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METODOLOGÍA CUALITATIVA: ANÁLISIS COMPARATIVO Y ESTUDIOS DE CASO

Curso 2020/2021/Subject's code29901088

METODOLOGÍA CUALITATIVA: ANÁLISIS COMPARATIVO Y ESTUDIOS DE CASO

BIBLIOGRAFÍA BÁSICA


 1. La investigación cualitativa y el método comparativo: fines, peculiaridades, ámbitos y dilemas: análisis orientado a variables frente a análisis orientado a casos. Análisis entre casos y análisis intracaso.
  • Todd Landman 2008. Issues and Methods in Comparative Politics. An Introduction. Londres, Routledge: 3-22.
  • Della Porta, D. 2008 “Comparative analysis: case-oriented versus variable-oriented research”, en Della Porta, D. y M. Keating (eds.) Approaches and Methodologies in the Social Sciences: A Pluralist Perspective, Cambridge: Cambridge University Press. 198-223.
  • Daniele Caramani 2009. Introduction to the Comparative Method with Boolean Algebra, Thousand Oaks, CA: Sage. Pp. 1-15. Capítulos 1-3.
 2. ¿Cómo identificar los fenómenos políticos y medirlos? Definiciones, formación de conceptos, clasificación de los casos y la operacionalización y medición de los conceptos.
  • Peter Mair. “Concepts and Concept Formation”, in Donatella della Porta and Michael Keating (eds), Approaches and Methodologies in the Social Sciences. Cambridge: Cambridge University Press, 2008, 177-97.
  • Paul Pennings, Hans Keman, Jan Kleinnijenhuis (comps.) 1999: Doing Research in Political Science: An Introduction to Comparative Methods and Statistics. Londres, Sage: 41-75.
 3. ¿Cómo se compara? Lógica y técnicas de análisis comparativo sistemático entre casos. Métodos milleanos y problemas de inferencia en la comparación entre casos, MSSD y MDSD, comparación controlada, comparaciones binarias o paired comparisons, el método de las condiciones necesarias y suficientes, álgebra booleana, QCA y fuzzy-sets.
  • Todd Landman 2008. Issues and Methods in Comparative Politics. An Introduction. Londres, Routledge: 23-48 y 67-83.
  • Daniele Caramani 2009. Introduction to the Comparative Method with Boolean Algebra, Thousand Oaks, CA: Sage. 41-80, Capítulos 6 y 7.
 4. Tipos de estudios de caso y sus fines: análisis intracaso, comprobación de hipótesis, congruencia y rastreo de procesos (tipos). Ventajas y problemas de inferencia en el estudio de caso
  • Jack S. Levy 2008. “Case Studies: Types, Designs, and Logics of Inference”, Conflict Management and Peace Science, 25:1–18.
  • Todd Landman 2008. Issues and Methods in Comparative Politics. An Introduction. Londres, Routledge: 85-94.
  • Germán Lodola 2009. “Vicios y Virtudes del Estudio de Caso en Política Comparada”, Boletín de Política Comparada, 1, enero-abril.
 5. Explicación, relaciones causales y generalizaciones. Especificación de teorías, causas necesarias y suficientes, inferencia lógica e identificación de mecanismos y combinaciones causales
  • James Mahoney, Erin Kimball, y Kendra L. Koivu 2009. “The Logic of Historical Explanation in the Social Sciences”, Comparative Political Studies, 42, 1, January, 114-146.
  • Joachim K. Blatter and Till Blume (2008) “In Search of Co-variance, Causal Mechanisms or Congruence? Towards A Plural Understanding of Case Studies”, Swiss Political Science Review 14(2): 315–56.
 6. Estrategias de selección de casos y problemas de sesgo de selección y control de explicaciones alternativas
  • Bernhard Ebbinghaus 2005. “When Less is More. Selection Problems in Large-N and Small-N Cross-National Comparisons”, International Sociology, June 2005, Vol 20(2): 133–152.
  • Stephen Van Evera 2002. “Criterios de selección de casos”, en Guía para estudiantes de ciencia política. Métodos y recursos. Barcelona, Gedisa.
 7. Tipos de diseño de investigación de caso o comparativos. Diseños centrados en las causas y diseños centrados en los efectos. Diseños de caso único, small-n y large n, paired comparisons. Fases y tareas en la realización práctica de investigaciones comparativas o de caso
  • Thomas Gschwend y Frank Schimmelfennig 2008. “Introduction: Designing Research in Political Science– A Dialogue between Theory and Data”, en T. Gschwend y F. Schimmelfennig Research Design in Political Science: How to practice What They Preach?. Houndmills: Palgrave MacMillan 1-18.
  • Peter A. Hall 2009. “Systematic process analysis: when and how to use it”, European political science: 7, 2008, 304–317.
 8. Clásicos modernos y ejemplos actuales del análisis comparativo y el estudio de caso: ejemplos de buena práctica

