a quantitative research about social media

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Research Article

Social impact in social media: A new method to evaluate the social impact of research

Roles Investigation, Writing – original draft

* E-mail: [email protected]

Affiliation Department of Journalism and Communication Studies, Universitat Autonoma de Barcelona, Barcelona, Spain

Affiliation Department of Psychology and Sociology, Universidad de Zaragoza, Zaragoza, Spain

Roles Conceptualization, Investigation, Methodology, Supervision, Writing – review & editing

Affiliation Department of Sociology, Universitat Autonoma de Barcelona, Barcelona, Spain

Affiliation Department of Sociology, Universitat de Barcelona (UB), Barcelona, Spain

• Cristina M. Pulido, 
• Gisela Redondo-Sama, 
• Teresa Sordé-Martí, 
• Ramon Flecha

• Published: August 29, 2018
• https://doi.org/10.1371/journal.pone.0203117
• Reader Comments

The social impact of research has usually been analysed through the scientific outcomes produced under the auspices of the research. The growth of scholarly content in social media and the use of altmetrics by researchers to track their work facilitate the advancement in evaluating the impact of research. However, there is a gap in the identification of evidence of the social impact in terms of what citizens are sharing on their social media platforms. This article applies a social impact in social media methodology (SISM) to identify quantitative and qualitative evidence of the potential or real social impact of research shared on social media, specifically on Twitter and Facebook. We define the social impact coverage ratio (SICOR) to identify the percentage of tweets and Facebook posts providing information about potential or actual social impact in relation to the total amount of social media data found related to specific research projects. We selected 10 projects in different fields of knowledge to calculate the SICOR, and the results indicate that 0.43% of the tweets and Facebook posts collected provide linkages with information about social impact. However, our analysis indicates that some projects have a high percentage (4.98%) and others have no evidence of social impact shared in social media. Examples of quantitative and qualitative evidence of social impact are provided to illustrate these results. A general finding is that novel evidences of social impact of research can be found in social media, becoming relevant platforms for scientists to spread quantitative and qualitative evidence of social impact in social media to capture the interest of citizens. Thus, social media users are showed to be intermediaries making visible and assessing evidence of social impact.

Citation: Pulido CM, Redondo-Sama G, Sordé-Martí T, Flecha R (2018) Social impact in social media: A new method to evaluate the social impact of research. PLoS ONE 13(8): e0203117. https://doi.org/10.1371/journal.pone.0203117

Editor: Sergi Lozano, Institut Català de Paleoecologia Humana i Evolució Social (IPHES), SPAIN

Received: November 8, 2017; Accepted: August 15, 2018; Published: August 29, 2018

Copyright: © 2018 Pulido et al. This is an open access article distributed under the terms of the Creative Commons Attribution License , which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited.

Data Availability: All relevant data are within the paper and its Supporting Information files.

Funding: The research leading to these results has received funding from the 7th Framework Programme of the European Commission under the Grant Agreement n° 613202 P.I. Ramon Flecha, https://ec.europa.eu/research/fp7/index_en.cfm . The funders had no role in study design, data collection and analysis, decision to publish, or preparation of the manuscript.

Competing interests: The authors have declared that no competing interests exist.

Introduction

The social impact of research is at the core of some of the debates influencing how scientists develop their studies and how useful results for citizens and societies may be obtained. Concrete strategies to achieve social impact in particular research projects are related to a broader understanding of the role of science in contemporary society. There is a need to explore dialogues between science and society not only to communicate and disseminate science but also to achieve social improvements generated by science. Thus, the social impact of research emerges as an increasing concern within the scientific community [ 1 ]. As Bornmann [ 2 ] said, the assessment of this type of impact is badly needed and is more difficult than the measurement of scientific impact; for this reason, it is urgent to advance in the methodologies and approaches to measuring the social impact of research.

