Notes for Exam: Correlation, Causation, and Experimental Methods in Psychology

Overview and purpose of the optional lectures

  • The lecturer frames these sessions as a way to bring psychology to students in a context that feels relevant and helpful for university life.
  • Two core parts of psychology are highlighted as especially useful for success, belonging, and wellbeing:
    • Understanding how correlations are related but not necessarily causal.
    • Using the scientific method and experiments to establish causal relationships.
  • The sessions are optional; the instructor anticipates many online participants and aims to provide space for interested students.
  • Administrative updates discussed include:
    • Indigenous welcome as a social bridge to help students make friends on campus.
    • An issue with connecting with fellow students via the class platform (PureScholar/Outlook integration); the dev team is working on a fix and an announcement will follow.
    • SONA (psychology participation platform) is used for recruiting participants for experiments; people may see delays before experiments appear, and early term slots fill quickly.
    • SONA experiments often release over time (e.g., October) as programs are programmed and deployed.
  • The session closes with a reminder that this material will feed into Friday’s lecture.

Key concepts introduced

  • Correlation vs. causation
    • Correlation: A relationship or association between two variables.
    • Causation: A directional relationship where one variable directly influences another.
    • Important takeaway: Correlation does not imply causation. Seeing a relationship does not tell you which variable causes the other, or whether a third variable explains both.
  • The role of causality in science
    • Scientists seek to establish causal relationships to make reliable predictions.
    • The move from correlation to causation typically requires experimental manipulation.
  • The scientific approach in psychology
    • The emphasis is on testing explicit hypotheses that follow from theories.
    • Theories are stepwise and lead to testable predictions; empirical testing is essential.
    • The goal is falsification: to potentially reject theories if data contradict them, rather than proving them forever correct.
  • Philosophical contrast: theory vs. hypothesis vs. data
    • Theories describe general relationships and mechanisms.
    • Hypotheses are explicit predictions derived from theories, designed to be tested.
    • Data from experiments inform whether a theory remains viable.
  • The Vienna Circle and the scientific method (historical note)
    • The Vienna Circle contributed to formalizing scientific reasoning: theory -> hypotheses -> experiments -> data-driven conclusions.
    • The scientific method is presented as the most reliable way to determine causal mechanisms.
  • Ethical and practical implications in science communication
    • Peer-reviewed publishing serves as an important quality control; however, a notorious example (vaccine-autism controversy) shows that poor-quality papers can mislead public discourse when they pass peer review.
    • Emphasizes the need for critical evaluation of scientific claims and sources.

Core terminology and definitions

  • Correlation
    • A relationship between two variables where changes in one are associated with changes in the other, but not necessarily causal.
    • Example discussion: teacher ratings vs. student performance – correlation does not tell you which direction causality lies, or whether a third variable explains both.
  • Causation
    • A relationship where a change in one variable directly produces a change in another.
    • Establishing causation requires experimental manipulation and control of confounds.
  • Independent variable (IV)
    • The variable the experimenter actively manipulates to assess its effect.
    • In the example study, the manipulation is to induce different self-esteem states (high vs. low).
  • Dependent variable (DV)
    • The outcome measure that is observed and recorded.
    • In the example study, prejudice (as measured by endorsement of prejudicial attitudes) is the DV.
  • Operational definition
    • Precise, replicable procedures used to manipulate an independent variable and to measure a dependent variable.
    • Example: “knocking over slides” to create low self-esteem; “survey indicating prejudicial attitudes toward French Canadians” to measure prejudice.
  • Manipulation check
    • A post-hoc assessment to verify that the intended manipulation actually affected participants as planned.
    • Helps rule out alternative explanations (confounds) by confirming participants experienced the manipulation.
  • Confound
    • A variable that differs between experimental groups other than the intended manipulation, potentially explaining observed effects.
    • Example: momentary anger or distrust toward the researcher could become a confound if it changes responses independently of self-esteem manipulation.
  • Internal validity
    • The extent to which a study establishes a causal relation between the IV and DV without influence from confounds.
    • Peer reviewers scrutinize for confounds and whether the manipulation causes the observed effect.
  • External validity
    • The extent to which study results generalize beyond the specific experimental conditions to broader populations, settings, and times.
  • Replication
    • Repeating a study (possibly with variations) to see if results hold across different samples and methods.
  • Cultural validity (cultural generalizability)
    • The degree to which results apply across different cultures and contexts.
    • Noted: much early psychology data came from Western, largely white, university students; cultural context can influence psychological phenomena.
  • Theory, hypothesis, and experiment
    • Theory: broad explanation of phenomena.
    • Hypothesis: explicit, testable prediction derived from a theory.
    • Experiment: a controlled test to determine whether the hypothesis holds under manipulated conditions.
  • Random selection vs. random assignment
    • Random selection: helps ensure the sample represents the population.
    • Random assignment: ensures that groups are equivalent on average on all variables not manipulated by the experiment (minimizing preexisting differences).
  • Control group vs. experimental group
    • Control group: does not receive the manipulation (baseline condition).
    • Experimental group: receives the manipulation.
  • Operationalization in practice
    • The “how” of definitions is essential for reproducibility and interpretation.
    • Example: whether “low self-esteem” is induced by a task, a feedback condition, or a social manipulation.
  • Internal validity checks in peer review
    • Confounds, manipulation checks, and measurement validity are scrutinized.
    • Reliability and accuracy of prejudice measures are evaluated; implicit attitude tests are an option.
  • External validity checks in peer review
    • Assess whether findings support broader theory and real-world applicability.
  • Replication and extension
    • Demonstrating effect across multiple methods and settings strengthens theory.

