

How can organizations access this knowledge, assess its value and use it productively? How can individuals be motivated to part with this knowledge? Is it possible to translate this tacit knowledge into an explicit form? Even if individuals are prepared to transcribe their knowledge into a tangible format, what criteria should they use to identify the forms of knowledge of interest to the organization, and how should such knowledge be presented? These are clearly issues of judgment and interpretation that require some thought. Participant observation provides a head start here.

Burke argues that at its most simple, people are observed going about their daily tasks, routines and decision-making processes. The observer is required to note everything, with the aim ultimately of reconstructing the categories and operating frameworks of those being observed. This tends to throw up a host of ethical and practical issues, not least how to observe without getting in the way or unduly influencing behaviors. The end result is a creative reconstruction that is validated by use of other research methods in the fieldwork situation and by checking premises and explanations with informants. By so doing the anthropologists will be able to help the business organizations to build an effective system of knowledge management.   



Conclusion

The principles of management are comprehensive with many features; the core point for principles of management is to study, to understand, to predict, and to influence humans’ behavior.  Anthropology is a social science that studies human’s behaviors and cultures.  There is a close connection between principles of management and anthropology: anthropology is one of the major sources and methods for management principles, while principles of management provide a large unlimited study subject for anthropologists.  The implications of anthropology in management can be expended to all the fields of management, which are still under the development by management scholars and business anthropologists.



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Monday, November 1, 2010

Anthropology and Business Education: Practitioner Applications for a Qualitative Method

Anthropology and Business Education: Practitioner Applications for a Qualitative Method

Robert G. Tian and Alf H. Walle

Originally published in International Journal of Management Education, 7(2), pp. 59-67, 2009.

Abstract

Business research has traditionally been scientific and statistical while the anthropological approach employs more subjective and qualitative methods that are invaluable within a number of contexts. In recent years, anthropological or anthropologically inspired research methods have become increasingly prominent within the business world. This paper gives an introduction to the nature and application of the anthropological approach and provides suggestions regarding how to apply anthropological methods in business education.

Keywords: Anthropology, Anthropological Approach, Business Education, Culture, Qualitative Method




Introduction

Both public and private organisations seek employees and researchers who understand the cultural context of business from consumer behaviour to human resources management, from marketing to transnational business strategies (Emery, Kramer, & Tian, 2001; Armansyah, 2003; Emery & Tian, 2003). Due to the resulting transformations in the way research is conducted, increasingly by applying anthropological methods, business professors may need to adjust their course in order to reflect shifts in the practitioner world. Although it is not totally new, the application of anthropological methods in business research and business education has great potential to be explored for informing multi-disciplinary research in management both conceptually and methodologically (Linstead, 1997; Fernie & Thorpe, 2007; Lillis, 2008). It is suggested that consumer behaviour is a particular area where qualitative methods, such as those of anthropology, are gaining importance and prestige (Sunderland & Denny, 2007; Tian, 2007).

Anthropology has made significant contributions in the real business world (Jordan, 2003). However, the theories and methods of this qualitative social science have not been as widely phased into business courses as they could and should have been (Tian, 2002, 2007). To help remedy this situation, the present paper explores how anthropology can be more fully integrated into business education. Specifically, this paper reviews the relationship between business education and anthropology; discusses how anthropological practices have been successfully used in consumer behaviour research; and explores possible applications to business education. The goal is to introduce the concepts of anthropology in a user-friendly way to provide perspectives that can be employed by business instructors, particularly to those who have limited exposure to anthropology and qualitative research methods in the classroom.

Anthropology: What Is It?

Anthropology is a social science that studies the social environment in which people live and the impact of this social environment on feelings, attitudes, behaviour, and so on. Although often dismissed as an ‘ivory tower’ discipline, anthropology has much to contribute to the study of contemporary problems such as urban life, ethnic conflicts, and postmodernism (Armansyah, 2003). Although it may appear to be a discipline and methodology only recently employed by business researchers, in reality anthropology has a long history within business research. For instance, Edward T. Hall introduced his seminal ‘silent language’ approach in the 1950s and 60s (Hall, 1959, 1960). The classic anthropological methods of research such as ethnography, observation, interviewing, furthermore, have proved to be appropriate for business research (Walle, 2000, 2002; Jordan, 2003)

The scientific method is a process for experimentation that is used to explore observations and answer questions. Scientists use the scientific method to search for cause and effect relationships in nature. In other words, they design an experiment so that changes to one item cause something else to vary in a predictable way. The ‘naturalistic method’ that has risen to prominence in consumer research in recent years is clearly indebted to anthropological methods (Belk et al., 1989). The basic strategies of this approach are to engage in participant observation and to observe and interpret what people actually do in a real-life environment. Like anthropological fieldwork, this naturalistic method demands that researchers interpret behaviour from the informant’s perspective, not with reference to the feelings or opinions of the investigator. As a result of this informant-centred focus, researchers are able to more effectively perceive what motivates consumers and affects their responses.

While this method does not adhere to the principles of ‘scientific method’ (Walle, 2002) and the rigour demanded by science and has been criticised by some for this reason, the results of the qualitative, naturalistic method have been widely applauded. In many ways, the naturalistic techniques employed by Belk et al. (1989) are reflective of the ethnographic method of anthropology. Related to this is the work in what Elizabeth Hirschman (1986) has called ‘humanistic’ marketing research which, like anthropological methods, is based upon qualitative methods of research and analysis. Thus, the current vogue of anthropology in marketing and consumer research can be viewed as a part of a larger qualitative and humanistic research agenda for the field.

In this context, ethnography is a process of describing a culture in subjective ways that stem from the feelings of informants who are functioning members of the group being investigated (Mulroney, 2002; Tian, 2007). Anthropologists have long argued among themselves regarding the appropriateness of basing research upon the feeling of the subjects being investigated. In the 1960s, these differences led to a heated debate between advocates of humanistic research and those who favoured scientific rigor (Walle, 2002; Jordon, 2003).

