Jonathan A. Morell, Ph.D.

 
Morell, J.A. (2005) Why are there unintended consequences of program action, and what are the implications for doing evaluation? American Journal of Evaluation , 26, 4, 444 - 463
Morell, J.A. (2005) Product evaluation Encyclopedia Of Evaluation   Sandra Mathison, Ed. Sage Publications, Thousand Oaks CA  
Morell, J.A. (2005) Complex adaptive systems Encyclopedia Of Evaluation   Sandra Mathison, Ed. Sage Publications, Thousand Oaks CA  

Morell, J. A. (2004) Evaluating the Impact of Electronic Business Systems: Lessons Learned from Three Cases at the Defense Logistics Agency, Acquisition Review Quarterly 1, 3-24   abstract

Morell, J. A. (2003) Evaluating the impact of an electronic business system in a complex organizational setting: the case of Central Contractor Registration, Evaluation and Program Planning 26, 4 , 429-440 abstract
Morell, J.A (2000) Internal evaluation: A synthesis of traditional methods and industrial engineering . American Journal of Evaluation 1, 41-52 summary

Morell, J.A. and Brown, M. E. (1999) Business-to-Business EC Activity in Small Manufacturers Journal of Electronic Commerce 12 #2, article

Morell, J.A., and Hetzner, W.A. (1998) Creating Support Web Sites: What Worked, What Didn't, and Why   EDI Forum: The Journal of Electronic Commerce  11, 3, 42 - 47 article.pdf 500K
Morell J. A. (1997) Metrics and Models for the Evaluation of Supply Chain Integration EDI Forum, 10, 1, 14-23 article
Morell, J.A., and Stewart S (1996) Standards development for information technology: Best practices for the United States chapter in Developing Standards for the National Information Superhighway MIT press
Morell J.A (1996) Guest Editorial: Thinking about best practices for standards" StandardView 4,1,1-3, ACM, New York article.pdf 30K
Morell, J.A., Neal R.W., and Fries V. (1995) EDI: A Double-Edged Sword"   Actionline, Nov. 40-43
Morell, J. A., Neal, W., and Fries, V. (1995) Making Electronic data interchange: Add value to small and medium sized manufacturing V. Electronic Markets 16/17, 9-10 abstract
Morell, J.A. (1995) The Role of Information Technology in Strategies for Organisational Improvement  International Journal of Computer Applications in Technology 8, 1-2, 103 - 106 article.html

Morell, J.A. (1995) Integrating technological change into planning: The case for an Interdisciplinary perspective   Socio-Economic Planning Sciences 219-226 abstract

Morell, J. and and Stewart, S. L. (1994) Best Practices for IT Standards Development -- Toward Discovery and Application IEEE Standards Bearer 8,4, 4 - 5
Morell, J.A. (1994) Standards and the market acceptance ofiInformation technology: An exploration of relationships  Computer Standards and Interfaces 16: 321-329   article.pdf 190K
Morell, J.A. (1992) Industrial productivity: New perspectives for a traditionally trained evaluator  Evaluation Practice, 13, 2, 125 134)   article.pdf .30K
Morell, J.A .(1991) Modernizing information systems:  A comparison of scientific and technological research perspectives Evaluation and Program Planning 14,391-395 article.pdf 30K
Fleisher, M. and Morell, J.A (1991) The impact of computer systems: Revolution or incremental change?"  chapter 1 in: J. Morell and M. Fleischer (eds)   Advances in the Implementation and Impact of Computer Systems JAI publications, Greenwich CT
Rogers, G.O.,  Sorensen, J.H.  and Morell, J.A (1991) Using information systems in emergency managemen  in: J. Morell and M. Fleischer (eds) Advances in the Implementation and Impact of Computer Systems   JAI publications, Greenwich CT.

