元分析方法
一、课程简介/Course Description
本课程是工商管理和公共管理专业研究生以及管理学大类本研贯通本科生的方法选修课程。本课程旨在帮助学生掌握元分析方法,能够使用相关数据分析工具开展定量文献综述和实证研究系统回顾。主要内容包括元分析概述和研究流程、元分析的选题和理论创新、元分析的编码和发表偏差检验、元分析的估计模型和整合策略、双变量关系元分析、多变量关系元分析、基于结构方程模型的元分析、中介效应元分析、调节效应元分析、被中介的调节效应元分析、被调节的中介效应元分析等内容。
This course is a methodology elective for graduate students in business administration and public administration, as well as for undergraduate students pursuing graduate studies in management. The course aims to help students master meta-analytic methods and be able to conduct quantitative literature reviews and empirical research systematic reviews using relevant data analysis tools. The main contents include overview of meta-analysis and research process, topic selection and theoretical innovation of meta-analysis, coding and publication bias test of meta-analysis, estimation model and integration strategy of meta-analysis, bivariate relationship meta-analysis, multivariate relationship meta-analysis, meta-analysis based on structural equation modeling, mediated effects meta-analysis, moderating effects meta-analysis, mediated moderating effects meta-analysis, mediated moderating effects meta-analysis, and so on.
二、课程目标与任务/Course Objectives and Tasks
本课程的目标与任务如下:
1、知识体系目标:掌握元分析的基本原理、选题和创新策略和实施步骤,能够独立开展元分析研究设计;
2、分析能力目标:熟悉元分析编码的要点以及发表偏差检验的基本方法,能够熟练使用元分析软件进行编码者一致性评价和发表偏差检验;
3、应用能力目标:能够独立完成元分析研究,熟练使用元分析软件开展双变量、多变量关系检验,能够开展中介和调节效应元分析;
4、情感素养目标:通过对国内外元分析方法的掌握以及元分析文献的阅读,理解中国企业目前面临的机遇、挑战及其解决策略,培养学生的国际视野、本土情怀和责任意识。
The objectives and tasks of this course are as follows:
1. Knowledge ability goal: Master the basic principles of meta-analysis, topic selection and innovation strategies and implementation steps, and be able to independently carry out meta-analysis research design;
2. Analysis ability goal: To be familiar with the main points of meta-analysis coding and the basic method of publication bias test, able to skillfully use meta-analysis software for coder consistency evaluation and publication bias test;
3. Application ability goal: To be able to independently complete the meta-analysis research, skilled use of meta-analysis software to carry out bivariate and multivariate relationship tests, and to be able to carry out mediation and moderating effects meta-analysis;
4. Emotional literacy objectives: Through the mastery of meta-analysis methods and the reading of meta-analysis literature, to understand the opportunities and challenges that Chinese enterprises are currently facing and their solution strategies, and to cultivate students' international vision, local sentiment and sense of responsibility.
三、教学方法/Teaching Methods
本课程采用的教学方法包括课堂讲授、上机操作、案例讨论、小组汇报、线上视频和互动讨论、课后作业等。除了课堂多媒体讲授外,课堂上还要求学生自带电脑进行元分析软件的上机操作,提升学生对元分析方法的掌握程度;课堂上会开展案例讨论和小组汇报,要求学生选取本领域顶刊上的元分析论文进行汇报讲解和交流;此外学生还可以通过课后观看学习通线上视频和互动讨论的方式对所学知识点进行巩固;最后学生需要完成一篇完整的元分析论文作业。
The teaching methods used in this course include classroom lectures, practical exercises, case discussions, group debriefings, online videos and interactive discussions, and post-course assignments. In addition to classroom multimedia lectures, students are required to bring their own computers to operate the meta-analysis software in the classroom to enhance their mastery of meta-analysis methods; case discussions and group reports will be carried out in the classroom, and students are required to select meta-analysis papers in the top journals of the field for reporting, explanation and exchanges; in addition, students can also consolidate the knowledge they have learned by watching the Learning Channel online videos and interactive discussions after class; Finally, students are required to complete a full meta-analysis paper assignment.
