Professional Documents
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Copenhagen Business School, IT Management Department, Howitzvej 60, Frederiksberg 2000, Denmark
Sussex University, Department of Business and Management, Jubilee Building, Falmer, Brighton, BN1 9SL, UK
c
Portland State University, School of Business Administration, 631 SW Harrison St., Portland, OR, United States
d
Bentley University, Information and Process Management and Sociology Departments, 175 Forest Street, Waltham, MA 02452,
United States
b
a r t i c l e
i n f o
Article history:
Received 25 September 2012
Received in revised form 14 April 2014
Accepted 21 May 2014
Available online 19 June 2014
Keywords:
Computer-mediated work practice
Sociomateriality
Critical realism
Agential realism
Emotion
Felt quality
Interpretive eld research
a b s t r a c t
Sociomateriality, in helping to overcome the longstanding dualism
between the social and the technical, has become an increasingly
popular theoretical perspective in Information Systems (IS) research.
However, while recognizing the usefulness of sociomaterial theorizing, we contend that it also inadvertently perpetuates other kinds of
dualismsparticularly that of objectivismsubjectivism and cognitionemotion. We argue that sociomateriality's current inability to
express what it feels like to be a human agent, and the inadvertent
perpetuation of the cognitiveemotional dualism, is problematic in
terms of the limited practical insights these perspectives generate. To
address this limitation, we propose and illustrate two different
approaches for including emotions in sociomaterial theorizing. By
proposing two approaches for the inclusion of emotions into
applications of sociomateriality in IS research (one founded on critical
realism, and the other on agential realism), we provide researchers
with the conceptual tools to generate richer practical and theoretical
insights.
2014 Elsevier Ltd. All rights reserved.
1. Introduction
Sociomaterial theorizing (Orlikowski & Scott, 2008) has entered the arena of IT implementation studies
relatively recently and is an increasingly popular choice for generating a nuanced understanding of this
Corresponding author. Tel.: +45 41 85 21 50.
E-mail addresses: mst.itm@cbs.dk (M.-K. Stein), sue.newell@sussex.ac.uk (S. Newell), elwagner@pdx.edu (E.L. Wagner),
rgalliers@bentley.edu (R.D. Galliers)
http://dx.doi.org/10.1016/j.infoandorg.2014.05.003
1471-7727/ 2014 Elsevier Ltd. All rights reserved.
157
phenomenon (cf. Leonardi, 2009; Wagner, Newell, & Piccoli, 2010). It does not attribute social change to
either the material features of the technology or see it as a product of social agendas; rather it considers
social change to be the emergent outcome of the mutual constitution of the social and the material. For
example, packaged software is inscribed with standard templates from which to congure the product.
The product becomes entangled with decision makers' choices and activities to buy rather than build; to
enter long-term partnerships with vendors; to adhere to so-called software-based best practices, and to
change long-standing work practices. Such activities are only relevant in the circumstance of congurable
packaged software, and of shifting work practices and power relations that become bound up with the
standard templates. A broadly sociomaterial perspective, therefore, focuses researcher attention and helps
draw insights related to the joint agency of the social and the material, acting together.
While sociomaterial theorizing can help overcome the longstanding dualism of the social and the
technical in IS research (Latour, 2005; Leonardi & Barley, 2008; Orlikowski & Scott, 2008; Pickering, 1995), it
inadvertently perpetuates other dualismsparticularly that of the objective/cognitive vis vis the subjective/
emotional (cf. Thompson, 2012). This critique has been leveled against IS research in general, as well as
against practice-oriented explanations of technology implementation more specically. Thus, IS research is
generally characterized by a relative lack of consideration of the emotional side of individuals (Bagozzi, 2007;
McGrath, 2006; Zhang, 2013), partly due to its roots in computer science and rational scientic management
(cf. Hirschheim & Klein, 2006). In practice-oriented research, it has been pointed out that, while processes of
meaning-making are illuminated, the subjective experience of agencyhow human agents feel about
themselves and their circumstancestends to be devalued (Thompson, 2012: 189). Most studies adopting a
sociomaterial perspective have also tended to focus on social norms and standards, work goals and collective
practices, as the social or human agency (e.g., Leonardi, 2011). The point that human agency often works
through the reexive intentionality and motivations of individuals has been recognized (e.g., Pickering,
1995); however, what tends to get neglected in such studies is that what often motivates humans are their
emotions (Thompson, 2009; 2012). Notwithstanding, it is precisely this biographical awareness (elaborate
sense of self) that allows a person to position herself relationally against unfolding social reality, [and] this
juxtaposition occurs within consciousness, which is felt affectively (Thompson, 2012: 195). This suggests that
in many IT projects key concerns for all stakeholders are related to their biographical awareness, which
includes issues of self and identity on an individual and a collective level and which is reected in how they
feel their sociomaterial circumstances. In sum, many sociomaterial accounts of IT implementation offer an
under-personalized view, where human emotions and biographical awareness play little or no role in the
dynamic interplay between the social and the technical. Thompson (2012: 204) calls for the examination of
the mutually constitutive relationships between, not only the social and material dimensions of reality, but
also the subjective/biographical dimension. He only explores the duality (as against the dualism) of the social
and biographical structures in detail, however.