The seminal work leading to this conflict is Kenneth Pike’s book, “Language in Relation to a Unified Structure of Human Behaviour” (1967), in which he suggested that all research can be characterised by two linguistic terms: phonetic and phonemic. Phonetics is the branch of linguistics that objectively and scientifically observes sound patterns. Phonemics, on the other hand, does not examine empirical verifiable phenomena (observed sounds), but focuses on the categories that exist within the human mind that cannot be empirically verified. A short example demonstrates the difference: phonetically, a person with a speech impediment would have a distinctive pattern of speech that can be verified empirically. Phonemically, on the other hand, people could still understand this person because of the underlying structure of the language that exists in the minds of both the speaker and the listener. These patterns, however, are not empirically observable (Pike, 1967).

Pike generalised rigorous and verifiable research as ‘etic’ while more humanistic research that could not be so verified was depicted as ‘emic’. In general, ‘emic’ and ‘etic’ are terms used by scholars in the social and behavioural sciences to refer to two different kinds of data concerning human behaviour. An emic report is a description of behaviour or a belief in terms meaningful to the actor, consciously or unconsciously. An etic report is a description of a behaviour or belief by an observer, in terms that can be applied to other cultures. Discussing the advantages and disadvantages of each side of this dichotomy led to a major debate within anthropology. While initially both parties strongly upheld their own arguments, scholars eventually recognised that both methods have valuable contributions to make (Pike, 1967; Walle, 1998).

Those engaged in ethnographies tend to focus upon the emic feelings of informants. They typically seek this information by interacting within a community as much as possible and becoming a functioning part of the social networks that exist there. The strategy of this ethnographic method is to use actual participation among actual residents in order to discover the emic structures that are embraced by the subjects. In naturalistic consumer research, these emic methods are adapted and applied to a research agenda. For example, in order to explore how flea markets actually function, researchers went to such gatherings and observed consumers and sellers interfacing and striking deals (Belk et al., 1989). While this method may not be a sound scientific approach, it does provide useful information that could not be gathered using formal techniques that demand the researchers remain completely impartial and distanced from the events being analysed.

Anthropology also provides useful methods for analysing particular cultures. Harris and Moran (1987), for example, indicate that culture provides people with a sense of who they are, gives them a feeling of belonging, establishes rules of how to behave, and offers rankings of what goals are important. Culture provides a learned, shared, and interrelated set of symbols, codes, values, and knowledge which justify and motivate human behaviour. In recent years, those with international experience have written articles and books about foreign countries that help those in international business to understand diverse cultures in order to be more effective within that context. These monographs tend to be emic-oriented (Sunderland & Denny, 2007).

Although consumer behaviour textbooks typically include an obligatory discussion of culture, such content is often truncated, combined with other issues, and as a result it can easily be overlooked or discounted. From a practical point of view, the concept of culture and its implications for consumer research are often misused. However, the profound impact of culture upon consumer response is observable and undeniable (Douglas & Craig, 1995; Griffith & Ryans, 1995). Those teaching marketing, consumer research and advertising need to scan the textbooks they use to be sure these topics are adequately addressed. Where they are not, professors may want to consider adding supplemental materials.

Anthropology uses the concept of culture to describe and analyse human behaviour, values, choices, preferences, practices, beliefs and attitudes (Costa, 1995). According to classical anthropological theory, culture is an underlying dimension of all societies and all social life. All human behaviour, including consumption, takes place within a cultural context (Harris & Moran, 1987). The embrace of cultural beliefs and values is an integral part of being human. Indeed, it is culture that makes social life and economic cooperation possible and meaningful. The concept of culture, therefore, is invaluable for those who seek to understand consumption, especially when the researcher is studying a modern industrial country or a small, remote village.

Baba and Batteau (2003) indicate that since the 1930s, cultural anthropologists have conducted a vast amount of research in industrial and corporate settings, focusing largely on corporate cultures in the United States. The human relations school of organisational research of the 1930s and 1940s, for example, produced a number of ethnographies that demonstrate how informal cultural patterns, and cohort groups, influence organisations. More recent studies of corporate cultures have shown how specific configurations of values within organisations can contribute to their success or failure. Anthropology has made a significant contribution to this research agenda. The use of anthropology and qualitative anthropological methods is increasing in business research (Jordan, 2003). With their traditional emphasis upon participant observation, business anthropologists are in a position to gather information on grassroots corporate culture.

The Xerox Corporation, for example, used an anthropologist to help the company devise more effective training programs for their service technicians. Julian Orr (1996), the anthropologist assigned to the project, received training as a technician and personally went on service calls in order to understand what happened when technicians interfaced with clients. This research revealed that teaching people how to use the copying machine was an important task. Orr found that a large number of service calls were not required from a mechanical standpoint - people simply did not know how to operate the machine. That insight, gained through firsthand participant observation, encouraged Xerox to emphasise customer relations when training technicians (Baba & Batteau, 2003).



Some Recent Examples

Business Week (2006) magazine published a lengthy feature about ethnography and anthropology's increasing acceptance in the corporate world. The feature highlights how anthropologists are frequently finding their way onto teams with designers and engineers to research and develop new products at various companies. As the tourist industry becomes increasingly important to communities around the world, the need to develop tourism in a sustainable manner has also become a primary concern. In earlier of this decade a group of European scholars applied anthropological approach to addresses this crucial issue by asking what local communities can contribute to sustainable tourism, and what sustainability can offer local communities. Their research discover the role of the community in environmental, cultural and economic sustainability is highlighted in an extraordinary variety of contexts, ranging from inner-city Edinburgh to rural northern Portugal and the beaches of Indonesia, and therefore made a significant contribution for the tourist industry and sustainable community development (Hall & Richards 2003).

Currently, business anthropology is considered as a new and important branch in the discipline (Jordan, 2003). According to Baba and Batteau (2003), business anthropology is defined as applying anthropological theories and practices to the needs of private sector organisations, especially industrial firms. Current research initiatives in the field tend to be concentrated in marketing and consumer behaviour; organisational theory and culture; and international business, especially international marketing, intercultural management, and intercultural communication.