Morell J.A. and Sutherland,D. (1990) Managerial employment and iInformation technology - An exploration of organizationaldynamics  Office System Research Association Journal Spring, 15 - 25

Morell, J. A. (1990) Evaluation - Status of a loose coalition Evaluation Practice 11,3, 213 - 219 Introduction
Morell, J .A. (1990) The impact of information technology on research  Computers in Social Science, 2, 255 - 271 JAI Press, Greenwich CT abstract
Morell, J.A. and  Fleisher, M. (1988) "The use of office automation by managers - How much and to what purpose?"  Information and Management   14, 205 - 210 abstract article.pdf 1Meg
Morell, J.A., and Fleisher, M. (1988) Managers and office automation: A framework for understanding potential  Office Systems Research Journal 7, 1, 19 - 25 article.pdf 40K
Fleisher, M. and J. A. Morell, (1988)The use of office automation by managers:  A survey  Information Management Review 4, 1, 29 - 40
Morell, J. A. Planning in prevention: Implications from a general model chapter 1 pages 9-20 in Jared Hermalin and Jonathan A. Morell Prevention Planning in Mental Health 1987, Sage Publications
Morell, J. A.  and  J. Leemon (1987) Assessment of an effort to integrate computer  functions in an engineering design firm Data Base 18, 2 17-21
Morell, J. A. (1986) Why should community psychologists be concerned with new generation information technologies? The Community Psychologist 19,2, 20
Fleischer M. and Morell, J. A. (1985) The organizational and managerial consequences of computer technology Computers in Human Behavior 1. 83 - 93 Pergamon Press abstract article.pdf 750K

Morell, J. A., and Weirich, T. W. (1983) Determining the costs of evaluation: Principels from mental health chapter 6 pages 81-100 in The Costs of Evaluation eds Marvin C. Alkin and Lewis C. Solomon Sage, Thousand Oaks CA

Morell, J. A. (1982) Threats to the utility of social science American Behavioral Scientist 26, 2, 265 - 280 Introduction

Morell, J. A., (1981) Evaluation in prevention: Implications from a general model Prevention in Human Services . 1, 7 - 44 abstract

Morell, J. A. (1979) Follow-up research as an evaluation strategy chapter 9, pages 217-248 in Theodore Abramson, Carol Kehr Tittle and Lee Cohen Handbook of Vocational and Educationa Evaluation Sage, 1979 abstract

Morell J.A. (1979) Program evaluation In social research Pergamon Press 1979 Table of Contents & Preface Chapter 5 Evaluation As Social Technology 90K

Morell, J. A. Evaluating outcome in correctional drug abuse rehabilitation programs Chapter 4 pages 79 - 104 in Jerome J. Platt, Christina Labate and Robert J. Wicks, eds. Evaluative Research in Correctional Drug Abuse Treatment Lexington Books
Flaherty, E. W., and Morell, J. A. (1978) Evaluation: manifestations of a new field Evaluation and Program Planning 1, 1-10 abstract article.pdf 1.2meg

Morell, J.A., Hanssen, C., Thompson, D., Wallace, R. and Wygant, B. (2006) Confidential Close Call Reporting in the Railroad Industry: A Literature Review to Inform Evaluation, Federal Railroad Administration

Morell, J.A. (ongoing) Intellectual property piracy assessment of entertainment software project description

Morell, J.A., (2003) Hetzner, W., Nicholas, F., and Geth, R.Final report for DLA aging aircraft initiative: Managing low volume parts report.pdf 800K 

Andrea, D. J., and Morell, J.A (2003) Revenue and financial margin life cycle management . Center for Automotive Research, Management Briefing Seminar, Traverse City MI. August, report.pdf 220K

Morell, J.A., and Andrea, D. (2003) Process efficiency and design rework at early stages of the vehicle product life cycle executive summary.pdf report.pdf 450K

Morell, J.A., Swiecki, B.F., and Andrea, D.J. (2002) Computer assisted collaboration in the automotive industry : What are the complex problems and how are decisions made? Center for Automotive Research, The Altarum Institute November summary.pdf report.pdf 200K

Morell, J.A., Swiecki, B.F., and Andrea, D.J. (2002) Automotive suppliers and the revenue acquisition process: What's working, and what's not? summary.pdf  report.pdf 430K

Morell, J.A., Swiecki, B.F (2002) E-readiness of the automotive supply chain: Just how wired is the supplier sector? The middle view up and down the supply chain   (Second in the series, focus on mid-tier suppliers) report.pdf 360K

