Qualitative Comparative Analysis Using R

2021 ◽  
Author(s):  
Ioana-Elena Oana ◽  
Carsten Q. Schneider ◽  
Eva Thomann

A comprehensive introduction and teaching resource for state-of-the-art Qualitative Comparative Analysis (QCA) using R software. This guide facilitates the efficient teaching, independent learning, and use of QCA with the best available software, reducing the time and effort required when encountering not just the logic of a new method, but also new software. With its applied and practical focus, the book offers a genuinely simple and intuitive resource for implementing the most complete protocol of QCA. To make the lives of students, teachers, researchers, and practitioners as easy as possible, the book includes learning goals, core points, empirical examples, and tips for good practices. The freely available online material provides a rich body of additional resources to aid users in their learning process. Beyond performing core analyses with the R package QCA, the book also facilitates a close integration with the R package SetMethods allowing for a host of additional protocols for building a more solid and well-rounded QCA.

Author(s):  
Benoît Rihoux

This article investigates the tradition of case-oriented configurational research, focusing specifically on qualitative comparative analysis (QCA) as a tool for causal inference. It first presents two analytic procedures commonly used by comparative researchers. A short description of the state-of-the-art of QCA applications is offered, in terms of discipline, types of cases, models, combinations with other methods, and software development. It then reviews different uses of QCA, as well as generic ‘best practices’. Some key recent evolutions are illustrated: on the one hand the development, beyond dichotomous ‘crisp set’ QCA (csQCA), of multi-value QCA (mvQCA), fuzzy sets, and fuzzy-set QCA (fsQCA), and on the other hand technical advances and refinements in the use of the techniques. Finally, the article gives some concluding reflections as to expected developments, upcoming innovations, remaining challenges, expansion of fields of application, and cross-fertilization with other approaches.


2021 ◽  
pp. 004912412110361
Author(s):  
Ioana-Elena Oana ◽  
Carsten Q. Schneider

The robustness of qualitative comparative analysis (QCA) results features high on the agenda of methodologists and practitioners. This article aims at advancing this debate on several fronts. First, in line with the extant literature, we take a comprehensive view on robustness arguing that decisions on calibration, consistency, and frequency thresholds should all be tested. Second, we introduce the notion of “sensitivity range” as the range of values for any of these parameters within which the solution formula remains unchanged. Third, we argue that interpreting robustness is more intricate than simply checking if solutions remain unchanged. Beyond sensitivity ranges, researchers should assess robustness by evaluating changes in parameters of fit and the classification of cases as robust, shaky, or possible. Fourth, we enable researchers to perform more than one robustness test at a time by proposing the notions of a “test set”: the overlap between conceptually plausible alternative solutions that can be generated; and of a “robust core”: that part of a QCA solution that withstands the robustness checks. Fifth, we present functionalities implemented in the R package SetMethods that enable researchers to put in practice our proposals. These advancements are integrated into a comprehensive QCA Robustness Test Protocol consisting of three main tests: sensitivity ranges, fit-oriented robustness, and case-oriented robustness. We illustrate the protocol’s implementation with an example on high life expectancy across the globe.


2020 ◽  
Author(s):  
Johann Johann And Devika

BACKGROUND Since November 2019, Covid - 19 has spread across the globe costing people their lives and countries their economic stability. The world has become more interconnected over the past few decades owing to globalisation and such pandemics as the Covid -19 are cons of that. This paper attempts to gain deeper understanding into the correlation between globalisation and pandemics. It is a descriptive analysis on how one of the factors that was responsible for the spread of this virus on a global scale is globalisation. OBJECTIVE - To understand the close relationship that globalisation and pandemics share. - To understand the scale of the spread of viruses on a global scale though a comparison between SARS and Covid -19. - To understand the sale of globalisation present during SARS and Covid - 19. METHODS A descriptive qualitative comparative analysis was used throughout this research. RESULTS Globalisation does play a significant role in the spread of pandemics on a global level. CONCLUSIONS - SARS and Covid - 19 were varied in terms of severity and spread. - The scale of globalisation was different during the time of SARS and Covid - 19. - Globalisation can be the reason for the faster spread in Pandemics.


2021 ◽  
pp. 1-6
Author(s):  
Matias López ◽  
Juan Pablo Luna

ABSTRACT By replying to Kurt Weyland’s (2020) comparative study of populism, we revisit optimistic perspectives on the health of American democracy in light of existing evidence. Relying on a set-theoretical approach, Weyland concludes that populists succeed in subverting democracy only when institutional weakness and conjunctural misfortune are observed jointly in a polity, thereby conferring on the United States immunity to democratic reversal. We challenge this conclusion on two grounds. First, we argue that the focus on institutional dynamics neglects the impact of the structural conditions in which institutions are embedded, such as inequality, racial cleavages, and changing political attitudes among the public. Second, we claim that endogeneity, coding errors, and the (mis)use of Boolean algebra raise questions about the accuracy of the analysis and its conclusions. Although we are skeptical of crisp-set Qualitative Comparative Analysis as an adequate modeling choice, we replicate the original analysis and find that the paths toward democratic backsliding and continuity are both potentially compatible with the United States.


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