Several authors have approached the conceptualization of social impact, observing a lack of generally accepted conceptual and instrumental frameworks [ 3 ]. It is common to find a wide range of topics included in the contributions about social impact. In their analysis of the policies affecting land use, Hemling et al. [ 4 ] considered various domains in social impact, for instance, agricultural employment or health risk. Moving to the field of flora and fauna, Wilder and Walpole [ 5 ] studied the social impact of conservation projects, focusing on qualitative stories that provided information about changes in attitudes, behaviour, wellbeing and livelihoods. In an extensive study by Godin and Dore [ 6 ], the authors provided an overview and framework for the assessment of the contribution of science to society. They identified indicators of the impact of science, mentioning some of the most relevant weaknesses and developing a typology of impact that includes eleven dimensions, with one of them being the impact on society. The subdimensions of the impact of science on society focus on individuals (wellbeing and quality of life, social implication and practices) and organizations (speeches, interventions and actions). For the authors, social impact “refers to the impact knowledge has on welfare, and on the behaviours, practices and activities of people and groups” (p. 7).

In addition, the terms “social impact” and “societal impact” are sometimes used interchangeably. For instance, Bornmann [ 2 ] said that due to the difficulty of distinguishing social benefits from the superior term of societal benefits, “in much literature the term ‘social impact’ is used instead of ‘societal impact’”(p. 218). However, in other cases, the distinction is made [ 3 ], as in the present research. Similar to the definition used by the European Commission [ 7 ], social impact is used to refer to economic impact, societal impact, environmental impact and, additionally, human rights impact. Therefore, we use the term social impact as the broader concept that includes social improvements in all the above mentioned areas obtained from the transference of research results and representing positive steps towards the fulfilment of those officially defined social goals, including the UN Sustainable Development Goals, the EU 2020 Agenda, or similar official targets. For instance, the Europe 2020 strategy defines five priority targets with concrete indicators (employment, research and development, climate change and energy, education and poverty and social exclusion) [ 8 ], and we consider the targets addressed by objectives defined in the specific call that funds the research project.

This understanding of the social impact of research is connected to the creation of the Social Impact Open Repository (SIOR), which constitutes the first open repository worldwide that displays, cites and stores the social impact of research results [ 9 ]. The SIOR has linked to ORCID and Wikipedia to allow the synergies of spreading information about the social impact of research through diverse channels and audiences. It is relevant to mention that currently, SIOR includes evidence of real social impact, which implies that the research results have led to actual improvements in society. However, it is common to find evidence of potential social impact in research projects. The potential social impact implies that in the development of the research, there has been some evidence of the effectiveness of the research results in terms of social impact, but the results have not yet been transferred.

Additionally, a common confusion is found among the uses of dissemination, transference (policy impact) and social impact. While dissemination means to disseminate the knowledge created by research to citizens, companies and institutions, transference refers to the use of this knowledge by these different actors (or others), and finally, as already mentioned, social impact refers to the actual improvements resulting from the use of this knowledge in relation to the goals motivating the research project (such as the United Nations Sustainable Development Goals). In the present research [ 3 ], it is argued that “social impact can be understood as the culmination of the prior three stages of the research” (p.3). Therefore, this study builds on previous contributions measuring the dissemination and transference of research and goes beyond to propose a novel methodological approach to track social impact evidences.

In fact, the contribution that we develop in this article is based on the creation of a new method to evaluate the evidence of social impact shared in social media. The evaluation proposed is to measure the social impact coverage ratio (SICOR), focusing on the presence of evidence of social impact shared in social media. Then, the article first presents some of the contributions from the literature review focused on the research on social media as a source for obtaining key data for monitoring or evaluating different research purposes. Second, the SISM (social impact through social media) methodology[ 10 ] developed is introduced in detail. This methodology identifies quantitative and qualitative evidence of the social impact of the research shared on social media, specifically on Twitter and Facebook, and defines the SICOR, the social impact coverage ratio. Next, the results are discussed, and lastly, the main conclusions and further steps are presented.

Literature review

Social media research includes the analysis of citizens’ voices on a wide range of topics [ 11 ]. According to quantitative data from April 2017 published by Statista [ 12 ], Twitter and Facebook are included in the top ten leading social networks worldwide, as ranked by the number of active users. Facebook is at the top of the list, with 1,968 million active users, and Twitter ranks 10 th , with 319 million active users. Between them are the following social networks: WhatsApp, YouTube, Facebook Messenger, WeChat, QQ, Instagram,Qzone and Tumblr. If we look at altmetrics, the tracking of social networks for mentions of research outputs includes Facebook, Twitter, Google+,LinkedIn, Sina Weibo and Pinterest. The social networks common to both sources are Facebook and Twitter. These are also popular platforms that have a relevant coverage of scientific content and easy access to data, and therefore, the research projects selected here for application of the SISM methodology were chosen on these platforms.

