The idea of episodes of discontinuous change, followed by periods of relative stability, was introduced in various fields of knowledge in the 1960s and early 1970s.
Gellner had introduced a similar idea in the social sciences. However, Lipset and Rokkan offered a more elaborate model and an extensive application of their model to Europe (see below). Although Gellner influenced some sociologists, the impact of Lipset and Rokkan on the social sciences was greater.
Gould's model of punctuated equilibrium drew attention to episodic bursts of evolutionary change followed by periods of morphological stability. He challenged the conventional model of gradual, continuous change - called phyletic gradualism.
Since its launching in 1967, research on critical junctures has focused in part on developing a theoretical framework, which has evolved over time.
In studies of society, some scholars use the term "punctuated equilibrium" model, and others the term "neo-episodic" model. Studies of knowledge continue to use the term "paradigm shift". However, these terms can be treated as synonyms for critical juncture.
Key ideas in critical junctures research were initially introduced in the 1960s and early 1970s by Seymour Lipset, Stein Rokkan, and Arthur Stinchcombe.
Seymour Lipset and Stein Rokkan (1967) and Rokkan (1970) introduced the idea that big discontinuous changes, such as the reformation, the building of nations, and the Industrial Revolution, reflected conflicts organized around social cleavages, such as the center-periphery, state-church, land-industry, and owner-worker cleavages. In turn, these big discontinuous changes could be seen as critical junctures because they generated social outcomes that subsequently remained "frozen" for extensive periods of time.
Rokkan (1970) added two points to these ideas. Critical junctures could set countries on divergent or convergent paths. Critical junctures could be "sequential," such that a new critical junctures does not totally erase the legacies of a previous critical juncture but rather modifies that previous legacy.
Arthur Stinchcombe (1968) filled a key gap in Lipset and Rokkan's model. Lipset and Rokkan argued that critical junctures produced legacies, but did not explain how the effect of a critical juncture could endure over a long period.
Stinchcombe elaborated the idea of historical causes (such as critical junctures) as a distinct kind of cause that generates a "self-replicating causal loop." Stinchcombe explained that the distinctive feature of such a loop is that "an effect created by causes at some previous period becomes a cause of that same effect in succeeding periods." This loop was represented graphically by Stinchcombe as follows:
X t1 ––> Y t2 ––> D t3 ––> Y t4 ––> D t5 ––> Y t6
Stinchcombe argued that the cause (X) that explains the initial adoption of some social feature (Y) was not the same one that explains the persistence of this feature. Persistence is explained by the repeated effect of Y on D and of D on Y.
Additional contributions were made in the 1980s and early 1990s by various political scientists and economists.
Following a period of consolidation of critical junctures framework, few new developments occurred in the 1990s. However, since around 2000, several new ideas were proposed and many aspects of the critical junctures framework are the subject of debate.
An important new issue in the study of change is the relative role of critical junctures and incremental change. On the one hand, the two kinds of change are sometimes starkly counterposed. Kathleen Thelen emphasizes more gradual, cumulative patterns of institutional evolution and holds that "the conceptual apparatus of path dependence may not always offer a realistic image of development." On the other hand, path dependence, as conceptualized by Paul David is not deterministic and leaves room for policy shifts and institutional innovation.
The use of the concept of path dependence in the study of critical junctures has been a source of some debate. On the one hand, James Mahoney argues that "path dependence characterizes specifically those historical sequences in which contingent events set into motion institutional patterns or event chains that have deterministic properties" and that there are two types of path dependence: "self-reinforcing sequences" and "reactive sequences." On the other hand, Kathleen Thelen and other criticize the idea of path dependence determinism, and Jörg Sydow, Georg Schreyögg, and Jochen Koch question the idea of reactive sequences as a kind of path dependence.
In addition, many processes and events have been identified as critical junctures.
Some of the processes in the modern era that are commonly seen as critical junctures in the social sciences are:
Critical juncture research typically contrasts an argument about the historical origins of some outcome to an explanation based in temporally proximate factors. However, researchers have engaged in debates about what historical event should be considered a critical juncture.
A key debate in research on critical junctures concerns the turning point that led to the rise of the West.
Research on critical junctures is generally seen as an important contribution to the social sciences.
Within political science, Berntzen argues that research on critical junctures "has played an important role in comparative historical and other macro-comparative scholarship." Some of the most notable works in the field of comparative politics since the 1960s rely on the concept of a critical juncture.
Within economics, the historically informed work of Douglass North, and Daron Acemoglu and James A. Robinson, is seen as partly responsible for the disciple's renewed interest in political institutions and the historical origins of institutions and hence for the revival of the tradition of institutional economics.
Ruth Berins Collier and David Collier, Shaping the Political Arena: Critical Junctures, the Labor Movement, and the Regime Dynamics in Latin America. Princeton, NJ: Princeton University Press, 1991, p. 11; Peter Flora, "Introduction and Interpretation," p. 1–91, in Peter Flora (ed.), State Formation, Nation-Building, and Mass Politics in Europe: The Theory of Stein Rokkan. Oxford, UK: Oxford University Press, 1999, pp. 37; Ira Katznelson, “Periodization and Preferences: Reflections on Purposive Action in Comparative Historical Social Science,” pp. 270–303, in James Mahoney and Dietrich Rueschemeyer (eds.), Comparative Historical Analysis in the Social Sciences. New York, NY: Cambridge University Press, 2003, p. 282; Barry R. Weingast. "Persuasion, Preference, Change, and Critical Junctures: The Microfoundations of a Macroscopic Concept," pp. 129–60, in Ira Katznelson and Barry R. Weingast (eds.), Preferences and Situations: Points of Intersection Between Historical and Rational Choice Institutionalism. New York, NY: Russell Sage Foundation, 2005, pp. 164–166, p. 164-165; Kenneth M. Roberts, Changing Course in Latin America: Party Systems in the Neoliberal Era. New York, NY: Cambridge University Press, 2014, p. 43; David Collier and Gerardo L. Munck, "Building Blocks and Methodological Challenges: A Framework for Studying Critical Junctures." Qualitative and Multi-Method Research 15(1) 2017: 2–9, p. 2.
