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Studying Causal Mechanisms Using In-Depth Case Studies (QMMR D)

Wed, September 4, 9:00am to 1:00pm, Marriott Philadelphia Downtown, Franklin 8

Session Submission Type: Short Course Half Day

Session Description

The study of causal mechanisms (aka causal processes) is ubiquitous in the social sciences. The promise of process-focused research using in-depth case studies is that we can gain a better understanding of how things work and under what conditions using actual cases instead of using controlled comparisons across cases (for example experimentally manipulating treatments to gain knowledge about mean causal effects). However, the potential gains of process-focused research have not been fully reaped in the social sciences because of the tendency to reduce causal processes to simple one-liners that do not unpack what is actually going on in a case (e.g. that grievances are linked to democratization through social mobilization). By not unpacking process theoretically, we are unable to evidence how they work empirically because empirical material is only processual evidence when we can identify the theorized part of a process that it is evidence of.

Inspired by the mechanistic turns in fields such as medicine, policy evaluation and policy studies, the first session of the course discusses what ’good’ processual explanations can look like in the social sciences. The course introduces a conceptual language of actors, activities and linkages that enables us to move beyond one-liner theories to theorize the inner workings of causal processes, while at the same time not getting lost in the gory details. The second session presents the developing standards in the natural and social sciences for what constitutes 'good' mechanistic/processual evidence, and how we can evaluate it. The final session discusses practical applications, including what and how we can ‘generalize’ from processual case studies, and how process-focused research can be used as an adjunct method to improve social science experiments in designing the experiment and interpreting the data.

About the instructor:
Derek Beach is a professor of Political Science at Aarhus University, Denmark, where he does research on research methodology and European integration. He has authored articles, chapters, and books on research methodology, policy evaluation, international negotiations, referendums, and European integration, and co-authored the book Process-tracing Methods: Foundations and Guidelines (2019, 2nd edition, University of Michigan Press). He has taught case study methods at numerous workshops and ph.d. level courses throughout the world, and conducted evaluations at the national and international level. He was an academic fellow at the World Bank’s Independent Evaluation Group in spring 2022. He is an academic coordinator of the Methods Excellence Network (MethodsNet).

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