The mission of the social sciences is to understand and ameliorate society’s greatest challenges. The data held by private companies, collected for different purposes, hold vast potential to further this mission. Yet, because of consumer privacy, trade secrets, proprietary content, and political sensitivities, these datasets are often inaccessible to scholars. We propose a novel organizational model to address these problems. We also report on the first partnership under this model, to study the incendiary issues surrounding the impact of social media on elections and democracy: Facebook provides (privacy-preserving) data access; eight ideologically and substantively diverse charitable foundations provide funding; an organization of academics we created, Social Science One (see SocialScience.One), leads the project; and the Institute for Quantitative Social Science at Harvard and the Social Science Research Council provide logistical help.
Researchers who generate data often optimize efficiency and robustness by choosing stratified over simple random sampling designs. Yet, all theories of inference proposed to justify matching methods are based on simple random sampling. This is all the more troubling because, although these theories require exact matching, most matching applications resort to some form of ex post stratification (on a propensity score, distance metric, or the covariates) to find approximate matches, thus nullifying the statistical properties these theories are designed to ensure. Fortunately, the type of sampling used in a theory of inference is an axiom, rather than an assumption vulnerable to being proven wrong, and so we can replace simple with stratified sampling, so long as we can show, as we do here, that the implications of the theory are coherent and remain true. Properties of estimators based on this theory are much easier to understand and can be satisfied without the unattractive properties of existing theories, such as assumptions hidden in data analyses rather than stated up front, asymptotics, unfamiliar estimators, and complex variance calculations. Our theory of inference makes it possible for researchers to treat matching as a simple form of preprocessing to reduce model dependence, after which all the familiar inferential techniques and uncertainty calculations can be applied. This theory also allows binary, multicategory, and continuous treatment variables from the outset and straightforward extensions for imperfect treatment assignment and different versions of treatments.
We show that propensity score matching (PSM), an enormously popular method of preprocessing data for causal inference, often accomplishes the opposite of its intended goal --- thus increasing imbalance, inefficiency, model dependence, and bias. The weakness of PSM comes from its attempts to approximate a completely randomized experiment, rather than, as with other matching methods, a more efficient fully blocked randomized experiment. PSM is thus uniquely blind to the often large portion of imbalance that can be eliminated by approximating full blocking with other matching methods. Moreover, in data balanced enough to approximate complete randomization, either to begin with or after pruning some observations, PSM approximates random matching which, we show, increases imbalance even relative to the original data. Although these results suggest researchers replace PSM with one of the other available matching methods, propensity scores have other productive uses.
Participatory activity carried out using electronic devices is enhanced by occupying the attention of participants who complete a task before a set completion time. For example, a request or question having an expected response time less than the remaining answer time may be provided to early-finishing participants. In another of the many embodiments, the post-response tasks are different for each participant, depending upon, for example, the rate at which the participant has successfully provided answers to previous questions. This ensures continuous engagement of all participants.
In this paper, we illustrate the successful implementation of pre-class reading assignments through a social learning platform that allows students to discuss the reading online with their classmates. We show how the platform can be used to understand how students are reading before class. We find that, with this platform, students spend an above average amount of time reading (compared to that reported in the literature) and that most students complete their reading assignments before class. We identify specific reading behaviors that are predictive of in-class exam performance. We also demonstrate ways that the platform promotes active reading strategies and produces high-quality learning interactions between students outside class. Finally, we compare the exam performance of two cohorts of students, where the only difference between them is the use of the platform; we show that students do significantly better on exams when using the platform.
Reprinted in Cassidy, R., Charles, E. S., Slotta, J. D., Lasry, N., eds. (2019). Active Learning: Theoretical Perspectives, Empirical Studies and Design Profiles. Lausanne: Frontiers Media. doi: 10.3389/978-2-88945-885-1
This software implements the method described in Aaron Kaufman, Gary King, and Mayya Komisarchik. Forthcoming. “How to Measure Legislative District Compactness If You Only Know it When You See It.” American Journal of Political Science. Copy at http://j.mp/2u9OWrG
Our paper abstract: To deter gerrymandering, many state constitutions require legislative districts to be "compact." Yet, the law offers few precise definitions other than "you know it when you see it," which effectively implies a common understanding of the concept. In contrast, academics have shown that compactness has multiple dimensions and have generated many conflicting measures. We hypothesize that both are correct -- that compactness is complex and multidimensional, but a common understanding exists across people. We develop a survey to elicit this understanding, with high reliability (in data where the standard paired comparisons approach fails). We create a statistical model that predicts, with high accuracy, solely from the geometric features of the district, compactness evaluations by judges and public officials responsible for redistricting, among others. We also offer compactness data from our validated measure for 20,160 state legislative and congressional districts, as well as software to compute this measure from any district.
