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Fadi Hirzalla

Welcome to this massive open online course (MOOC) about Qualitative Comparative Analysis (QCA). Please read the points below before you start the course. This will help you prepare well for the course and attend it properly. It will also help you determine if the course offers the knowledge and skills you are looking for.

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Welcome to this massive open online course (MOOC) about Qualitative Comparative Analysis (QCA). Please read the points below before you start the course. This will help you prepare well for the course and attend it properly. It will also help you determine if the course offers the knowledge and skills you are looking for.

What can you do with QCA?

• QCA is a comparative method that is mainly used in the social sciences for the assessment of cause-effect relations (i.e. causation).

• QCA is relevant for researchers who normally work with qualitative methods and are looking for a more systematic way of comparing and assessing cases.

• QCA is also useful for quantitative researchers who like to assess alternative (more complex) aspects of causation, such as how factors work together in producing an effect.

• QCA can be used for the analysis of cases on all levels: macro (e.g. countries), meso (e.g. organizations) and micro (e.g. individuals).

• QCA is mostly used for research of small- and medium-sized samples and populations (10-100 cases), but it can also be used for larger groups. Ideally, the number of cases is at least 10. QCA cannot be used if you are doing an in-depth study of one case.

What will you learn in this course?

• The course is designed for people who have no or little experience with QCA.

• After the course you will understand the methodological foundations of QCA.

• After the course you will know how to conduct a basic QCA study by yourself.

How is this course organized?

• The MOOC takes five weeks. The specific learning objectives and activities per week are mentioned in appendix A of the course guide. Please find the course guide under Resources in the main menu.

• The learning objectives with regard to understanding the foundations of QCA and practically conducting a QCA study are pursued throughout the course. However, week 1 focuses more on the general analytic foundations, and weeks 2 to 5 are more about the practical aspects of a QCA study.

• The activities of the course include watching the videos, consulting supplementary material where necessary, and doing assignments. The activities should be done in that order: first watch the videos; then consult supplementary material (if desired) for more details and examples; then do the assignments.

• There are 10 assignments. Appendix A in the course guide states the estimated time needed to make the assignments and how the assignments are graded. Only assignments 1 to 6 and 8 are mandatory. These 7 mandatory assignments must be completed successfully to pass the course.

• Making the assignments successfully is one condition for receiving a course certificate. Further information about receiving a course certificate can be found here: https://learner.coursera.help/hc/en-us/articles/209819053-Get-a-Course-Certificate

About the supplementary material

• The course can be followed by watching the videos. It is not absolutely necessary yet recommended to study the supplementary reading material (as mentioned in the course guide) for further details and examples. Further, because some of the covered topics are quite technical (particularly topics in weeks 3 and 4 of the course), we provide several worked examples that supplement the videos by offering more specific illustrations and explanation. These worked examples can be found under Resources in the main menu.

• Note that the supplementary readings are mostly not freely available. Books have to be bought or might be available in a university library; journal publications have to be ordered online or are accessible via a university license.

• The textbook by Schneider and Wagemann (2012) functions as the primary reference for further information on the topics that are covered in the MOOC. Appendix A in the course guide mentions which chapters in that book can be consulted for which week of the course.

• The publication by Schneider and Wagemann (2012) is comprehensive and detailed, and covers almost all topics discussed in the MOOC. However, for further study, appendix A in the course guide also mentions some additional supplementary literature.

• Please find the full list of references for all citations (mentioned in this course guide, in the MOOC, and in the assignments) in appendix B of the course guide.