Peter Flora, "Introduction and Interpretation," p. 1–91, in Peter Flora (ed.), State Formation, Nation-Building, and Mass Politics in Europe: The Theory of Stein Rokkan. Oxford, UK: Oxford University Press, 1999, pp. 36; Kenneth M. Roberts, Changing Course in Latin America: Party Systems in the Neoliberal Era. New York, NY: Cambridge University Press, 2014, p. 42; David Collier and Gerardo L. Munck, "Building Blocks and Methodological Challenges: A Framework for Studying Critical Junctures." Qualitative and Multi-Method Research 15(1) 2017: 2–9, pp. 2, 6-8.
Arthur L Stinchcombe, Constructing Social Theories. New York, NY: Harcourt, Brace, and World, 1968, pp. 101-129; Ruth Berins Collier and David Collier, Shaping the Political Arena: Critical Junctures, the Labor Movement, and the Regime Dynamics in Latin America. Princeton, NJ: Princeton University Press, 1991, Ch. 1; Peter Flora, "Introduction and Interpretation," p. 1–91, in Peter Flora (ed.), State Formation, Nation-Building, and Mass Politics in Europe: The Theory of Stein Rokkan. Oxford, UK: Oxford University Press, 1999, pp. 36–37; Paul Pierson, Politics in Time: History, Institutions, and Social Analysis. Princeton, NJ: Princeton University Press, 2004, Ch. 3; Barry R. Weingast. "Persuasion, Preference, Change, and Critical Junctures: The Microfoundations of a Macroscopic Concept," pp. 129–60, in Ira Katznelson and Barry R. Weingast (eds.), Preferences and Situations: Points of Intersection Between Historical and Rational Choice Institutionalism. New York, NY: Russell Sage Foundation, 2005, pp. 164–166, 171; Steven Levitsky and María Victoria Murillo, "Building Institutions on Weak Foundations: Lessons from Latin America." Journal of Democracy 24(2)(2013): 93–107.
Steven Levitsky and María Victoria Murillo, “Building Institutions on Weak Foundations: Lessons from Latin America,” pp. 189–213, in Daniel Brinks, Marcelo Leiras, and Scott Mainwaring (eds.), Reflections on Uneven Democracies: The Legacy of Guillermo O’Donnell. Baltimore, MD: Johns Hopkins University Press, 2014; Johannes Gerschewski, “Explanations of Institutional Change. Reflecting on a ‘Missing Diagonal’.” American Political Science Review 115(1) 2021: 218–33.
Arthur L Stinchcombe, Constructing Social Theories. New York, NY: Harcourt, Brace, and World, 1968, pp. 101-129; David Collier and Gerardo L. Munck, "Building Blocks and Methodological Challenges: A Framework for Studying Critical Junctures." Qualitative and Multi-Method Research 15(1) 2017: 2–9; Munck, Gerardo L., "The Theoretical Foundations of Critical Juncture Research: Critique and Reconstruction" (July 20, 2021). Critical Junctures and Historical Legacies: Insights and Methods for Comparative Social Science, Forthcoming, Available at SSRN: https://ssrn.com/abstract=3889801. https://ssrn.com/abstract=3889801
On the contrast between continuist and discontinuist theories, see Joseph Agassi, "Continuity and Discontinuity in the History of Science." Journal of the History of Ideas 34(4)(1973): 609-26. On the doctrine of synechism, the assumption that all changes entail differences of degree within a continuum and never differences in kind, see Charles S. Peirce, Philosophical Writings of Peirce. New York, NY: Dover Publications, 1955, Chapters 25 and 26. John L. Bell, "Continuity and Infinitesimals," The Stanford Encyclopedia of Philosophy (Summer 2017 Edition), Edward N. Zalta (ed.), URL = . https://plato.stanford.edu/archives/sum2017/entries/continuity/
The term "presentist" is used by Dietrich Rueschemeyer, Usable Theory: Analytic Tools for Social and Political Research. Princeton, NJ: Princeton. University Press, 2009, pp. 147–51.
Sven Steinmo, Kathleen Thelen, and Frank Longstreth (eds.), Structuring Politics: Historical Institutionalism in Comparative Analysis. New York, NY: Cambridge University Press, 1992; Kathleen Thelen, "Historical Institutionalism in Comparative Politics." Annual Review of Political Science 2 (1999): 369-404; Paul Pierson and Theda Skocpol, "Historical Institutionalism in Contemporary Political Science," pp. 693-721, in Ira Katznelson and Helen V. Milner (eds.), Political Science: The State of the Discipline. New York and Washington, DC: W.W. Norton & Co. and The American Political Science Association, 2002; James Mahoney and Dietrich Rueschemeyer (eds.), Comparative Historical Analysis in the Social Sciences. New York, NY: Cambridge University Press, 2003; Matthew Lange, Comparative-Historical Methods. London: Sage, 2013; Orfeo Fioretos, Tulia G. Falleti, and Adam Sheingate (eds.), The Oxford Handbook of Historical Institutionalism. New York, NY: Oxford University Press, 2016; Thomas Rixen, Lora Viola, and Michael Zuern (eds.), Historical Institutionalism and International Relations. Oxford, UK: Oxford University Press, 2016; Jørgen Møller, State Formation, Regime Change, and Economic Development. London: Routledge Press, 2017.
