Métodos mistos: desafios da integração metodológica nas Ciências Sociais
##plugins.themes.bootstrap3.article.main##
Resumo
O rápido crescimento dos métodos mistos neste século tem sido acompanhado por uma reflexão teórica sobre as possibilidades e dificuldades na integração dos métodos qualitativos e quantitativos. A proposta do presente trabalho é abordar criticamente as reticências à lógica integradora, com o argumento de que os métodos mistos estão a ser aperfeiçoados em novas correntes muito distintas entre si, que diluem a separação rígida de métodos e paradigmas como blocos unificados. Defende-se a continuidade da reflexão sobre os métodos mistos em relação às propostas de integração anteriores, bem como considerar a produção realizada na academia hispânica como ponto de partida para uma revisão das diferentes correntes metodológicas atuais. Defende-se a ideia de que é possível avançar na integração metodológica, sem simplificar a riqueza inerente às tradições epistemológicas, no contexto do estudo dos fenómenos complexos atuais, que exigem abordagens criativas, interdisciplinares e abertas ao pluralismo metodológico.
Downloads
##plugins.themes.bootstrap3.article.details##

Este trabalho encontra-se publicado com a Licença Internacional Creative Commons Atribuição-NãoComercial-CompartilhaIgual 4.0.
Obra disponible bajo una Licencia Creative Commons Atribución-NoComercial-CompartirIgual 4.0 Internacional (https://creativecommons.org/licenses/by-nc-sa/4.0/deed.es).
Referências
Abell, P. (2004). Narrative explanation: An alternative to variable-centered explanation? Annual Review of Sociology, 30, 287-310. DOI: https://doi.org/10.1146/annurev.soc.29.010202.100113
Allwood, C. M. (2012). The distinction between qualitative and quantitative research methods is problematic. Quality & Quantity, 46(5), 1417-1429. DOI: https://doi.org/10.1007/s11135-011-9455-8
Barrington Moore, J. (1966). Social origins of Dictatorship and Democracy. Lord and Peasant in the Making of the Modern World. Beacon Press.
Bazeley, P. (2009). Integrating data analysis in mixed methods research. Journal of Mixed Methods Research, 3(3), 203–207. DOI: https://doi.org/10.1177/1558689809334443
Bennett, A. & Checkel, J. T. (Eds.). (2015). Process tracing: From metaphor to analytic tool. Cambridge University Press. DOI: https://doi.org/10.1017/CBO9781139858472
Bergman, M. M. (Ed.). (2008). Introduction: Whither mixed methods? En M. M. Bergman (Ed.), Advances in mixed methods research: Theories and applications (pp. 1-7). SAGE. DOI: https://doi.org/10.4135/9780857024329
Bergman, M. M. (2011). The good, the bad, and the ugly in mixed methods research and design. Journal of Mixed Methods Research, 5(4), 271-275. DOI: https://doi.org/10.1177/1558689811433236
Bericat, E. (1998). La integración de los métodos cualitativo y cuantitativo en la investigación social. Ariel
Blatter, J. & Blume, T. (2008). In search of co-variance, causal mechanisms or congruence? Swiss Political Science Review, 14, 315-355. DOI: https://doi.org/10.1002/j.1662-6370.2008.tb00105.x
Brady, H. E. (2004). Data-set observations vs. causal-process observations. En H. E. Brady & D. Collier (Eds.), Rethinking social inquiry: Diverse tools, shared standards. Rowman & Littlefield.
Bryman, A. (1988). Quantity and quality in social research. Unwin Hyman.
Bryman, A. (2007). Barriers to integrating quantitative and qualitative research. Journal of Mixed Methods Research, 1(1), 8-22. DOI: https://doi.org/10.1177/2345678906290531
Chaves-Montero, A. (2018). La utilización de una metodología mixta en investigación social. En Rompiendo barreras en la investigación (pp. 164-184). Universidad Técnica de Machala.
Clarke, K. A. (2020). Logical constraints: The limitations of QCA. Political Analysis, 28(4), 552-568. https://doi.org/10.1017/pan.2020.7 DOI: https://doi.org/10.1017/pan.2020.7
Collier, D. (2011). Understanding process tracing. PS: Political Science & Politics, 44(4), 823-830. DOI: https://doi.org/10.1017/S1049096511001429
Coward, M. (2018). Against network thinking. European Journal of International Relations, 24(2), 440-463. DOI: https://doi.org/10.1177/1354066117705704
Creswell, J. W. (2021). A concise introduction to mixed methods research. SAGE.