The current interest in business anthropology started in early 1980s when applied-anthropologists Lucy Suchman and Julian Orr investigated how people interact with technology (See Baba 2006 for detailed discussion). Since then, a wide number of anthropologists have worked within the business world, often adopting titles such as ‘knowledge liaison’, ‘ethnographer’ and ‘evaluator’. In recent years, anthropologists have become more involved in strategic and tactical projects involving consumer research. In such work, anthropologists often evaluate technological products before their release (Walsh, 2001).

In practice, business anthropologists study almost everything from marketing strategies, to corporate culture, to business development. For instance, University of Toronto anthropologist Dr. Victor Barac has worked with Mutual of Omaha Insurance to update its advertising strategies, and with the Canadian film industry in a project that entailed visiting theatres observing everything from snack buying patterns to which posters drew people’s attention, and interviewing patrons about their attitudes and experiences (Mulroney, 2002).

Baba and Batteau (2003), among others, are anthropologists who have successfully integrated anthropology with business education by offering business anthropology courses at Wayne State University. Their research has shown that failures in the international business settings frequently result from an inability to understand and adapt to foreign ways of thinking and acting. The world, furthermore, is changing quickly and decision makers need to understand these developments and their implications. Utilising anthropologists and anthropological methods are important strategies for addressing these issues. While an understanding of the cultural context of domestic business is invaluable, the importance of culture is even more vital within the international sphere. After all, in international business the magnitude of the cultural differences is vastly greater then in domestic situations and, as a result, the potential for misunderstanding or inappropriate actions/decisions is multiplied. When studying both domestic and foreign societies, anthropologists are especially skilled in finding and explaining patterns of behaviour that impact strategies and tactics. This focus can be used to improve business operations (Bennett, 1954; Baba & Batteau).

Jordan (2003) observed that anthropology’s influence within business schools has grown slowly since the 1980s. Acknowledging that the role business anthropology plays in the real business world has become more important, it needs to be more fully introduced in business education. It is impressive that recently anthropologists in business schools have made their unique contributions in the development of consumer studies within business education. On the one hand there are Jerry Saltman and Grant McCracken at Harvard, John Sherry at Northwestern, Eric Arnould at the University of Nebraska/Lincoln, Barbara Olsen at State University of New York-Old Westbury, Janeen Costa at the University of Utah and Annamma Joy at Concordia who are examples of anthropologists who have impacted the business education community. On the other hand, business faculty such as Ron Hill and Carol Kaufman-Scarborough, who received their training from business schools, have embraced the ethnographic method and employed it in their business research (Jordan).

Structural and Post-structural

Historically, anthropology emphasised a social structural approach. As such, it envisioned cultures as unique patterns of thought, sentiment, and action. Individuals learn about and come to believe in their culture though a process of socialisation that created patterned ways of thinking. It is through the process of socialisation and interaction with others that individuals learn about social roles, and the socially defined expectations that a person in a given social position will follow, as well as the core values, generalised beliefs and expected behaviours of the culture they are born into (Tian, 2007).

Such perceptions have been commonplace within business and consumer research. Thus, the social cultural method envisions something that is usually perceived as ‘national character’: a pattern of perspectives and responses that the majority of the people in a society embrace in relatively unconscious ways. For example, whenever writers speak in terms of ‘American’ versus ‘Japanese’ culture, they are employing a variant of this national character model. Applied on a micro level, the ‘corporate culture’ construct applies these techniques to distinct organisations.

For many years, the social structural approach was the state of the art of the social sciences, but in the 1960s, this paradigm fell from vogue (Walle, 2002). Although long attacked by theoretical rivals, Walle documents that current advances in the structural model are returning it to useful service. However, even without this rehabilitation and even if the structural models are not as powerful or universal as scholars once thought, the method has remained current because of the fact that the existence of social structures is self-evident.

In the 20th century, the phenomenological school of philosophy arose as a major tool for viewing mankind’s conscious thought, and its impact upon action, emotion and world-view. While the structuralism method emphasises that the socialisation process solidifies cultural patterns into covert and unconscious patterns of thought, phenomenology deals with conscious thought and focuses upon the individual, not the group.

The rise of this philosophical school led to the establishment of existentialism, post-structuralism and post-modernism. The post-modernism methods reject a sense of cultural unity, so prevalent among social structuralists, and replace it with the view of a fragmented world. The result is a model that is designed to deal with the individual and which has been adapted to model the responses of circumscribed groups and how they are distinct from the mainstream, if a mainstream exists at all (Walle, 2002). Post-structuralism and postmodernism have emerged as popular methodologies among marketing researchers due to the importance of dealing with distinct groups.

While social structuralism and post-structuralism/post-modernism are distinct, both are able to benefit from the use of the ethnographic method. Although a difference in the philosophic underpinnings of various researchers is noted, these distinctions do not result in one group rejecting ethnography while the other embraces it. Indeed, the goal of both groups is to employ methods that are appropriate for studying mankind by eliminating the distortions and the blind spots of purely scientific analysis.

Consumer Behaviour and Anthropology

From an anthropological perspective, marketing and consumption are crucial forces that are impacted by culture. Anthropologists view consumer behaviour in cultural, historical and global contexts (Jordan, 2003). Richins (2000) stressed the significance of consumer behaviour in the President’s Address to the 2000 Annual Conference of Association for Consumer Research, pointing out that consumer research should be viewed as a social science. Richins further argued that consumption is important to economic performance: it is connected to personal health and well-being. According to Richins, many pressing social problems are related to consumer behaviour, such as tobacco use and alcohol abuse, which can have devastating impacts on individuals and families. It is clear that consumption impacts virtually every aspect of our life. On some occasions, rival consumption options can be a source of conflict. In short, consumption and its impacts are ubiquitous and powerful.