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What's inside

Syllabus

Introduction, analytic foundations and the QCA research process
In week 1, we will discuss a) the nature and structure of the general research process in QCA, b) the analytic foundations of QCA, and c) the features of the general QCA research field.
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Research design and calibration
Week 2 focuses on the design of a QCA study, particularly as regards a) the general orientation of such a study and b) the development of a research model with cases, conditions and an outcome. We will also discuss the so-called c) “calibration” process. With calibration, the researcher scores cases on conditions that might cause an outcome, and on the outcome itself.
The truth table
Week 3 is about the “truth table”, which indicates the relation between combinations of conditions on the one hand, and an outcome on the other. You will learn about a) the function of the truth table, b) how to make a truth table, and c) how the truth table may be changed by going back to the design and calibration phases.
Logical minimization and the interpretation of output
In week 4, we will discuss “logical minimization”, which amounts to a systematic comparison between cases. We will discuss a) the principles of the minimization process, b) different ways in which you can do the minimization process, and c) the interpretation of the results of the minimization process.
Using FsQCA, more about the interpretation of output, and the write-up
In week 5, it will be demonstrated how a) software can be used for making the truth table and performing logical minimization. We will also further discuss b) the interpretation of the results of logical minimization and c) the reporting of results of a QCA study in a scientifically sound manner.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Familiarizes learners with Qualitative Comparative Analysis (QCA), which is a sought-after skillset for social science research
Provides a solid foundation in QCA concepts, analysis, and interpretation methods
Offers practical guidance on conducting QCA studies, making it suitable for both beginners and researchers seeking to enhance their skills
Designed to be accessible to those with little or no prior knowledge of QCA
Provides insights into advanced aspects of causation, such as how factors interact to produce an effect
Course material includes videos, supplementary readings, worked examples, and assignments, offering a diverse learning experience

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Reviews summary

Engaging course on qualitative comparative analysis

Learners say this course is an excellent, well-paced introduction to qualitative comparative analysis (QCA). Students appreciate clear explanations from the instructor and engaging assignments that help them internalize concepts. The course is considered a solid foundation for beginners, but some hope for a more thorough exploration of complex topics in a potential second part.
Suitable for learners new to QCA.
"Very brief but clear introduction of QCA."
"Suitable for complete beginners in QCA."
Assignments are engaging and help learners internalize concepts.
"I specially like Dr. Hirzalla's approach in encouraging learners to learn by reading and hands on practice rather than delivering lectures only through A/V mode."
"Assignments are interesting and not too easy or too hard."
Instructor provides clear and thorough explanations.
"The instructor was very clear in his explanation."
"Professor Hirzalla explains QCA very clearly, slowly, and thoroughly."
Some learners desire more in-depth exploration of advanced topics.
"I would like it to be a little more complete, exploring more complex topics."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Qualitative Comparative Analysis (QCA) with these activities:
Review 'Analyzing Causal Mechanisms'
Get a deeper understanding of causal analysis by reviewing this book, providing insights into mechanisms and processes covered in the course.
Show steps
  • Read chapters 1-3 of Collier and Mahoney (2015).
Design a QCA Research Model
Reinforce your understanding of research design by creating a QCA research model, applying the concepts discussed in Week 2.
Browse courses on Research Design
Show steps
  • Identify a research problem and develop a research question.
  • Select a sample of cases.
  • Operationalize the concepts in your research question.
  • Create a truth table.
Show all two activities