Creswell, J. W. & Creswell, J. D. (2005). Mixed methods research: Developments, debates, and dilemmas. Berrett-Koehler.
Creswell, J. W. & Creswell, J. D. (2018). Research design: Qualitative, quantitative, and mixed methods approaches. SAGE.
Creswell, J. W. & Plano Clark, V. L. (2017). Designing and conducting mixed methods research. SAGE.
Creswell, J. W. & Plano Clark, V. L. (2023). Revisiting mixed methods research designs twenty years later. Handbook of mixed methods research designs, 1(1), 21-36. DOI: https://doi.org/10.4135/9781529614572.n6
Cupchik, G. (2001). Constructivist realism: An ontology that encompasses positivist and constructivist approaches to the social sciences. Forum Qualitative Sozialforschung/Forum: Qualitative Social Research, 2(1), 10. DEU.
Denzin, N. K. (1978). The research act. McGraw-Hill.
Denzin, N. K. (2012). Triangulation 2.0. Journal of Mixed Methods Research, 6(2), 80-88. DOI: https://doi.org/10.1177/1558689812437186
Denzin, N. K. & Lincoln, Y. S. (1998). Introduction: Entering the field of qualitative research. En N. K. Denzin & Y. S. Lincoln (Eds.), Strategies of qualitative inquiry (pp. 1-34). SAGE.
Domínguez, S. & Hollstein, B. (2014). Mixed methods social networks research: Design and applications. Cambridge University Press. DOI: https://doi.org/10.1017/CBO9781139227193
Emirbayer, M. & Goodwin, J. (1994). Network analysis, culture, and the problem of agency. American Journal of Sociology, 99(6), 1411-1454. DOI: https://doi.org/10.1086/230450
Fairfield, T. & Charman, A. (2015). Formal Bayesian process tracing: Guidelines, opportunities, and caveats. London School of Economics.
Flick, U. (2017). Mantras and myths in mixed-methods research. Qualitative Inquiry, 23(1), 46-57. DOI: https://doi.org/10.1177/1077800416655827
Forni, P. & Grande, P. D. (2020). Triangulación y métodos mixtos en las ciencias sociales contemporáneas. Revista mexicana de sociología, 82(1), 159-189. DOI: https://doi.org/10.22201/iis.01882503p.2020.1.58064
Gerring, J. (2001). Social science methodology: A critical framework. Cambridge University Press. DOI: https://doi.org/10.1017/CBO9780511815492
Gerring, J. (2006). Case study research: Principles and practices. Cambridge University Press. DOI: https://doi.org/10.1017/CBO9780511803123
Giddens, A. (1984). The constitution of society. UCL Press.
Giddings, L. S. (2006). Mixed-methods research: Positivism dressed in drag? Journal of Research in Nursing, 11(3), 195-203. DOI: https://doi.org/10.1177/1744987106064635
Goertz, G. & Mahoney, J. (2012). A tale of two cultures: Qualitative and quantitative research in the social sciences. Princeton University Press. DOI: https://doi.org/10.23943/princeton/9780691149707.001.0001
Greene, J. C. & Caracelli, V. J. (1997). Defining the paradigm issue. New Directions for Evaluation, 74, 5-17. https://doi.org/10.1002/ev.1068 DOI: https://doi.org/10.1002/ev.1068
Greene, J. C., Caracelli, V. J., & Graham, W. F. (1989). Toward a conceptual framework. Educational Evaluation and Policy Analysis, 11(3), 255-274. https://doi.org/10.3102/01623737011003255 DOI: https://doi.org/10.3102/01623737011003255
Guba, E. G. & Lincoln, Y. S. (1994). Competing paradigms in qualitative research. En N. K. Denzin & Y. S. Lincoln (Eds.), Handbook of qualitative research (pp. 105-117). SAGE.
Guba, E. & Lincoln, Y. (2002). Paradigmas en competencia en la investigación cualitativa. Por los rincones. Antología de métodos cualitativos en la investigación social, 3(2), 113-145.