Chew and Eysenbach [ 13 ] studied the presence of selected keywords in Twitter related to public health issues, particularly during the 2009 H1N1 pandemic, identifying the potential for health authorities to use social media to respond to the concerns and needs of society. Crooks et al.[ 14 ] investigated Twitter activity in the context of a 5.8 magnitude earthquake in 2011 on the East Coast of the United States, concluding that social media content can be useful for event monitoring and can complement other sources of data to improve the understanding of people’s responses to such events. Conversations among young Canadians posted on Facebook and analysed by Martinello and Donelle [ 15 ] revealed housing and transportation as main environmental concerns, and the project FoodRisc examined the role of social media to illustrate consumers’ quick responses during food crisis situations [ 16 ]. These types of contributions illustrate that social media research implies the understanding of citizens’ concerns in different fields, including in relation to science.

Research on the synergies between science and citizens has increased over the years, according to Fresco [ 17 ], and there is a growing interest among researchers and funding agencies in how to facilitate communication channels to spread scientific results. For instance, in 1998, Lubchenco [ 18 ] advocated for a social contract that “represents a commitment on the part of all scientists to devote their energies and talents to the most pressing problems of the day, in proportion to their importance, in exchange for public funding”(p.491).

In this framework, the recent debates on how to increase the impact of research have acquired relevance in all fields of knowledge, and major developments address the methods for measuring it. As highlighted by Feng Xia et al. [ 19 ], social media constitute an emerging approach to evaluating the impact of scholarly publications, and it is relevant to consider the influence of the journal, discipline, publication year and user type. The authors revealed that people’s concerns differ by discipline and observed more interest in papers related to everyday life, biology, and earth and environmental sciences. In the field of biomedical sciences, Haustein et al. [ 20 ] analysed the dissemination of journal articles on Twitter to explore the correlations between tweets and citations and proposed a framework to evaluate social media-based metrics. In fact, different studies address the relationship between the presence of articles on social networks and citations [ 21 ]. Bornmann [ 22 ] conducted a case study using a sample of 1,082 PLOS journal articles recommended in F1000 to explore the usefulness of altmetrics for measuring the broader impact of research. The author presents evidence about Facebook and Twitter as social networks that may indicate which papers in the biomedical sciences can be of interest to broader audiences, not just to specialists in the area. One aspect of particular interest resulting from this contribution is the potential to use altmetrics to measure the broader impacts of research, including the societal impact. However, most of the studies investigating social or societal impact lack a conceptualization underlying its measurement.

To the best of our knowledge, the assessment of social impact in social media (SISM) has developed according to this gap. At the core of this study, we present and discuss the results obtained through the application of the SICOR (social impact coverage ratio) with examples of evidence of social impact shared in social media, particularly on Twitter and Facebook, and the implications for further research.

Following these previous contributions, our research questions were as follows: Is there evidence of social impact of research shared by citizens in social media? If so, is there quantitative or qualitative evidence? How can social media contribute to identifying the social impact of research?

Methods and data presentation

A group of new methodologies related to the analysis of online data has recently emerged. One of these emerging methodologies is social media analytics [ 23 ], which was initially used most in the marketing research field but also came to be used in other domains due to the multiple possibilities opened up by the availability and richness of the data for different research purposes. Likewise, the concern of how to evaluate the social impact of research as well as the development of methodologies for addressing this concern has occupied central attention. The development of SISM (Social Impact in Social Media) and the application of the SICOR (Social Impact Coverage Ratio) is a contribution to advancement in the evaluation of the social impact of research through the analysis of the social media selected (in this case, Twitter and Facebook). Thus, SISM is novel in both social media analytics and among the methodologies used to evaluate the social impact of research. This development has been made under IMPACT-EV, a research project funded under the Framework Program FP7 of the Directorate-General for Research and Innovation of the European Commission. The main difference from other methodologies for measuring the social impact of research is the disentanglement between dissemination and social impact. While altmetrics is aimed at measuring research results disseminated beyond academic and specialized spheres, SISM contribute to advancing this measurement by shedding light on to what extent evidence of the social impact of research is found in social media data. This involves the need to differentiate between tweets or Facebook posts (Fb/posts) used to disseminate research findings from those used to share the social impact of research. We focus on the latter, investigating whether there is evidence of social impact, including both potential and real social impact. In fact, the question is whether research contributes and/or has the potential to contribute to improve the society or living conditions considering one of these goals defined. What is the evidence? Next, we detail the application of the methodology.