Terrence J. McDonald (ed.), The Historic Turn in the Human Sciences. Ann Arbor, MI: University of Michigan Press, 1996; Giovanni Capoccia and Daniel Ziblatt, "The Historical Turn in Democratization Studies: A New Research Agenda for Europe and Beyond." Comparative Political Studies 43(8/9)(2010): 931–968; Jørgen Møller, "When One Might Not See the Wood for the Trees: The ‘Historical Turn’ in Democratization Studies, Critical Junctures, and Cross-case Comparisons." Democratization 20(4)(2013), 693-715; Jo Guldi and David Armitage, The History Manifesto. New York, NY: Cambridge University Press, 2014; Herbert S. Klein, "The 'Historical Turn' in the Social Sciences." The Journal of Interdisciplinary History 48(3)(2018): 295–312.
Precedents for this idea are found in what Gellner calls "episodic theories" of progress. Ernest Gellner, Thought and Change. Chicago, IL: University of Chicago Press, 1964, pp. 4-9.
Thomas S. Kuhn, The Structure of Scientific Revolutions. Chicago, IL: University of Chicago Press, 1962.
Alexander J. Bird, Thomas Kuhn. Princeton, N.J.: Princeton University Press, 2000; Thomas Nickles (ed.), Thomas Kuhn. Cambridge: Cambridge University Press, 2003.
Stephen Jay Gould, Punctuated Equilibrium. Cambridge, Mass.: Harvard University Press, 2007. Gould acknowledges Kuhn's influence in Stephen Jay Gould, Punctuated Equilibrium. Cambridge MA: Belknap Press of Harvard University Press, 2007, pp. 229, 276.
Ernest Gellner, Thought and Change. Chicago, IL: University of Chicago Press, 1964, pp. 12, 45.
Michael Mann, The Sources of Social Power Vol. 1 A History of Power from the Beginning to A.D. 1760. New York, NY: Cambridge University Press, 1986, pp. 3, 525.
Lipset, Seymour M., and Stein Rokkan, "Cleavage Structures, Party Systems, and Voter Alignments: An Introduction," pp. 1–64, in Seymour M. Lipset and Stein Rokkan (eds.), Party Systems and Voter Alignments: Cross-National Perspectives. New York, NY: Free Press, 1967. The seminal nature of Lipset and Rokkan's work is noted in Ruth Berins Collier and David Collier, Shaping the Political Arena: Critical Junctures, the Labor Movement, and the Regime Dynamics in Latin America. Princeton, NJ: Princeton University Press, 1991, p. 27; Peter Flora, "Introduction and Interpretation," p. 1–91, in Peter Flora (ed.), State Formation, Nation-Building, and Mass Politics in Europe: The Theory of Stein Rokkan. Oxford, UK: Oxford University Press, 1999; David Collier and Gerardo L. Munck, "Building Blocks and Methodological Challenges: A Framework for Studying Critical Junctures." Qualitative and Multi-Method Research 15(1) 2017: 2–9, p. 2; and Einar Berntzen, "Historical and Longitudinal Analyses," pp. 390–405, in Dirk Berg-Schlosser, Bertrand Badie, and Leonardo Morlino (eds.), The SAGE Handbook of Political Science. Thousand Oaks, CA: SAGE, 2020.
Stein Rokkan, "Nation-Building, Cleavage Formation and the Structuring of Mass Politics," pp. 72–144, in Stein Rokkan, with Angus Campbell, Per Torsvik, and Henry Valen, Citizens, Elections, and Parties: Approaches to the Comparative Study of the Processes of Development. New York, NY: David McKay, 1970. Rokkan's work has been collected in Stein Rokkan, State Formation, Nation-Building, and Mass Politics in Europe. New York: Oxford University Press, 1999.
Michael Mann, The Sources of Social Power Vol. 1 A History of Power from the Beginning to A.D. 1760. New York, NY: Cambridge University Press, 1986, pp. viii, 3.
Gould acknowledges Kuhn's influence in Stephen Jay Gould, Punctuated Equilibrium. Cambridge MA: Belknap Press of Harvard University Press, 2007, pp. 283–87.
Niles Eldredge and Stephen Jay Gould, "Punctuated Equilibria: An Alternative to Phyletic Gradualism," pp. 82–115, in Thomas J. M. Schopf (ed.), Models in Paleobiology. San Francisco, CA: Freeman, Cooper, 1972
Niles Eldredge and Stephen Jay Gould, "Punctuated Equilibria: An Alternative to Phyletic Gradualism," pp. 82–115, in Thomas J. M. Schopf (ed.), Models in Paleobiology. San Francisco, CA: Freeman, Cooper, 1972; Stephen Jay Gould, Punctuated Equilibrium. Cambridge, Mass.: Harvard University Press, 2007. On Gould's ideas, see Warren D. Allmon, Patricia Kelley, and Robert Ross (eds.), Stephen Jay Gould. Reflections on His View of Life. New York: Oxford University Press, 2008.