Guest, G. & Fleming, P. (2015). Mixed methods research. Public Health Research Methods, 5, 581-614. https://doi.org/10.4135/97814833988395 DOI: https://doi.org/10.4135/9781483398839.n19
Hollstein, B. & Wagemann, C. (2014). Fuzzy-set analysis of network data. En Mixed methods social networks research (pp. 237-268). Cambridge University Press. DOI: https://doi.org/10.1017/CBO9781139227193.013
Humphreys, M. & Jacobs, A. M. (2015). Mixing methods: A Bayesian approach. American political science review, 109(4), 653-673. DOI: https://doi.org/10.1017/S0003055415000453
Inguanzo, I. (2020). Asian women’s paths to office. Contemporary Politics, 26(2), 186–205. https://doi.org/10.1080/13569775.2020.1712005 DOI: https://doi.org/10.1080/13569775.2020.1712005
King, G., Keohane, R. O. & Verba, S. (2021). Designing social inquiry. Princeton University Press.
Kuhn, Th. (1962). The Structure of Scientific Revolutions. University of Chicago Press.
Laudan, L. (1996). Beyond positivism and relativism. Westview Press.
Lieberson, S. (1991). Small N’s and big conclusions. Social Forces, 70(2), 307-320. https://doi.org/10.2307/2580241 DOI: https://doi.org/10.2307/2580241
Lieberson, S. (1994). More on the uneasy case. Social Forces, 72(4), 1225-1237. DOI: https://doi.org/10.2307/2580300
Lieberson, S. (2004). Comments on QCA. Qualitative Methods, 2(2), 13-14.
Lucas, S. R. & Szatrowski, A. (2014). QCA in critical perspective. Sociological Methodology, 44(1), 1-79. https://doi.org/10.1177/0081175014532763 DOI: https://doi.org/10.1177/0081175014532763
Mahoney, J. (2008). Toward a unified theory of causality. Comparative Political Studies, 41(4-5), 412-436. DOI: https://doi.org/10.1177/0010414007313115
Masterman, M. (1970). The nature of a paradigm. Criticism and the growth of knowledge. Latakos, and A. Musgrave. DOI: https://doi.org/10.1017/CBO9781139171434.008
Maxwell, J. A. (2023). Mixed methods design in historical perspective. En C. N. Poth (Ed.), The SAGE handbook of mixed methods research design. SAGE. DOI: https://doi.org/10.4135/9781529614572.n7
Mello, P. A. (2021). Qualitative comparative analysis. Georgetown University Press. DOI: https://doi.org/10.4324/9781003139850-29
Mendizábal, N. (2018). La osadía en la investigación. Espacio Abierto, 27(2), 5-20.
Mertens, D. M. (2012). Transformative mixed methods: Addressing inequities. American Behavioral Scientist, 56(6), 802-813. DOI: https://doi.org/10.1177/0002764211433797
Miles, M. B. & Huberman, A. M. (1994). Qualitative data analysis. SAGE.
Morgan, D. L. (1998). Practical strategies. Qualitative Health Research, 8(3), 362-376. DOI: https://doi.org/10.1177/104973239800800307
Morin, E. (2010). Sobre la interdisciplinariedad. Universidad Icesi.
Morse, J. M. (1991). Methodological triangulation. Nursing Research, 40, 120–123. DOI: https://doi.org/10.1097/00006199-199103000-00014
Morse, J. M. & Niehaus, L. (2009). Mixed method design. Left Coast Press.
Munck, G. L. (2016). Assessing set-theoretic methods. Comparative Political Studies, 49(6), 775-780. DOI: https://doi.org/10.1177/0010414015626453
Munck, G. L. & Snyder, R. (2019). La política comparada en la encrucijada. Política y Gobierno, 26(1), 139-158.
Olsen, W. (2014). Comment: The usefulness of QCA under realist assumptions. Sociological Methodology, 44(1), 101-107. DOI: https://doi.org/10.1177/0081175014542080
Olsen, W. (2022). Qualitative comparative analysis (QCA): a classic mixed method using theory. In Systematic Mixed-Methods Research for Social Scientists (pp. 131-156). Cham: Springer International Publishing. DOI: https://doi.org/10.1007/978-3-030-93148-3_6
Pagliarin, S. & Gerrits, L. (2020). Trajectory-based QCA. Methodological Innovations. https://doi.org/10.1177/2059799120959170 DOI: https://doi.org/10.1177/2059799120959170
Parmelee, J. H., Perkins, S. C. & Sayre, J. J. (2007). Political ads and college students. Journal of Mixed Methods Research, 1(2), 183-199. DOI: https://doi.org/10.1177/1558689806298150
Pericás, J. M. V. & Lozares, C. (2022). Retos metodológicos. En La sociología en España (pp. 127-145). Marcial Pons.