Data collection

To develop this study, the first step was to select research projects with social media data to be analysed. The selection of research projects for application of the SISM methodology was performed according to three criteria.

Criteria 1. Selection of success projects in FP7. The projects were success stories of the 7 th Framework Programme (FP7) highlighted by the European Commission [ 24 ] in the fields of knowledge of medicine, public health, biology and genomics. The FP7 published calls for project proposals from 2007 to 2013. This implies that most of the projects funded in the last period of the FP7 (2012 and 2013) are finalized or in the last phase of implementation.

Criteria 2. Period of implementation. We selected projects in the 2012–2013 period because they combine recent research results with higher possibilities of having Twitter and Facebook accounts compared with projects of previous years, as the presence of social accounts in research increased over this period.

Criteria 3. Twitter and Facebook accounts. It was crucial that the selected projects had active Twitter and Facebook accounts.

Table 1 summarizes the criteria and the final number of projects identified. As shown, 10 projects met the defined criteria. Projects in medical research and public health had higher presence.

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https://doi.org/10.1371/journal.pone.0203117.t001

After the selection of projects, we defined the timeframe of social media data extraction on Twitter and Facebook from the starting date of the project until the day of the search, as presented in Table 2 .

https://doi.org/10.1371/journal.pone.0203117.t002

The second step was to define the search strategies for extracting social media data related to the research projects selected. In this line, we defined three search strategies.

Strategy 1. To extract messages published on the Twitter account and the Facebook page of the selected projects. We listed the Twitter accounts and Facebook pages related to each project in order to look at the available information. In this case, it is important to clarify that the tweets published under the corresponding Twitter project account are original tweets or retweets made from this account. It is relevant to mention that in one case, the Twitter account and Facebook page were linked to the website of the research group leading the project. In this case, we selected tweets and Facebook posts related to the project. For instance, in the case of the Twitter account, the research group created a specific hashtag to publish messages related to the project; therefore, we selected only the tweets published under this hashtag. In the analysis, we prioritized the analysis of the tweets and Facebook posts that received some type of interaction (likes, retweets or shares) because such interaction is a proxy for citizens’ interest. In doing so, we used the R program and NVivoto extract the data and proceed with the analysis. Once we obtained the data from Twitter and Facebook, we were able to have an overview of the information to be further analysed, as shown in Table 3 .

https://doi.org/10.1371/journal.pone.0203117.t003

We focused the second and third strategies on Twitter data. In both strategies, we extracted Twitter data directly from the Twitter Advanced Search tool, as the API connected to NVivo and the R program covers only a specific period of time limited to 7/9 days. Therefore, the use of the Twitter Advanced Search tool made it possible to obtain historic data without a period limitation. We downloaded the results in PDF and then uploaded them to NVivo.

Strategy 2. To use the project acronym combined with other keywords, such as FP7 or EU. This strategy made it possible to obtain tweets mentioning the project. Table 4 presents the number of tweets obtained with this strategy.

https://doi.org/10.1371/journal.pone.0203117.t004

Strategy 3. To use searchable research results of projects to obtain Twitter data. We defined a list of research results, one for each project, and converted them into keywords. We selected one searchable keyword for each project from its website or other relevant sources, for instance, the brief presentations prepared by the European Commission and published in CORDIS. Once we had the searchable research results, we used the Twitter Advanced Search tool to obtain tweets, as presented in Table 5 .

https://doi.org/10.1371/journal.pone.0203117.t005

The sum of the data obtained from these three strategies allowed us to obtain a total of 3,425 tweets and 1,925 posts on public Facebook pages. Table 6 presents a summary of the results.