A worked example: prejudice and self-esteem experiment

  • Theoretical background
    • A historical perspective links prejudice to contextual economic hardship and to ignorance about out-groups.
    • In-groups vs. out-groups: people derive identity from groups and may react to perceived threats with prejudice toward out-groups.
  • Goal of the experiment
    • Test whether lowering self-esteem increases prejudicial attitudes.
  • Experimental design (two-group randomized design)
    • Random selection of participants into two groups: control vs. experimental (random assignment).
    • Independent variable: self-esteem state manipulation (high vs. low self-esteem).
    • Dependent variable: level of prejudicial attitudes (measured via a survey).
    • Control group: does not experience the self-esteem manipulation.
    • Experimental group: experiences the self-esteem manipulation.
  • Operationalization details (how the manipulation is done)
    • Example manipulation: participants go through a situation that manipulates self-esteem (e.g., a task, feedback, and whether they feel they performed well or poorly relative to peers).
    • Example measurement: attitudes toward French Canadians via a survey with endorsement choices reflecting prejudice.
  • The specific study (slides-knockover paradigm)
    • Participants come in for an experiment; a graduate student presents slides for a presentation.
    • Half the participants experience a scenario where the slides are knocked over by the experimenter with a foot pedal (low-status manipulation), causing perceived blame and lower self-esteem.
    • The other half experience no incident (control condition).
  • Hypotheses derived from the theory
    • H1: Participants in the low-self-esteem condition will display higher endorsement of prejudicial attitudes toward French Canadians than those in the control condition.
  • Operational definitions in the study
    • Self-esteem manipulation: presence or absence of the “knocked over slides” incident (manipulation of self-esteem).
    • Prejudice measure: survey items assessing prejudicial attitudes toward a target group (French Canadians).
  • What counts as evidence of causality
    • Because the groups are randomly assigned and the only systematic difference is the manipulation, any observed difference in prejudice can be attributed to the manipulation of self-esteem.
  • What the findings imply
    • The experiment shows a causal link between lowered self-esteem and increased prejudicial attitudes in this context.
    • Demonstrates the value of experimental methods in establishing causation rather than relying on correlation alone.
  • Additional methodological notes
    • The study illustrates the use of manipulation checks and potential confounds to ensure internal validity.
    • It also highlights the importance of measurement validity for prejudice (survey methods, potential use of implicit tests).
  • Why this matters for psychology as a science
    • Clear demonstration of causal mechanisms aligns with the scientific goal of falsification and theory refinement.
    • Emphasizes the role of random assignment, control conditions, and explicit operational definitions.