 Libros para elegir:

37 LIBROS MODÉLICOS PARA LEER SOBRE ALGUNOS TEMAS Y DISEÑOS DE INVESTIGACIÓN CUALITATIVOS TÍPICOS DE LA POLÍTICA COMPARADA:

Estados, democratización, desarrollo
  1. Thomas Ertman 1997. The Birth of the Leviathan. Building States and Regimes in Medieval and Early Modern Europe, Cambridge: Cambridge University Press.
  2. Gregory M. Luebbert 1997. Liberalismo, fascismo o socialdemocracia. Clases sociales y orígenes políticos de los regímenes de la Europa de Entreguerras, Zaragoza: Prensas Universitarias de Zaragoza.
  3. James Mahoney 2001. The Legacies of Liberalism. Path Dependence and Political Regimes in Central America, Baltimore: John Hopkins University Press.
  4. Jeffrey M. Paige 1997. Coffe and Power. Revolution and the Rise of Democracy in Central America, Cambridge: Harvard University Press.
  5. James Mahoney 2010. Colonialism and Postcolonial Development: Spanish America in Comparative Perspective, New York: Cambridge University Press.
  6. David Waldner 1999. State Building and Late Development. Cornell University Press.
  7. Robert H. Bates 2008. When Things Fell Apart: State Failure in Late-Century Africa, Cambridge University Press.
Revoluciones
  1. Theda Skocpol 1985. Los Estados y las revoluciones sociales. México, Fondo de Cultura Económica.
  2. Timothy Wickham-Crowley 1992. Guerrillas and Revolution in Latin America: A Comparative Study of Insurgents and Regimes since 1956. Princeton, N.J.: Princeton University Press.
  3. Olga Onuch 2014. Mapping Mass Mobilizations: Understanding Revolutionary Moments in Argentina and Ukraine. Palgrave MacMillan.
Estado de bienestar, evolución, reforma y políticas sociales comparadas
  1. Jennifer Pribble 2013. Welfare and Party Politics in Latin America, Cambridge University Press.
  2. Peter Baldwin 1992. La política de solidaridad social: bases sociales del estado de bienestar europeo: 1875-1975. Madrid: Ministerio de Trabajo y Seguridad Social.
  3. Paul Pierson, 1994. Dismantling the Welfare State? Reagan, Thatcher, and the Politics of Retrenchment.
  4. Gerard W. Boychuk 2008. National Health Insurance in the United States and Canada. Race, Territory, and the Roots of Difference, Washington D. C.: Georgetown Unikversity Press.
  5. Ellen Immergut 1992. Health politics: Interests and institutions in Western Europe. New York: Cambridge University Press.
  6. Ann Shola Orloff 1993. The Politics of Pensions: A Comparative Analysis of Britain, Canada, and the United States, Madison: University of Wisconsin Press.
  7. Hugh Heclo 1974. Modern Social Politics in Britain and Sweden: From Relief to Income Maintenance, New Haven: Yale University Press.
  8. Carolyn H. Tuohy, 1999. Accidental Logics: The Dynamics of Change in the Health Care Arena in the United States, Britain, and Canada. New York: Oxford University Press.
Políticas económicas comparadas
  1. Peter Hall 1993. El gobierno de la economía. Implicaciones políticas de la intervención estatal en Gran Bretaña y Francia. Madrid, Ministerio de Trabajo.
  2. Fritz W. Scharpf 1992. Socialdemocracia y crisis económica en Europa. Valencia: Edicions Alfons el Magnànim.
  3. Monica Prasad 2006. The Politics of Free Markets: The Rise of Neoliberal Economic Policies in Britain, France, Germany, and the United States, University Of Chicago Press.
  4. Jonathan Swarts, 2013. Constructing Neoliberalism. Economic Transformation in Anglo-American Democracies, Toronto: University of Toronto Press.
  5. Ravi K. Roy y Arthur T. Denzau 2004. Fiscal Policy Convergence from Reagan to Blair: The Left Veers Right, Routledge, London, UK.
  6. Peter Katzenstein, 1987. Los pequeños Estados en los mercados mundiales: política industrial en Europa, Madrid: Ministerio de Trabajo y Seguridad Social.
  7. Carles Boix 1996. Partidos políticos, crecimiento e igualdad: estrategias económicas conservadoras y socialdemócratas en la economía mundial, Madrid: Alianza Editorial.
Nacionalismos, descentralización, federalismo
  1. Diez Medrano, Juan 1999. Naciones Divididas: Conflicto Social, Política, y Nacionalismo en el País Vasco y Cataluña. Madrid: Centro de Investigaciones Sociológicas.
  2. Daniel Ziblatt 2006. Structuring the State: the formation of Italy and Germany and the puzzle of federalism. Princeton: Princeton University Press.
  3. Elise Giuliano 2011. Constructing Grievance: Ethnic Nationalism in Russia's Republics. Ithaca: Cornell University Press.
  4. Scott L. Greer 2007. Nationalism and Self-Government. The Politics of Autonomy in Scotland and Catalonia, Albany: State University of New York Press.
  5. Tulia G. Falleti 2010. Decentralization and Subnational Politics in Latin America, New York: Cambridge University Press.
  6. Katharine Adeney 2007. Federalism and Ethnic Conflict Regulation in India and Pakistan, Basingstoke: Palgrave MacMillan.
Estados, constituciones, reformas y globalización
  1. Alan Renwick. 2010. The Politics of Electoral Reform: Changing the rules of democracy. Cambridge: Cambridge University Press.
  2. Barbara Geddes, 1994. Politicians’ Dilemma: Building State Capacity in Latin America. Berkeley, United States: University of California Press.
  3. Sven Steinmo 2010. The Evolution of Modern States: Sweden, Japan, and the United States, Cambridge University Press.
  4. Gabriel Negretto 2013. Making constitutions: Presidents, parties, and institutional Choice in Latin America, New York: Cambridge University Press.
Inmigración
  1. Martin Schain 2009 The Politics of Immigration in France, Britain, and the United States: A Comparative Study, Palgrave Macmillan.
Guerra y paz
  1. Miguel Angel Centeno 2002. Blood and Debt. War and the Nation-State in Latin America, The Pennsylvania State University Press.
35 ARTÍCULOS/CAPÍTULOS PARA ELEGIR:

Estados, democratización, desarrollo
  1. Gregory Luebbert 1987. "Social Foundations of Political Order in Interwar Europe", World Politics, Vol. 39, No. 4, 449-478.
  2. Francisco González y Desmond King 2004. “The State and Democratization: The United States in Comparative Perspective”, British Journal of Political Science 34 (2), 193-210.
  3. James Mahoney, 2001. "Radical, Reformist, and Aborted Liberalism: Origins of National Regimes in Central America," Journal of Latin American Studies 33:2 (May), pp. 221-256.
  4. Rebecca Bill Chavez 2003. “The Construction of the Rule of Law in Argentina: A Tale of Two Provinces”, Comparative Politics, Vol. 35, No. 4.
  5. Sheri Berman 1997. “Civil Society and the Collapse of the Weimar Republic.” World Politics Vol. 49, No. 3.
  6. Dirk Berg-Schlosser y Gisele De Meur. 1996. "Conditions of Authoritarianism, Fascism, and Democracy in Interwar Europe: Systematic Matching and Contrasting of Cases for "Small N" Analysis," Comparative Political Studies 29 (August) 423-68.
  7. Ruth Berins Collier 1993. "Combining Alternative Perspectives: Internal Trajectories versus External Influences as Explanations of Latin American Politics in the 1940s", Comparative Politics 26 (October) 1-29.
  8. Pauline Jones Luong 2000. “After the Break-up: Institutional Design in Transitional States,” Comparative Political Studies, 563-592.
  9. Mark Gasiorowski y Timothy Power 1998. “The Structural Determinants of Democratic Consolidation: Evidence from the Third World’, Comparative Political Studies 31, no. 6 (December)
  10. Matthew Lange, James Mahoney y Matthias vom Hau 2006. “Colonialism and Development: A Comparative Analysis of Spanish and British Colonies”, American Journal of Sociology, Volume 111, 5, 1412–1462.
Revoluciones
  1. Timothy Wickham-Crowley 1991. "A Qualitative Comparative Approach to Latin American Revolutions", International Journal of Comparative Sociology 32, nos.1 and 2 (January-April), 82-109.
Estado de bienestar, evolución, reforma y políticas sociales comparadas
  1. Giuliano Bonoli 2001. “Instituciones políticas, puntos de veto y el proceso de adaptación del Estado de Bienestar”, Zona Abierta, 114/115.
  2. Robert H. Cox 2001. “La construcción social de un imperativo. Por qué ocurrió la reforma del bienestar en Dinamarca y Holanda pero no en Alemania”, Zona Abierta, 114/115.
  3. Bo Rothstein 1995. “Labor-market institutions and working-class strength”, en S. Steinmo, K. Thelen, & F. Longstreth (Eds.), Structuring politics: Historical institutionalism in comparative analysis, New York: Cambridge University Press. 33-56.
  4. Jacob Hacker 1998. “The Historical Logic of National Health Insurance: Structure and Sequence in the Development of British, Canadian, and U.S. Medical Policy,” Studies in American Political Development 12 (Spring): 57-130.
Nacionalismos, descentralización, federalismo
  1. David D. Laitin 1996. “Resurgimientos nacionalistas y violencia”, Sistema: Revista de ciencias sociales, Nº 132-133, 1996, 193-230.
  2. Margarita Gómez-Reino, 2000. “A Territorial Cleavage in Italian Politics? Understanding the Rise of the Northern Question in the 1990s”, South European Society and Politics, 5: 3, 80—107.
