How to Develop Reliable Instruments to Measure the Cultural Evolution of Preferences and Feelings in History?

While we cannot directly measure the psychological preferences of individuals, and the moral, emotional, and cognitive tendencies of people from the past, we can use cultural artifacts as a window to the zeitgeist of societies in particular historical periods. At present, an increasing number of digitized texts spanning several centuries is available for a computerized analysis. In addition, developments form historical economics have enabled increasingly precise estimations of sociodemographic realities from the past. Crossing these datasets offer a powerful tool to test how the environment changes psychology and vice versa. However, designing the appropriate proxies of relevant psychological constructs is not trivial. The gold standard to measure psychological constructs in modern texts – Linguistic Inquiry and Word Count (LIWC) – has been validated by psychometric experimentation with modern participants. However, as a tool to investigate the psychology of the past, the LIWC is limited in two main aspects: (1) it does not cover the entire range of relevant psychological dimensions and (2) the meaning, spelling, and pragmatic use of certain words depend on the historical period from which the fiction work is sampled. These LIWC limitations make the design of custom tools inevitable. However, without psychometric validation, there is uncertainty regarding what exactly is being measured. To overcome these pitfalls, we suggest several internal and external validation procedures, to be conducted prior to diachronic analyses. First, the semantic adequacy of search terms in bags-of-words approaches should be verified by training semantic vector spaces with the historical text corpus using tools like word2vec. Second, we propose factor analyses to evaluate the internal consistency between distinct bag-of-words proxying the same underlying psychological construct. Third, these proxies can be externally validated using prior knowledge on the differences between genres or other literary dimensions. Finally, while LIWC is limited in the analysis of historical documents, it can be used as a sanity check for external validation of custom measures. This procedure allows a robust estimation of psychological constructs and how they change throughout history. Together with historical economics, it also increases our power in testing the relationship between environmental change and the expression of psychological traits from the past.