Abstract
Purpose
The purpose of this paper is to review the recent studies on opinion polarization and disagreement.
Design/methodology/approach
In this work, recent advances in opinion polarization and disagreement and pay attention to how they are evaluated and controlled are reviewed.
Findings
In literature, three metrics: polarization, disagreement and polarization-disagreement index are usually adopted and there is a tradeoff between polarization and disagreement. Different strategies have been proposed in literature which can significantly control opinion polarization and disagreement based on these metrics.
Originality/value
This review is of crucial importance to summarize works on opinion polarization and disagreement and to the better understanding and control of them.
Keywords
Citation
Li, Y. and Zhao, H. (2021), "Evaluation and control of opinion polarization and disagreement: a review", International Journal of Crowd Science, Vol. 5 No. 2, pp. 114-128. https://doi.org/10.1108/IJCS-02-2021-0003
Publisher
:Emerald Publishing Limited
Copyright © 2021, Yuejiang Li and Hong Zhao.
License
Published in International Journal of Crowd Science. Published by Emerald Publishing Limited. This article is published under the Creative Commons Attribution (CC BY 4.0) licence. Anyone may reproduce, distribute, translate and create derivative works of this article (for both commercial and non-commercial purposes), subject to full attribution to the original publication and authors. The full terms of this licence may be seen at http://creativecommons.org/licences/by/4.0/legalcode
1. Introduction
With the advance of communication and networking technology, the interactions among people are unprecedentedly enhanced. People are free to express their own opinions and interact with others through commenting, liking, retweeting on online social network platforms. The increasing interactions sometimes result in fierce online debates (Durmus and Cardie, 2019; Sridhar et al., 2015). There can be great opinion polarization and disagreement in the whole process, which might lead to online bullying (Squicciarini et al., 2015). In addition, some malicious people intend to spread misinformation in online social networks to sow discord in society, for example, during the 2016 presidential elections in the USA (Silva et al., 2020) and the protest in Hong Kong (Zervopoulos et al., 2020). Such opinion polarization, disagreement and discord are harmful to public security. Therefore, it is of great importance to understand how people form opinions, evaluate the level of opinion polarization and disagreement and prevent the harmful influence of such discord.
In literature, the works studying opinion polarization and disagreement can be classified into three categories:
opinion dynamics modeling;
evaluating and analyzing opinion polarization and disagreement; and
controlling opinion polarization and disagreement.
The relationship among the works of three categories is summarized in Figure 1. Evaluating and analyzing opinion polarization and disagreement is based on the modeling of opinion dynamics. With the opinion dynamic models and evaluations of polarization and disagreement, the works in the third category study how to control polarization and disagreement.
1.1 Opinion dynamics modeling
The opinion dynamics models can be classified into two categories based on whether opinions are discrete or continuous in the model. In discrete models, the opinion value of individuals can either be binary, e.g. voting for Republicans or Democrats or ordinal, e.g. the ratings of a movie (scores in {0, 1, 2, 3, 4, 5}). However, in continuous models, the opinion values are real numbers, usually unified in the range [0, 1] or [–1, 1]. The lower and upper bounds represent the extreme opinion, e.g. complete support for Republicans or Democrats, respectively. The opinion values in between can be interpreted as how close/far it is to/from the extreme opinion of upper/lower bound. In the following, we briefly review the most basic discrete models and continuous models, respectively.
In discrete models, individuals are influenced by their neighbors and update their opinions according to certain rules. One seminal model is the voter model (Liggett, 2013), where individuals randomly adopt one of his/she neighbors’ opinions. It will reach the opinion consensus state in the voter model, where all individuals hold the same opinion. Sood and Redner find that both the first and second-order of the degree distribution of the network influence the time to reach consensus (Sood and Redner, 2005).