In order to investigate how sociomaterial theorizing could include emotions, we rst need a better
grasp of what sociomateriality actually means. In recent years it has been increasingly recognized that
there are multiple appropriate and valid ways of conducting a sociomaterial inquiry (Feldman &
Orlikowski, 2011; Leonardi, 2013). While researchers subscribe broadly to a relational ontology, they
differ in the specics of how they theorize the status of nonhuman agency relative to human agency
(Feldman & Orlikowski, 2011: 1244). Furthermore, over the years many, slightly different, relational
perspectives have been proposed, all of which can be broadly characterized as sociomaterial (Leonardi,
2013; Orlikowski & Scott, 2008). Examples include the mangle of practice (Pickering, 1995); actor
network theory (Latour, 2005); humanmachine (re)congurations (Suchman, 2007); imbrication
(Leonardi, 2011), and constitutive entanglement (Orlikowski, 2007). Recently, two broad philosophical
foundations for sociomaterial theorizing have been discussed: critical realism and agential realism
(Leonardi, 2013). The choice of foundation inuences not only the kinds of theoretical arguments and
contributions one can make, but is also expected to have pragmatic consequences in terms of research
methods and empirical inquiry (Leonardi, 2013: 73). More importantly from the perspective of this paper,
as we illustrate below, theories associated with both foundations have tended to ignore emotional aspects
as they examine relations between the social and the technical. In this paper, then, we consider both of
these types of sociomaterial theorizing and examine how each perspective could include the emotive
domain. In sum, our study focuses on the research question: How can sociomaterial theorizing include
emotions?
158
Our contribution is to highlight the neglected area of emotion in sociomaterial theorizing. In doing this,
we provide researchers with means to enhance their sociomaterial accounts based on either a critical or
agential realism foundation. We rst introduce the theoretical foundation for our paper, before we turn to
our method. Finally, we discuss our ndings, drawing out our contributions and conclusions as they relate
to our research question.
2. Theoretical background
The context for our paper is packaged software implementation. This topic has been studied from many
different perspectives. Traditionally, IT implementations have been studied from a deterministic point of
view (Perrow, 1967; Woodward, 1958), yielding insights, for example, as to circumstances in which
technology (as a discrete material entity) produces particular forms of organizing (as a separate and also
discrete but social entity). Criticisms of such deterministic approaches are well rehearsed (e.g., Robey &
Boudreau, 1999), and have increasingly encouraged scholars to accept that the effects of technology and
humans on each other are socially constructed (Leonardi & Barley, 2010). However, strong social
constructivist positions have also been criticized in the literature: for example, because they tend to fade
the technology into the background, or because they hinder us from being able to account for the complex
interplays between IT and its human implementers and users (Leonardi, 2011; Orlikowski & Scott, 2008;
Pickering, 1995; Sassen, 2002). This is where sociomaterial theorizing (Orlikowski & Scott, 2008) enters
the arena as an increasingly popular choice for a nuanced account of IT implementation (cf. Leonardi,
2009; Wagner et al., 2010).
The next sections introduce the different sociomaterial perspectives we explore in our study as well as
our initial theorizing around emotions in sociomateriality.
2.1. Sociomateriality
As discussed, the distinguishing feature of the concept of sociomateriality is the ontological integration
of the social and the material. From this viewpoint, it is not that the social inuences the material (as in
social construction studies, which focus on how people enact a particular technology); nor is it that the
material inuences the social (as in technological determinism, which focuses on how a technology
forces some kind of structure or practice outcome). It is not even that there is a recursive relationship
between the social and the material (as with the socio-technical view, which sees technology both
enabling and constraining people's actions). Rather, as Orlikowski (2007: 1437) indicates, the social and
the material are inextricably related. Thus, the material and social are enmeshed in any work practice. As
an example, the ultramarathon runner Anton Krupicka used to take an Exacto knife and slice thin layers of
sole from his trail shoes, essentially whittling a customized pair of low prole trainers. What is interesting
for us in this story is the entanglement of the runner and his technology as he runs. The investigation of
practice will neither be found in the out-of-the-box shoe, nor in Anton's customized pair; rather it is in
what they do together on the trails.1
While a relational ontology is a fundamental characteristic of a sociomaterial perspective, it has also
been increasingly recognized that there are multiple appropriate and valid ways of conducting
sociomaterial inquiry (Feldman & Orlikowski, 2011; Leonardi, 2011). For example, researchers may differ
in the specics of how they theorize the status of nonhuman agency relative to human agency (Feldman
& Orlikowski, 2011: 1244). These may be viewed as symmetrical (Latour, 1987), entangled or fused
(Orlikowski & Scott, 2008) or asymmetrically weaved together, with human agency in the lead role
(Leonardi, 2011). Furthermore, three ways of studying sociomaterial practices have been proposed
(Feldman & Orlikowski, 20112): adopting an empirical, theoretical and/or a philosophical focus. The
empirical approach focuses on exploring and describing the everyday practices and performances of both
human and non-human agents in producing their organizational realities. The theoretical approach
extrapolates from the empirical descriptions of sociomaterial practices to theories that explain the
1
http://www.youtube.com/watch?v=8ofkrxZvyrI.
