Microcredential ekomex Advanced Qualitative Comparative Analysis (QCA)

This 5-day online course exposes participants to advanced methodological developments in Qualitative Comparative Analysis (QCA) that allow for further solidifying their results, and enables them to apply state-of-the-art set-theoretic analytic tools in R.

What Is This Course About?
This 5-day online course introduces a series of advanced topics in Qualitative Comparative Analysis (QCA) that aim at further solidifying and deepening the understanding of the application of this method and the results produced by it. As QCA continues to evolve, the course exposes participants to its latest methodological developments and enables them to apply state-of-the-art set-theoretic analytic tools in R. The course starts by expanding on the problem of limited empirical diversity (i.e., when not all the configurations of conditions in the analysis are represented empirically) and discusses potential strategies for making good counterfactuals assumptions (within the so-called Enhanced Standard Analysis). Throughout the rest of the course, we discuss advanced analytic tools that can be used after a QCA result has been obtained. Among these, we look at set-theoretic robustness and sensitivity checks, we discuss strategies for confronting situations when the data at hand contains clusters that are potentially analytically relevant, we discuss the use of set-theoretic theory-evaluation as a way of assessing theoretical hunches based on the results generated by QCA. Finally, we discuss set-theoretic multi-method research introducing guidelines for combining QCA with process-tracing in single or comparative case studies.

Learning Goals

• Be able to perform enhanced QCA analyses according to the latest developments in terms of standards of good practice.
• Be able to apply the relevant R software packages for analysing social science data with QCA.
• Be able to solidify and enhance standard QCA analyses by a variety of advanced diagnostics and analysis tools.
• Be able to better interpret and theoretically embed QCA results.

Recommended Readings for the Course

• Oana, Ioana-Elena, Carsten Q. Schneider, and Eva Thomann. 2021. Qualitative Comparative Analysis Using R: A Beginner’s Guide. Cambridge, MA: Cambridge University Press.
• Schneider, Carsten Q., and Claudius Wagemann. 2012. Set-Theoretic Methods for the Social Sciences: A Guide to Qualitative Comparative Analysis. Cambridge: Cambridge University Press.
• Schneider, Carsten Q.. Forthcoming. Set-Theoretic Multi-Method Research: A Guide to Combining QCA and Case Studies. Cambridge, MA: Cambridge University Press.

Assignments for the Course

• Daily assignments (not graded).
• Final take-home exercise consisting of the replication of a published QCA study.

Schedule

• 09:00-13:00h
• 09:00-12:00h - Lecture & Q&A
• 12:00-13:00h - Independent exercises and office hours

Who Is Your Instructor?
Ioana-Elena Oana is a Research Fellow at the European University Institute (EUI) focusing on comparative politics, political representation, political behavior, and public opinion formation. She is the main developer of the R package SetMethods for QCA and has extensive experience in teaching QCA using R at various international methods schools and universities (IQMR, ECPR, IPSA-Flacso, etc.). She has co-authered the book ‘Qualitative Comparative Analysis (QCA) using R: A Beginner’s Guide’ (Cambridge University Press, 2021, with Carsten Q. Schneider and Eva Thomann) and ‘A Robustness Test Protocol for Applied QCA: Theory and R Software Application’ (Sociological Methods & Research, 2021, with Carsten Q. Schneider).
https://nenaoana.github.io
@nenaoana.bsky.social