The foundation work of continuous opinion dynamics models is the DeGroot model (DeGroot, 1974). In this model, an individual updates their opinion by averaging his/her neighbors’ opinions. By analyzing the equilibrium of such averaging process, this work shows that when the network is connected, it will reach an opinion consensus state. The Hegselmann-Krause (HK) opinion dynamics model is proposed based on the DeGroot model (Hegselmann and Krause, 2002). It assumes that when the difference between two individuals’ opinions is larger than a threshold, these two individuals will ignore each other’s opinions when updating. In this model, the opinions will finally converge to different clusters. The opinions in the same cluster are the same, while those from different clusters are different. In this case, opinion polarization exists, that is, individuals hold different opinions at an equilibrium state. The work in Castellano et al. (2009) empirically finds that the number of opinion clusters is inversely proportional to the threshold value in the HK model. One of the assumptions in the HK model is that all individuals update their opinions at the same time. Deffuant et al. modified the model so that individuals update their opinions in an asynchronous manner (Deffuant et al., 2000). The other important extension of the DeGroot model is the Fredkin-Johnsen (FJ) model (Friedkin and Johnsen, 1990). In this model, each individual is assigned an internal opinion, which represents his/her own belief on the topic. When updating opinion, each individual also takes into account his/her internal opinion compared to the DeGroot model. It is showed that, at the equilibrium of the FJ model, all individuals may hold different opinions, which is also an opinion polarization state. Bindel et al. explain the dynamics of the FJ model from a game-theoretic perspective. Recently, the FJ model is widely adopted in the analysis of opinion polarization and disagreement (Chen et al., 2018; Matakos et al., 2017; Musco et al., 2018) and opinion maximization (Abebe et al., 2018; Gionis et al., 2013) due to its unique closed-form solution of equilibrium opinions.
1.2 Contribution and organization
Opinion dynamics models have been studied in academia for decades. The models we reviewed above are the most foundation works and there are many variants of them in literature including stubborn individuals (Wai et al., 2016), noise effect (Su et al., 2017) and external sources (Majmudar et al., 2020), etc. There are some great works that systematically summarize and review the opinion dynamics models (Anderson and Ye, 2019; Noorazar, 2020; Proskurnikov and Tempo, 2017, 2018). However, little efforts have been made to review works on the evaluation and analysis of opinion polarization and disagreement, as well as the control of them. Due to the recent harmful events caused by discord, in this work, we aim at reviewing the recent advances in the study and control strategies of opinion polarization and disagreement.
As most related works are based on the Fredkin-Johnsen (FJ) model, we first briefly introduce this model in Section 2. Then, we review how polarization and disagreement are quantified in literature and the relationships among them in Section 3. Next, the works about controlling polarization and disagreement are reviewed in Section 4. The conclusions and discussion are summarized in Section 5.
2. Preliminaries
In this section, we briefly introduce the FJ opinion dynamics model in Bindel et al. (2015) In the FJ model, there is a network with n individual which can be modeled as a graph G(V, E). V is the set of nodes representing individuals. E is the edge set and for (i, j) ∈ E, the meaning is that individual j can influence i. The adjacency matrix W can be used to model the network whose entry-i, j is Wij, the influence weight of j on i, if edge (i, j) ∈ E. Otherwise, Wij = 0. In literature, the network structure is usually assumed to be undirected, that is, Wij = Wji. Another important concept about the network is the graph laplacian L. Let D be the diagonal matrix
Both graph Laplacian L and the adjacency matrix W can characterize the network structure because, given one of them, the other one can be derived.
In the FJ model, individual-i is assigned with an internal opinion si, which shows his/her beliefs about the discussed topic. Let
That is, the express opinion for individual-i at the next time step t + 1 is the weighted average of his/her internal opinion and the express opinions of his/her neighbors at this time step t.
The opinion formation process evolves and reaches the equilibrium, where no individuals’ opinions change anymore. Let z be the equilibrium opinions. According to the definition of equilibrium, we have:
3. Evaluation and analysis of polarization and disagreement
In this section, we first review how opinion polarization, disagreement and other related metrics are defined and evaluated in the literature. Then, we summarize the analyzes about opinion polarization and disagreement.
3.1 Quantifying polarization and disagreement
There are some works that analyze the opinion polarization and disagreement based on the Fredkin-Johnsen (FJ) opinion dynamics model (Chen et al., 2018; Dandekar et al., 2013; Musco et al., 2018). Let z be the opinions at equilibrium in the FJ model and:
Similarly, the mean-centered internal opinions
is the average value of internal opinions. It is shown in Musco et al. (2018) that:
Polarization. The polarization is defined as:
Disagreement. Different from polarization, disagreement quantifies the extent to which the express opinions of neighbors are different from each other (Chen et al., 2018). First, the local disagreement on edge (i, j) ∈ E is defined as:
The above equation also shows that local disagreement on edge (i, j) can be calculated through either equilibrium opinions z or the mean-centered ones
It is shown in (Musco et al., 2018) that:
Polarization-disagreement index (PDI). This metric combines both opinion polarization and disagreement in a weighted average manner, that is:
Remarks on polarization and disagreement. The polarization, disagreement-related metrics defined above are summarized in Table 2. From the definition, we can see that they are all quadratic forms of internal opinions s (or mean-centered express opinion
3.2 Analysis of polarization and disagreement
As both opinion polarization and opinion disagreement are harmful to public security, both of them are expected to be weakened. However, this is hard to achieve (Musco et al., 2018). Consider the examples in Figure 2, there are both six individuals in the network. Three of them have internal opinion 0, while the other three of them have opinion 1. Both networks have four edges with weight 1. We can see that the polarization and disagreement at the equilibrium are different in the two networks. The network in Figure 2(a) has lower disagreement and higher polarization, while that in Figure 2(b) has higher disagreement and lower polarization. This is because that the network in Figure 2(a) only connects individuals with the same internal opinion. This forms an “echo chamber” (Jamieson and Cappella, 2008) where individuals only interact with those who have similar opinions and their interactions further enhance their opinions. While the network in Figure 2(b) connects individuals with different internal opinions. According to the FJ model, individuals with different opinions influence each other and their express opinions get closer to others. Therefore, the polarization in this network is small.