The origin, meaning, estimation, and application of the concept of partisan symmetry in legislative redistricting, and the justiciability of partisan gerrymandering. An edited transcript of a talk at the “Redistricting and Representation Forum,” American Academy of Arts & Sciences, Cambridge, MA 11/8/2017.
We provide an overview of PSI ("a Private data Sharing Interface"), a system we are developing to enable researchers in the social sciences and other fields to share and explore privacy-sensitive datasets with the strong privacy protections of differential privacy. (See software here and our OpenDP.org project which builds on this paper.)
An R package for estimating category proportions in an unlabeled set of documents given a labeled set, by implementing the method described in Jerzak, King, and Strezhnev (2019). This method is meant to improve on the ideas in Hopkins and King (2010), which introduced a quantification algorithm to estimate category proportions without directly classifying individual observations. This version of the software refines the original method by implementing a technique for selecitng optimal textual features in order to minimize the error of the estimated category proportions. Automatic differentiation, stochastic gradient descent, and batch re-normalization are used to carry out the optimization. Other pre-processing functions are available, as well as an interface to the earlier version of the algorithm for comparison. The package also provides users with the ability to extract the generated features for use in other tasks.
(Here's the abstract from our paper: Computer scientists and statisticians are often interested in classifying textual documents into chosen categories. Social scientists and others are often less interested in any one document and instead try to estimate the proportion falling in each category. The two existing types of techniques for estimating these category proportions are parametric "classify and count" methods and "direct" nonparametric estimation of category proportions without an individual classification step. Unfortunately, classify and count methods can sometimes be highly model dependent or generate more bias in the proportions even as the percent correctly classified increases. Direct estimation avoids these problems, but can suffer when the meaning and usage of language is too similar across categories or too different between training and test sets. We develop an improved direct estimation approach without these problems by introducing continuously valued text features optimized for this problem, along with a form of matching adapted from the causal inference literature. We evaluate our approach in analyses of a diverse collection of 73 data sets, showing that it substantially improves performance compared to existing approaches. As a companion to this paper, we offer easy-to-use software that implements all ideas discussed herein.)
PARTISAN GERRYMANDERING has long been reviled for thwarting the will of the voters. Yet while voters are acting disgusted, the US Supreme Court has only discussed acting — declaring they have the constitutional right to fix the problem, but doing nothing. But as better data and computer algorithms are now making gerrymandering increasingly effective, continuing to sidestep the issue could do permanent damage to American democracy. In Gill v. Whitford, the soon-to-be-decided challenge to Wisconsin’s 2011 state Assembly redistricting plan, the court could finally fix the problem for the whole country. Judging from the oral arguments, the key to the case is whether the court endorses the concept of “partisan symmetry,” a specific standard for treating political parties equally in allocating legislative seats based on voting.
We demonstrate that exposure to the news media causes Americans to take public stands on specific issues, join national policy conversations, and express themselves publicly—all key components of democratic politics—more often than they would otherwise. After recruiting 48 mostly small media outlets, we chose groups of these outlets to write and publish articles on subjects we approved, on dates we randomly assigned. We estimated the causal effect on proximal measures, such as website pageviews and Twitter discussion of the articles’ specific subjects, and distal ones, such as national Twitter conversation in broad policy areas. Our intervention increased discussion in each broad policy area by approximately 62.7% (relative to a day’s volume), accounting for 13,166 additional posts over the treatment week, with similar effects across population subgroups.