David Collier and Gerardo L. Munck, "Building Blocks and Methodological Challenges: A Framework for Studying Critical Junctures." Qualitative and Multi-Method Research 15(1) 2017: 2–9; Einar Berntzen, "Historical and Longitudinal Analyses," pp. 390–405, in Dirk Berg-Schlosser, Bertrand Badie, and Leonardo Morlino (eds.), The SAGE Handbook of Political Science. Thousand Oaks, CA: SAGE, 2020.
Stephen D. Krasner, "Approaches to the State: Alternative Conceptions and Historical Dynamics." Comparative Politics 16(2)(1984): 223–46; Stephen D. Krasner, "Sovereignty: An Institutional Perspective." Comparative Political Studies 21(1)(1988): 66–94; G. John Ikenberry, After Victory: Institutions, Strategic Restraint, and the Rebuilding of Order After Major Wars. Princeton, NJ: Princeton University Press, 2001; Frank Baumgartner and Bryan D. Jones, Agendas and Instability in American Politics, 2nd ed. Chicago, IL: University of Chicago Press, 2009; Kenneth M. Roberts, “Pitfalls and Opportunities: Lessons from the Study of Critical Junctures in Latin America,” Qualitative and Multi-Method Research 15, 1 (2017): 11-15; Johannes Gerschewski, “Explanations of Institutional Change. Reflecting on a ‘Missing Diagonal’.” American Political Science Review 115(1) 2021: 218–33, p. 219.
Ernest Gellner, Thought and Change. Chicago, IL: University of Chicago Press, 1964; Michael Mann, The Sources of Social Power Vol. 1 A History of Power from the Beginning to A.D. 1760. New York, NY: Cambridge University Press, 1986.
Paul Thagard, Conceptual Revolutions. Princeton, NJ: Princeton University Press, 1992.
Seymour M. Lipset and Stein Rokkan, "Cleavage Structures, Party Systems, and Voter Alignments: An Introduction," pp. 1–64, in Seymour M. Lipset and Stein Rokkan (eds.), Party Systems and Voter Alignments: Cross-National Perspectives. New York, NY: Free Press, 1967; Stein Rokkan, "Nation-Building, Cleavage Formation and the Structuring of Mass Politics," pp. 72–144, in Stein Rokkan, with Angus Campbell, Per Torsvik, and Henry Valen, Citizens, Elections, and Parties: Approaches to the Comparative Study of the Processes of Development. New York, NY: David McKay, 1970; Arthur L Stinchcombe, Constructing Social Theories. New York, NY: Harcourt, Brace, and World, 1968, pp. 101-129. The contributions of Lipset and Rokkan, and Stinchcombe, are noted in Ruth Berins Collier and David Collier, Shaping the Political Arena: Critical Junctures, the Labor Movement, and the Regime Dynamics in Latin America. Princeton, NJ: Princeton University Press, 1991, pp. 27–28; David Collier and Gerardo L. Munck, "Building Blocks and Methodological Challenges: A Framework for Studying Critical Junctures." Qualitative and Multi-Method Research 15(1) 2017: 2–9, p. 6-7; and Einar Berntzen, "Historical and Longitudinal Analyses," pp. 390–405, in Dirk Berg-Schlosser, Bertrand Badie, and Leonardo Morlino (eds.), The SAGE Handbook of Political Science. Thousand Oaks, CA: SAGE, 2020.
Seymour M. Lipset and Stein Rokkan, "Cleavage Structures, Party Systems, and Voter Alignments: An Introduction," pp. 1–64, in Seymour M. Lipset and Stein Rokkan (eds.), Party Systems and Voter Alignments: Cross-National Perspectives. New York, NY: Free Press, 1967, pp. 47, 50; Stein Rokkan, "Nation-Building, Cleavage Formation and the Structuring of Mass Politics," pp. 72–144, in Stein Rokkan, with Angus Campbell, Per Torsvik, and Henry Valen, Citizens, Elections, and Parties: Approaches to the Comparative Study of the Processes of Development. New York, NY: David McKay, 1970.
Peter Flora, "Rokkan, Stein (1921–79)," pp. 744-47, International Encyclopedia of the Social & Behavioral Sciences 2nd edition, Volume 20 (2001), p 745-46.
Stein Rokkan, "Nation-Building, Cleavage Formation and the Structuring of Mass Politics," pp. 72–144, in Stein Rokkan, with Angus Campbell, Per Torsvik, and Henry Valen, Citizens, Elections, and Parties: Approaches to the Comparative Study of the Processes of Development. New York, NY: David McKay, 1970, pp. 112-13.
Arthur L Stinchcombe, Constructing Social Theories. New York, NY: Harcourt, Brace, and World, 1968, pp. 103.
Paul A. David, "Clio and the Economics of QWERTY." American Economic Review 75(2)(1985): 332–37; W. Brian Arthur, "Competing Technologies, Increasing Returns, and Lock-In by Historical Events." Economic Journal 99(394)(1989): 116–31; W. Brian Arthur, Increasing Returns and Path Dependence in the Economy. Ann Arbor, MI: University of Michigan Press, 1994.
Nathan Nunn, "The Importance of History for Economic Development." Annual Review of Economics 1(1)(2009): 65–92.