Although consumer behaviour can be viewed as a social science it is often not treated as such. As a result, the focus is often on the psychological factors of the individual rather than the social context of behaviour and motivation. After all, consumer research is a multifaceted discipline that combines applied aspects of psychology and the social sciences and uses them to understand the behaviour of consumers and the market place. As a result, some researchers focus to such a degree upon psychology that they might pay relatively little attention to cultural concerns (Tian, 2007).

Nonetheless, the importance of social issues cannot be overestimated. Columnist Gene Koprowski (1999) wrote that subcultures, which are of interest to business, exist everywhere from online chat rooms to convenience stores. Contemporary business anthropologists are conducting fieldwork with video cameras and tape recorders, as well as pagers. In the process, these researchers track the buying rituals of consumers and, in doing so, they help decision makers develop culturally sensitive marketing strategies. Robinson and his colleagues, reported by Koprowski, use anthropological methods to observe and conceptualise the consumption process in order to aid in the designing of new products. Instead of asking people questions, these researchers watch how people actually behave. By doing so, they have aided in the development of new over-the-counter cold medicines, helped create a new estate car for a major car manufacturer, led backpack maker JanSport to design a completely new way of displaying its products in sporting goods stores, and assisted Frito-Lay in better segmenting its markets .

According to Mulroney (2002), one of the most obvious applications for using anthropology within business research is the study of consumer behaviour in retail business. Newman (1993) observed the effects of economic decline on consumption patterns, lifestyle, and family relationships. Underhill (1999) discussed consumer behaviour within the context of retailing in his book, “Why We Buy: The Science of Shopping” and explored why consumers go into a store for one item but finally buying something else, in addition to discussing what kind of store atmosphere is most effective for influencing shopping behaviour. McCracken (1990), in his book “Culture and Consumption: New Approaches to the Symbolic Character of Consumer Goods and Activities”, demonstrated how the consumption process has meanings that resonate from culture. For McCracken, consumption is broadly defined to include the processes by which consumer goods and services are created, bought and used. Accordingly the relationship between culture and consumption is profoundly interrelated within three contexts: history, theory and practice.

Bierck (2002) indicated that quantitative analysis might not help decision makers to truly understand consumers, whereas qualitative and observational research often provides revealing insights. McFarland (2001) observed that when the consumer reaction to a new product needs to be determined, companies traditionally turn to the qualitative focus group (another qualitative method). Ethnographic market research, however, is increasingly being used in such circumstances. Such research methods can provide an inside look at cultural trends, attitudes and lifestyles that influence consumer decisions.

Consumer anthropologists do not look merely for opinions or answers to questions, instead they seek to understand how a product might mesh within the consumer’s daily life. For instance, Whirlpool recently asked an in-house anthropologist to conduct a study for a line of luxury bathtubs. The strategy was to tap into the actual feelings of a sample of informants, without in-depth statistical analysis: this is a task where anthropology excels. In conducting the investigation, qualitative, open-ended interviews were combined with observation of consumers using the product (Sunderland & Denny, 2007).

According to McFarland’s report in 2001, using a sample of 15 families from four different markets, the research methodology involved in-home interviews and filming swimsuit clad participants whilst they were bathing. Informants were asked open-ended questions such as “when you think of your tub, what images come to mind?” and participants were instructed to create a journal that included photographs they took or found in magazines. What emerged was a consumer picture of bathing. Those leanings (include the emotional, cultural and symbolic meanings) are quite powerful. The study also validated Whirlpool’s working concept for the luxury tub. As with a focus group, the categories and feelings deemed important by the informants were emphasised. Since the research took place within the context of the informants’ homes, it was extremely effective in triggering appropriate and revealing responses (McFarland).

Lacayo (2001) indicated that consumer anthropology takes the time to really understand how and why consumers use products. As anthropologist Patricia Sunderland (2000) asserted, part of the idea of going into peoples’ homes is that researchers are able to discover from those people what the meaningful categories are. The real power of ethnography lies at the front end of product development, as the principle logic for consumer anthropologists is inductive rather than deductive. For example, toothpaste marketing emphasised cavities and whitening teeth. However, ethnographic research found that the concerns of consumers have changed. People are increasingly concerned with gums, the tongue and the whole mouth when they are using their toothbrush; it is not just cavities that they are interested in anymore. Brands of toothpaste, such as Colgate Total, which purports to continue to work even after you stop brushing, are such designed to appeal to this broader concept of dental care (Sunderland & Denny, 2007).

In the field of consumer science, qualitative researchers such as Belk et al. (1989), among many others, often employ anthropological or anthropologically inspired techniques to study how consumers are actually living their lives, and how to make decisions regarding the purchase and consumption of products. Marketing involves targeting an audience for a product and then selling it. Working within this process, anthropologists are often responsible for finding out how specific items are purchased, valued and consumed, as well as what feelings particular people have regarding certain products and their use. By recording in great detail how people live and how products fit into their lives, anthropologists often gain useful information that could not be easily gained from a formal interview. Because of the unique contributions those anthropologists made to the business world, an increasing number of anthropologists are being hired by industry (Walsh, 2001; Sunderland & Denny, 2007).




Implications for Business Education

Business educators must integrate state-of-the-art techniques into their courses. Since qualitative methods, such as business ethnography and business anthropology are increasingly being used in business research and practice, business professors need to integrate appropriate discussions of them into their classes. Without a doubt, anthropologists are bringing unique and invaluable methods to the business world, especially in the fields of international business (Whiteley, 2001).

The role of anthropology in business is growing much faster than was anticipated only a few years ago. These developments require that anthropology be given a higher profile within business classes. Business schools are often depicted as being overly quantitative (Gremler et. al., 2000), with qualitative methods such as ethnography being touted as an antidote for such limitations. Indeed, a major thrust of consumer research during the last twenty years has been to employ more naturalistic methods of research. Other consumer researchers emphasise the humanistic approach and the qualitative methods it employs. An anthropological approach to business education fits in well with these initiatives and is particularly suitable for courses concerned with consumer behaviour (Tian, 2007).

