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Internal Threats: Selection, Maturation, and Their Combined Effects
Research Methods in Psychology · Chapter 10: Internal Validity and Its ThreatsSection 10.6 · lesson 63 of 9411 min · free with a free account
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Next lesson: Techniques for Controlling Extraneous Variables →← Internal Threats: History, Instrumentation, Mortality, Regression, and TestingNext lesson: Techniques for Controlling Extraneous Variables →
In this lesson
Why pre-existing differences and the passage of time are the hardest threats to neutralize.
- Define selection and the designs it most damages
- Distinguish maturation from history and from learning
- Recognize selection-by-maturation and other interactions
- Apply random assignment, matching and longitudinal controls
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Everything said in the video, section by section (1,392 words). Read along, or search it.
Internal Validity and Its Threats
Selection, Maturation, and Their Combined Effects
Two threats were held back from the previous section, and for a reason. Selection and maturation are the hardest of the classical threats to neutralize. Partly because they hide, and partly because they combine. You will define selection, and see which designs it damages most. You will distinguish maturation from history, and from genuine learning. You will meet the interactions between threats, which are where real studies fail. And you will finish with a diagnostic routine you can run on any published paper. That routine is the practical payoff of the whole chapter.
The Remainder
The Two Threats Set Aside
The previous section examined five threats with relatively clean definitions. History, instrumentation, mortality, regression, and testing. Each has a recognizable signature, and a fairly standard defense. Two further threats are at least as common, and considerably subtler. Selection, and maturation. They were held back for a specific reason. They are at their most dangerous when they interact. With each other, and with the threats already introduced. And those multi-threat patterns are what complicate real-world studies.
Threat Six
Selection, and Its Three Patterns
The selection threat refers to systematic differences between the groups compared. Differences that exist before the manipulation is ever introduced. It is the threat most often responsible for spurious causal claims in social research. Nearly every comparison across naturally occurring groups risks selection effects. Smokers versus non-smokers. Graduates versus non-graduates. Program participants versus non-participants. Selection arises whenever assignment to condition is non-random, in three common patterns. Self-selection, where participants choose their own condition. Based on personal characteristics that may also affect the outcome. Administrative selection, where an institution assigns them. Based on need, eligibility, or simple convenience. And incidental selection, where conditions come from different sources unnoticed. Treatment participants from one university, control participants from another.
Threat Six
Why Selection Is the Hardest Threat to See
Selection is the hardest threat to see, and the reason is worth dwelling on. The variables responsible may be unmeasured, unmentioned, or entirely unsuspected. A researcher who knows the treatment group is slightly older can adjust statistically. That is a solved problem. But a researcher who does not know the groups differ in conscientiousness cannot. Nor in family income, nor in prior exposure to the topic. You cannot correct for a difference you never noticed. Which is exactly why random assignment is so prized. It equalizes groups in expectation on every variable simultaneously. Including all the variables the researcher has never thought of. No amount of statistical adjustment can make that claim.
Threat Seven
Maturation
Maturation is the seventh classical threat. It refers to changes within participants that occur with the passage of time. Independent of any treatment at all. Children grow more cognitively sophisticated. Adults grow tired over the course of a session. Patients with self-limiting conditions improve because the condition runs its course. And novices develop skill through ordinary practice unrelated to any intervention. Each of those can produce pre-test to post-test differences that look like treatment effects. It differs from history in being internal. It happens inside the participant. History happens outside them, in the world. And it differs from learning produced by your manipulation in a simple way. Maturation would have occurred whether or not the manipulation was delivered.
Threat Seven
Maturation Operates on Every Time Scale
Maturation operates on every time scale relevant to research. Within a single session, fatigue and hunger and cognitive load all change. That is maturation, even though nobody grew up during your hour. Across weeks and months, mood states shift. Physical conditions resolve, and habits adjust. Across years, developmental change and biological aging accumulate. One rule follows from that range, and it is easy to apply. The longer the gap between pre-test and post-test, the more maturation can occur. And so the more important a comparison group becomes. Because only a comparison group can separate maturation from your effect of interest.