Stephen D. Krasner, "Approaches to the State: Alternative Conceptions and Historical Dynamics." Comparative Politics 16(2)(1984): 223–46; Stephen D. Krasner, "Sovereignty: An Institutional Perspective." Comparative Political Studies 21(1)(1988): 66–94.
Douglass C. North, Institutions, Institutional Change and Economic Performance. New York, NY: Cambridge University Press, 1990, p. 3.
Ruth Berins Collier and David Collier, Shaping the Political Arena: Critical Junctures, the Labor Movement, and the Regime Dynamics in Latin America. Princeton, NJ: Princeton University Press, 1991; David Collier and Gerardo L. Munck, "Building Blocks and Methodological Challenges: A Framework for Studying Critical Junctures." Qualitative and Multi-Method Research 15(1) 2017: 2–9. Berntzen writes that "Collier and Collier's Shaping the Political Arena (1991) helped crystallize and further develop the critical juncture approach," and "established a five-step template: antecedent conditions, cleavage or shock, critical juncture, aftermath, and legacy." Einar Berntzen, "Historical and Longitudinal Analyses," pp. 390–405, in Dirk Berg-Schlosser, Bertrand Badie, and Leonardo Morlino (eds.), The SAGE Handbook of Political Science. Thousand Oaks, CA: SAGE, 2020. Other scholars have offered compatible proposals to combine various ideas. See Jörg Sydow, Georg Schreyögg, and Jochen Koch, "Organizational Path Dependence: Opening the Black Box." Academy of Management Review 34(4)(2009): 689–709.
All the quotes below are from Einar Berntzen, "Historical and Longitudinal Analyses," pp. 390–405, in Dirk Berg-Schlosser, Bertrand Badie, and Leonardo Morlino (eds.), The SAGE Handbook of Political Science. Thousand Oaks, CA: SAGE, 2020, pp. 391-93.
James Mahoney, "Path Dependence in Historical Sociology." Theory and Society 29(4)(2000): 507–48; Paul Pierson, "Increasing Returns, Path Dependence, and the Study of Politics." American Political Science Review 94(2)(2000): 251–67; Kathleen Thelen, How Institutions Evolve: The Political Economy of Skills in Germany, Britain, the United States and Japan. New York, NY: Cambridge University Press, 2004; Giovanni Capoccia and R. Daniel Kelemen, "The Study of Critical Junctures: Theory, Narrative, and Counterfactuals in Historical Institutionalism." World Politics 59(3)(2007): 341–69; Jörg Sydow, Georg Schreyögg, and Jochen Koch, "Organizational Path Dependence: Opening the Black Box." Academy of Management Review 34(4)(2009): 689–709; Dan Slater and Erica Simmons, "Informative Regress: Critical Antecedents in Comparative Politics." Comparative Political Studies 43(7)(2010): 886-917; Hillel David Soifer, "The Causal Logic of Critical Junctures." Comparative Political Studies 45(12)(2012): 1572-1597; David Collier and Gerardo L. Munck, "Building Blocks and Methodological Challenges: A Framework for Studying Critical Junctures." Qualitative and Multi-Method Research 15(1) 2017: 2–9; Einar Berntzen, "Historical and Longitudinal Analyses," pp. 390–405, in Dirk Berg-Schlosser, Bertrand Badie, and Leonardo Morlino (eds.), The SAGE Handbook of Political Science. Thousand Oaks, CA: SAGE, 2020.
Kathleen Thelen, How Institutions Evolve: The Political Economy of Skills in Germany, Britain, the United States and Japan. New York, NY: Cambridge University Press, 2004; Einar Berntzen, "Historical and Longitudinal Analyses," pp. 390–405, in Dirk Berg-Schlosser, Bertrand Badie, and Leonardo Morlino (eds.), The SAGE Handbook of Political Science. Thousand Oaks, CA: SAGE, 2020.
Paul A. David, "Clio and the Economics of QWERTY." American Economic Review 75(2)(1985): 332–37; Paul A. David, "Path Dependence: A Foundational Concept for Historical Social Science." Cliometrica 1(2)(2007): 91–114; Einar Berntzen, "Historical and Longitudinal Analyses," pp. 390–405, in Dirk Berg-Schlosser, Bertrand Badie, and Leonardo Morlino (eds.), The SAGE Handbook of Political Science. Thousand Oaks, CA: SAGE, 2020.
Einar Berntzen, "Historical and Longitudinal Analyses," pp. 390–405, in Dirk Berg-Schlosser, Bertrand Badie, and Leonardo Morlino (eds.), The SAGE Handbook of Political Science. Thousand Oaks, CA: SAGE, 2020, p. 403.
Michael Bernhard, "Chronic Instability and the Limits of Path Dependence." Perspectives on Politics 13(4)(2015): 976–91, 978.
Einar Berntzen, "Historical and Longitudinal Analyses," pp. 390–405, in Dirk Berg-Schlosser, Bertrand Badie, and Leonardo Morlino (eds.), The SAGE Handbook of Political Science. Thousand Oaks, CA: SAGE, 2020, p. 403.
Dan Slater and Erica Simmons, "Informative Regress: Critical Antecedents in Comparative Politics." Comparative Political Studies 43(7)(2010): 886-917.
James Mahoney, "Path Dependence in Historical Sociology." Theory and Society 29(4)(2000): 507–48; pp. 507–09.