Algorithm 1: Opinion dynamics with the network administrator.
Input: Initial graph Laplacian
Initial internal opinion
Repeated round number ROUND.
Output: Expressed opinions after ROUND z
for
Chitra and Musco further analyze opinion polarization and disagreement in real online social networks. They introduce network administrators into the FJ opinion dynamics model, whose function is to increase individual engagement via personalized filtering or showing individuals content that they are more likely to agree with. This corresponds to reducing opinion disagreement by adjusting edge weights of the graph in the FJ model (e.g. individuals see more content from others with similar opinions). Their proposed opinion dynamics with network administrator is shown in Algorithm 1. Specifically, the dynamics with network administrator includes multiple rounds. Suppose that the initial graph adjacency matrix is
The last two constraints in the above optimization problem ensure that the total change of weights is bounded and the total weights of each individual remain unchanged. The whole process is repeated until it converges.
Chitra and Musco further validate the proposed model with Twitter and Reddit data in De et al. (2014). They showed that as ϵ in (15) increases, that is, the network administrator can adjust more weights of the network, the polarization increases surprisingly fast while disagreement shrinks. This observation further validates that there is a tradeoff between opinion polarization and disagreement. In addition, the network administrator in this work acts as recommender systems in online social networks and their recommender behavior (exposing individuals with a similar opinion to each other) can cause “filter bubble” effect (Pariser, 2011), which have been blamed for causing severe opinion polarization in social science and psychology (Bakshy et al., 2015; Garimella et al., 2018; Stroud, 2010).
4. Control of polarization and disagreement
Based on the analyzes of opinion polarization and disagreement, a key problem is how to control them. With the definition of metrics related to polarization and disagreement in Table 2, we can see that controlling polarization and disagreement can be done by tuning the network structure L (or W) or the internal opinions s.
4.1 Control over network structure
As the example in Figure 2, the network structure has a large impact on polarization and disagreement. As the graph Laplacian L shows how individuals are influenced by each other, tuning L can be explained as interfering with the interactions among individuals. Musco et al. first considered minimizing the PDI with the graph Laplacian. They assumed that the total weight of the network is a constant m and the problem was formulated as:
where the constraint means that the total weights of the network remain a constant m. Furthermore, Musco et al. show that (16) is a convex optimization problem with respect to L. However, if the objective function in (16) is PDI(μ) where μ ≠ 1, the convexity does not hold anymore.
Although (16) is convex, there are n × n (the size of L) variables to be decided, which consumes large memory and time when solving. In addition, if the solution corresponds to a dense network, that is, a lot of entries of L are not zero, this means that the interactions between any two individuals need to be adjusted precisely. This is infeasible in reality under the constraints of limited resources and time. To overcome the above two issues, Musco et al. implement the sparse algorithm in Spielman and Srivastava (2011), Spielman and Teng (2011, 2014) to effectively solve (16) and obtain a suboptimal solution, which has much fewer edges. According to their experiments on synthetic networks, the suboptimal solution have only about
Chen et al. argue that it is expected to minimize polarization and disagreement of a certain topic by tuning network structure before this topic begins to be discussed. However, the metrics in Table 2 are all related to internal opinions, which is hard to obtain before the topic begins. To achieve this goal, Chen et al. regard the mean-centered internal opinions
Furthermore, Chen et al. formulate the problem to minimize ACR* by controlling the network structure as
4.2 Control over internal opinion
In literature, there are some works that assume that the network structure W or (L) is known and try to manipulate individuals’ internal opinions to control the polarization and disagreement.