https://doi.org/10.1371/journal.pone.0203117.t006

We imported the data obtained from the three search strategies into NVivo to analyse. Next, we select tweets and Facebook posts providing linkages with quantitative or qualitative evidence of social impact, and we complied with the terms of service for the social media from which the data were collected. By quantitative and qualitative evidence, we mean data or information that shows how the implementation of research results has led to improvements towards the fulfilment of the objectives defined in the EU2020 strategy of the European Commission or other official targets. For instance, in the case of quantitative evidence, we searched tweets and Facebook posts providing linkages with quantitative information about improvements obtained through the implementation of the research results of the project. In relation to qualitative evidence, for example, we searched for testimonies that show a positive evaluation of the improvement due to the implementation of research results. In relation to this step, it is important to highlight that social media users are intermediaries making visible evidence of social impact. Users often share evidence, sometimes sharing a link to an external resource (e.g., a video, an official report, a scientific article, news published on media). We identified evidence of social impact in these sources.

Data analysis

γ i is the total number of messages obtained about project i with evidence of social impact on social media platforms (Twitter, Facebook, Instagram, etc.);

T i is the total number of messages from project i on social media platforms (Twitter, Facebook, Instagram, etc.); and

n is the number of projects selected.

Analytical categories and codebook

The researchers who carried out the analysis of the social media data collected are specialists in the social impact of research and research on social media. Before conducting the full analysis, two aspects were guaranteed. First, how to identify evidence of social impact relating to the targets defined by the EU2020 strategy or to specific goals defined by the call addressed was clarified. Second, we held a pilot to test the methodology with one research project that we know has led to considerable social impact, which allowed us to clarify whether or not it was possible to detect evidence of social impact shared in social media. Once the pilot showed positive results, the next step was to extend the analysis to another set of projects and finally to the whole sample. The construction of the analytical categories was defined a priori, revised accordingly and lastly applied to the full sample.

Different observations should be made. First, in this previous analysis, we found that the tweets and Facebook users play a key role as “intermediaries,” serving as bridges between the larger public and the evidence of social impact. Social media users usually share a quote or paragraph introducing evidence of social impact and/or link to an external resource, for instance, a video, official report, scientific article, news story published on media, etc., where evidence of the social impact is available. This fact has implications for our study, as our unit of analysis is all the information included in the tweets or Facebook posts. This means that our analysis reaches the external resources linked to find evidence of social impact, and for this reason, we defined tweets or Facebook posts providing linkages with information about social impact.

Second, the other important aspect is the analysis of the users’ profile descriptions, which requires much more development in future research given the existing limitations. For instance, some profiles are users’ restricted due to privacy reasons, so the information is not available; other accounts have only the name of the user with no description of their profile available. Therefore, we gave priority to the identification of evidence of social impact including whether a post obtained interaction (retweets, likes or shares) or was published on accounts other than that of the research project itself. In the case of the profile analysis, we added only an exploratory preliminary result because this requires further development. Considering all these previous details, the codebook (see Table 7 ) that we present as follows is a result of this previous research.

https://doi.org/10.1371/journal.pone.0203117.t007

How to analyse Twitter and Facebook data

To illustrate how we analysed data from Twitter and Facebook, we provide one example of each type of evidence of social impact defined, considering both real and potential social impact, with the type of interaction obtained and the profiles of those who have interacted.

QUANESISM. Tweet by ZeroHunger Challenge @ZeroHunger published on 3 May 2016. Text: How re-using food waste for animal feed cuts carbon emissions.-NOSHAN project hubs.ly/H02SmrP0. 7 retweets and 5 likes.

