The Goldilocks principle: applying the exclusive disjunction to fuzzy sets

Qualitative Comparative Analysis (QCA), a technique by which the tools of Boolean algebra are applied to equifinal causal conditions, is gaining popularity amongst scholars. This paper draws upon a distinction largely overlooked by the QCA literature: the difference between inclusive- and exclusive-...

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Main Author: Hackett, U
Format: Journal article
Language:English
Published: Routledge 2015
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author Hackett, U
author_facet Hackett, U
author_sort Hackett, U
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description Qualitative Comparative Analysis (QCA), a technique by which the tools of Boolean algebra are applied to equifinal causal conditions, is gaining popularity amongst scholars. This paper draws upon a distinction largely overlooked by the QCA literature: the difference between inclusive- and exclusive-or (OR and XOR). I argue that XOR should be included amongst the tools of QCA, explain why XOR is more easily applied to crisp- than fuzzy-set QCA, and provide two original techniques for applying XOR to fuzzy sets: mechanical and calibrated. With the calibrated technique, the application of the exclusive-or is related to substantive knowledge of the cases with two threshold values: (1) how large two fuzzy set values need to be in order to violate a prior commitment or overshoot a target outcome, and (2) how similar two values need to be in order to violate the rule: ‘A or B, but not both’. This paper improves the capacity of QCA expressions to mirror natural language closely, formalize conversational implicature, and deal with mutually exclusive clusters of sufficiency conditions. It includes a helpful step-by-step guide for QCA practitioners.
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spelling oxford-uuid:19ab6479-e7df-483b-9f09-ccb77d3d056c2024-02-05T09:14:30ZThe Goldilocks principle: applying the exclusive disjunction to fuzzy setsJournal articlehttp://purl.org/coar/resource_type/c_dcae04bcuuid:19ab6479-e7df-483b-9f09-ccb77d3d056cEnglishSymplectic Elements at OxfordRoutledge2015Hackett, UQualitative Comparative Analysis (QCA), a technique by which the tools of Boolean algebra are applied to equifinal causal conditions, is gaining popularity amongst scholars. This paper draws upon a distinction largely overlooked by the QCA literature: the difference between inclusive- and exclusive-or (OR and XOR). I argue that XOR should be included amongst the tools of QCA, explain why XOR is more easily applied to crisp- than fuzzy-set QCA, and provide two original techniques for applying XOR to fuzzy sets: mechanical and calibrated. With the calibrated technique, the application of the exclusive-or is related to substantive knowledge of the cases with two threshold values: (1) how large two fuzzy set values need to be in order to violate a prior commitment or overshoot a target outcome, and (2) how similar two values need to be in order to violate the rule: ‘A or B, but not both’. This paper improves the capacity of QCA expressions to mirror natural language closely, formalize conversational implicature, and deal with mutually exclusive clusters of sufficiency conditions. It includes a helpful step-by-step guide for QCA practitioners.
spellingShingle Hackett, U
The Goldilocks principle: applying the exclusive disjunction to fuzzy sets
title The Goldilocks principle: applying the exclusive disjunction to fuzzy sets
title_full The Goldilocks principle: applying the exclusive disjunction to fuzzy sets
title_fullStr The Goldilocks principle: applying the exclusive disjunction to fuzzy sets
title_full_unstemmed The Goldilocks principle: applying the exclusive disjunction to fuzzy sets
title_short The Goldilocks principle: applying the exclusive disjunction to fuzzy sets
title_sort goldilocks principle applying the exclusive disjunction to fuzzy sets
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