The application of anthropological methods to business education is not new, but it is deserving of a renaissance. Indeed, anthropologists are teaching business courses at Harvard Business School, the Kellogg School of Management at Northwestern University, The University of Nebraska and the University of Utah. On the other hand, anthropology departments (such as at Wayne State University and Oregon State University) are teaching business anthropology courses (Tian, 2007). Due to the wide application of anthropology in business, and the increased demand for business anthropologists, more and more colleges and universities are looking for anthropology professors with business experience to help train practicing anthropologists (Walsh, 2001).

It is recommended that theories and methods of business anthropology be introduced into business curriculum. Based on the authors own experience, there are five factors which need to be addressed in applying anthropological methods for business education. The first factor is that it is necessary for business educators to integrate a fuller discussion of anthropology into their courses. More anthropological content to specific courses is also needed to reflect the changing methods of the practitioner world. Introducing ethnographic methods in the classroom is an important first point because most anthropological work in business involves some kind of ethnographic methods. Human behaviour should be studied from a social and cultural context. This factor has been widely accepted by business organisations and business educators need to make adjustments accordingly (McFarland, 2001; Jordon, 2003; Tian, 2007).

To involve the interactions between the instructor and the students is the second factor which needs to be addressed. Before sending students out to do a participant-observation project, they need formal training in the methods of anthropology. Instructors should join with the students in field-work exercises or, at a minimum, be readily available to provide advice. At the same time, students need to understand that business researchers often take shortcuts that do not occur within more scholarly anthropological ethnographies. Streamlining research in this way can be acceptable if doing so leads to useful and cost-effective information for decision makers. Paying attention to the constraints of time and money, of course, occurs in all business research and therefore is not a unique concern to the application of qualitative methods, such as those of anthropology.

The third factor needing to be addressed is assuring that all instructions should have an ethical component. Regarding the client, fieldworkers need to do their work with care and precision in order to give them the valuable professional service. It is also important to emphasise that researchers have ethical obligations to their informants. Because these can be confusing and conflicting issues, instructors and students will benefit from reviewing formal codes of ethics, such as those of the Association of Social Anthropologists of the UK and Commonwealth (ASA), the American Anthropological Association (AAA), the Society for Applied Anthropology (SfAA), and the National Association for the Practice of Anthropology (NAPA) . Codes of ethics establish valuable sets of criteria and guidelines for avoiding inappropriate behaviour and for acting in a consistent manner.

Theoretical issues are the fourth factor that needs to be stressed. There are different concepts and methods in social and behaviour science which can be applied in anthropologically inspired research to make valuable contributions to business practices. Business anthropologists, for example, often examine issues such as the influence of family, kinship, gender and friendship on consumer behaviour, as well as how broad cultural patterns impact consumer response. In addition, the research of anthropologists is contributing to a better understanding of consumption (Jordan, 2003). In consumer behaviour, anthropology has long provided a range of methods for understanding both the process of acquiring and consuming products, and for dealing with the symbolic role of the consumption process. Students need to be aware of the valuable contribution that anthropology is well positioned to make.

The last but not least factor deals with the presentation and analysis of data collected from fieldwork. Students should be reminded that without proper analysis, data will never become useful information that can aid in the decision making process. Students need to be instructed on how to effectively present the findings of their research. This can be particularly important to those who are presenting the findings of qualitative research which are often not as highly valued as their quantitative alternatives. Students need to understand that while anthropological analysis begins with empirical observation, critical analysis must follow.

The application of anthropology in business practice and business education is still developing. However, there are some features that make it unique in terms of methods and contents. According to Linstead (1997), anthropology can contribute to the study, practice, and teaching of business in three domains: 1) Focus on culture – new theoretical lines of enquiry can be developed that reassess the significance of shared meaning and conflicting interests in specific settings. For instance, the concepts of symbolism and it application in management can be critically elaborated, and modes of representation of management can be opened up to self-reflexivity. 2) Focus on critique - ethnography can be used to de-familiarise taken-for-granted circumstances and reveal suppressed and alternative possibilities. For instance, new or unheard voices and forms of information can be resuscitated and used to sensitise managerial processes, at the same time cognitive, affective, epistemological, ideological and ethical considerations can be linked in the same framework. 3) Focus on change - anthropological ideas and concepts can shape and reflect change in processes and resolve unproductive dilemmas. For instance, managerial learning can be enhanced by promoting the ethnographic consciousness as a way of investigating and understanding, thus formalising an attitude of openness (Fernie & Thorpe, 2007; Lillis, 2008).

Conclusion

Anthropology has gained a larger role within practitioner research in the business world, from consumer behaviour studies to human resource management, and from cross-cultural marketing to strategic international business management. The subject of business anthropology is one that has been receiving considerable attention in both academic and organisational domains. The continuously increasing applications of anthropological methods to business practice have generated an impact on business education and anthropological methods in turn will increasingly need to be integrated into college business curricula. Courses such as consumer behaviour, marketing research, international business, competitive intelligence, and human resources management can certainly be improved by integrating anthropology into the syllabi.

Of course, the application of anthropological methods in business education is not a simple combination of anthropology and business classes. From the perspective of the pedagogy of business education, the anthropological approach focuses on the influences of culture and society on individual behaviour. It emphasises participative observation and academic analysis of organisations and individuals through qualitative methods, which are perceived to be more reliable and valid. Qualitative methods have long been taught within business schools and the current shift towards anthropology is destined to give these methods a higher profile.

Business instructors are increasingly developing their courses around qualitative methods, such as those of anthropology and ethnography. Teaching business theories and practices through an anthropological approach may help enlighten and excite students in classroom. The authors personally found this approach to be very effective in helping students understand the principles of consumer behaviour (Tian, 2007). As professionals in the field of business education, we need to consistently improve our teaching methods and practices. While a commitment to a critical pedagogy is not a common goal shared by all business educators, it is clearly a more practical approach that could be reached.

Acknowledgement

The authors thank Ms Sue Wesner at Medaille College, New York, USA and Dr Dan Trattor at Coker College, South Carolina, USA for their proofreading and comments. Thanks also to the editors of IJME and two unknown reviewers for their critical review and constructive suggestions.

