Microcredential komex Introduction to Qualitative Comparative Analysis (QCA)

This five-day online course introduces Qualitative Comparative Analysis as an approach that enables researchers to model causal complexity by analyzing whether different configurations of conditions are necessary or sufficient for an outcome, relying on technical implementation in R.

What Is This Course About?
This five-day online course introduces Qualitative Comparative Analysis as an approach and a technique, its main assumptions, its standard procedures and operations, and the technical environment (R software and packages) used for its application. QCA enables researchers to model causal complexity by analyzing whether different configurations of conditions are necessary or sufficient for an outcome, based on a formalized comparison of intermediate to large numbers of cases. Throughout the course, emphasis is put on a thorough understanding of the formal logic of set-theoretic methods and QCA, including topics such as Boolean algebra, causal complexity, sets and their calibration, necessity, and sufficiency. The course also discusses the logic and analysis of truth tables and the most important problems that emerge when this analytical tool is used for exploring social science data. Right from the beginning, participants are exposed to performing set-theoretic analyses with the relevant R software packages using data from published applications in the social sciences.

Learning Goals

• Gain a thorough understanding of the general analytic goals and motivations underlying the use of QCA.
• Gain a thorough understanding of the formal logic underlying QCA, as well as of the notions of sets, causal complexity, necessity, and sufficiency.
• Be able to perform the main analytic steps involved in doing a QCA (calibration, analysis of necessity, analysis of sufficiency) using the relevant R software packages and social science data.
• Be able to identify potential pitfalls and problems that might emerge in applied QCA together with ways of avoiding them.
• Be able to interpret and visualize QCA results.

Recommended Readings for the Course

• Oana, I.E., Schneider, C.Q. and E. Thomann. 2021. Qualitative Comparative Analysis (QCA) Using R: A Beginner’s Guide. Cambridge University Press.
• Ragin, C.C. (1987/2014). The comparative method: Moving beyond qualitative and quantitative strategies. University of California Press.
• Schneider, C.Q. and C. Wagemann (2012). Set-Theoretic Methods for the Social Sciences. A Guide to Qualitative Comparative Analysis. New York: Cambridge University Press.

Assignments for the Course

• Daily assignments (not graded) consisting of: quizzes and R exercises.
• A final take-home exercise consisting of the replication of a published QCA study.

Schedule

• 14:00 -17:00h - Lecture and Q&A
• 17:00-18:00h - 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
X: @NenaOana

Barbora Valik is a PhD candidate in political science at Central European University and a visiting research fellow at Universidad de los Andes. Her research focuses on armed conflict prevention and resolution, power-sharing, self-determination, indigenous movements, and civil resistance. Barbora uses QCA and other set-theoretic methods extensively in her own projects. She has previously worked as the teaching assistant and later instructor for QCA courses at various institutions (ECPR, CEU, CIVICA, KOMEX, MethodsNet).
https://dsps.ceu.edu/people/barbora-valik
X: @BarboraValik