see also Academy of Management 2012 Symposium Theoretical Elements of a Sociomaterial Perspective in Organization
Studies (OCIS, OMT), Boston, MA.
2
159
dynamics between the social and the material, the conditions for the emergence and change of
sociomaterial practices, etc. The philosophical or ontological approach engages with the position that
reality is not made up of independent objects (social or material), but rather emerges from the joint
agency of humans and material objects. This focus explores the implications of the ontological position on
our theories of technology and organizations.
There are, then, somewhat different approaches to the study of sociomateriality. To illustrate such
differences we present two well-known sociomaterial perspectivesthe mangle of practice (Pickering,
1995) and actornetwork theory (Callon, 1986; Latour, 1987; 2005) in Table 1.
As can be seen from Table 1, while both theories adopt a relational perspective, they differ in respect
to the ontological status of what is related. For Pickering, the materiality of the bubble chamber is
independent of Glaserthe bubble chamber presenting resistances that Glaser has to accommodate. For
Callon, the actornetwork of marine biologists; shermen; Japanese techniques for shing, and towlines
with attached collector bags is what matters: it is not relevant to look at the collector bags, for example,
independent of the human actors who are using them to try and make the larvae safe. These differences
underscore that sociomaterial theorizing can have different philosophical roots. In this regard, Leonardi
(2013) identied two distinct philosophical foundations for the study of sociomateriality: agential
realism and critical realism. These differ subtly, but signicantly, in their ontological and epistemological
assumptions and are argued to produce different kinds of contributions (Leonardi, 2013). ANT, for
example, is closer to Barad's (1998, 2003) agential realist philosophy, while MOP has something of a
critical realist orientation (Archer, Bhaskar, Collier, Lawson, & Norrie, 1998; Bhaskar, 1978). From an
agential realist perspective, nothing (neither people nor objects) have any inherent properties; rather
any properties that are attributed to a thing are seen to be a relational effect, produced and performed in
and through the network of relations. On the other hand, from a critical realist perspective human and
material agencies exist independently, but it is their synergistic interaction, which produces effects as
they act on each other (Slife, 2004). Since both philosophical perspectives are presented as
sociomaterial, we consider each as we turn to identify how we can incorporate emotions into our
sociomaterial theorizing.
160
Table 1
Overview of two different sociomaterial perspectives.
Pickering (1995): Mangle of Practice (MOP)
Ontology
The social and the material exist separately. Human and material agencies
are continuously mangled through series of resistances and accommodations
propelled by intentional and goal-oriented human actors.
Epistemology
Analysts make determinations about how and why the separate social
and material become the sociomaterial and persist that way over
time (Leonardi, 2013)
The arrangement of an artifact's physical and/or digital materials into
particular forms that endure across differences in place and time
Abstract concepts such as norms, policies, communication patterns, etc.
What is materiality?
(Leonardi, 2013)
What is social?
(Leonardi, 2013)
What is 3sociomateriality?
(Leonardi, 2013)
Human and non-human
agency
Dynamics of agents
Citation/descriptor
Citation/descriptor
Pickering (1995):
Mangle of Practice
(MOP)
Potential conceptual
contributions
161
162
163
the material (Thrift, 2008: 179). As in the study of sociomateriality itself, and consistent with our
discussion of MOP and ANT, it is useful to conceptualize the study of emotions in sociomateriality utilizing
two theoretical foundations: critical and agential realism. Table 3, below, outlines the characteristics of the
two different possible approaches.
If one were to adopt a critical realist stance, one could describe instances of subjective emotions and
feelings accumulating over time, relating to the possible affectivity of objects and spaces, and being
expressed according to particular emotionologies. Together, these elements would produce an emergent
emotive domain characteristic of a sociomaterial relationship. We adopt the term, felt quality (Stein et al.,
2012; see also Ciborra, 2006) to describe this emerging emotive domain and dene it as an emergent
characteristic of a sociomaterial relationship. From an agential realist stance, however, a different
understanding of this felt quality would arise. If there are no properties that are distinctly social or
material, only emergent characteristics of the sociomaterial, then the felt quality cannot be the result of
the meshing of human emotions, material affect and social emotionologies. Rather, the felt quality is an
emergent characteristic of a particular sociomaterial conguration, which can be dissected into elements
of emotions, affect and emotionologies only for analytical purposes. We will illustrate both stances below
using examples from our empirical study; we rst, though, describe the methodological approach used in
our study.