Musco et al. propose to control internal opinions to minimize the PDI. We can show from the definition of polarization and disagreement that if all individuals hold the same internal opinion, for example, s = 0, both polarization
The above work assumes that all individuals’ innate opinions can be manipulated, which is hard to achieve in reality. From the perspective of the adversary, Chen and Racz aim at maximizing polarization and disagreement by only controlling a few individuals’ internal opinions. The individuals who are controlled by an adversary is called target individual. Given the internal opinions s, let
The objectives of the two optimization problems are maximizing opinion polarization and disagreement, respectively. This is because, from the perspective of the adversaries, they want the society to be in chaos and the opinion polarization and disagreement to be large. The constraints
Algorithm 2: Greedy algorithm for maximizing polarization or disagreement.
Input: Initial graph laplacian
Initial internal opinion
Number of target individuals k.
Output: The set of target individuals Ω;
The manipulated internal opinion s.
for
Due to the convexity of polarization
MEAN OPINION. Choose the k individuals who have the internal opinions that are the closest to the mean internal opinion.
MAX CONNECTION. Choose the k individuals who have the most connections with other individuals, that is, the corresponding rows in the adjacency matrix which have the most non zero entries.
MAX DEGREE. Choose the k individuals who have the largest degree.
With the chosen k individuals, their internal opinions are set to either 0 or 1, respectively, so that polarization or disagreement is maximized. The performances of greedy algorithms and heuristic algorithms are tested with Twitter data in De et al. (2014) and shown in Figure 3. The results are implemented from https://github.com/mayeechen/network-disruption. We can see that the greedy algorithm is superior to other heuristic methods on both maximizing polarization and disagreement. The MEAN OPINION algorithm performs the best among heuristic methods. One possible reason is that this algorithm intensionally separates internal opinions which are originally close to each other to different extremes (either 0 or 1). The original “friends” who have similar opinions and interests are provoked by the adversary and their friendships would be broken. In this way, the polarization and disagreement can be greatly enhanced.
5. Conclusion and discussion
In this paper, we review works of evaluating and controlling opinion polarization and disagreement. Based on the Fredkin-Johnsen opinion dynamics model, polarization and disagreement are defined in the literature. Polarization shows how equilibrium opinions deviate from the average, while disagreement measures the total difference of equilibrium opinions between each pair of individuals. There is a tradeoff between polarization and disagreement and the PDI is defined, which is the sum of polarization and disagreement. We also review works of controlling polarization and disagreement by manipulating individuals’ internal opinions or network structure. These problems can be efficiently solved by convex optimization or a greedy algorithm.
Although the polarization and disagreement problems have been studied, there are still some issues that need to be investigated. First, most of the control strategies are based on the polarization and disagreement equilibrium opinion. In reality, it is often expected to control polarization and disagreement as soon as possible. Therefore, it is interesting to study how to control polarization and disagreement dynamically. Second, the evaluation and control are based on the Fredkin-Johnsen model. However, ingredients like noise effect, external influence is common in reality. The influence of these ingredients on opinion polarization and disagreement and how to control polarization and disagreement in such settings are also need to be exploited. Last but not least, there might exist, attackers who want to maximize the polarization and disagreement, while some defenders are expected to minimize them. It is also interesting to investigate the evolution of polarization and disagreement in such an adversarial setting.
Figures
Notations
Symbol | Meaning |
---|---|
Opinion related | |
s, si | All internal opinions, internal opinion of individual-i |
|
All express opinions at time t, express opinion of individual-i at time t |
z, zi | All equilibrium opinions, equilibrium opinion of individual-i |
|
Mean-centered internal opinions and equilibrium opinion |
Network related | |
W | The adjacency matrix of the network |
L | The graph Laplacian of the network |
di | The degree of individual-i |
Metric related | |
|
Opinion polarization |
|
Opinion disagreement |
PDI(μ) | polarization-disagreement index with tradeoff factor μ |
PDI | PDI with tradeoff factor 1 |
Definition of polarization and disagreement
Items | Through
|
Through
|
Through s |
---|---|---|---|
Polarization:
|
|
|
|
Disagreement:
|
|
|
|
PDI:
|
|
|
|
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Further reading
Chen, M. and Racz, M.Z. (2020), “Network disruption: maximizing disagreement and polarization in social networks”, arXiv preprint arXiv:2003.08377.
Chitra, U. and Musco, C. (2020), “Analyzing the impact of filter bubbles on social network polarization”, Proceedings of ACM International Conference on Web Search and Data Mining (WSDM), pp. 115-123.
Acknowledgements
This research is supported by the National Key Research and Development Program of China (2017YFB1400100).