--- name: "cogsci-statistics" description: "Domain-specific statistical modeling guidance for cognitive science and neuroscience, encoding when and how to apply mixed models, correction methods, Bayesian approaches, and effect size reporting" domain: "research-methods" version: "1.0.0" papers: - "Barr et al., 2013" - "Baayen et al., 2008" - "Benjamini & Hochberg, 1995" - "Maris & Oostenveld, 2007" - "Lo & Andrews, 2015" - "Wagenmakers, 2007" dependencies: required: - research-literacy recommended: - cogsci-power-analysis review_status: "ai-generated" --- # Cognitive Science Statistical Analysis ## Purpose This skill encodes domain-specific statistical knowledge for cognitive science and neuroscience research. It addresses the modeling decisions, correction strategies, and reporting conventions that a general-purpose statistician or programmer would get wrong without training in the field. For concrete analysis recipes with code, see `references/common-analyses.md`. ## When to Use This Skill - Choosing between repeated-measures ANOVA and mixed-effects models for a cognitive experiment - Specifying random effects structure for designs with subjects and items - Deciding how to handle reaction time (RT) data distributions - Selecting the appropriate multiple comparison correction - Deciding whether to use frequentist or Bayesian analysis - Reporting effect sizes and statistical results for journal submission ## Research Planning Protocol Before executing the domain-specific steps below, you MUST: 1. **State the research question** — What specific hypothesis is this statistical analysis testing? 2. **Justify the method choice** — Why this statistical model? What alternatives were considered? 3. **Declare expected outcomes** — What pattern of results would support vs. refute the hypothesis? 4. **Note assumptions and limitations** — What does this method assume? Where could it mislead? 5. **Present the plan to the user and WAIT for confirmation** before proceeding. For detailed methodology guidance, see the `research-literacy` skill. ## ⚠️ Verification Notice This skill was generated by AI from academic literature. All parameters, thresholds, and citations require independent verification before use in research. If you find errors, please [open an issue](https://github.com/HaoxuanLiTHUAI/awesome_cognitive_and_neuroscience_skills/issues). ## Repeated-Measures ANOVA vs. Mixed-Effects Models ### When to Use Repeated-Measures ANOVA - Fully balanced design (no missing data, equal cell sizes) - Only subjects as a random factor (no item variability) - Simple factorial structure (2-3 factors, no continuous predictors) - Sphericity is met or correctable (Greenhouse-Geisser / Huynh-Feldt) ### When to Use Mixed-Effects Models (LMM/GLMM) - **Crossed random effects**: Both subjects and items sampled from populations (Baayen, Clark, & Lucy, 2008; Clark, 1973). This is the norm in psycholinguistics, memory research, and any paradigm with stimulus variability. - Unbalanced data or missing observations - Continuous predictors (e.g., word frequency, stimulus duration) - Non-normal response distributions (RT, accuracy) - Need to generalize over both subjects AND items simultaneously > **Critical domain knowledge**: Clark (1973) demonstrated that failing to treat items as random effects inflates Type I error. This remains one of the most common statistical errors in cognitive science. If your stimuli are sampled from a larger population (e.g., words, faces, scenes), you must account for item variability. ### Decision Logic ``` Are your stimuli sampled from a larger population? | +-- YES --> Mixed-effects model with crossed random effects | (subjects and items) | +-- NO (e.g., fixed set of 4 task conditions) --> | +-- Any missing data, unbalanced cells, or continuous predictors? | | | +-- YES --> Mixed-effects model (subjects as random effect) | | | +-- NO --> Repeated-measures ANOVA is acceptable | +-- Need trial-level analysis (e.g., RT distributions)? | +-- YES --> Mixed-effects model (operates on individual trials) +-- NO --> Repeated-measures ANOVA on condition means ``` ## Random Effects Structure ### The Maximal Random Effects Principle Barr et al. (2013) recommend fitting the **maximal random effects structure justified by the design** to minimize Type I error. This means including random intercepts and slopes for all within-unit factors. For a typical 2x2 design with factors A (within-subjects, within-items) and B (within-subjects, between-items): ```r # Maximal structure (Barr et al., 2013) lmer(RT ~ A * B + (1 + A * B | Subject) + (1 + A | Item), data = d) ``` ### When Maximal Models Fail to Converge Convergence failures are common with complex random effects. Use this hierarchy (Barr et al., 2013; Matuschek et al., 2017): 1. **First**: Try a different optimizer (bobyqa, nlminb) with increased iterations (**20000** iterations; lme4 default recommendation) 2. **Second**: Remove correlations between random effects (use `||` in lme4) 3. **Third**: Remove the highest-order random slopes first (interaction before main effects) 4. **Fourth**: Use a parsimonious approach guided by likelihood ratio tests (Matuschek et al., 2017) > **Do NOT** simply drop all random slopes to achieve convergence. This inflates Type I error and undermines the purpose of mixed-effects modeling (Barr et al., 2013). ### Common Cognitive Science Designs and Their Random Effects | Design | Random Effects | Rationale | |--------|---------------|-----------| | Lexical decision (words as items) | `(1 + condition | subj) + (1 + condition | item)` | Subjects and words are crossed | | Stroop task (fixed conditions) | `(1 + congruency | subj)` | Conditions are fixed, not sampled | | Picture naming (pictures as items) | `(1 + SOA | subj) + (1 | item)` | Items may not vary on within-item factors | | Multi-site study | `(1 + condition | subj) + (1 | site)` | Site is an additional clustering factor | ## Handling Reaction Time Data RT data in cognitive experiments are positively skewed, bounded below by physiological limits, and often contaminated by outliers. The approach matters. ### RT Outlier Exclusion Apply these criteria **before** modeling (Ratcliff, 1993; Luce, 1986): | Criterion | Threshold | Source | |-----------|-----------|--------| | Fast outliers (anticipatory) | < **200 ms** | Whelan, 2008; Ratcliff, 1993 | | Slow absolute cutoff | > **2000-3000 ms** (task-dependent) | Ratcliff, 1993 | | Within-subject SD trimming | > **3 SD** from participant's condition mean | Van Selst & Jolicoeur, 1994 | | Within-subject MAD trimming | > **3 MAD** from participant's condition median | Leys et al., 2013 (more robust to skew) | > **Task-specific note**: For simple RT tasks (e.g., detection), use **100 ms** as the fast cutoff (Whelan, 2008). For choice RT tasks (e.g., lexical decision), use **200 ms** (Ratcliff, 1993). Always report exclusion rates. ### RT Transformation and Modeling Strategy ``` Is your primary interest in RT distributions (not just means)? | +-- YES --> Drift Diffusion Model or ex-Gaussian fitting | +-- NO --> Choose a modeling approach: | +-- Option 1: Log-transform RT, then fit LMM (Gaussian) | - Pro: Simple, widely understood | - Con: Back-transformation of means is biased; | changes the hypothesis being tested | (Lo & Andrews, 2015) | +-- Option 2: Inverse-transform RT (1/RT = speed), then LMM | - Pro: Often achieves better normality than log | - Con: Same back-transformation issues as log | (Ratcliff, 1993) | +-- Option 3 (Recommended): Generalized LMM with Gamma family + identity link - Pro: Models RT in original units; handles skew directly; avoids transformation issues (Lo & Andrews, 2015) - Con: Computationally slower; may have convergence issues with complex random effects ``` **Recommended default**: Gamma GLMM with identity link (Lo & Andrews, 2015). Report results on the original millisecond scale. ```r # Recommended RT model (Lo & Andrews, 2015) glmer(RT ~ condition * group + (1 + condition | subj) + (1 | item), family = Gamma(link = "identity"), data = d) ``` ## Multiple Comparison Correction ### Decision Guide for Cognitive Science | Scenario | Method | Rationale | Source | |----------|--------|-----------|--------| | Small number of planned contrasts (< 5) | **No correction** or Holm | Planned contrasts based on a priori hypotheses do not require correction if specified before data collection | Rubin, 2021 | | All pairwise comparisons after ANOVA | **Tukey HSD** | Controls family-wise error for all pairwise comparisons; assumes equal variance | Tukey, 1953 | | Many tests, correlated (e.g., EEG channels) | **Cluster-based permutation** | Respects spatial/temporal correlation structure | Maris & Oostenveld, 2007 | | Many tests, independent | **Bonferroni-Holm** | More powerful than Bonferroni; step-down procedure | Holm, 1979 | | Large-scale testing (fMRI voxels, genomics) | **FDR (Benjamini-Hochberg)** | Controls false discovery rate rather than family-wise error; appropriate when some false positives are tolerable | Benjamini & Hochberg, 1995 | | Exploratory whole-brain fMRI | **Cluster-level FWE** (with cluster-forming threshold **p < 0.001**) | Eklund et al. (2016) showed that **p < 0.01** cluster-forming threshold inflates false positive rates to **~70%** | Eklund et al., 2016 | | Confirmatory ROI analysis in fMRI | **Small volume correction (SVC)** with FWE | Restricts search space to a priori ROI | Worsley et al., 1996 | ### When NOT to Correct - Single planned contrast testing a specific a priori hypothesis (Rubin, 2021) - Sequential Bayesian testing with BF stopping rules (evidence accumulation replaces correction; Schoenbrodt et al., 2017) ## Bayesian Alternatives ### When to Use Bayesian Analysis - **Quantifying evidence for the null hypothesis**: Frequentist tests cannot support H0; Bayes factors can (Wagenmakers, 2007) - **Small sample sizes**: Bayesian methods with informative priors can be more efficient (Kruschke, 2015) - **Sequential testing**: Bayes factors allow continuous monitoring without alpha inflation (Schoenbrodt et al., 2017) - **Complex models where p-values are unreliable**: Mixed models with small cluster sizes, or when asymptotic assumptions are questionable ### Bayes Factor Interpretation | BF10 Range | Evidence Category | Source | |------------|------------------|--------| | < 1/10 | Strong evidence for H0 | Jeffreys, 1961; Lee & Wagenmakers, 2013 | | 1/10 to 1/3 | Moderate evidence for H0 | Lee & Wagenmakers, 2013 | | 1/3 to 3 | Anecdotal / inconclusive | Lee & Wagenmakers, 2013 | | 3 to 10 | Moderate evidence for H1 | Lee & Wagenmakers, 2013 | | > 10 | Strong evidence for H1 | Lee & Wagenmakers, 2013 | ### Recommended Tools | Tool | Use Case | Language | |------|----------|----------| | **BayesFactor** | Standard designs (t-test, ANOVA, correlation, regression) | R | | **brms** | Complex models (multilevel, non-Gaussian, multivariate) | R (Stan backend) | | **JASP** | GUI-based Bayesian analysis for standard tests | Standalone | | **PyMC** | Custom Bayesian models | Python | ### Reporting Bayes Factors Report the exact BF, not just the category (Wagenmakers et al., 2018): > "A Bayesian paired-samples t-test indicated moderate evidence for a difference between conditions, BF10 = 5.3 (default Cauchy prior, r = 0.707)." Always specify: 1. The prior used (e.g., default Cauchy with scale r = **0.707** for BayesFactor t-test; Rouder et al., 2009) 2. Direction (BF10 = evidence for H1 over H0) 3. Robustness check: report BF across a range of prior widths ## Effect Size Reporting ### APA 7th Edition Requirements APA 7th edition (2020, Section 6.6) requires reporting effect sizes for all primary analyses. The specific measure depends on the test: | Test | Effect Size | Interpretation Benchmarks | Source | |------|------------|--------------------------|--------| | t-test (between groups) | **Cohen's d** | 0.2 small, 0.5 medium, 0.8 large | Cohen, 1988 | | t-test (within subjects) | **Cohen's d_z** or d_av | d_z uses SD of difference scores | Lakens, 2013 | | One-way ANOVA | **eta-squared** or **omega-squared** | 0.01 small, 0.06 medium, 0.14 large | Cohen, 1988 | | Factorial ANOVA | **partial eta-squared** | 0.01 small, 0.06 medium, 0.14 large | Cohen, 1988; Richardson, 2011 | | Mixed-effects model | **semi-partial R-squared** | No universal benchmarks; report CI | Rights & Sterba, 2019 | | Correlation | **r** | 0.1 small, 0.3 medium, 0.5 large | Cohen, 1988 | | Chi-square | **Cramer's V** or **phi** | Depends on df | Cohen, 1988 | > **Domain note**: Always report confidence intervals around effect sizes (APA 7th, 2020). Use `effectsize` (R) or `statsmodels` (Python) for