四、课程特色/Course Features
目前元分析在临床医学领域开展的比较多,比如询证医学、询证社会科学等课程,国内管理学领域开设此课程的院校较少。在课程体系设计上,本课程需要突出管理研究中的元分析研究与方法特色。由于元分析中往往会涉及较多统计学知识和较为繁琐的推导过程,而管理学元分析研究更加注重元分析方法的应用,故本课程在设计上突出了元分析方法的应用和实操。在课堂上,学生们可以通过大量研究案例以及软件的实际操作,快速掌握元分析的整个过程。同时,通过学生们对国内外顶刊元分析论文的分组汇报,提升大家对元分析研究要点的把握以及对元分析实施流程的理解程度。最后,学生们也可以通过元分析作业的练习,增加对管理学研究中的元分析方法的掌握程度。
At present, meta-analysis is carried out more in the field of clinical medicine, such as evidence-based medicine, evidence-based social science and other courses, and fewer institutions in the field of management studies in China offer this course. In the design of the course system, this course needs to highlight the characteristics of meta-analysis research and methods in management research. Since meta-analysis often involves more statistical knowledge and more cumbersome derivation process, and management meta-analysis research pays more attention to the application of meta-analysis methods, so this course is designed to highlight the application of meta-analysis methods and practical exercises. In the classroom, students can quickly master the whole process of meta-analysis through a large number of research cases and the practical operation of software. At the same time, through the students' group report on the meta-analysis papers in the top journals, they can improve their grasp of the key points of meta-analysis research and their understanding of the implementation process of meta-analysis. Finally, students can also increase their mastery of meta-analysis methods in management research through the practice of meta-analysis assignments.
五、相关课程/Related Courses
管理研究方法I、管理研究方法II、管理研究方法论、管理实证研究方法
Management Research Methods I/II, Management Research Methodology, Empirical Research Methods in Management
六、参考教材/Reference
卫旭华. 组织与管理研究中的元分析方法[M]. 北京: 科学出版社, 2021.
Wei, Xuhua. Meta-analysis Methods in Organization and Management Research [M]. Beijing: Science Press, 2021.
七、课程软件/Course Software
本课程采用兰州大学管理学院卫旭华教授基于VBA环境开发的智能元分析(Smart Meta-analysis, SMA)软件展开教学工作。该软件是出于智能易用目标而开发的开放获取国产元分析(Meta-analysis)软件,已经发布了V1.0(2024年7月6日发布)、V1.1(2024年11月9日)、V1.2(2025年11月8日)三个版本,可在Windows和Mac系统下稳定运行,其统计原理已在本课程配套教材中详细披露。智能元分析(Smart Meta-analysis,SMA)软件可以实现元分析效应值数据录入(包含各类效应值数据录入、编码及转换)、数据核查(含数据逻辑核查、信度数据核查、测量误差修正)、发表偏差检验(含漏斗图、Egger检验、失安全系数、P-Curve等)和多种类型的变量关系分析(包括双变量关系元分析、曲线关系元分析、元分析结构方程模型、中介效应元分析、调节效应元分析、被调节的中介效应元分析、蒙特卡洛置信区间估计、横断历史元分析、相对权重分析)等功能。学生可以通过启用宏的EXCEL运行SMA,其整体大小只有500K,是一款功能丰富、内存占用小、无需安装的元分析软件。
This course uses the Smart Meta-analysis (SMA) software developed by Professor Xuhua Wei of the School of Management, Lanzhou University, based on the VBA environment. Developed with the goal of being intelligent and user-friendly, SMA is an open-access, domestically developed meta-analysis software package. Three versions have been released: V1.0 on July 6, 2024, V1.1 on November 9, 2024, and V1.2 on November 8, 2025. The software runs stably on both Windows and Mac systems, and its statistical principles are detailed in the course textbook. The Smart Meta-analysis (SMA) software supports meta-analytic effect size data entry, including the effect size data input, coding, and conversion of various types of effect size data; data checking, including logical data checks, reliability data checks, and correction for measurement error; publication bias tests, including funnel plots, Egger’s test, fail-safe N, and P-Curve; and multiple types of variable relationship analyses. These include bivariate meta-analysis, curvilinear relationship meta-analysis, meta-analytic structural equation modeling, meta-analysis of mediation effects, meta-analysis of moderation effects, meta-analysis of moderated mediation effects, Monte Carlo confidence interval estimation, cross-temporal meta-analysis, and relative weight analysis. Students can run SMA in macro-enabled Excel. With an overall file size of only 500 KB, SMA is a feature-rich meta-analysis software package that requires little memory and no installation.