3. Methodology
We analyzed data gathered at two universities (Public and Private) as part of an in-depth multi-site
case study focused on understanding the dynamics in packaged software implementation and use. We
considered the implementation and post-roll-out phases of a packaged software product that has been
designed to manage faculty data in university settings so that these data are available in a standard format
across departments and institutions, thus allowing for analysis of productivity, assessment and
accreditation. We refer to this package as Faculty Output or FO. Our eldwork comprised interviews
with key participants regarding their project involvement and use of the software; observation of
meetings/small group discussions, and systematic review of ofcial project documentation.
Following Walsham (1993: 15), the cases are designed to seek validity not [from] the
representativeness of the case in a statistical sense, but on the plausibility and cogency of the logical
reasoning used in describing the results and in drawing conclusions from them. We used interpretive
research techniques to gather, interpret and analyze eld data (Klein & Myers, 1999; Walsham, 1993). The
research focus was specically on the sociomaterial practices or the coming together of social, material
and subjective agencies (depending on the perspective taken) that characterized each university's
packaged software implementation.
Collecting data from various stakeholders in different university contexts helped us to become aware of
multiple interpretations in order to improve the plausibility and cogency of our interpretive accounts
Table 2
Relevant concepts for theorizing emotions in sociomateriality.
Concept
Affect
Denition
Sensual intensities that may move through human bodies, but that do not necessarily emerge from them. The
reference-point for affect lies outside of the human body, making it possible to read many other things, such as
space, the environment and physical objects, as affective (NavaroYashin, 2009: 12).
Similar to the concept of affective quality (Zhang, 2013)affective property of a stimulus that has the ability to
cause a change in a person's emotions (cf. Zhang, 2013). Whereas emotions exist inside humans (people feel
upset), affective quality/affect exists in the stimulus (it is the environment/object that is upsetting).
Emotion
Episode of interrelated, synchronized changes in the states of all or most of the ve organismic subsystems
(cognitive, neurophysiological, motivational, motor expression and subjective feeling) in response to the
evaluation of an external or internal stimulus event as relevant to major concerns of the organism (Scherer,
2005: 697)
Emotionology Society's and organizations' collective understanding of how certain emotions should be directed and expressed
towards certain groups (Fineman, 2008). Emotionologies provide standards or norms of appropriate
emotional expression for different occupational groups, genders, etc. (Wright & Nyberg, 2012) and are,
therefore, politico-ideological constructions (Fineman, 2010: 27).
164
Table 3
Two possible approaches to theorizing emotions in sociomateriality.
Overall ontological
position
What is affect?
Critical realism
Agential realism
Sociomaterial relations/practices/
actornetworks have a felt quality
(Klein & Myers, 1999). Following Levina and Vaast (2005), we present a cross-case comparison in the form
of a table that summarizes the research methods employed in the eld (Table 4).
Although the two cases were conducted separately, all researchers were informed by a sociomaterial
perspective, employed the same interview techniques, and focused data collection on the same unit of
analysisspecically, the organizational implementation and use of the same packaged software. Our
analysis involved articulating the dynamics of each case study, thereby developing a shared perspective
based on the themes that were present in either one or both settings. In doing so, we identied how
sociomaterial perspectives could include emotions.
Interviews were recorded and transcribed. The transcripts were shared via Dropbox and the research
team reviewed all data. Initial interpretations were communicated during Skype-based conference calls. In
our analysis we use the empirical data for illustrative purposes, rather than for developing new theoretical
concepts. Accordingly, we coded the data to identify instances of emotive content and then considered
how material affect, emotions and emotionologies were related to the ongoing sociomaterial dynamic.
These emergent themes were shared with one another in order to consider the principles of dialogical
reasoning and suspicion with a view to further improve our interpretive accounts (Klein & Myers, 1999).
An iterative process of discussion and ne-tuning of the case descriptions helped us to identify the
over-arching theme of emotion as related to the nature of sociomaterial thinking, and its value to IS
Table 4
Cross-case comparison of research methods.
Methods
Public
Private
Field work
Timing
Narrative interviews (inc. group
interviews and meeting
recordings)
Observations
Field journal
Documentation
Follow-up contact
165
scholarship in explaining implementation and use. The analytical themes were then organized around this
issue, allowing us to develop a coherent sense of the implementations across the two universities.
4. Case descriptions
Each case is organized into three key episodes in the implementation process: selection and
conguration of the FO package, university-wide roll-out, and initial faculty use of and responses to FO
post roll-out. In this section, we rst describe the FO package and then describe the introduction of the
package in our two sites (see overview in Table 5).