References

Will be provided upon requesting.

The Psychology behind Trademark Infringement and Counterfeiting

The Psychology behind Trademark Infringement and Counterfeiting

Judy L. Zaichkowsky
Lawrence Erlbaum Associates, Publishers
Mahwah, NJ
2006
305 pp., Paperback Edition
ISBN 0-8058-4793-6

Keywords: Advertising, Brand, Consumer, Involvement, Market Research, Perception


Originally published in Journal of Product & Brand Management, Vol. 17, No. 4, 2008.




What can you do, and how will you do, when you find out your competitors or whoever imitated your product, and also that consumers, regardless knowing or not knowing these are counterfeit goods, are willing to purchase them for their own benefits? Do you really and fully understand the psychological factors behind stealing intellectual property in the marketplace? Do you have a clear vision on what is the consumer’s attitude or point of view regarding imitating brands and even counterfeiting practices? If you do not know or if you are not sure, the answers to these questions, I would strongly recommend you read Dr. Zaichkowsky’s new book The Psychology behind Trademark Infringement and Counterfeiting, published. “The book represents the first academic treatment of brand trademark infringement from a consumer behavior perspective, and there are a number of new and unique ideas presented in the book,” says Julie Ruth, School of Business-Camden, Rutgers University.

This book is, in fact, an extension and update of another book entitled Defending Your Brand Against Imitation: Consumer Behavior, Marketing Strategies and Legal Issues (1995, Quorum Books) by Dr. Zaichkowsky. According to the author, she had witnessed some “passing-off” or counterfeiting cases while functioning as an expert in trademark cases. It is this type of personal experience that motivates her to write a book to provide a background information about brand imitation trademark and other counterfeiting practices in the real business world from the consumer’s point of view. As a Professor of Marketing at the Faculty of Business Administration, Simon Fraser University, Burnaby, Canada, Dr. Zaichkowsky continues to consult on branding issues and to act as an expert witness in cases of trademark infringement. She is well known in the field of consumer research and marketing for her outstanding contributions to the involvement construct.

This book contains nine chapters covering those aspects of trademark infringement relating to the consumer. Chapter 1 serves as an introduction to the topic and outlines the different types of imitation and passing-off in the marketplace. The essence of branding and its role in society is discussed as well as how imitation erodes the equity of brands and the marketplace for consumers. Various legal terms are described to inform the reader of the different areas of trademark infringement. The author sharply indicates: “The equity of successful brands is routinely stolen because it is a cheap, effective way to make short-term economic gains” (p. 1). Chapter 2 focuses on consumer behaviors in the marketplace. The concepts of involvement, decision-making heuristics, and consumer intelligence levels are discussed. According to the author, the practical meaning of these concepts varies greatly among consumers, and the relevance to trademark issues is therefore different as well. “People of one social class rarely interact on a regular basis with members of another social class.” (p. 42)

Chapter 3 presents the major issues related to the topic in mainstream psychology. According to the author, the different psychological theories show how consumers perceive goods, services, and ideas in the marketplace. Consumer behavior is, in part, based on psychology, and biases in perception of goods and services can be predicted. “Because of fleeting attention and perceptual biases, individuals often make mistakes in their perception of similar, but not the same, brands in the marketplace.” (p. 73)

Chapter 4 discusses the history of passing-off in the marketplace. Different types of trademark infringement and cases are classified into competing products, related products, and unrelated goods. Cases are also reviewed according to the different cues that lead to consumer confusion, including color, symbols, shapes, and implied associations. “Literally tens of thousands of trademark infringement cases can be found in legal libraries. The number of cases has grown exponentially over the past 10 years because companies, and even famous people, are increasingly aware of the concept of brand equity.” (p. 77)

According to the author, Chapter 5 is perhaps the most relevant chapter for brand managers. It presents strategies to keep your own brand distinctive and unique in the marketplace. The author advises that “avoiding a competitor’s imitation is not an easy task. To keep ahead of brand imitators, leading brand need a distinct and sometimes changing identity” (p. 138). Chapter 6 is an overview of different research methods that could be used to test for perceived similarity among brands in the marketplace. Different legal cases are used as examples for discussion. “There are various techniques for evaluating brand imitation. The particular techniques chosen should correspond to the specific problems at hand. The research does not necessarily have to take place in a natural purchase environment” (p. 175).

Chapter 7 brings the reader into e-commerce, online arena. According to the author, online commerce is the present and future, which has created a unique setting for consumers conduct exchanges and which is requested to have a special treatment by business firms. Here, people do not have the benefit of examining the goods closely; instead they must rely more on brand names and the trust behind the name. Preventing trademark infringement is more difficult in cyberspace. Chapter 8 is designed to examine trademark infringement in China. According to the author, China is where most of the world’s goods are manufactured. A deep understanding of Chinese culture is useful to put the global problems of trademark infringement and counterfeiting into perspective. It is important to be aware of that “the traditionally accepted practice of copying or imitating the ‘good aspects’ of everything has a profound impact in the Chinese culture” (p. 232). “China is a profitable market with great potential. Despite the challenges marketers are currently facing, the rewards to be reaped after overcoming these obstacles are enormous” (p. 244).

Chapter 9, as the last chapter, is a reflection of the trademark infringement problem. It offers no ideas how to stop manufacturers from producing knock-off goods. But it does provide insight on how to prevent consumers from knowingly purchasing those goods that do not come from the true owner of a trademarked brand. “Marketers need to teach consumers what is real, and how that ownership reflects one’s self-worth and value system” (p. 257). Finally, in Appendix 1 the author provides the readers some important information related to trademarks in the United States, Canada, and the European Union, which can be a very useful reference for those who want to probe further on trademark issues in different countries.

In short, as the author indicates, preventing competitors and others from imitating successful brands is a difficult and costly task. This book serves to inform the reader concerning complexities of the issues of brand imitation, integrating the disciples of psychology, business, and law to the area of trademark infringement and counterfeiting. Principles and theories from psychology and how they are relevant to consumers’ perceptions in the marketplace are used to explain why competitors steal the intellectual property of another company or entity. According the author, the possibility of brand imitation or counterfeiting should be contemplated in designing new products or brand packaging, just as it is in the printing of currency.