computation. The benchmarks above are Cohen's generic guidelines; paradigm-specific benchmarks are more informative (see `../cogsci-power-analysis/references/effect-sizes.md`). ### For Mixed-Effects Models Traditional effect sizes are not straightforward for mixed models. Options: 1. **Semi-partial R-squared** via the `r2glmm` or `effectsize` package (Rights & Sterba, 2019) 2. **Standardized regression coefficients**: Standardize predictors before fitting 3. **Conditional and marginal R-squared**: R2m (fixed effects only) and R2c (fixed + random) via `MuMIn::r.squaredGLMM()` (Nakagawa & Schielzeth, 2013) ## Common Statistical Mistakes in Cognitive Science ### 1. Treating Items as Fixed Effects **Problem**: Analyzing condition means averaged over items, ignoring item variability, fails to generalize beyond the specific stimuli used (Clark, 1973). **Fix**: Use mixed-effects models with crossed random effects for subjects and items. ### 2. Circular Analysis ("Double-Dipping") in Neuroimaging **Problem**: Selecting voxels/channels/time-windows based on the effect of interest, then testing that same effect (Kriegeskorte et al., 2009). Inflates effect sizes by **2x or more** (Vul et al., 2009). **Fix**: Use independent localizer, leave-one-out cross-validation, or whole-brain corrected analysis. ### 3. Analyzing Accuracy with ANOVA Instead of Logistic Models **Problem**: ANOVA on proportion correct violates normality and homogeneity assumptions, especially at ceiling (> 90%) or floor (< 10%) (Jaeger, 2008; Dixon, 2008). **Fix**: Use logistic mixed-effects model on binary (correct/incorrect) trial-level data. ### 4. Inappropriate Outlier Exclusion **Problem**: Removing "outlier" participants based on the dependent variable (e.g., excluding subjects whose effects go in the wrong direction) without a priori criteria. **Fix**: Define exclusion criteria before data collection. Base exclusions on performance metrics (accuracy below chance, excessive RTs), not on the effect of interest. ### 5. Running ANOVAs on RT Without Addressing Skew **Problem**: ANOVA on raw RT means violates normality. Condition means conceal distributional differences (Ratcliff, 1993). **Fix**: Use Gamma GLMM (Lo & Andrews, 2015) or transform RTs, and supplement with distributional analysis if warranted. ### 6. Using Uncorrected Cluster-Forming Thresholds in fMRI **Problem**: Cluster-based inference with cluster-forming thresholds more lenient than **p < 0.001** (uncorrected) produces unacceptable false positive rates up to **70%** (Eklund et al., 2016). **Fix**: Use voxel-level threshold of **p < 0.001** (uncorrected) as minimum cluster-forming threshold, or use voxel-level FWE/FDR correction. ### 7. Reporting Correlation P-Values Without CIs **Problem**: A "significant" correlation of r = 0.30 with N = 50 has a 95% CI of [0.02, 0.53] -- the true effect could be near zero (Cumming, 2014). **Fix**: Always report bootstrap 95% CI for correlations. Use **10000** bootstrap samples (Efron & Tibshirani, 1993). ## Minimum Statistical Reporting Checklist Based on APA 7th edition (2020) and Appelbaum et al. (2018): - [ ] Exact test statistic (F, t, chi-square, z) with degrees of freedom - [ ] Exact p-value (not just "< 0.05"), to 3 decimal places or "< .001" - [ ] Effect size with confidence interval - [ ] For mixed models: random effects structure, optimizer, convergence confirmation - [ ] For multiple comparisons: correction method and justification - [ ] Sample sizes for each group/condition - [ ] Data exclusion criteria (a priori) and proportion excluded - [ ] For Bayesian: prior specification, exact BF, robustness check ## References - American Psychological Association. (2020). *Publication Manual of the APA* (7th ed.). - Appelbaum, M., et al. (2018). Journal article reporting standards for quantitative research. *American Psychologist*, 73(1), 3-25. - Baayen, R. H., Davidson, D. J., & Bates, D. M. (2008). Mixed-effects modeling with crossed random effects for subjects and items. *Journal of Memory and Language*, 59(4), 390-412. - Barr, D. J., Levy, R., Scheepers, C., & Tily, H. J. (2013). Random effects structure for confirmatory hypothesis testing. *Journal of Memory and Language*, 68(3), 