4.1. The Faculty Output vendor and package
The FO vendor rst offered the package in 1999. At the time of writing, FO employed approximately 30
staff and there were about 3000 FO adopters in over 25 countries. The FO package is somewhat different
from many software packages in that it is not congurable by the user organization. Rather, it comes as a
standard package with the vendor organization undertaking congurations in response to requests from
its clients. FO claims that the software package is tailored to individual clients (given its exible back-end)
and that it is congurable for many different specications. Conguration requests are handled uniquely
for each client organization, based on a system of ticketing, which clients use to submit their requests to
FO. Conguration requests can range from requesting particular reports to modifying input screens or
output formats. The faculty activity information that is input into FO is held on the vendor's cloud-based
repository. Individual institutions using FO can, however, get periodic back-ups of their data that they may
hold on their own server.
As a standardized software package, FO requires individual faculty members to record their activities
according to a xed classication system. In order to accommodate activities across academic disciplines,
FO is based on broad classications of faculty activitiestypically teaching, research and service. Each
individual activity must be manually entered into FO and categorized: for example, research activities can
be categorized into journal articles/books/book chapters; conference presentations; grants/sponsored
research; artistic performances; exhibits; patents or Other. Faculty members also need to provide
detailed information on each item (e.g., name; date; authors). There are no formatting or spell-checking
options in FO. Based on the data entered, FO also provides reporting functionality. Typically, faculty
members can pull out a (standardized) vita and annual activity report, while administrators can also run
aggregate reports across departments, schools, etc.
The next sections describe the series of phases around FO roll-out as they unfolded at Public and
Private. The phases, key implementation episodes in each phase, actors involved and outcomes are
summarized in Tables 6 and 7 below.
4.2. Public
4.2.1. Selecting FO and working with the vendor to customize FO
With the approval of the (now former) Provost, Public purchased the FO product, replacing a very
simple home grown, web-based, data entry form used for gathering faculty activity information. The
decision to purchase FO was mainly driven by the need for a central faculty vitae/activity database. The FO
Table 5
Overview of the research settings.
Type of institution
Orientation
Size
Founded
Public
Private
State university
Broad: three colleges and four schools; both
professional as well as arts & sciences
Approx. 30,000 students; 1564 faculty members
(888 full-time)
Post World War II
Private university
Narrow: business; arts and sciences
Approx. 5500 students; 280 full-time
members of faculty.
Post World War I
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Table 6
Overview of FO implementation at public.
Key episodes
Actors involved
ofce (CAO)
annual activities
Congurations (pre roll-out)
Late 2009/2010: university-wide roll-out
FO ofcially announced as a vitae database
Provost, CAO, FO
Provost, CAO,
deans, faculty, FO
CAO, vendor, FO
Outcome
CAO reluctantly takes on the role (having no prior
experience with IT implementations)
Faculty are overwhelmed with the amount of data
they have to enter
FO fullls the basic requirements of Public
Provost, faculty,
Still very limited faculty use of system + negative
FO
backlash
Faculty, CAO, data
Some faculty feel resentful for not getting support
entry personnel,
FO
2011/2012: faculty backlash and reverting back to original scope of the project
Entry of whole vita is no longer required
CAO, faculty, FO
Limited impact on already-formed patterns of use
and non-use
implementation project was assigned to a central administrative ofce (CAO). The project team comprised
two people: one staff member handling the conguration, communication with vendor and faculty
requests, and a senior administrator/faculty member responsible for the initiative as a whole but not
involved in day-to-day matters. Public had no prior experience with any kind of formal faculty activity
database. Once the package had been purchased, the Provost changed the scope of the projectrather than
simply using it to produce standardized annual activity reporting, FO could be used for many different
purposes, provided that it included all faculty output data from all years.3
[1] From the institutional research standpoint we wanted a better way to capture faculty activity. We
had been using a questionnaire Initially, we hadn't intended it [FO] to be the entire vita for a faculty
member. It was supposed to be the information that covered the same period as the questionnaire It
was never quite clear, where it [FO] was supposed to land. So, because we had been administering the
questionnaire, we said OK Frankly I want the reports out of it, but I don't want to implement the
software and I don't want to deal with all the faculty stuff.
[(Senior CAO administrator)]
Prior to rolling-out the software to the university community, a few major congurations took place.
Most importantly, the CV report was modied to make it conform to Public's Promotion and Tenure (P&T)
format guidelines. Additional edits/amendments were made after FO was in production, based on
feedback from faculty users, date entry assistants, and the FO administrator's on-going review of screens
and reports. The single CAO staff member was responsible for all aspects of planning and implementation.
While she was allocated 100% to the project for the rst year, 30% of her prior work responsibilities were
not covered, leading to her being regularly over capacity.
[2] We didn't get additional resources in [CAO] to support [FO] And when the Provost kind of
changed the focus and said that he wanted faculty to put their whole vitae in there, that's when we said,
Okay, this is how many data-support people we would need. And I think neither one of us [staff
member and boss] knew at the time what that really meant, and since then we've surveyed a long list of
institutions and it seems a lot of people have fallen into that trap. And part of that, I think is that they
may have oversold their product and we were very nave, having never done it before .
