Machine-assisted mixed methods: augmenting humanities and social sciences with artificial intelligence

The increasing capacities of large language models (LLMs) present an unprecedented opportunity to scale up data analytics in the humanities and social sciences, augmenting and automating qualitative analytic tasks previously typically allocated to human labor. This contribution proposes a systematic mixed methods framework to harness qualitative analytic expertise, machine scalability, and rigorous quantification, with attention to transparency and replicability. 16 machine-assisted case studies are showcased as proof of concept. Tasks include linguistic and discourse analysis, lexical semantic change detection, interview analysis, historical event cause inference and text mining, detection of political stance, text and idea reuse, genre composition in literature and film; social network inference, automated lexicography, missing metadata augmentation, and multimodal visual cultural analytics. In contrast to the focus on English in the emerging LLM applicability literature, many examples here deal with scenarios involving smaller languages and historical texts prone to digitization distortions. In all but the most difficult tasks requiring expert knowledge, generative LLMs can demonstrably serve as viable research instruments. LLM (and human) annotations may contain errors and variation, but the agreement rate can and should be accounted for in subsequent statistical modeling; a bootstrapping approach is discussed. The replications among the case studies illustrate how tasks previously requiring potentially months of team effort and complex computational pipelines, can now be accomplished by an LLM-assisted scholar in a fraction of the time. Importantly, this approach is not intended to replace, but to augment researcher knowledge and skills. With these opportunities in sight, qualitative expertise and the ability to pose insightful questions have arguably never been more critical.

Evolving linguistic divergence on polarizing social media

Language change is influenced by many factors, but often starts from synchronic variation, where multiple linguistic patterns or forms coexist, or where different speech communities use language in increasingly different ways. Besides regional or economic reasons, communities may form and segregate based on political alignment. The latter, referred to as political polarization, is of growing societal concern across the world. Here we map and quantify linguistic divergence across the partisan left-right divide in the United States, using social media data. We develop a general methodology to delineate (social) media users by their political preference, based on which (potentially biased) news media accounts they do and do not follow on a given platform. Our data consists of 1.5M short posts by 10k users (about 20M words) from the social media platform Twitter (now "X"). Delineating this sample involved mining the platform for the lists of followers (n=422M) of 72 large news media accounts. We quantify divergence in topics of conversation and word frequencies, messaging sentiment, and lexical semantics of words and emoji. We find signs of linguistic divergence across all these aspects, especially in topics and themes of conversation, in line with previous research. While US American English remains largely intelligible within its large speech community, our findings point at areas where miscommunication may eventually arise given ongoing polarization and therefore potential linguistic divergence. Our methodology - combining data mining, lexicostatistics, machine learning, large language models and a systematic human annotation approach - is largely language and platform agnostic. In other words, while we focus here on US political divides and US English, the same approach is applicable to other countries, languages, and social media platforms.

Reliable identification of selection mechanisms in language change

Language change is a cultural evolutionary process in which variants of linguistic variables change in frequency through processes analogous to mutation, selection and genetic drift. In this work, we apply a recently-introduced method to corpus data to quantify the strength of selection in specific instances of historical language change. We first demonstrate, in the context of English irregular verbs, that this method is more reliable and interpretable than similar methods that have previously been applied. We further extend this study to demonstrate that a bias towards phonological simplicity overrides that favouring grammatical simplicity when these are in conflict. Finally, with reference to Spanish spelling reforms, we show that the method can also detect points in time at which selection strengths change, a feature that is generically expected for socially-motivated language change. Together, these results indicate how hypotheses for mechanisms of language change can be tested quantitatively using historical corpus data.

Automated stance detection in complex topics and small languages: the challenging case of immigration in polarizing news media

Automated stance detection and related machine learning methods can provide useful insights for media monitoring and academic research. Many of these approaches require annotated training datasets, which limits their applicability for languages where these may not be readily available. This paper explores the applicability of large language models for automated stance detection in a challenging scenario, involving a morphologically complex, lower-resource language, and a socio-culturally complex topic, immigration. If the approach works in this case, it can be expected to perform as well or better in less demanding scenarios. We annotate a large set of pro and anti-immigration examples, and compare the performance of multiple language models as supervised learners. We also probe the usability of ChatGPT as an instructable zero-shot classifier for the same task. Supervised achieves acceptable performance, and ChatGPT yields similar accuracy. This is promising as a potentially simpler and cheaper alternative for text classification tasks, including in lower-resource languages. We further use the best-performing model to investigate diachronic trends over seven years in two corpora of Estonian mainstream and right-wing populist news sources, demonstrating the applicability of the approach for news analytics and media monitoring settings, and discuss correspondences between stance changes and real-world events.

Collection Space Navigator: An Interactive Visualization Interface for Multidimensional Datasets

We introduce the Collection Space Navigator (CSN), a browser-based visualization tool to explore, research, and curate large collections of visual digital artifacts that are associated with multidimensional data, such as vector embeddings or tables of metadata. Media objects such as images are often encoded as numerical vectors, for e.g. based on metadata or using machine learning to embed image information. Yet, while such procedures are widespread for a range of applications, it remains a challenge to explore, analyze, and understand the resulting multidimensional spaces in a more comprehensive manner. Dimensionality reduction techniques such as t-SNE or UMAP often serve to project high-dimensional data into low dimensional visualizations, yet require interpretation themselves as the remaining dimensions are typically abstract. Here, the Collection Space Navigator provides a customizable interface that combines two-dimensional projections with a set of configurable multidimensional filters. As a result, the user is able to view and investigate collections, by zooming and scaling, by transforming between projections, by filtering dimensions via range sliders, and advanced text filters. Insights that are gained during the interaction can be fed back into the original data via ad hoc exports of filtered metadata and projections. This paper comes with a functional showcase demo using a large digitized collection of classical Western art. The Collection Space Navigator is open source. Users can reconfigure the interface to fit their own data and research needs, including projections and filter controls. The CSN is ready to serve a broad community.