Morell, J.A., Swiecki, B.F (2001) E-readiness of the automotive supply chain: Just how wired is the supplier sector?   (First in the series, focus on first tier suppliers) report .pdf 370K

Morell, J.A., and Phelps, T.A. (2000) A Review of Interoperability Issues In the Automotive Industry : A White Paper produced for NACFAM   report.pdf 110K

Kohler, R.E., Morell, J.A. and Hetzner, W. Delphi requirements analysis for the defense sustainment consortium report-pdf 100K report-html
Morell, J.A. et .al. (1999) Evaluation of the DoD's Electronic Commerce Resource Centers project description executive summary.pdf report.pdf (1.8 meg)
J.A. Morell, et. al. (1997) Evaluation of Simulation for CNC Training in a Community College Setting  project description
Morell, J.A. Virtual Focus Group - How will electronic commerce affect small and medium sized manufacturers? report
Morell, J.A Web (1996) Use by manufacturing consultants  -  The case of field agents in the NIST/MEP System . report
Morell J.A, Neal W., and Fries V. (1995) EDI use in 255 manufacturing firms - A survey   summary.htm report.pdf 100K questionnaire.pdf 75K
Morell, J. A. (1992) Improving the deployment of open system technology: European lessons from the Manufacturing Automation Protocol Introduction full report.pdf (1.7 meg)
Morell, J.A. (1987) Personal and organizational consequences of microcomputer use in the naval military personnel command Oak Ridge National Laboratory TM-10498, abstract
Morell, J. A. (1985) A Review of Social Science Perspectives on Event Classification and Offsite Notification in the Nuclear Industry Report prepared for the Oak Ridge National Laboratory as part of work for the Nuclear Regulatory Commission NRC FIN #BO-490
Conference and Technical Presentations
Morell, J.A. (2006) Why are there unintended consequences, and what are the implications for doing evaluation? (Presentations at Michigan State University and the University of Montreal - part of a research program to collect cases.) presentation slides.pdf
Morell, J.A. (2005) Ignoring evaluation as adaptive behavior: Using multiple evaluations to shift rational choice  Joint Meeting of the American Evaluation Association and Canadian Evaluation Society Totonto, Oct 24th - 30th  presentation slides.pdf
Morell, J.A. (2005) Contending With unintended consequences: Theory and practice for evaluation   Joint Meeting of the American Evaluation Association and Canadian Evaluation Society Totonto, Oct 24th - 30th   panel description
Morell, J.A. (2005 ) Why are there unintended consequences, and what are the implications for doing evaluation? Joint Meeting of the American Evaluation Association and Canadian Evaluation Society Totonto, Oct 24th - 30th  presentation slides.pdf
Schroeter, D.C. and Morell, J.A. (2005) Criteria for evaluating program sustainability within a multi-site context: A longitudinal approach  Joint Meeting of the American Evaluation Association and Canadian Evaluation Society Totonto,  Oct 24th - 30th
Morell, J.A. (2004) Evaluation in business and industry: Drawing parallels with other forms of evalution Presidential Strand Address American Evaluation Association,  Atlanta GA,  November 3-6, slides.pdf 40K
Morell, J.A. (2004) Evaluating sustainability: A view informed by complex adaptive systems American Evaluation Association,  Atlanta GA,  November 3-6,   presentation slides.pdf  
Morell, J.A. (2003) Measuring the impact of information technology and electronic business systems in government settings American Evaluation Association, Reno NV Oct. 6-9,   presentation.pdf 200K

Morell, J.A. (2003) System behavior in the programs we evaluate: Implications for theory, measurement, and methodology American Evaluation Association Reno NV Oct. 6-9, panel summary   Morell's presentation slides.pdf 100K   The Case of Aardvark Health Systems.pdf 140K

Andrea, D., Morell, J.A., and Swiecki, B. (2002) Event management in automotive supply chains: People, systems, and decisions technical presentation The Altarum Institute slides.pdf 106K
Morell, J.A. (2002) Complex system theory as an approach to building evaluation theory American Evaluation Association Arlington VA Nov 6-10 panel summary   slides.pdf 90K
Morell, J.A. (2002) Metrics development: Lessons learned from work with the defense E-Business program June 12, Integrated Acquisiton Enviroment, Defense Logistics Agency slides.pdf 200K