[(Senior CAO administrator)]
167
Table 7
Overview of FO implementation at Private.
Key episodes
Actors involved
Outcome
CTO takes on the role naturally, having done
similar projects before
FO automatically links to faculty web proles
FO fullls the basic requirements at Private
[3] FO was not well received by our faculty the faculty who were using it weren't pleased that it
didn't produce a CV that looked like anything like a CV So, it was constant customization of what we
had already created .
[(CAO staff member)]
168
[6] My instincts say: jump on board and go for it, because it's really a nice tool. I love the idea of being
able to roll up [data] I think that's useful.
[(Director of a PhD program)]
In response to continued dissatisfaction on the part of the majority, it was decided that only entry of
the most recent year's activities would be mandatory for the 2011/2012 academic year. This had a
relatively limited impact on the already-established patterns of use and non-use:
[7] We decided to go back to just asking the faculty to populate, I think, it's seven different elds. In
some departments, 90 percent of the faculty responded to that, in others, only 38 percent. Essentially, it's
not really being used by very many people.
[(Senior CAO administrator)]
4.3. Private
4.3.1. Selecting FO and working with the vendor to customize the FO
At Private, the decision to purchase FO was made by a special committee, comprising administrators,
faculty representatives and technology support personnel from a central technology ofce [CTO] that
supports faculty members both in terms of their research and teaching. This committee attended product
demonstrations for two different software packages and decided on FO due mainly to the perceived better
availability of customization support from the FO vendor. The CTO, having prior experience with IT
implementations at the university, was put in charge of the implementation. In the event, they felt, like
Public, that vendor support for product tailoring had not met their expectations:
[8] I think [FO] was better at selling the product and still only had one developer. And once we installed, we
gured out [that] what was good for them in terms of generating sales was terrible for us because their own
developer was overwhelmed and I had some frustrating conversations with the owner. And we really got
up to around here [points above his head] with requests that had been made and sitting in the queue for
literally months. We can't touch the system ourselves; everything is a request. It was a horror show.
[(Project leader, CTO)]
The CTO team handling the implementation consisted of four people responsible for overall
implementation and conguration, including communication with faculty, administrators and the vendor;
faculty training, and the like. The main customization was the in-house creation of standardized web
proles for all faculty membersa faculty member's data input into FO is displayed on the Internet
webpage as a prole of their various activities, including a listing of all publications.
Aside from this, many hundreds of other congurations were requested to the input screens and
output reports, based on feedback from faculty members:
[9] We wanted to have as little information to ll out for the faculty as possible. We went through every
screen and said Okay, what elds are required, what are optional, what's not there that we need to
have.
[(FO project team member, CTO)]
4.3.2. Rolling out FO across the university
At roll out, some of the requested congurations had not been made (estimated to be 15 to 20% by the FO
project leader) because of the time it was taking the vendor to respond to requests. However, given the need
to launch the system in preparation for an accreditation review, the Provost made a decision to push ahead
with this, and a communication about the initiative came in April 2010. In this, FO was labeled as a way to
maintain an attractive public web prole, generate a standardized CV, and produce an annual activity report.
4.3.3. Faculty response to and use of FO
Approximately one year after the university-wide roll out, all departments at Private had been using FO
to some degree. A similar pattern has emerged in most departmentstwo or three active users update
169
their information almost monthly, while the rest of the faculty input their recent activities into FO once a
year (at the time when annual reports are due). Faculty responses to the system have been more diverse at
Private than at Public. The reaction towards maintaining a public web prole through FO was rather
positive, and the most active FO users seem to be driven by the desire to keep their on-line prole
up-to-date:
[10] I know if someone's going to be looking for me on the web, they're going to want to nd what I've
done most recently. And from looking over other faculty members [proles], probably about 75% of folks
keep theirs updated I'm very gratied with the results
[(Associate Professor)]
In relation to using FO for annual activity reporting, faculty responses ranged widely. Some department
chairs found the standardized report to be helpful:
[11] I can understand [FO's] desire to bring all that information together and to somehow mechanize
the generation of the report. I'm not without guilt when it comes to trying to put faculty into boxes to
some extent. I don't know how else you'd do it if you're going to make some kind of evaluation.
Evaluating people to me is a very scary thing, so I was looking for some mechanism whereby I could
justify my own answers with some degree of condence
[(Department chair)]
Others grudgingly incorporated FO into their annual activity reporting, but kept using other, more
familiar, formats and documents on the side:
[12] My faculty were extremely resistant to [FO] because, in their opinion, [FO] was clumsy, ineffective
and didn't present them in a way that they wanted to be presented. Most of my faculty now maintain
two CVs And I want it all on paper. So it's [the faculty member's] job to present to me a complete
picture of the work they've done over the last year and I do not take it to be my job to enforce a
particular format on their presentation..