Kathleen Thelen, How Institutions Evolve: The Political Economy of Skills in Germany, Britain, the United States and Japan. New York, NY: Cambridge University Press, 2004; Colin Crouch and Henry Farrell, "Breaking the Path of Institutional Development? Alternatives to the New Determinism." Rationality and Society 16(1)(2004): 5–43; Paul A. David, "Path Dependence: A Foundational Concept for Historical Social Science." Cliometrica 1(2)(2007): 91–114.
Jörg Sydow, Georg Schreyögg, and Jochen Koch, "Organizational Path Dependence: Opening the Black Box." Academy of Management Review 34(4)(2009): 689–709, pp. 697–98.
Douglass C. North, Institutions, Institutional Change and Economic Performance. New York, NY: Cambridge University Press, 1990; Ruth Berins Collier and David Collier, Shaping the Political Arena: Critical Junctures, the Labor Movement, and the Regime Dynamics in Latin America. Princeton, NJ: Princeton University Press, 1991.
Avidit Acharya, Matthew Blackwell, and Maya Sen, Deep Roots: How Slavery Still Shapes Southern Politics. Princeton, NJ: Princeton University Press, 2018; Robert M. Fishman, Democratic Practice: Origins of the Iberian Divide in Political Inclusion. Oxford, UK: Oxford University Press, 2019.
Avidit Acharya, Matthew Blackwell, and Maya Sen, Deep Roots: How Slavery Still Shapes Southern Politics. Princeton, NJ: Princeton University Press, 2018; Robert M. Fishman, Democratic Practice: Origins of the Iberian Divide in Political Inclusion. Oxford, UK: Oxford University Press, 2019, p. 5.
David Collier and Gerardo L. Munck, "Building Blocks and Methodological Challenges: A Framework for Studying Critical Junctures." Qualitative and Multi-Method Research 15(1) 2017: 2–9, p. 2; and Einar Berntzen, "Historical and Longitudinal Analyses," pp. 390–405, in Dirk Berg-Schlosser, Bertrand Badie, and Leonardo Morlino (eds.), The SAGE Handbook of Political Science. Thousand Oaks, CA: SAGE, 2020, pp. 390-391. See also the research on these topics under "Further reading (substantive applications)."
Michael Mann, The Sources of Social Power Vol. 1 A History of Power from the Beginning to A.D. 1760. New York, NY: Cambridge University Press, 1986, p. 525.
Thomas Ertman, Birth of the Leviathan: Building States and Regimes in Medieval and Early Modern Europe. New York, NY: Cambridge University Press, 1997; Fernando López-Alves, State Formation and Democracy in Latin America, 1810–1900. Durham, NC: Duke University Press, 2000
Seymour M. Lipset and Stein Rokkan, "Cleavage Structures, Party Systems, and Voter Alignments: An Introduction," pp. 1–64, in Seymour M. Lipset and Stein Rokkan (eds.), Party Systems and Voter Alignments: Cross-National Perspectives. New York, NY: Free Press, 1967.
Daron Acemoglu and James A. Robinson, Why Nations Fail: Origins of Power,Poverty and Prosperity. New York, NY: Crown, 2012.
Seymour M. Lipset and Stein Rokkan, "Cleavage Structures, Party Systems, and Voter Alignments: An Introduction," pp. 1–64, in Seymour M. Lipset and Stein Rokkan (eds.), Party Systems and Voter Alignments: Cross-National Perspectives. New York, NY: Free Press, 1967; Daron Acemoglu and James A. Robinson, Why Nations Fail: Origins of Power, Poverty and Prosperity. New York, NY: Crown, 2012.
Lipset, Seymour M., and Stein Rokkan, "Cleavage Structures, Party Systems, and Voter Alignments: An Introduction," pp. 1–64, in Seymour M. Lipset and Stein Rokkan (eds.), Party Systems and Voter Alignments: Cross-National Perspectives. New York, NY: Free Press, 1967.
G. John Ikenberry, After Victory: Institutions, Strategic Restraint, and the Rebuilding of Order After Major Wars. Princeton, NJ: Princeton University Press, 2001.
Daron Acemoglu and James A. Robinson, "The Colonial Origins of Comparative Development: An Empirical Investigation." American Economic Review 91(5) 2001: 1369–401; Matthew Lange, Lineages of Despotism and Development British Colonialism and State Power. Chicago, IL: University of Chicago Press, 2009; James Mahoney, Colonialism and Postcolonial Development: Spanish America in Comparative Perspective. New York, NY: Cambridge University Press, 2010; Stanley L. Engerman and Kenneth L. Sokoloff, Economic Development in the Americas since 1500: Endowments and Institutions. New York, NY: Cambridge University Press, 2012.
Omar García-Ponce and Léonard Wantchékon, "Critical Junctures: Independence Movements and Democracy in Africa." Unpublished paper, May 2017.
Avidit Acharya, Matthew Blackwell, and Maya Sen, Deep Roots: How Slavery Still Shapes Southern Politics. Princeton, NJ: Princeton University Press, 2018.
Ruth Berins Collier and David Collier, Shaping the Political Arena: Critical Junctures, the Labor Movement, and the Regime Dynamics in Latin America. Princeton, NJ: Princeton University Press, 1991; Marcus Kurtz, Latin American State Building in Comparative Perspective: Social Foundations of Institutional Order. New York, NY: Cambridge University Press, 2013.