  3. Margarita Gómez-Reino 2009. “El nacionalismo minoritario, de la marginalidad al gobierno: la trayectoria del Bloque Nacionalista Galego (1982-2007), Papers, 92, 119-142.
  4. Juan Díez Medrano 1994. "Patterns of Development and Nationalist Ideology: Basque and Catalan Nationalism before the Spanish Civil War." Theory and Society 23: 541-569.
  5. Katharine Adeney 2004. “Between federalism and separatism India and Pakistan”, en U. Schneckener and S. Wolff eds. Managing and Settling Ethnic Conflicts. Perspectives on Successes and Failures in Europe, Africa and Asia. London: Hurst & Co, 161-175.
  6. Miroslav Hroch, 2004. “From ethnic group toward the modern nation: the Czech case”, Nations & Nationalism, 10(1/2): 95-107.
  7. Tullia Falleti 2005. "A Sequential Theory of Decentralization: Latin American Cases in Comparative Perspective", American Political Science Review, Vol. 99, No. 3.
  8. Daniel Ziblatt 2004. “Rethinking the Origins of federalism. Puzzle, Theory, and Evidence from Nineteenth-century Europe”, World Politics, 57, October, 70-98.
  9. Henry Hale. 2005. “The Makeup and Breakup of Ethnofederal States: Why Russia Survives Where the USSR Fell”, Perspectives on Politics Vol. 3, 1.
  10. Alfred Stepan 2001. “Toward a New Comparative Politics of Federalism, (Multi)Nationalism, and Democracy: Beyond Rikerian Federalism”, en Stepan, Arguing Comparative Politics, Oxford: Oxford University Press, (315-361).
  11. Jörg Broschek 2014. “Pathways of Federal Reform: Australia, Canada, Germany, and Switzerland”, Publius: The Journal of Federalism, pp.1-26,  doi:10.1093/publius/pju030
Guerra y paz
  1. John M. Owen 1994 “How Liberalism Produces Democratic Peace”, International Security Vol. 19 No. 2.
  2. David Edelstein 2004. "Occupational Hazards: Why Military Occupations Succeed or Fail", International Security, Vol. 29 No. 1 (Summer 2004), pp. 49-56, 80-91.
  3. Graham Allison 1992. “Modelos conceptuales y la crisis de los misiles cubanos”, en Luis Aguilar, ed. La hechura de las políticas públicas, Porrúa, México, 119-200.
Políticas públicas comparadas
  1. Laura Cruz, Luís Sanz y Marta Romero 2004. “Convergencia y divergencia en las políticas de ciencia y tecnología de los gobiernos regionales”, Revista Española de Ciencia Política, 11, 2004, 31-70. (mejor usar la versión en inglés Laura Cruz, Luís Sanz 2005. “Explaining the Science and Technology Policies of Regional Governments, en Regional Studies”)
  2. Jordana, Jacint, David Levi-Faur and Imma Puig 2006. “The Limits of Europeanization: Regulatory Reforms in the Spanish and Portuguese Telecommunications and Electricity Sectors”, Governance, 19(3), 437-464.
  3. Rogers Brubaker 1990. "Immigration, Citizenship, and the Nation-State in France and Germany: A Comparative Historical Analysis." International Sociology 5 (December 1990), pp. 379-407.
Otros temas
  1. Richard Fenno 1977. "U.S. House Members in Their Constituencies: An Exploration", American Political Science Review 71: 883-917
  2. Robert Putnam 1995. “Bowling Alone: America’s Declining Social Capital” Journal of Democracy Vol. 6, No. 1
  3. Takis S. Pappas and Eoin O’Malley 2014. “Civil Compliance and “Political Luddism”: Explaining Variance in Social Unrest During Crisis in Ireland and Greece”, American Behavioral Scientist, 58: 1592-1613.
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