Interaction One
Selection by Maturation
Real studies are rarely threatened by one mechanism in isolation. And they can produce patterns mimicking a treatment effect. Even when no single threat would have been sufficient on its own. The most common interaction combines selection and maturation. Suppose a team compares an enrichment program for gifted students with the regular curriculum. And suppose, generously, that the two groups start at the same achievement level. So baseline selection appears to have been handled. But the gifted students may simply grow faster than average. For reasons entirely unrelated to the program. The apparent advantage of enrichment then reflects the rate of maturation. Rather than anything the program actually did. Similar interactions arise whenever groups differ in growth rate or recovery rate. Compare treatment-seeking patients against a community sample, and you have the same problem.
Interactions Two and Three
Selection by History, Selection by Instrumentation
Selection can also combine with history. Suppose your treatment group and control group are drawn from different regions. They may be exposed to different outside events between your measurements. A media campaign about the topic. A local economic shock. A regional policy change. The result looks like a treatment effect, and it reflects differential history. Selection can also combine with instrumentation, and this one is uncomfortable. Imagine measurement conducted by different staff in different conditions. The program's own staff measure outcomes in the treatment group. A research assistant measures outcomes in the control group. Raters personally invested in the program may judge ambiguous responses more favorably. Nobody has to be dishonest for that to happen. Blinding the raters to condition is the standard remedy.
The Whole Landscape
When Several Threats Point the Same Way
Step back and organize the whole landscape by source. Participant threats. Selection, maturation, and mortality. Procedural threats. Testing and instrumentation. Contextual threats. History, and the setting effects from earlier in the chapter. Statistical threats. Regression to the mean. Researcher threats. Experimenter bias and demand characteristics. And confounds proper. Extraneous variables tied to the independent variable. Real studies often involve threats from several branches at once. It is not the study where one threat clearly dominates. Those get noticed, and usually get addressed. It is the study where several modest threats all point in the same direction. Mild selection bias, modest differential attrition, a little regression, slight instrument drift. No single one would produce the observed effect. Together, they might.
Defense One
Random Assignment
These defenses are structural rather than procedural. They require choices about how participants enter the study, and which groups are compared. Random assignment is the single most powerful defense against selection. You use a chance procedure to allocate each participant to a condition. And that guarantees something specific. Any difference between groups at baseline reflects sampling variability. Rather than systematic selection of any kind. With sufficient sample size, the groups will be approximately equivalent on everything. Both the variables you measured and the ones you did not. But be precise about the claim, because it is often overstated. Random assignment does not always succeed in small samples. Chance imbalances occur. What it removes is any expected systematic difference. And it makes whatever residual differences remain statistically tractable.
Defenses Two and Three
When Randomization Is Not Available
When random assignment is impossible, two substitutes are available. Matching pairs each treatment participant with a similar control participant. Similar in age, sex, baseline score, or other relevant characteristics. Statistical adjustment pursues the same logic at the analysis stage. Through analysis of covariance, regression controls, or propensity-score methods. Both are genuinely valuable, and both share one hard limitation. They protect only against selection bias on observed variables. Matching reduces bias only on the variables you actually used for matching. The defense against maturation is different, and simple in principle. Include a comparison group experiencing the same passage of time without the manipulation. But the catch should now be obvious. The two groups must mature at the same rate. Which brings us right back to the selection-by-maturation interaction. So the strongest designs combine both. Random assignment, plus a control group of equal duration.
A Routine
Eight Questions to Ask of Any Study
Finish with a diagnostic routine you can run on any study description. Could outside events explain the result? That is history. Did the measurement procedure or the raters change? That is instrumentation. Did differential drop-out leave non-equivalent groups? That is mortality. Were participants selected for extreme initial scores? That is regression. Did the pre-test itself influence post-test responses? That is testing. Did the groups differ before the manipulation? That is selection. Could ordinary developmental or temporal change explain it? That is maturation. And finally, could two of these interact to produce the pattern you see? Assess the threats as a system, not only one at a time. Ask whether the residual threats accumulate in the same direction as the predicted effect. Working systematically through this list catches most weaknesses in published research.
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