I believe that Dr. Zaichkowsky did her best to provide those involved in commerce with some understanding, some ideas, and perhaps some strategies for building differentiated brands that are easy to protect. I fully agree with George Zinkhan, a business professor at University of Georgia, when he says, “I really like this book. It brings together, all in one place, important information this is not available anywhere else. I especially like the combination from different sources: consumer behavior, branding, the law, marketing strategy, and competitive strategy.” Clearly, all brand mangers, expert witnesses in trademark cases, intellectual property lawyers, as well as professors and students of consumer behavior and marketing, will find this book useful to understanding consumer motives processes of trademark infringement and counterfeiting.


Dr. Robert Guang Tian

Doing Anthropology in Consumer Research

Doing Anthropology in Consumer Research
Patricia L. Sunderland and Rita M. Denny
Left Coast Press
Walnut Creek, CA
2007
368 pp. (Paperback)
ISBN 978-1-59874-091-2
Keywords: Anthropology, Consumer, Culture, Cultural Analysis, Ethnography

Originally published in the Journal of Consumer Marketing, Vol. 26, Issue 7. 2009


As a business professor who has been teaching marketing and consumer behavior courses at the college level for over 10 years, I was immediately fully attracted by the book entitled “Doing Anthropology in Consumer Research” and finished my reading in almost one single sitting. The educational and practical information contains in the book, the new elaborating and editing styles, as well as the collaborations among the principal authors, foreword authors and the editor for one book draw all my attention without any delay. I must admit that this book is really a good reading book for the students and scholars who are interesting in consumer behavior studies; it is also a very good informative resource for all business managers who are interested in better understanding their consumers and thus providing better products and service to meet their customers’ need. Just as professor Donald Stull at University of Kansas put it: “Had I had access to such a text, my students would have been far more aware of, and far better for, the careers that awaited them.”

The book is authored by Patricia L. Sunderland and Rita, M. Denny, published by Left Coast Press in Walnut Creek, CA. Russell Belk, John F. Sherry Jr., and several other well known scholars in consumer behavior field have presented their perspectives and comments in several forewords. It is the essential new guide to the theory and practice of conducting ethnographic research in consumer science. More and more applied anthropologists employ qualitative techniques along with some quantitative approaches (survey, for example) in complex organizations from community centers to large corporations conducting their researches. More recently many anthropologists involve themselves into marketing researches although not many involved into the consumer behavior field yet. Meanwhile more and more marketers are using anthropological methods in their marketing practice and research, especially in consumer studies. Sunderland and Denny reframe the field by re-attaching ethnography to theoretically robust and methodologically rigorous cultural analysis. Their eclectic variety of case studies combined with four provocative forewords by leading figures in anthropology and consumer research push the boundaries of the field and challenge the divide between academic and applied work.

The book is consisting of four parts, 11 chapters. The first part includes three chapters, the first chapter provides readers with a brief discussion of the background and context surrounding current practices by the business anthropologists in consumer research, the examples and cases presented in this chapter are not only from the United States, but also drawn upon the content from the United Kingdom and France. In Chapter 2 the authors introduce the readers a cultural approach and analysis in consumer research, which in this reviewer’s opinion is the unique contribution that business anthropologists made to consumer behavior studies. In Chapter 3 the authors show the readers how coffee and its consumption are cultural matters that can only be understood in specified cultural context. They also demonstrate how effective the anthropologists can help business managers to better understand their customers by using ethnographic methods and through cultural analysis.

The second part contains four chapters provide readers with some in-depth detailed examples from the authors’ own research practice. Chapter 4 calls readers’ attention to the ways metaphoric understanding as the frames with which consumption and other human behavior take place. The authors, based on multiple research and analyses, demonstrate how metaphor of computing have changed American cultural definitions of self, others, work, and pleasure, which, again in this reviewer’s opinion, will have significant influence on consumer behavior that need to be further studied. In Chapter 5 and Chapter 6, the authors illustrate the cultural constitution of emotion among young people in the United States, United Kingdom, and New Zealand through the integration of ethnography with text-based analyses. Chapter 7 depicts how the focus group, a traditional consumer research method, can be used as a site for cultural analysis. The authors by using insights of linguistic anthropology show readers how people talked about and framed their expectations of utilities functions as the clue to their implicit expectations to the product and service they consume.

Part Three comprises chapters 8, 9, and 10, which present several case studies, focus on current issues that business anthropologists must encounter in consumer research. The authors aim at making the entanglements of differing epistemologies, politics of power, institutionalized exigencies, and practicalities ethnographically explicit. The issues addressed include matters of ethnoracial consumer segmentation and visual representation in consumer research. The authors indicate “it is obvious that many of the practical activities of marketing and consumer research (e.g., the development of product, advertising, or research on distinct consumer segments) are constitutive elements of racial and ethnic categorizations.” (p. 211) In Chapter 9 the authors based on their own experience demonstrate how ethnographic consumer researchers can fulfill the generative promise of video in practice when “videographic recording of ethnography is currently exceedingly common place within applied consumer research.” (249).

Part Four includes a single chapter of Chapter 11. In this concluding chapter the authors provide readers some final words regarding what they view as the possibilities and promise of a re-attachment of cultural analysis in the practice of consumer research. The authors suggest that playing in the interstitial spaces between anthropology, academic marketing, and practice not only has great merit, but also has benefits to both academic world and real business world. “Academic anthropologists and academic consumer researchers will also need to speak with one another and with consumer researchers engaged in applied practice, recognizing, refracting, and reflecting the strengths of each.” (p. 326).

