Are Information Retrieval Approaches Good at Harmonising Longitudinal Survey Questions in Social Science?

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Autori principali: Li, Wing Yan, Wang, Zeqiang, Johnson, Jon, De, Suparna
Natura: Preprint
Pubblicazione: 2025
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author Li, Wing Yan
Wang, Zeqiang
Johnson, Jon
De, Suparna
author_facet Li, Wing Yan
Wang, Zeqiang
Johnson, Jon
De, Suparna
contents Automated detection of semantically equivalent questions in longitudinal social science surveys is crucial for long-term studies informing empirical research in the social, economic, and health sciences. Retrieving equivalent questions faces dual challenges: inconsistent representation of theoretical constructs (i.e. concept/sub-concept) across studies as well as between question and response options, and the evolution of vocabulary and structure in longitudinal text. To address these challenges, our multi-disciplinary collaboration of computer scientists and survey specialists presents a new information retrieval (IR) task of identifying concept (e.g. Housing, Job, etc.) equivalence across question and response options to harmonise longitudinal population studies. This paper investigates multiple unsupervised approaches on a survey dataset spanning 1946-2020, including probabilistic models, linear probing of language models, and pre-trained neural networks specialised for IR. We show that IR-specialised neural models achieve the highest overall performance with other approaches performing comparably. Additionally, the re-ranking of the probabilistic model's results with neural models only introduces modest improvements of 0.07 at most in F1-score. Qualitative post-hoc evaluation by survey specialists shows that models generally have a low sensitivity to questions with high lexical overlap, particularly in cases where sub-concepts are mismatched. Altogether, our analysis serves to further research on harmonising longitudinal studies in social science.
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id arxiv_https___arxiv_org_abs_2504_20679
institution arXiv
publishDate 2025
record_format arxiv
spellingShingle Are Information Retrieval Approaches Good at Harmonising Longitudinal Survey Questions in Social Science?
Li, Wing Yan
Wang, Zeqiang
Johnson, Jon
De, Suparna
Computation and Language
Information Retrieval
Automated detection of semantically equivalent questions in longitudinal social science surveys is crucial for long-term studies informing empirical research in the social, economic, and health sciences. Retrieving equivalent questions faces dual challenges: inconsistent representation of theoretical constructs (i.e. concept/sub-concept) across studies as well as between question and response options, and the evolution of vocabulary and structure in longitudinal text. To address these challenges, our multi-disciplinary collaboration of computer scientists and survey specialists presents a new information retrieval (IR) task of identifying concept (e.g. Housing, Job, etc.) equivalence across question and response options to harmonise longitudinal population studies. This paper investigates multiple unsupervised approaches on a survey dataset spanning 1946-2020, including probabilistic models, linear probing of language models, and pre-trained neural networks specialised for IR. We show that IR-specialised neural models achieve the highest overall performance with other approaches performing comparably. Additionally, the re-ranking of the probabilistic model's results with neural models only introduces modest improvements of 0.07 at most in F1-score. Qualitative post-hoc evaluation by survey specialists shows that models generally have a low sensitivity to questions with high lexical overlap, particularly in cases where sub-concepts are mismatched. Altogether, our analysis serves to further research on harmonising longitudinal studies in social science.
title Are Information Retrieval Approaches Good at Harmonising Longitudinal Survey Questions in Social Science?
topic Computation and Language
Information Retrieval
url https://arxiv.org/abs/2504.20679