Career center

Learners who complete Qualitative Comparative Analysis (QCA) will develop knowledge and skills that may be useful to these careers:
Qualitative Researcher
A Qualitative Researcher designs and carries out qualitative research projects, using methods like surveys, interviews, and observations. The course will help a researcher understand methodological foundations and how to conduct a basic QCA study. A Qualitative Researcher may use QCA to assess cause-effect relations and analyze cases at various levels, such as macro (countries), meso (organizations), and micro (individuals).
Policy Analyst
A Policy Analyst researches and analyzes public policies to make recommendations on how to improve them. The course can help a Policy Analyst understand how to assess alternative (more complex) aspects of causation, such as how factors work together in producing an effect. This knowledge can be useful when evaluating the effectiveness of different policies.
Data Analyst
A Data Analyst collects, processes, and analyzes data to identify trends and patterns. The course can help a Data Analyst understand the analytic foundations of QCA and how to use it to assess cause-effect relations. This knowledge can be useful when analyzing data to make informed decisions.
Research Scientist
A Research Scientist conducts scientific research to advance knowledge in a particular field. The course can help a Research Scientist understand the methodological foundations of QCA and how to conduct a basic QCA study. This knowledge can be useful when designing and conducting research studies.
Consultant
A Consultant provides expert advice to organizations on a variety of topics. The course can help a Consultant understand how to use QCA to assess cause-effect relations and analyze cases at various levels. This knowledge can be useful when providing advice to organizations on how to improve their performance.
Marketing Researcher
A Marketing Researcher conducts research to understand consumer behavior and market trends. The course can help a Marketing Researcher understand how to use QCA to assess cause-effect relations and analyze cases. This knowledge can be useful when developing marketing campaigns and strategies.
Program Evaluator
A Program Evaluator assesses the effectiveness of social programs. The course can help a Program Evaluator understand how to use QCA to assess cause-effect relations and analyze cases. This knowledge can be useful when evaluating the effectiveness of different programs.
Social Worker
A Social Worker provides social services to individuals and families. The course can help a Social Worker understand how to use QCA to assess cause-effect relations and analyze cases. This knowledge can be useful when providing services to clients.
Teacher
A Teacher educates students in a variety of subjects. The course can help a Teacher understand the methodological foundations of QCA and how to conduct a basic QCA study. This knowledge can be useful when developing lesson plans and teaching students about research methods.
Journalist
A Journalist gathers, analyzes, and reports on news and current events. The course can help a Journalist understand how to use QCA to assess cause-effect relations and analyze cases. This knowledge can be useful when investigating stories and writing articles.
Lawyer
A Lawyer represents clients in court and provides legal advice. The course may be useful for a Lawyer who wants to understand how to use QCA to assess cause-effect relations and analyze cases. This knowledge can be useful when building a case and arguing in court.
Doctor
A Doctor diagnoses and treats patients. The course may be useful for a Doctor who wants to understand how to use QCA to assess cause-effect relations and analyze cases. This knowledge can be useful when diagnosing patients and developing treatment plans.
Engineer
An Engineer designs, builds, and maintains machines and structures. The course may be useful for an Engineer who wants to understand how to use QCA to assess cause-effect relations and analyze cases. This knowledge can be useful when designing and building structures.
Architect
An Architect designs and builds buildings. The course may be useful for an Architect who wants to understand how to use QCA to assess cause-effect relations and analyze cases. This knowledge can be useful when designing and building buildings.
Accountant
An Accountant prepares and examines financial records. The course may be useful for an Accountant who wants to understand how to use QCA to assess cause-effect relations and analyze cases. This knowledge can be useful when preparing and examining financial records.

Reading list

We've selected six books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Qualitative Comparative Analysis (QCA).
The seminal work on fuzzy-set qualitative comparative analysis (fsQCA). Provides a step-by-step guide to conducting fsQCA, from data preparation to interpretation of results. Essential reading for anyone interested in using fsQCA in their research.
A valuable resource for researchers interested in political methodology. Provides a comprehensive overview of the latest developments in the field, including chapters on causal inference, measurement, and modeling.
A valuable resource for researchers interested in comparative politics. Provides a comprehensive overview of the latest developments in the field, including chapters on democratization, authoritarianism, and political economy.
A valuable resource for researchers interested in the comparative politics of emerging markets. Provides a comprehensive overview of the latest developments in the field, including chapters on democratization, authoritarianism, and economic growth.
A comprehensive handbook that provides a comprehensive overview of qualitative research methods. Includes chapters on all aspects of qualitative research, from data collection to analysis and interpretation.
A comprehensive handbook that provides a comprehensive overview of international relations. Includes chapters on all aspects of international relations, from international security to international political economy.

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