Data for: Servitization: A contemporary thematic review of four major research streams

Servitization: A contemporary thematic review of four major research streams Web appendix Relevant literature was identified through undertaking a keyword search, based on the research team’s knowledge of the topic (Transfield et al., 2003). The following terms were used: ‘after-sales services’, ‘industrial services’, ‘product-related services’, ‘product-service system’, ‘servitization’, ‘servitisation’ ‘servicification’, ‘service infusion’, ‘solutions’ and ‘transition from product to services.’ To conduct the search, the Scopus database was used, using title, abstract and keyword fields, searching the ‘Business, Management & Accounting’ subject area. Transfield et al. (2003) note the importance of only including work that meets all the inclusion criteria and which manifests none of the exclusion criteria. For this study, four criteria were applied. First, research fully published between January 2005 and December 2017 (inclusive) was selected to ensure that the review was both contemporary and comprehensive, since it is within this period that most papers have been published (Baines et al., 2017). Second, papers were selected in journals which were in the Academic Journal Guide (AJG) , thereby excluding journals from other disciplines and books/conference papers. Third, papers were published in journals ranked at least 2* by the AJG to ensure that only work that met a high quality threshold was included (according to the AJG, journals ranked 2* and above publish original research). Fourth, papers were selected that focused on manufacturers’ services and solutions, as the term ‘solution’, in particular, is sometimes used in other contexts. 272 papers provisionally met these search criteria and were retrieved, and two of the research team then read the abstracts of these papers. As Transfield et al. (2003) find, decisions regarding inclusion and exclusion remain relatively subjective and when an abstract was ambiguous (in terms of what the paper was about), the full paper was read by the research team members and a decision made about whether it should be included. This was particularly the case for the fourth criterion; that is, whether papers about ‘solutions’ were concerning this topic, or some other aspect of manufacturing. At this point, 65 papers were removed due to little focus on the core topic. The authors reviewed the list of papers from this search to ensure its completeness, and through a snowballing approach (Greenhalgh and Peacock, 2005), considered other papers in the original sample’s references and subsequent papers that referenced the original sample’s papers. Using Google Scholar, 12 additional papers were added to the final list at this point; eight through backward and four through forward snowballing. In total, 219 papers met all the criteria for inclusion in the review.服务化（Servitization）：四大研究脉络的当代主题综述 网络附录 相关文献的筛选依托关键词检索完成，研究团队基于对该主题的既有认知确定检索词（Transfield等人，2003）。本次检索采用的关键词包括："售后服务（after-sales services）"、"工业服务（industrial services）"、"产品关联服务（product-related services）"、"产品服务系统（product-service system）"、"服务化（servitization）"、"服务化（servitisation）"、"服务化（servicification）"、"服务注入（service infusion）"、"解决方案（solutions）"以及"产品向服务转型（transition from product to services）"。 本次检索依托Scopus数据库，检索范围涵盖标题、摘要与关键词字段，限定检索领域为"商业、管理与会计学（Business, Management & Accounting）"。Transfield等人（2003）指出，仅纳入完全符合所有纳入标准且未触及任何排除标准的研究成果至关重要。 本研究共设置四项筛选标准：其一，纳入2005年1月至2017年12月（含首尾月份）正式发表的文献，以确保综述兼具时效性与全面性——该时段亦是绝大多数相关论文的发表周期（Baines等人，2017）；其二，仅纳入《学术期刊指南》（Academic Journal Guide, AJG）收录的期刊论文，以此排除其他学科期刊及专著、会议论文；其三，仅纳入《学术期刊指南》（AJG）评级不低于2*的期刊论文，以确保所纳入研究均达到高质量门槛（依据AJG标准，评级2*及以上的期刊刊载原创性研究成果）；其四，仅纳入聚焦制造商服务与解决方案的论文，因"解决方案"这一术语在其他语境中亦有使用，需严格限定主题范畴。 初步共有272篇论文符合上述检索标准并被检索获取，随后由研究团队中的两名成员逐一审阅这些论文的摘要。正如Transfield等人（2003）的研究所示，文献纳入与排除的决策仍具有一定主观性：当某篇论文的摘要主题表述模糊时，由研究团队成员通读全文后再决定是否纳入。这一情况在第四项筛选标准中尤为突出，即需甄别探讨"解决方案"的论文究竟聚焦本研究主题，还是制造业的其他相关维度。经此环节，共有65篇因核心主题契合度较低被剔除。 研究者对本次检索得到的论文清单进行完整性核查，并通过滚雪球检索法（Greenhalgh与Peacock，2005），追溯初始样本的参考文献以及引用初始样本的后续研究文献。依托谷歌学术（Google Scholar），本次新增12篇论文纳入最终清单：其中8篇来自反向滚雪球检索，4篇来自正向滚雪球检索。最终共有219篇论文符合所有纳入标准，进入本次综述。