[(Department chair)]
Following this relatively successful introduction of FO at Private, in late 2011 the use of FO for annual
activity reporting became required of all faculty members. This mandate created some frustration and
annoyance amongst the faculty who were used to producing their reports in MS Word. However, because
FO is associated with non-essential administrative tasks, many faculty members also felt neutral or even
positive about FO:
[13] I put in my activities and then apparently [FP] makes an annual report. I'm not real happy about
that magic behind the scenes. It's not an essential part of my work though, so it's not such a big deal
[(Associate Professor)]
5. Analysis
Having described the FO implementations, we next analyze the results by applying the two
sociomaterial perspectives previously introduced to explore how emotions can be incorporated into
each. Before we turn to this, however, we briey illustrate how a traditional MOP and ANT study might
analyze our data, focusing on the pre-roll out phase only (Table 8).
What this analysis shows is that neither account really addresses the emotional aspects of our cases,
even though these were clearly evident in our case descriptions. For example, the MOP perspective draws
attention to the series of resistances and accommodations through which particular sociomaterial
congurations develop, while the ANT perspective highlights the dynamic development of congurations
of human and non-human actants through enrolment and translation. Little of the various emotive
elements that were evident in the quotes were present in either analysis. The frustrations, fears, worries
and guilt, so evident in our case descriptions have fallen away to produce descriptions that are accurate in
basics, but that paint a monochrome and passionless picture, failing to capture what it means to act in this
170
Empirical observation
MOP perspective
ANT perspective
Table 8
Comparison of insights gained from different sociomaterial perspectives.
171
world. It is possible that emotional elements are so difcult to include in sociomaterial theorizing because
we associate emotions purely with humans, and, therefore, consider them to be outside the scope of an
account that emphasizes sociomateriality. However, as indicated above, and as illustrated next, there is no
need to restrict our understanding of the emotive domain in such a manner.
Table 9 provides an overview of how one could analyze the emotive elements in our empirical data
from the critical realism and agential realism perspectives. In this table we have analyzed the same pre roll
out practices as in Table 8 and in addition we also include post roll out practices. We show the results of
the analysis according to a critical realism and agential realism perspective side-by-side in order to
demonstrate the similarities and differences.
From Table 9, we see that, while there are obvious differences, both approaches are adequate for
examining the emotive domain unfolding in our two cases. Both the critical and agential realism
Table 9
Illustrative comparison of applying two approaches to develop emotions in sociomateriality.
Empirical observation
Critical realism
Agential realism
172
approaches can expose the emerging felt quality of particular sociomaterial congurations, even while
they go about analyzing the emergence of this felt quality in distinct ways. A critical realism approach
allows for the teasing out of clearly separable elements of material affect, human emotions and social
emotionologies; these are then observed coming together in particular ways through the joint acting of
human and machine agencies. An agential realism approach emphasizes the overall felt quality of the
actornetwork or sociomaterial conguration, but can also accommodate the examination of how
boundaries between humans, machines and social aspects, as well as their emotions, affective qualities
and emotionologies, are drawn in practice. Comparing these analyses to the ones given in Table 8 provides
descriptions that are both accurate and animated, presenting the world in its full colors. Importantly, this
can be done while staying true to the foundations of sociomaterial theorizing (i.e., without re-introducing
the dualism between the social and the material, and importantly also, without creating another dualism
between the subjective and objective). We discuss this more fully in the next section.
6. Discussion
We began this paper by outlining the differences between two sociomaterial perspectives (mangle of
practice and actornetwork theory) to illustrate the diversity in this new line of theorizing. It has been
argued that the choice of theoretical foundation will have a practical inuence on the kind of empirical
study undertaken, and consequently, on the kinds of contributions made to the study of sociomateriality
(Leonardi, 2013: 74). Our comparison of the two perspectives/foundations in Table 1, in line with previous
comparisons (Leonardi, 2013), showed that there are considerable differences in how various elements
are conceptualized, the kind of aspects the perspectives emphasize and obscure and, correspondingly, the
kinds of overall contributions the perspectives can make. Moving beyond the specic perspectives of MOP
and ANT, we also discussed broader philosophical differences between critical realism and agential realism
(Leonardi, 2013). While critical realism emphasizes the joint working of human and non-human agency
and can showcase the temporal emergence of particular sociomaterial congurations, agential realism is
more suited towards understanding sociomaterial practices and their performativity (i.e., the idea that
everything we see as a social or a technical consequence is actually a function of sociomaterial practices).
However, while both perspectives are useful for analyzing our data (as illustrated in Table 8), and can help
overcome the longstanding dualism of the social and the technical in IS research (Latour, 2005; Leonardi &
Barley, 2008; Orlikowski & Scott, 2008; Pickering, 1995), the exclusion of emotions limits our
understanding of the cases as they are experienced in practice. Both perspectives, therefore, contribute
to the continued prevalence of the dualism between subjectiveemotional and objectivecognitive
(Thompson, 2012). We argue that this is problematic both from a theoretical and practical point of view,
as we discuss next.