The authors themselves are productive and successful business anthropologists who have been conducting ethnographic consumer research for corporate and institutional clients since 1980s. They have worked with the producers, suppliers, and advertisers of consumer goods ranging from drain cleaners and power drills to 24-carat-gold ingots and fine arts. They have worked with financial, healthcare, and educational institutions, retail conglomerates, emerging technology industries, and governmental nonprofits. Their cultural analyses have helped clients to brand and market their goods and services in relevant and resonant ways as well as to think about entirely new products and services. Their triumphant practical experience itself serves as a solid base upon which we can continuously construct the future of consumer research in new perspectives.

As a reader and reviewer, I have no doubt that this book will fill the important gap in the consumer behavior literature, and as such I strongly suggest my colleagues who are involved in consumer research, no matter academically or practically take a break from their routine and daily work to read this excellent book. Meanwhile, as the book succeeds in expanding our knowledge of consumer behavior and consumer research, I believe it has definite appeal to students of consumer behavior because it aids understanding of the cultural meanings of consumer choice. Ultimately, this book represents a useful “how to” guide for both the business practitioner and the educational professional on how to put anthropological methods into consumer research. Clearly it represents a useful resource for anyone looking to understand the significance of the social environment and cultural values in individual consumption choice. I am sure that regardless of one’s background and orientation, the readers will find the book both refreshingly informative and cerebrally stimulating since everybody in life engages in consumer and consumptive behavior.


Dr. Robert Guang Tian

Perspectives in Consumer Behavior: An Anthropological Approach

Perspectives in Consumer Behavior: An Anthropological Approach

Review by Michael P. Lillis, Ph.D., Medaille College, Buffalo, NY


The primary objective of Demirdjian, Senguder, and Tian’s book is to enlighten and excite readers about a growing trend towards the use of an anthropological approach in consumer behavior research and in the pedagogy of higher education. The authors illustrate how bringing contextual (i.e. social) aspects into consumer science requires an advanced methodological apparatus for collecting in-depth data on relational patters rooted in deeper structures of social behavior. The book offers a number of case studies that are used to illuminate the practical value of anthropological methods, as they suggest unique insights into the “how and why” of individual consumer behavior.

The authors suggest that current research on consumer behavior tends to offer very limited views, and therefore is of little practical value. The end result of such fragmented research is that it often times leaves major “soft” behavioral issues unaddressed or unaccounted for. With a reliance on methodological inputs from the anthropology field, the book draws attention to the value of an approach that builds upon studying organizations as a whole, with strong relationships between sets of variables at different organizational levels and to different contextual settings. As such, the authors describe consumer behavior as a social construct, replete with multiple, conflicting interpretations that can only be deciphered in the context of human interaction.

Part I begins with a discussion on the evolution of anthropology in organizational research and business education, drawing attention to associated gains in our understanding of consumer behavior. Part I contains two chapters. In the first chapter, Demirdjian and Senguder portray anthropology as the primary driver for advancements in our current understanding of consumer behavior. They effectively argue that anthropology is responsible for ushering in a new era for consumer research, giving rise to a new approach for studying and teaching consumer behavior. In the following chapter, Tian lays out a detailed blue print for applying the anthropological approach in contemporary business education. He includes a set of specific recommendations, targeted to those business faculty who wish to adopt anthropological methodologies in their educational practice.

In Part II, Tian provides a detailed description of how he teaches consumer behavior using an anthropological approach. In addition to providing key insights into his classroom lesson plan, he reports on the effectiveness of his anthropologically oriented lectures and projects. Then, following a detailed review of specific analytical techniques from social anthropology, Tian highlights the significance of a cross-cultural approach to consumer behavior. In this chapter, he articulates two sets of guidelines; one for practitioners, aimed at maximizing the effectiveness of international marketing operations, and one for scholars, representing areas for future theoretic development. Subsequently, as an illustration of the cross-cultural perspective, Sengurder reports on a detailed study of customer satisfaction comparing two consumer groups, one living in Turkey and the other living in the United States. Findings from this research reveals how Hofstede’s values of Power Distance and Uncertainty Avoidance directly relate to the kinds of benefits consumers look for in products.

Part III provides two chapters by Demirdjian that demonstrate how subcultures differ from mainstream consumers in terms of their preferences for goods and services, drawing attention to the viability and responsiveness pressures of potentially unforeseen markets. The first chapter sheds some light on the characteristics of the Irish ethnic group. In this chapter Demirdjian suggests that consumption preferences of Irish Americans reveal a tendency to retain the cultural characteristics of their heritage, thereby having implications for the ability of conventional marketing efforts to cater to this subculture. Likewise, the second chapter reveals the viability and purchasing power of the Jewish subculture and provides some very compelling reasons why consumer behavior characteristics of American Jews should not be disregarded. Collectively, both chapters make a persuasive case for a cross-cultural anthropological approach.

Finally, in Part IV, Tian and his co-authors present a variety of case studies in food service, each representing a view of food consumption that describes individual choice in the context of a complex array of social elements. In this section, Tian succeeds in presenting work that represents the diversity of research in food consumption, revealing a range of consumption habits and patterns that reflect an infinite variability in cultural norms. The first four chapters are case studies of consumer behavior from three different cultural contexts: Chinese, Mexican, and Indian cultures. Each case reveals a clear ethnic orientation to choice behavior, suggesting a pervasive, culturally-driven consumption pattern. The three remaining chapters demonstrate further application of the anthropological method, representing data-rich investigations on the influences of gender and ethics on food consumption. In sum, all seven cases provide considerable testimony as to the irrefutable value of the anthropological approach.

The subject of business anthropology is one that has been receiving considerable attention in both academic and organizational domains. The volume, Perspectives in Consumer Behavior: An Anthropological Approach (published by the Fellows Press of America, Fort Worth, TX, 2007), exposes the reader to a comprehensive and strategically relevant topic, which is fast emerging as a subject of considerable scholarly discourse. Taken together, Demirdjian, Senguder, and Tian’s work inspire an intense level of appreciation for methodologies that help capture the richness of social behavior. As such, this book represents a useful “how to” guide for both the business practitioner and the educational professional on how to put into practice an anthropological approach. Moreover, it represents a useful resource for anyone looking to understand the significance of the social environment in individual choice behavior.