Morell, J.A., McAlinden, S., Phelps, T., and Swiecki, G. (2002) Automotive suppliers and E-Business: Co-evolution and the shape of the future E-Automotive Summit, Aug. 3 - 5, Pasadena CA 2001 slides.pdf 340K

Morell, J.A., Spicknall, M. and Bongiorni, B. (1999) Empirical data for better technology investment decisions American Evaluation Association, Chicago IL. brief description slides.pdf 1.4 meg

Morell, J.A. (1999) Making the right choices for supply chain management: How to develop a practical strategy to meet business objectives CASA/SME Oct. 22, 1999 slides.pdf 50K

Morell, J.A. (1997) Internal evaluation: A synthesis of traditional methods and industrial engineering American Evaluation Association, San Diego CA Nov 5 - 8  summary

Morell, J.A. (1992) Productivity improvement in knowledge intensive organizations: Integrating the physical, social, and informational environments Workshop sponsored by the Steelcase Corporation, Grand Rapids MI ITI TR-92-01

Morell, J.A. (1992) Measuring the impact of knowledge work on organizational productivity workshop at the Industrial Technology Institute, 1992 summary presentation

Morell, J.A. (1992) Promoting technology deployment  Proceedings of the DARPA workshop: Information Technology and Concurrent Engineering June 8 - 12

Morell, J.A. New standards requirements to support enterprise integration in the automotive and electronics sectors project description

Morell, J. A. (1990) Evaluation - status of a loose coalition Keynote Address, Eastern Evaluation Research Society, Villanova University,

Morell, J. A., Tornatzky, L. G., and Behm, J. (1990) CASE (Computer Aided Software Engineering) Implementation: Dynamics Through the Technology Life Cycle Software Engineering Institute, Carnegie Mellon University, Nov. 13, introduction

Morell, J.A. ( 1988) Diffusion of iInformation through iInformation centers" annual meeting of the Office Systems Research Association

Fleisher, M and Morell, J. A. (1986) Managers as information technology end users International Congress on Technology and Technology Exchange abstract

Fleisher, M.  and  Morell, J.A. (1986) Managers as information technology end users  Proceedings of the International Congress of Technology and  Technology Exchange , October 6-8, Pittsburgh, Pennsylvania
Technical Assistance, Knowledge Transfer and Teaching
Web-Based
Manufacturing Information Resource Locator     a Web-based technical assistance system for MEP field agents
Electronic Commerce   section  --  Manufacturing Information Resource Locator 
Managing Business Change:    A self-help guide with tools and checklists
Hard Copy
Implementing EDI With Your Suppliers, 2 day course developed for the Automotive Industry Action Group
Electronic Commerce for Non-technical Managers: The Business Perspective, 1 day course developed for Thompson Electronic Commerce Resources
Electronic Commerce for Non-technical Managers: The Technological Perspective, 1 day course developed for Thompson Electronic Commerce Resources
mplementation and Managing  Change:  A Guide for Assessing Information Technology, (Morell, J. A.,  R. Gryder, and  Fleisher, M  1987, Oak Ridge National Laboratory, Oak Ridge TN ORNL TM-10520
Teaching
As Professor and Associate Director of the graduate program in Evaluation at the Hahnemann Medical College, I taught many evaluation and evaluation related courses
Editorial and Advisory Activity
Editorial Work
America Editor International Journal of Electronic Business Inderscience
Associate Editor for Electronic Commerce for the International Journal of Services Technology Management Inderscience
Editor -in-Chief Evaluation and Program Planning Elsevier
Editorial Board StandardView 1995 - 1998 ACM
Editor, Best Practices in the Development of Standards for Information Technology special issue of StandardView
Editor, Electronic Commerce in Manufacturing and Transportation special issue of EDI Forum
Editor annual volume Advances in the impact and implementation of computer systems 1991-2 JAI press
Editorial board research annual Social Science and Computers 1991JAI press
Editorial Board Executive newsletter on Computer Aided Software Engineering 1990-91
Editorial Board Knowledge in Society 1988-94
Ms. Reviewer Computers in Human Behavior 1987-1990
Grant Advisory Committees
e-Health Technology Initiative, Robert Wood Johnson Foundation
State Technology Evaluation, U.S. Department of Education
Professional Association Activity -- American Evaluation Association
Ringleader -- Topical Interest Group Systems in Evaluation
Chair, Electronic Communications Committee
Active member and various leadership positions in Topical Interest Groups: Business and Industry; Research, Technology & Development; International and Cross Cultural
Winner, Marcus Ingle Distinguished Service Award
President, Eastern Evaluation Research Association