Robert M. Fishman, Democratic Practice: Origins of the Iberian Divide in Political Inclusion. New York: Oxford University Press, 2019; Donatella della Porta, Massimiliano Andretta, Tiago Fernandes, Eduardo Romanos, and Markos Vogiatzoglou, Legacies and Memories in Movements: Justice and Democracy in Southern Europe. New York: Oxford University Press, 2018. /wiki/Donatella_della_Porta
Maurizio Ferrera, "Welfare State," pp. 1173–92, in Dirk Berg-Schlosser, Bertrand Badie, and Leonardo Morlino (eds.), The SAGE Handbook of Political Science. Thousand Oaks, CA: SAGE, 2020.
Kenneth M. Roberts, Changing Course in Latin America: Party Systems in the Neoliberal Era. New York: Cambridge University Press, 2014; Donatella della Porta, Joseba Fernandez, Hara Kouki and Lorenzo Mosca, Movement Parties Against Austerity. Cambridge: Polity Press, 2017.
G. John Ikenberry, After Victory: Institutions, Strategic Restraint, and the Rebuilding of Order After Major Wars. Princeton, NJ: Princeton University Press, 2001.
Claire Dupont, Sebastian Oberthür, and Ingmar von Homeyer, "The Covid-19 Crisis: A Critical Juncture for EU Climate Policy Development? Journal of European Integration Vol. 42, No. 8 (2020) 1095-1110; Duncan Green, "COVID-19 as a Critical Juncture and the Implications for Advocacy," Global Policy April 2020; John Twigg, "COVID-19 as a ‘Critical Juncture’: A Scoping Review." Global Policy December 2020; Special Issue of International Organization, 74(S1)(2020); Donatella della Porta, "Progressive Social Movements, Democracy and the Pandemic," in Gerard Delanty (ed.), Pandemics, Politics, and Society: Critical Perspectives on the Covid-19 Crisis. Berlin: de Gruyter, 2021; Thomas Ameyaw-Brobbey, "A Critical Juncture? COVID-19 and the Fate of the U.S.-China Struggle for Supremacy." World Affairs 184(3)2021: 260-293
Barrington Moore, Jr., Social Origins of Dictatorship and Democracy. Lord and Peasant in the Making of the Modern World. Boston, MA: Beacon Press, 1966; Theda Skocpol, "A Critical Review of Barrington Moore's Social Origins of Dictatorship and Democracy [Book Review]." Politics and Society 4(1)(1973): 1-34, p. 10.
Ruth Berins Collier and David Collier, Shaping the Political Arena: Critical Junctures, the Labor Movement, and the Regime Dynamics in Latin America. Princeton, NJ: Princeton University Press, 1991; Einar Berntzen, "Historical and Longitudinal Analyses," pp. 390–405, in Dirk Berg-Schlosser, Bertrand Badie, and Leonardo Morlino (eds.), The SAGE Handbook of Political Science. Thousand Oaks, CA: SAGE, 2020, p. 393.
G. John Ikenberry, After Victory: Institutions, Strategic Restraint, and the Rebuilding of Order After Major Wars. Princeton, NJ: Princeton University Press, 2001; G. John Ikenberry, "Reflections on After Victory." The British Journal of Politics and International Relations 21(1)(2019): 5-19, p. 7.
Seymour Martin Lipset and Jason Lakin, The Democratic Century. Norman, OK: University of Oklahoma Press, 2004, Part II. A related argument is presented in James A. Robinson, "Critical Junctures and Developmental Paths: Colonialism and Long-Term Economic Prosperity," Ch. 2, in David Collier and Gerardo L. Munck (eds.), Critical Junctures and Historical Legacies: Insights and Methods for Comparative Social Science. Lanham, MD: Rowman & Littlefield, 2022.
Daron Acemoglu and James A. Robinson, Why Nations Fail: Origins of Power, Poverty and Prosperity. New York, NY: Crown, 2012; Jared Diamond, "What Makes Countries Rich or Poor?" [Book review of Why Nations Fail] The New York Review of Books, June 7, 2012.
Jonathan Yoe, "Review: State Institutions and Economic Prosperity." Monthly Labor Review (February 2019): 1-4.
Arthur L Stinchcombe, Constructing Social Theories. New York, NY: Harcourt, Brace, and World, 1968, pp. 101–106.
Jared Diamond, Guns, Germs and Steel. The Fate of Human Societies. New York, NY: Norton, 1997.
Michael Mitterauer, Why Europe? The Medieval Origins of its Special Path. Chicago, IL: University of Chicago Press, 2010. A related work, which compared Europe to the Middle East, is Alberto Bisin, Jared Rubin, Avner Seror & Thierry Verdier, "Culture, Institutions and the Long Divergence." Journal of Economic Growth (2023).
Daron Acemoglu and James A. Robinson, Why Nations Fail: Origins of Power, Poverty and Prosperity. New York, NY: Crown, 2012; Daron Acemoglu and James A. Robinson, The Narrow Corridor. States, Societies, and the Fate of Liberty. New York, NY: Penguin, 2019).
Jerry F. Hough and Robin Grier, The Long Process of Development: Building Markets and States in Pre-Industrial England, Spain and their Colonies. New York: Cambridge University Press, 2015.
Daron Acemoglu, Simon H. Johnson, and James A. Robinson, "The Colonial Origins of Comparative Development: An Empirical Investigation" The American Economic Review Vol. 91, No. 5 (2001): 1369-1401, pp. 1369–70; Daron Acemoglu and James A. Robinson, Why Nations Fail: Origins of Power, Poverty and Prosperity. New York, NY: Crown, 2012; James Mahoney, Colonialism and Postcolonial Development: Spanish America in Comparative Perspective. New York, NY: Cambridge University Press, 2010; Stanley L. Engerman and Kenneth L. Sokoloff, Economic Development in the Americas since 1500: Endowments and Institutions. New York, NY: Cambridge University Press, 2012.