The unit of analysis is all the content of the tweet, including the external link. If we limited our analysis to the tweet itself, it would not be evidence. Examining the external link is necessary to find whether there is evidence of social impact. The aim of this project was to investigate the process and technologies needed to use food waste for feed production at low cost, with low energy consumption and with a maximal evaluation of the starting wastes. This tweet provides a link to news published in the PHYS.org portal [ 25 ], which specializes in science news. The news story includes an interview with the main researcher that provides the following quotation with quantitative evidence:

'Our results demonstrated that with a NOSHAN 10 percent mix diet, for every kilogram of broiler chicken feed, carbon dioxide emissions were reduced by 0.3 kg compared to a non-food waste diet,' explains Montse Jorba, NOSHAN project coordinator. 'If 1 percent of total chicken broiler feed in Europe was switched to the 10 percent NOSHAN mix diet, the total amount of CO2 emissions avoided would be 0.62 million tons each year.'[ 25 ]

This quantitative evidence “a NOSHAN 10 percent mix diet, for every kilogram of broiler chicken feed, carbon dioxide emissions carbon dioxide emissions were reduced by 0.3 kg to a non-food waste diet” is linked directly with the Europe 2020 target of Climate Change & Energy, specifically with the target of reducing greenhouse gas emissions by 20% compared to the levels in 1990 [ 8 ]. The illustrative extrapolation the coordinator mentioned in the news is also an example of quantitative evidence, although is an extrapolation based on the specific research result.

This tweet was captured by the Acronym search strategy. It is a message tweeted by an account that is not related to the research project. The twitter account is that of the Zero Hunger Challenge movement, which supports the goals of the UN. The interaction obtained is 7 retweets and 5 likes. Regarding the profiles of those who retweeted and clicked “like”, there were activists, a journalist, an eco-friendly citizen, a global news service, restricted profiles (no information is available on those who have retweeted) and one account with no information in its profile.

The following example illustrates the analysis of QUALESISM: Tweet by @eurofitFP7 published on4 October 2016. Text: See our great new EuroFIT video on youtube! https://t.co/TocQwMiW3c 9 retweets and 5 likes.

The aim of this project is to improve health through the implementation of two novel technologies to achieve a healthier lifestyle. The tweet provides a link to a video on YouTube on the project’s results. In this video, we found qualitative evidence from people who tested the EuroFit programme; there are quotes from men who said that they have experienced improved health results using this method and that they are more aware of how to manage their health:

One end-user said: I have really amazing results from the start, because I managed to change a lot of things in my life. And other one: I was more conscious of what I ate, I was more conscious of taking more steps throughout the day and also standing up a little more. [ 26 ]

The research applies the well researched scientific evidence to the management of health issues in daily life. The video presents the research but also includes a section where end-users talk about the health improvements they experienced. The quotes extracted are some examples of the testimonies collected. All agree that they have improved their health and learned healthy habits for their daily lives. These are examples of qualitative evidence linked with the target of the call HEALTH.2013.3.3–1—Social innovation for health promotion [ 27 ] that has the objectives of reducing sedentary habits in the population and promoting healthy habits. This research contributes to this target, as we see in the video testimonies. Regarding the interaction obtained, this tweet achieved 9 retweets and 5 likes. In this case, the profiles of the interacting citizens show involvement in sport issues, including sport trainers, sport enthusiasts and some researchers.

To summarize the analysis, in Table 8 below, we provide a summary with examples illustrating the evidence found.

https://doi.org/10.1371/journal.pone.0203117.t008

Quantitative evidence of social impact in social media

There is a greater presence of tweets/Fb posts with quantitative evidence (14) than with qualitative evidence (9) in the total number of tweets/Fb posts identified with evidence of social impact. Most of the tweets/Fb posts with quantitative evidence of social impact are from scientific articles published in peer-reviewed international journals and show potential social impact. In Table 8 , we introduce 3 examples of this type of tweets/Fb posts with quantitative evidence:

The first tweet with quantitative social impact selected is from project 7. The aim of this project was to provide high-quality scientific evidence for preventing vitamin D deficiency in European citizens. The tweet highlighted the main contribution of the published study, that is, “Weekly consumption of 7 vitamin D-enhanced eggs has an important impact on winter vitamin D status in adults” [ 28 ]. The quantitative evidence shared in social media was extracted from a news publication in a blog on health news. This blog collects scientific articles of research results. In this case, the blog disseminated the research result focused on how vitamin D-enhanced eggs improve vitamin D deficiency in wintertime, with the published results obtained by the research team of the project selected. The quantitative evidence illustrates that the group of adults who consumed vitamin D-enhanced eggs did not suffer from vitamin D deficiency, as opposed to the control group, which showed a significant decrease in vitamin D over the winter. The specific evidence is the following extracted from the article [ 28 ]:

With the use of a within-group analysis, it was shown that, although serum 25(OH) D in the control group significantly decreased over winter (mean ± SD: -6.4 ± 6.7 nmol/L; P = 0.001), there was no change in the 2 groups who consumed vitamin D-enhanced eggs (P>0.1 for both. (p. 629)

This evidence contributes to achievement of the target defined in the call addressed that is KBBE.2013.2.2–03—Food-based solutions for the eradication of vitamin D deficiency and health promotion throughout the life cycle [ 29 ]. The quantitative evidence shows how the consumption of vitamin D-enhanced eggs reduces vitamin D deficiency.

The second example of this table corresponds to the example of quantitative evidence of social impact provided in the previous section.

The third example is a Facebook post from project 3 that is also tweeted. Therefore, this evidence was published in both social media sources analysed. The aim of this project was to measure a range of chemical and physical environmental hazards in food, consumer products, water, air, noise, and the built environment in the pre- and postnatal early-life periods. This Facebook post and tweet links directly to a scientific article [ 30 ] that shows the precision of the spectroscopic platform:

Using 1H NMR spectroscopy we characterized short-term variability in urinary metabolites measured from 20 children aged 8–9 years old. Daily spot morning, night-time and pooled (50:50 morning and night-time) urine samples across six days (18 samples per child) were analysed, and 44 metabolites quantified. Intraclass correlation coefficients (ICC) and mixed effect models were applied to assess the reproducibility and biological variance of metabolic phenotypes. Excellent analytical reproducibility and precision was demonstrated for the 1H NMR spectroscopic platform (median CV 7.2%) . (p.1)

This evidence is linked to the target defined in the call “ENV.2012.6.4–3—Integrating environmental and health data to advance knowledge of the role of environment in human health and well-being in support of a European exposome initiative” [ 31 ]. The evidence provided shows how the project’s results have contributed to building technology for improving the data collection to advance in the knowledge of the role of the environment in human health, especially in early life. The interaction obtained is one retweet from a citizen from Nigeria interested in health issues, according to the information available in his profile.

Qualitative evidence of social impact in social media

We found qualitative evidence of the social impact of different projects, as shown in Table 9 . Similarly to the quantitative evidence, the qualitative cases also demonstrate potential social impact. The three examples provided have in common that they are tweets or Facebook posts that link to videos where the end users of the research project explain their improvements once they have implemented the research results.

https://doi.org/10.1371/journal.pone.0203117.t009

The first tweet with qualitative evidence selected is from project 4. The aim of this project is to produce a system that helps in the prevention of obesity and eating disorders, targeting young people and adults [ 32 ]. The twitter account that published this tweet is that of the Future and Emerging Technologies Programme of the European Commission, and a link to a Euronews video is provided. This video shows how the patients using the technology developed in the research achieved control of their eating disorders, through the testimonies of patients commenting on the positive results they have obtained. These testimonies are included in the news article that complements the video. An example of these testimonies is as follows:

Pierre Vial has lost 43 kilos over the past nine and a half months. He and other patients at the eating disorder clinic explain the effects obesity and anorexia have had on their lives. Another patient, Karin Borell, still has some months to go at the clinic but, after decades of battling anorexia, is beginning to be able to visualise life without the illness: “On a good day I see myself living a normal life without an eating disorder, without problems with food. That’s really all I wish right now”.[ 32 ]

This qualitative evidence shows how the research results contribute to the achievement of the target goals of the call addressed:“ICT-2013.5.1—Personalised health, active ageing, and independent living”. [ 33 ] In this case, the results are robust, particularly for people suffering chronic diseases and desiring to improve their health; people who have applied the research findings are improving their eating disorders and better managing their health. The value of this evidence is the inclusion of the patients’ voices stating the impact of the research results on their health.

The second example is a Facebook post from project 9, which provides a link to a Euronews video. The aim of this project is to bring some tools from the lab to the farm in order to guarantee a better management of the farm and animal welfare. In this video [ 34 ], there are quotes from farmers using the new system developed through the research results of the project. These quotes show how use of the new system is improving the management of the farm and the health of the animals; some examples are provided:

Cameras and microphones help me detect in real time when the animals are stressed for whatever reason,” explained farmer Twan Colberts. “So I can find solutions faster and in more efficient ways, without me being constantly here, checking each animal.”