Ponderings -- Unpublished Papers on Topics of Interest

Why Are There Unintended Consequences, and What are the Implications for Doing Evaluation?

Unintended consequences are discussed in terms of root causes and evaluation tactics for consequences that are unforeseen and for those that are unforeseeable. Complete document.pdf 170K.

A Model for Evaluating Distance Education

Distance education (DE) refers to the use of digital, networking, and telecommunications technologies to provide education while allowing geographical separation between teachers and students. Any single evaluation of DE is an inquiry into the impact of a specific program on a well defined group of students. In the aggregate, however, different evaluations can be combined to yield an overall sense of DE's impact on the educational process. Complete document

Why do hospitals coordiante activities as they do? Or: What I learned from my hip surgery

Much of my professional work deals with coordination among trading partners in business settings. Thanks to having my artificial hip overhauled, I became motivated to apply my interest in coordination to hospital settings. After all, one needs something to occupy the mind when lying in a bed and restricted at home. The explanation of instances of loose and tight coordination invokes four concepts:

System Design -- Requirements, Complexity, and Cost

The Problem Systems that meet relatively small numbers of requirements will usually give people most of what they need. (If not most of what they want.) But people, many of whom should know better, insist on having it all, and thus doom themselves to building systems that fail. Either the systems are built and do not perform to expectations, or they never get finished. Why is this so, and how can people be brought to appreciate the "requirements trap"? Complete document

Choosing Priorities for Evaluation

How can evaluation priorities be chosen by considering shifts in goals over time, shifts in program structure over time, and time lines for observing worthwhile impact? Complete document

How to Evaluate Conferences

This document provides a map how I approach the task of evaluating conferences. It deals with three broad issues. Who provides data? What data do we need? How should the data be collected? Important domains for assessment are:

  • Attendees: knowledge transfer, networking, and expectations
  • Exhibitors: business leads, solidify existing customer relationships ,derive information on markets and customer needs , intelligence on the competition , and raising corporate profile.
  • Sponsors: number and type of attendees, number and type of exhibitors , financials, content , impact on key individuals,and impact on stakeholder groups.
  • Complete document

Criteria For Choosing Cases to Study Information Flow in Automotive Supply Chains

The task is to select three case studies to ..."be performed of integration projects in supply chain operations." Key to success is choosing only three cases that will cover as broad a range of integration in automotive supply chains as possible.

  • Closeness of interaction among trading partners
  • Complexity of the supply chain
  • Complete document

Trends in Automotive Supply Chains and Their Implications for Enterprise Integration

From end-user to lower tier suppliers, changes are taking place which have implications for enterprise integration

  • Vehicle customization
  • Consolidation at the dealer level
  • Lean service and aftermarket business
  • Global sourcing
  • Closer coordination between OEMs and suppliers
  • First tier consolidation / continued reliance by OEMs on outsourcing for design and production
  • First tiers will increase pressure on their suppliers for closer coordination
  • Complete document

Where Might Standards Further Enterprise Integration? Analysis of Likely Possibilities

The challenge is to improve enterprise integration, i.e. to move supply chains towards the goal of timely, appropriate, and seamless information flow among trading partners. While the true nature of the problem will have to await empirical investigation, we do have a sense of where the problems will be found. They fall into two domains (Strictly speaking, there is an intermediate category wherein a computer works at one end and a person at the other. But the existence of this category does not change the fundamental dynamics which are described here.)

  • machine generated, machine read, and
  • person generated, person read.

In each case difficulties will undoubtedly be resolved through some combination of standards, technology (e.g. translation software), and labor (e.g. using people to organize information). Our task is to assess the problems and to determine the role of standards in developing solutions. Complete document