Table 9 demonstrates how emotional elements can be included in both an agential realist and critical
realist sociomaterial account. This is further shown in more abstract terms in Fig. 1 below. This gure
indicates that the mangling or imbrication of human and non-human agencies can be described, not just in
terms of plans, intentions and constraints, but also in terms of human emotions, social emotionologies and
material affects (Panel B). Similarly, the dynamics of an actornetwork theory or a sociomaterial practice
can be described, not just in terms of actants, enrolments, etc., but also in terms of the overall felt quality of
the network/practice (Panel A). The two approaches, therefore, provide researchers with the capability to
analyze, describe and explain sociomaterial congurations in a more nuanced way, including the full
spectrum of what actually transpires in an encounter between manifold beings (Thrift, 2008).
Interestingly, a sociomaterial perspective on emotions also allows us to theorize about those emotive
characteristics that are typically black-boxed or excluded in studies of emotions (e.g., the overall felt
quality of a sociomaterial association or material affect). By seeing emotions as a purely subjective or
intersubjective phenomena, researchers from all paradigms and perspectives miss out on much of what
characterizes our being-in-the-world (cf. Ciborra, 2006).
While there are some subtle differences, therefore, in terms of how emotions are examined and
interpreted depending on the particular theoretical foundation selected, the main point of our analysis is
to demonstrate how emotions can be added to sociomaterial theorizing without reverting to the
traditional mind/body dualism. From all sociomaterial perspectives, emotions can be treated as practices
(i.e., something that we do rather than something that we simply feel as an afterthought of some event
173
Fig. 1. Possible inclusion of emotions into key theoretical foundations for sociomateriality.
(Adapted from Leonardi, 2013)
that is a product of our mind's interpretations of that event). Others have similarly argued for an
emotion-as-practice perspective, examining emotional practices as socially contingent and as performative in the sense that putting a name on a practice (e.g., this is horrible) produces the experience
(Scheer, 2012). However, the sociomaterial perspective alerts us to the idea that emotional practices are
not only socially contingent but also materially contingent. Gherardi (2012) introduces the idea that
practices take place in an equipped context, with material objects fundamentally part of the practice. This
allows those involved in the practice to appear to practice effortlessly because objects are ready-to-hand,
as with a doctor with a stethoscope always around his/her neck. However, we would argue that the
context is not only equipped in the sense of functionalityallowing people to do the work at handbut
also equipped in the sense that it can produce emotional experiences, so that the stethoscope, as part of
the practice of treating patients, has affective and emotionological properties as well as goal-oriented
properties.
This emotional sociomaterial practice view, then, directs our attention as researchers away from trying
to discover the truth about particular emotional experiences associated with, for example, IT
implementation, to focusing our attention on what people are doing when they say they experience
certain emotions. It is in the sociomaterial practice, which includes the social scripts that allow us to put a
name on certain feelings, and the social objects, which carry emotionological meanings, that subjectivities
are produced and reproduced. As Bourdieu (1990: 53) indicated, stimuli (like a new IT package) only
elicit emotional responses when they encounter agents conditioned to recognize these. Paying more
attention to the emotional aspect (including both affect and emotionologies) of practices can therefore
help us to further unpack the embodied and socially and materially contingent aspect of our experience as
feeling subjects with biographical awareness (Thompson, 2012).
174
7. Conclusion
Sociomateriality offers considerable promise for researchers who want to examine IT implementation
and use as emergent. It allows for the tracing of the practices and outcomes of implementation and use to
relationships between social and material things and the exploration of how, in a particular context, these
relations produce a more or less expertly choreographed performance. Our analysis of a particular instance
of such practice (introducing a new IT tool for completing annual activity reports in university settings)
demonstrated how two different ontological views of sociomaterial relations were equally useful in terms
of enabling us to see the emergence, with both encouraging us to refrain from either overly social or overly
technical accounts. However, we also showed how both accounts remained rather at, in that they missed
out the essence of the situatedeness or being-in-the-world of the practice or, as we have named it the
felt quality of practice. We demonstrated that, without reverting to a personalized view of emotions as
something purely individual, it is possible to include an emotional register in our sociomaterial theorizing;
this, we argue, brings the account to life. By introducing this felt quality of practice we contend that, not
only is our theorizing improved, but the relevance of our research in enhanced. Thus, without explicit
attention to this felt quality, we might more readily throw new objects into a context, forgetting that
every context is not a neutral container, but an equipped context (Gherardi, 2012). Injecting or removing
new objects into any context, therefore, not only changes the extent to which the environment is prepared
for competent practice, but also relationally produces a new felt qualityone that might well include
negative emotions that can stabilize around a particular sociomaterial assemblage and so make it
extremely difcult for a productive practice to emerge.
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