255-278. - Benjamini, Y., & Hochberg, Y. (1995). Controlling the false discovery rate. *Journal of the Royal Statistical Society B*, 57(1), 289-300. - Clark, H. H. (1973). The language-as-fixed-effect fallacy. *Journal of Verbal Learning and Verbal Behavior*, 12(4), 335-359. - Cohen, J. (1988). *Statistical Power Analysis for the Behavioral Sciences* (2nd ed.). Erlbaum. - Cumming, G. (2014). The new statistics: Why and how. *Psychological Science*, 25(1), 7-29. - Dixon, P. (2008). Models of accuracy in repeated-measures designs. *Journal of Memory and Language*, 59(4), 447-456. - Efron, B., & Tibshirani, R. J. (1993). *An Introduction to the Bootstrap*. Chapman and Hall. - Eklund, A., Nichols, T. E., & Knutsson, H. (2016). Cluster failure: Why fMRI inferences for spatial extent have inflated false-positive rates. *PNAS*, 113(28), 7900-7905. - Holm, S. (1979). A simple sequentially rejective multiple test procedure. *Scandinavian Journal of Statistics*, 6(2), 65-70. - Jaeger, T. F. (2008). Categorical data analysis: Away from ANOVAs and toward logit mixed models. *Journal of Memory and Language*, 59(4), 434-446. - Jeffreys, H. (1961). *Theory of Probability* (3rd ed.). Oxford University Press. - Kriegeskorte, N., et al. (2009). Circular analysis in systems neuroscience. *Nature Neuroscience*, 12(5), 535-540. - Kruschke, J. K. (2015). *Doing Bayesian Data Analysis* (2nd ed.). Academic Press. - Lakens, D. (2013). Calculating and reporting effect sizes. *Frontiers in Psychology*, 4, 863. - Lee, M. D., & Wagenmakers, E.-J. (2013). *Bayesian Cognitive Modeling*. Cambridge University Press. - Leys, C., et al. (2013). Detecting outliers: Do not use standard deviation around the mean. *Journal of Experimental Social Psychology*, 49(4), 764-766. - Lo, S., & Andrews, S. (2015). To transform or not to transform: Using generalized linear mixed models to analyse reaction time data. *Frontiers in Psychology*, 6, 1171. - Luce, R. D. (1986). *Response Times*. Oxford University Press. - Maris, E., & Oostenveld, R. (2007). Nonparametric statistical testing of EEG- and MEG-data. *Journal of Neuroscience Methods*, 164(1), 177-190. - Matuschek, H., et al. (2017). Balancing Type I error and power in linear mixed models. *Journal of Memory and Language*, 94, 305-315. - Nakagawa, S., & Schielzeth, H. (2013). A general and simple method for obtaining R2 from generalized linear mixed-effects models. *Methods in Ecology and Evolution*, 4(2), 133-142. - Ratcliff, R. (1993). Methods for dealing with reaction time outliers. *Psychological Bulletin*, 114(3), 510-532. - Richardson, J. T. E. (2011). Eta squared and partial eta squared as measures of effect size. *Educational Research Review*, 6(2), 135-147. - Rights, J. D., & Sterba, S. K. (2019). Quantifying explained variance in multilevel models. *Journal of Educational and Behavioral Statistics*, 44(2), 223-263. - Rouder, J. N., et al. (2009). Bayesian t tests for accepting and rejecting the null hypothesis. *Psychonomic Bulletin & Review*, 16(2), 225-237. - Rubin, M. (2021). When to adjust alpha during multiple testing. *Synthese*, 199, 10969-11000. - Schoenbrodt, F. D., et al. (2017). Sequential hypothesis testing with Bayes factors. *Psychological Methods*, 22(2), 322-339. - Van Selst, M., & Jolicoeur, P. (1994). A solution to the effect of sample size on outlier elimination. *Quarterly Journal of Experimental Psychology*, 47A(3), 631-650. - Vul, E., et al. (2009). Puzzlingly high correlations in fMRI studies of emotion, personality, and social cognition. *Perspectives on Psychological Science*, 4(3), 274-290. - Wagenmakers, E.-J. (2007). A practical solution to the pervasive problems of p values. *Psychonomic Bulletin & Review*, 14(5), 779-804. - Wagenmakers, E.-J., et al. (2018). Bayesian inference for psychology. Part II: Example applications with JASP. *Psychonomic Bulletin & Review*, 25(1), 58-76. - Whelan, R. (2008). Effective analysis of reaction time data. *The Psychological Record*, 58(3), 475-482. - Worsley, K. J., et al. (1996). A unified statistical approach for determining significant signals in images of cerebral activation. *Human Brain Mapping*, 4(1), 58-73. See `references/common-analyses.md` for concrete analysis recipes with code patterns.