Pilcher, N. & Cortazzi, M. (2024). 'Qualitative'and'quantitative'methods and approaches across subject fields: implications for research values, assumptions, and practices. Quality & Quantity, 58(3), 2357-2387. DOI: https://doi.org/10.1007/s11135-023-01734-4
Piovani, J. I. (2018). Triangulación y métodos mixtos. En A. Marradi, N. Archenti & J. I. Piovani, Manual de metodología de las ciencias sociales. Siglo XXI.
Poth, C. & Onwuegbuzie, A. J. (2015). Special issue: Mixed methods. International Journal of Qualitative Methods, 14(2), 1-4. DOI: https://doi.org/10.1177/160940691501400201
Ragin, C. (1987). The comparative method. University of California.
Ragin, C. C. (2000). Fuzzy-set social science. University of Chicago Press.
Ragin, C. C. (2008). Redesigning social inquiry. University of Chicago Press. DOI: https://doi.org/10.7208/chicago/9780226702797.001.0001
Ragin, C. C. (2014). The comparative method. UCL Press. DOI: https://doi.org/10.1525/9780520957350
Rivero, J. A. (2018). Compositional equivalence. Connections, 37(1-2), 53-68. DOI: https://doi.org/10.21307/connections-2017-004
Rohlfing, I. (2008). Nested analysis. Comparative Political Studies, 41(11), 1492-1514. DOI: https://doi.org/10.1177/0010414007308019
Rubinson, C., Gerrits, L., Rutten, R., & Greckhamer, T. (2019). Avoiding errors in QCA. Sociological Methods & Research, 9, 397-418.
Sánchez-Gómez, M. C., Martín-Cilleros, M. V., Sá, P. & Costa, A. P. (2020). Reflexiones sobre métodos mixtos. Revista Baiana de Enfermagem, e31851. DOI: https://doi.org/10.18471/rbe.v34.31851
Santos, J., Puig, P., Rausky, M., Piovani, J., Muñoz, L. & Burawoy, M. (2018). Métodos mixtos y reflexividad: explorando posibles articulaciones.¿ Condenados a la reflexividad?: apuntes para repensar el proceso de investigación social. 254-283. CLACSO. DOI: https://doi.org/10.2307/j.ctvn5tzjw.14
Schneider, C. Q. y Wagemann, C. (2010). Standards of good practice in qualitative comparative analysis (QCA) and fuzzy-sets. Comparative sociology, 9(3), 397-418. DOI: https://doi.org/10.1163/156913210X12493538729793
Seawright, J. (2005). QCA vs regression. Studies in Comparative International Development, 40(1), 3-26. DOI: https://doi.org/10.1007/BF02686284
Skaaning, S. E. (2011). Assessing the robustness of crisp-set and fuzzy-set QCA results. Sociological Methods & Research, 40(2), 391-40 DOI: https://doi.org/10.1177/0049124111404818
Tashakkori, A. & Creswell, J. (2007). The new era of mixed methods. Journal of Mixed Methods Research, 1(1), 3-7. DOI: https://doi.org/10.1177/2345678906293042
Tashakkori, A. & Teddlie, C. (1998). Mixed methodology. SAGE.
Tashakkori, A., & Teddlie, C. (Eds.). (2003). Handbook of mixed methods. SAGE.
Teddlie, C. y Tashakkori, A. (2009). Fundamentos de la investigación con métodos mixtos. Sage Publications.
Tufekci, Z. & Wilson, C. (2012). Social media and the decision to participate in political protest: Observations from Tahrir Square. Journal of communication, 62(2), 363-379. DOI: https://doi.org/10.1111/j.1460-2466.2012.01629.x
Varshney, A. (2001). Ethnic conflict and civil society: India and beyond. World politics, 53(3), 362-398. DOI: https://doi.org/10.1353/wp.2001.0012
Webb, E. J., Campbell, D. T., Schwartz, R. D. & Sechrest, L. (1999). Unobtrusive measures. SAGE.
Western, B. & Jackman, S. (1994). Bayesian inference. American Political Science Review, 88(2), 412-423. DOI: https://doi.org/10.2307/2944713