"Latecomer State Formation". Yale University Press. Retrieved 2024-07-04. https://yalebooks.yale.edu/9780300248951/latecomer-state-formation
Mazzuca, Sebástian L. (2017-04-01). "Critical Juncture and Legacies: State Formation and Economic Performance in Latin America". Qualtiative and Multi-Method Research. 15 (1): 29–35. https://escholarship.org/uc/item/7280s9nj
Daron Acemoglu, Simon H. Johnson, and James A. Robinson, "The Colonial Origins of Comparative Development: An Empirical Investigation" The American Economic Review Vol. 91, No. 5 (2001): 1369-1401, pp. 1369–70; Daron Acemoglu and James A. Robinson, Why Nations Fail: Origins of Power, Poverty and Prosperity. New York, NY: Crown, 2012; James Mahoney, Colonialism and Postcolonial Development: Spanish America in Comparative Perspective. New York, NY: Cambridge University Press, 2010; Stanley L. Engerman and Kenneth L. Sokoloff, Economic Development in the Americas since 1500: Endowments and Institutions. New York, NY: Cambridge University Press, 2012.
Rudiger Dornbusch and Sebastián Edwards (eds.), The Macroeconomics of Populism in Latin America. Chicago, IL: University of Chicago Press, 1991.
Atul Kohli, State-Directed Development: Political Power and Industrialization in the Global Periphery. New York, NY: Cambridge University Press, 2004.
Tuong Vu, Paths to Development in Asia: South Korea, Vietnam, China, and. Indonesia. New York, NY: Cambridge University Press, 2010.
Einar Berntzen, "Historical and Longitudinal Analyses," pp. 390–405, in Dirk Berg-Schlosser, Bertrand Badie, and Leonardo Morlino (eds.), The SAGE Handbook of Political Science. Thousand Oaks, CA: SAGE, 2020, pp. 392.
Barrington Moore, Jr., Social Origins of Dictatorship and Democracy. Lord and Peasant in the Making of the Modern World. Boston, MA: Beacon Press, 1966; Dennis Smith, Barrington Moore: Violence, Morality and Political Change Contemporary Social Theory. London: Macmillan, 1983, Ch. 1; James Mahoney, "Knowledge Accumulation in Comparative Historical Research: The Case of Democracy and Authoritarianism," pp. 131-74, in James Mahoney and Dietrich Rueschemeyer (eds.), Comparative Historical Analysis in the Social Sciences. New York: Cambridge University Press, 2003.
Giovanni Capoccia and R. Daniel Kelemen, "The Study of Critical Junctures: Theory, Narrative, and Counterfactuals in Historical Institutionalism." World Politics 59(3)(2007): 341–69, p. 347; Kathleen Thelen, "Historical Institutionalism in Comparative Politics." Annual Review of Political Science 2 (1999): 369-404, pp. 372, 389; Ruth Berins Collier and David Collier, Shaping the Political Arena: Critical Junctures, the Labor Movement, and the Regime Dynamics in Latin America. Princeton, NJ: Princeton University Press, 1991.
Robert D. Putnam, with Robert Leonardi and Raffaella Nanetti, Making Democracy Work: Civic Traditions in Modern Italy. Princeton, NJ: Princeton University Press, 1993.
Carles Boix, and Daniel N. Posner, "Social Capital: Explaining Its Origins and Effects on Government Performance." British Journal of Political Science 28(4)(1998): 686-93.
Johannes Gerschewski, “Explanations of Institutional Change. Reflecting on a ‘Missing Diagonal’.” American Political Science Review 115(1) 2021: 218–33, pp. 223-24; G. John Ikenberry, After Victory: Institutions, Strategic Restraint, and the Rebuilding of Order After Major Wars. Princeton, NJ: Princeton University Press, 2001.
Frank Baumgartner and Bryan D. Jones, Agendas and Instability in American Politics, 2nd ed. Chicago, IL: University of Chicago Press, 2009.
Peter John, "Frank R. Baumgartner and Bryan D. Jones, Agendas and Instability in American Politics," pp. 577-88, in Martin Lodge, Edward C. Page, and Steven J. Balla (eds.), The Oxford Handbook of Classics in Public Policy and Administration Oxford: Oxford University Press, 2015.
Douglass C. North, Institutions, Institutional Change and Economic Performance. New York, NY: Cambridge University Press, 1990; Douglass C. North, John Joseph Wallis, and Barry R. Weingast, Violence and Social Orders: A Conceptual Framework for Interpreting Recorded Human History. New York, NY: Cambridge University Press, 2009.
Daron Acemoglu and James A. Robinson, Why Nations Fail: Origins of Power,Poverty and Prosperity. New York, NY: Crown, 2012.
Sebastian Galiani and Itai Sened (eds.), Institutions, Property Rights, and Economic Growth: The Legacy of Douglass North. New York, NY: Cambridge University Press, 2014; Joanna Dzionek-Kozłowska, and Matera Rafał, "New Institutional Economics’ Perspective on Wealth and Poverty of Nations. Concise Review and General Remarks on Acemoglu and Robinson's Concept," Scientific Annals of Economics and Business Sciendo 62(s1)(2015): 11-18.