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alterlab-qca

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Updated 10-16 05:00

About this skill

QCA — Set-Theoretic, Configurational, Equifinal

Skill type: ANALYSIS MODULE. Qualitative Comparative Analysis (Ragin) treats cases as configurations of conditions and asks which combinations are consistently sufficient (or necessary) for an outcome. It is not net-effects regression: it assumes equifinality (several paths to the same outcome), conjunctural causation (conditions work in combination), and asymmetry (the path to Y is not the mirror of the path to not-Y).

Core Mission

QCA IS ABOUT COMBINATIONS AND SET RELATIONS, NOT AVERAGE MARGINAL EFFECTS. CALIBRATE, THEN MINIMIZE.

When to Use This Skill

  • "Run a fuzzy-set QCA / fsQCA on my configurational data."
  • "Which combinations of conditions are sufficient for the outcome?"
  • "Calibrate these variables into set membership and build a truth table."
  • "Test necessary and sufficient conditions across my ~20 cases."

Does NOT Trigger

The request is really about… Route to Why not this skill
The net effect of one treatment (DiD/IV/RDD/regression) alterlab-causal-inference Correlational/marginal effects, not set relations.
Whether a configurational design is even appropriate alterlab-ssci-design-gate Design routing, upstream.
Interpretive/thematic analysis of qualitative data alterlab-qualitative-methods Not set-theoretic.
Plain descriptive statistics alterlab-statistical-analysis No calibration/minimization.

The R path (verified — QCA package, no Python equivalent)

There is no maintained Python QCA library (the only PyPI option, scpQCA, is stale and non-standard). The field standard is Adrian Dușa's R QCA package. Shell to it via Rscript. The three verified calls:

library(QCA)

# 1. Calibrate raw columns into fuzzy (or crisp) set membership.
#    thresholds for the direct method = c(exclusion, crossover, inclusion), ascending.
df$A <- calibrate(raw$A, type = "fuzzy", thresholds = c(4, 6, 8))

# 2. Build the truth table.
#    incl.cut = consistency cutoff; n.cut = min frequency for an observed row.
tt <- truthTable(df, outcome = "OUT", conditions = c("A","B","C"),
                 incl.cut = 0.80, n.cut = 1, show.cases = TRUE, sort.by = "incl")

# 3. Boolean minimization.
#    conservative = no remainders; parsimonious = include "?"; intermediate = supply dir.exp.
sol_c <- minimize(tt, details = TRUE)                       # conservative
sol_p <- minimize(tt, include = "?", details = TRUE)        # parsimonious
sol_i <- minimize(tt, include = "?", dir.exp = "A, B, C", details = TRUE)  # intermediate
#    dir.exp is an expression of expected conditions: "A, ~B" = A present, B absent expected.

Fit parameters printed: inclS (sufficiency consistency), PRI, covS (raw coverage), covU (unique coverage); necessity uses inclN, RoN. pof() tests parameters of fit for a specific expression; SetMethods adds necessity/sufficiency XY plots, robustness, and clustered-data diagnostics. Full runnable template and the calibration guidance: references/qca_in_r.md.

The discipline QCA demands

  1. Calibration is a theoretical act, not a mechanical one. Anchor the three thresholds (full-out, crossover, full-in) on substantive knowledge; avoid membership exactly 0.5 (it is undefined for logical operations). Justify each anchor.
  2. Report both the parsimonious and intermediate solutions, and be explicit about which logical remainders (counterfactuals) the intermediate solution used — that is where analytic choices hide.
  3. Consistency before coverage. A solution term needs high sufficiency consistency (inclS, commonly ≥ .80) before its coverage is worth interpreting; report PRI to catch simultaneous subset relations in Y and not-Y.
  4. Necessity and sufficiency are separate analyses — test necessary conditions before minimizing for sufficiency; do not read a sufficiency solution as a necessity claim.

Output Template

CALIBRATION:  <per condition: anchors (excl, crossover, incl) + justification>
TRUTH TABLE:  <rows, incl.cut, n.cut, contradictions handled>
SOLUTIONS:    conservative / parsimonious / intermediate (state remainders used)
FIT:          per term inclS, PRI, covS, covU; overall solution consistency + coverage
CLAIM:        configurational (combinations X are sufficient for Y); NOT "X raises Y on average"

References

  • references/qca_in_r.md — full runnable Rscript template, calibration guidance, fit-parameter glossary, and the graceful-degradation note when R is unavailable.

Part of the AlterLab Academic Skills suite.