Peer review, validity, and the scientific community

  • Peer review as quality control
    • Papers go through at least three peer reviewers who assess: internal validity, external validity, measurement quality, and overall rigor.
    • Reviewers look for potential confounds, manipulation checks, replication opportunities, and cross-context applicability.
  • Internal validity concerns
    • Potential confounds and alternate explanations must be ruled out.
    • If a manipulation could plausibly cause the observed outcome through another path, the causal claim is weakened.
  • Manipulation checks and measurement concerns
    • Researchers should assess whether participants experienced the intended manipulation.
    • Measurement validity: are the instruments (e.g., prejudice surveys, implicit tests) accurately capturing the construct?
  • External validity concerns
    • Does the explicit finding apply beyond the laboratory setup to real-world settings and broader populations?
  • Replication and cross-method validation
    • Multiple experiments with various manipulation methods strengthen confidence in a theory.
    • If three different manipulations yield the same directional effect on prejudice, theory support increases.
  • Cultural validity
    • Acknowledges that results derived from Western, largely homogeneous samples may not generalize globally.
    • Calls for cross-cultural studies to test whether the same mechanisms hold across cultures and contexts.
  • Practical takeaway
    • Scientists emphasize falsifiability, replication, and critical evaluation to separate robust findings from spurious results.

Cultural and societal context of psychology research

  • Western-centric origins of much classic psychology
    • Much foundational work came from white, relatively narrow populations (e.g., college students in the Northeast U.S.).
    • Contemporary psychology increasingly addresses cultural validity and diversifies samples.
  • Cross-cultural implications
    • Differences in family structure and social roles (e.g., elder care in Western vs. Eastern cultures) influence mental health and meaning-making.
    • Culture can shape how psychological processes manifest and how they should be measured.
  • Implications for interpreting research
    • When reading studies, consider population, cultural context, and whether findings generalize.
    • Be mindful of cultural biases in interpretation and the need for replication in diverse samples.

The scientific method and the role of skepticism in science

  • The Vienna Circle and scientific rigor
    • Historical development of a formal approach: theory -> hypotheses -> experiments -> data-driven conclusions.
    • Emphasizes the community aspect: peer review, replication, and cumulative knowledge.
  • The danger of post-truth and misinterpretation of science
    • A single flawed paper can gain a “stamp of science” and influence public discourse if not scrutinized.
    • The vaccine-autism controversy is cited as a cautionary example of how poor science can mislead public health decisions.
  • How to assess scientific claims
    • Look for peer-reviewed sources and replication of results.
    • Evaluate internal validity (confounds, manipulation checks) and external validity (generalizability).
    • Consider alternative explanations and whether the authors ruled them out.
    • Be wary of sensational headlines that oversimplify correlations as causations.

SONA and practical notes for students

  • SONA as a tool for experimental participation
    • Students sign up for experiments; early sign-up can fill slots quickly.
    • Some platform features (e.g., direct email connections between students) may not function perfectly yet due to deployment issues.
    • The instructor plans to follow up with announcements once technical issues are resolved.
  • What to expect when participating
    • There is typically a process of consent, paperwork, and then the experimental task.
    • Some studies may involve seemingly odd setups (as in the slide-knockover example) to manipulate psychological states.
  • What to take away for exams
    • You should be able to distinguish correlation from causation and explain why experiments are required to establish causality.
    • Understand the roles of IV and DV, control conditions, random assignment, and confounds.
    • Be able to describe operational definitions, manipulation checks, internal/external validity, and replication.
    • Recognize how cultural validity can affect generalizability and interpretation of results.
    • Be prepared to discuss peer review and the ethical responsibilities of scientists in publishing and communicating results.

Quick recap of key takeaways

  • Correlation does not equal causation; causal inference requires controlled manipulation and ruling out third variables.
  • Experiments use random assignment to create equivalent groups, manipulate the IV, and measure the DV to test hypotheses.
  • Operational definitions specify exactly how variables are manipulated and measured; manipulation checks help confirm the manipulation worked.
  • Internal validity focuses on ruling out confounds; external validity concerns generalizing findings beyond the lab.
  • Replication and cultural validity strengthen theories and their applicability.
  • Peer review is a crucial gatekeeping process to ensure scientific quality, but it is not infallible; critical thinking remains essential when interpreting findings.
  • The scientific method provides a rigorous framework for answering questions, testing theories, and refining our understanding of human behavior.


r = rac{ ext{cov}(X,Y)}{\sigmaX \sigmaY}

  • This is the standard formula for the Pearson correlation coefficient, reflecting the strength and direction of a linear relationship between two variables $X$ and $Y$.