We propose a simplified approach to matching for causal inference that simultaneously optimizes balance (similarity between the treated and control groups) and matched sample size. Existing approaches either fix the matched sample size and maximize balance or fix balance and maximize sample size, leaving analysts to settle for suboptimal solutions or attempt manual optimization by iteratively tweaking their matching method and rechecking balance. To jointly maximize balance and sample size, we introduce the matching frontier, the set of matching solutions with maximum possible balance for each sample size. Rather than iterating, researchers can choose matching solutions from the frontier for analysis in one step. We derive fast algorithms that calculate the matching frontier for several commonly used balance metrics. We demonstrate with analyses of the effect of sex on judging and job training programs that show how the methods we introduce can extract new knowledge from existing data sets.
Information hierarchies are difficult to express when real-world space or time constraints force traversing the hierarchy in linear presentations, such as in educational books and classroom courses. We present booc.io, which allows linear and non-linear presentation and navigation of educational concepts and material. To support a breadth of material for each concept, booc.io is Web based, which allows adding material such as lecture slides, book chapters, videos, and LTIs. A visual interface assists the creation of the needed hierarchical structures. The goals of our system were formed in expert interviews, and we explain how our design meets these goals. We adapt a real-world course into booc.io, and perform introductory qualitative evaluation with students.
SUMMARY OF ARGUMENT Plaintiffs ask this Court to do what it has done many times before. For generations, it has resolved cases involving elections and cases on which elections ride. It has adjudicated controversies that divide the American people and those, like this one, where Americans are largely in agreement. In doing so, the Court has sensibly adhered to its long-standing and circumspect approach: it has announced a workable principle, one that lends itself to a manageable test, while allowing the lower courts to work out the precise contours of that test with time and experience.
Partisan symmetry, the principle put forward by the plaintiffs, is just such a workable principle. The standard is highly intuitive, deeply rooted in history, and accepted by virtually all social scientists. Tests for partisan symmetry are reliable, transparent, and easy to calculate without undue reliance on experts or unnecessary judicial intrusion on state redistricting judgments. Under any of these tests, Wisconsin’s districts cannot withstand constitutional scrutiny.
The (unheralded) first step in many applications of automated text analysis involves selecting keywords to choose documents from a large text corpus for further study. Although all substantive results depend on this choice, researchers usually pick keywords in ad hoc ways that are far from optimal and usually biased. Paradoxically, this often means that the validity of the most sophisticated text analysis methods depend in practice on the inadequate keyword counting or matching methods they are designed to replace. Improved methods of keyword selection would also be valuable in many other areas, such as following conversations that rapidly innovate language to evade authorities, seek political advantage, or express creativity; generic web searching; eDiscovery; look-alike modeling; intelligence analysis; and sentiment and topic analysis. We develop a computer-assisted (as opposed to fully automated) statistical approach that suggests keywords from available text without needing structured data as inputs. This framing poses the statistical problem in a new way, which leads to a widely applicable algorithm. Our specific approach is based on training classifiers, extracting information from (rather than correcting) their mistakes, and summarizing results with Boolean search strings. We illustrate how the technique works with analyses of English texts about the Boston Marathon Bombings, Chinese social media posts designed to evade censorship, among others.
The Chinese government has long been suspected of hiring as many as 2,000,000 people to surreptitiously insert huge numbers of pseudonymous and other deceptive writings into the stream of real social media posts, as if they were the genuine opinions of ordinary people. Many academics, and most journalists and activists, claim that these so-called ``50c party'' posts vociferously argue for the government's side in political and policy debates. As we show, this is also true of the vast majority of posts openly accused on social media of being 50c. Yet, almost no systematic empirical evidence exists for this claim, or, more importantly, for the Chinese regime's strategic objective in pursuing this activity. In the first large scale empirical analysis of this operation, we show how to identify the secretive authors of these posts, the posts written by them, and their content. We estimate that the government fabricates and posts about 448 million social media comments a year. In contrast to prior claims, we show that the Chinese regime's strategy is to avoid arguing with skeptics of the party and the government, and to not even discuss controversial issues. We show that the goal of this massive secretive operation is instead to distract the public and change the subject, as most of the these posts involve cheerleading for China, the revolutionary history of the Communist Party, or other symbols of the regime. We discuss how these results fit with what is known about the Chinese censorship program, and suggest how they may change our broader theoretical understanding of ``common knowledge'' and information control in authoritarian regimes.