Band 59, Heft 5 - Special Issue: The replication crisis: Implications for linguistics; Guest Editors: Lukas Sönning and Valentin Werner

Linguistics, English linguistics in particular, has witnessed a remarkable quantitative turn since the 1990s and the early 2000s. It was a turn both in scale and in quality, a turn concerning the degree (including the degree of sophistication) to which quantitative empirical studies, statistical techniques, and statistical modelling have come to be used and determine linguistic research. Which role have corpus linguistics and probabilistic linguistics, including usage-based approaches, played in this development? Has this turn been to the detriment of qualitative methods, or even of linguistic theorizing in general? Has linguistics reached the point of a “quantitative crisis”, or is it still a discipline characterized by a healthy equilibrium, if not mutual reinforcement, of quantitative and qualitative approaches? What are, or should be, major repercussions of the strong quantitative turn for the publication system of (English) linguistics? These are the major overarching questions underlying the reflections offered in this opinion paper.

The current publication system neither incentivizes publishing null results nor direct replication attempts, which biases the scientific record toward novel findings that appear to support presented hypotheses (referred to as “publication bias”). Moreover, flexibility in data collection, measurement, and analysis (referred to as “researcher degrees of freedom”) can lead to overconfident beliefs in the robustness of a statistical relationship. One way to systematically decrease publication bias and researcher degrees of freedom is preregistration. A preregistration is a time-stamped document that specifies how data is to be collected, measured, and analyzed prior to data collection. While preregistration is a powerful tool to reduce bias, it comes with certain challenges and limitations which have to be evaluated for each scientific discipline individually. This paper discusses the application, challenges and limitations of preregistration for experimental linguistic research.

Quantitative studies in linguistics almost always involve data points that are related to each other, such as multiple data points from the same participant, multiple texts from the same book, author, genre, or register, or multiple languages from the same language family. Statistical procedures that fail to account for the relatedness of observations by assuming independence among units can lead to grossly misleading results if these sources of variation are ignored. As mixed effects models are increasingly used to analyze these non-independent data structures, it might appear that the problem of violating the independence assumption is solved. In this paper, we argue that it is necessary to re-open and widen the discussion about sources of variation that are being ignored, not only in statistical analyses, but also in the way studies are designed. Non-independence is not something that is “solved” by new statistical methods such as mixed models, but it is something that we continuously need to discuss as we apply new methods to an increasingly diverse range of linguistic datasets and corpora. In addition, our paper delivers something that is currently missing from statistical textbooks for linguists, which is an overview of non-independent data structures across different subfields of linguistics (corpus linguistics, typology, phonetics etc.), and how mixed models are used to deal with these structures.

Following the quantitative turn in linguistics, the field appears to be in a methodological “wild west” state where much is possible and new frontiers are being explored, but there is relatively little guidance in terms of firm rules or conventions. In this article, we focus on the issue of variable selection in regression modeling. It is common to aim for a “minimal adequate model” and eliminate “non-significant” variables by statistical procedures. We advocate an alternative, “deductive modeling” approach that retains a “full” model of variables generated from our research questions and objectives. Comparing the statistical model to a camera, i.e., a tool to produce an image of reality, we contrast the deductive and predictive (minimal) modeling approaches on a dataset from a corpus study. While a minimal adequate model is more parsimonious, its selection procedure is blind to the research aim and may conceal relevant information. Deductive models, by contrast, are grounded in theory, have higher transparency (all relevant variables are reported) and potentially a greater accuracy of the reported effects. They are useful for answering research questions more directly, as they rely explicitly on prior knowledge and hypotheses, and allow for estimation and comparison across datasets.

The use of statistical inference in linguistics and related areas like psychology typically involves a binary decision: either reject or accept some null hypothesis using statistical significance testing. When statistical power is low, this frequentist data-analytic approach breaks down: null results are uninformative, and effect size estimates associated with significant results are overestimated. Using an example from psycholinguistics, several alternative approaches are demonstrated for reporting inconsistencies between the data and a theoretical prediction. The key here is to focus on committing to a falsifiable prediction, on quantifying uncertainty statistically, and learning to accept the fact that – in almost all practical data analysis situations – we can only draw uncertain conclusions from data, regardless of whether we manage to obtain statistical significance or not. A focus on uncertainty quantification is likely to lead to fewer excessively bold claims that, on closer investigation, may turn out to be not supported by the data.

In this paper, I propose that replication failure in linguistics may be due primarily to inherent issues with the application of experimental methods to analyze an inextricably social phenomenon like language, as opposed to poor research practices. Because language use varies across social contexts, and because social context must vary across independent experimental replications, linguists should not be surprised when experimental results fail to replicate at the expected rate. To address issues with replication failure in linguistics, and to increase methodological rigor in our field more generally, I argue that linguists must use experimental methods carefully, keeping in mind their inherent limitations, while acknowledging the scientific value of observational methods, which are often the only way to pursue basic questions in our field.