Compression ensembles quantify aesthetic complexity and the evolution of visual art

The quantification of visual aesthetics and complexity have a long history, the latter previously operationalized via the application of compression algorithms. Here we generalize and extend the compression approach beyond simple complexity measures to quantify algorithmic distance in historical and contemporary visual media. The proposed "ensemble" approach works by compressing a large number of transformed versions of a given input image, resulting in a vector of associated compression ratios. This approach is more efficient than other compression-based algorithmic distances, and is particularly suited for the quantitative analysis of visual artifacts, because human creative processes can be understood as algorithms in the broadest sense. Unlike comparable image embedding methods using machine learning, our approach is fully explainable through the transformations. We demonstrate that the method is cognitively plausible and fit for purpose by evaluating it against human complexity judgments, and on automated detection tasks of authorship and style. We show how the approach can be used to reveal and quantify trends in art historical data, both on the scale of centuries and in rapidly evolving contemporary NFT art markets. We further quantify temporal resemblance to disambiguate artists outside the documented mainstream from those who are deeply embedded in Zeitgeist. Finally, we note that compression ensembles constitute a quantitative representation of the concept of visual family resemblance, as distinct sets of dimensions correspond to shared visual characteristics otherwise hard to pin down. Our approach provides a new perspective for the study of visual art, algorithmic image analysis, and quantitative aesthetics more generally.

Conceptual similarity and communicative need shape colexification: an experimental study

Colexification refers to the phenomenon of multiple meanings sharing one word in a language. Cross-linguistic lexification patterns have been shown to be largely predictable, as similar concepts are often colexified. We test a recent claim that, beyond this general tendency, communicative needs play an important role in shaping colexification patterns. We approach this question by means of a series of human experiments, using an artificial language communication game paradigm. Our results across four experiments match the previous cross-linguistic findings: all other things being equal, speakers do prefer to colexify similar concepts. However, we also find evidence supporting the communicative need hypothesis: when faced with a frequent need to distinguish similar pairs of meanings, speakers adjust their colexification preferences to maintain communicative efficiency, and avoid colexifying those similar meanings which need to be distinguished in communication. This research provides further evidence to support the argument that languages are shaped by the needs and preferences of their speakers.

Communicative need modulates competition in language change

All living languages change over time. The causes for this are many, one being the emergence and borrowing of new linguistic elements. Competition between the new elements and older ones with a similar semantic or grammatical function may lead to speakers preferring one of them, and leaving the other to go out of use. We introduce a general method for quantifying competition between linguistic elements in diachronic corpora which does not require language-specific resources other than a sufficiently large corpus. This approach is readily applicable to a wide range of languages and linguistic subsystems. Here, we apply it to lexical data in five corpora differing in language, type, genre, and time span. We find that changes in communicative need are consistently predictive of lexical competition dynamics. Near-synonymous words are more likely to directly compete if they belong to a topic of conversation whose importance to language users is constant over time, possibly leading to the extinction of one of the competing words. By contrast, in topics which are increasing in importance for language users, near-synonymous words tend not to compete directly and can coexist. This suggests that, in addition to direct competition between words, language change can be driven by competition between topics or semantic subspaces.

Challenges in detecting evolutionary forces in language change using diachronic corpora

Newberry et al. (Detecting evolutionary forces in language change, Nature 551, 2017) tackle an important but difficult problem in linguistics, the testing of selective theories of language change against a null model of drift. Having applied a test from population genetics (the Frequency Increment Test) to a number of relevant examples, they suggest stochasticity has a previously under-appreciated role in language evolution. We replicate their results and find that while the overall observation holds, results produced by this approach on individual time series are highly sensitive to how the corpus is organized into temporal segments (binning). Furthermore, we use a large set of simulations in conjunction with binning to systematically explore the range of applicability of the FIT. The approach proposed by Newberry et al. provides a systematic way of generating hypotheses about language change, marking another step forward in big-data driven linguistic research. However, along with the possibilities, the limitations of the approach need to be appreciated. Caution should be exercised with interpreting results of the FIT (and similar tests) on individual series, given the demonstrable limitations, and fundamental differences between genetic and linguistic data. Our findings also have implications for selection testing and temporal binning in general.

Quantifying the dynamics of topical fluctuations in language

The availability of large diachronic corpora has provided the impetus for a growing body of quantitative research on language evolution and meaning change. The central quantities in this research are token frequencies of linguistic elements in the texts, with changes in frequency taken to reflect the popularity or selective fitness of an element. However, corpus frequencies may change for a wide variety of reasons, including purely random sampling effects, or because corpora are composed of contemporary media and fiction texts within which the underlying topics ebb and flow with cultural and socio-political trends. In this work, we introduce a computationally simple model for controlling for topical fluctuations in corpora - the topical-cultural advection model - and demonstrate how it provides a robust baseline of variability in word frequency changes over time. We validate the model on a diachronic corpus spanning two centuries, and a carefully-controlled artificial language change scenario, and then use it to correct for topical fluctuations in historical time series. Finally, we show that the model can be used to show that emergence of new words typically corresponds with the rise of a trending topic. This suggests that some lexical innovations occur due to growing communicative need in a subspace of the lexicon, and that the topical-cultural advection model can be used to quantify this.