This evidence shows how the research results contribute to addressing the objectives specified in the call “KBBE.2012.1.1–02—Animal and farm-centric approach to precision livestock farming in Europe” [ 29 ], particularly, to improve the precision of livestock farming in Europe. The interaction obtained is composed of6 likes and 1 share. The profiles are diverse, but some of them do not disclose personal information; others have not added a profile description, and only their name and photo are available.

Interrater reliability (kappa)

The analysis of tweets and Facebook posts providing linkages with information about social impact was conducted following a content analysis method in which reliability was based on a peer review process. This sample is composed of 3,425 tweets and 1,925 Fb/posts. Each tweet and Facebook post was analysed to identify whether or not it contains evidence of social impact. Each researcher has the codebook a priori. We used interrater reliability in examining the agreement between the two raters on the assignment of the categories defined through Cohen’s kappa. We used SPSS to calculate this coefficient. We exported an excel sheet with the sample coded by the two researchers being 1 (is evidence of social impact, either potential or real) and 0 (is not evidence of social impact) to SPSS. The cases where agreement was not achieved were not considered as containing evidence of social impact. The result obtained is 0.979; considering the interpretation of this number according to Landis & Koch [ 35 ], our level of agreement is almost perfect, and thus, our analysis is reliable. To sum up the data analysis, the description of the steps followed is explained:

Step 1. Data analysis I. We included all data collected in an excel sheet to proceed with the analysis. Prior to the analysis, researchers read the codebook to keep in mind the information that should be identified.

Step 2. Each researcher involved reviewed case by case the tweets and Facebook posts to identify whether they provide links with evidence of social impact or not. If the researcher considers there to be evidence of social impact, he or she introduces the value of 1into the column, and if not, the value of 0.

Step 3. Once all the researchers have finished this step, the next step is to export the excel sheet to SPSS to extract the kappa coefficient.

Step 4. Data Analysis II. The following step was to analyse case by case the tweets and Facebook posts identified as providing linkages with information of social impact and classify them as quantitative or qualitative evidence of social impact.

Step 5. The interaction received was analysed because this determines to which extent this evidence of social impact has captured the attention of citizens (in the form of how many likes, shares, or retweets the post has).

Step 6. Finally, if available, the profile descriptions of the citizens interacting through retweeting or sharing the Facebook post were considered.

Step 7. SICOR was calculated. It could be applied to the complete sample (all data projects) or to each project, as we will see in the next section.

The total number of tweets and Fb/posts collected from the 10 projects is 5,350. After the content analysis, we identified 23 tweets and Facebook posts providing linkages to information about social impact. To respond to the research question, which considered whether there is evidence of social impact shared by citizens in social media, the answer was affirmative, although the coverage ratio is low. Both Twitter and Facebook users retweeted or shared evidence of social impact, and therefore, these two social media networks are valid sources for expanding knowledge on the assessment of social impact. Table 10 shows the social impact coverage ratio in relation to the total number of messages analysed.

https://doi.org/10.1371/journal.pone.0203117.t010

The analysis of each of the projects selected revealed some results to consider. Of the 10 projects, 7 had evidence, but those projects did not necessarily have more Tweets and Facebook posts. In fact, some projects with fewer than 70 tweets and 50 Facebook posts have more evidence of social impact than other projects with more than 400 tweets and 400 Facebook posts. This result indicates that the number of tweets and Facebook posts does not determine the existence of evidence of social impact in social media. For example, project 2 has 403 tweets and 423 Facebooks posts, but it has no evidence of social impact on social media. In contrast, project 9 has 62 tweets, 43 Facebook posts, and 2 pieces of evidence of social impact in social media, as shown in Table 11 .

https://doi.org/10.1371/journal.pone.0203117.t011

The ratio of tweets/Fb posts to evidence is 0.43%, and it differs depending on the project, as shown below in Table 12 . There is one project (P7) with a ratio of 4.98%, which is a social impact coverage ratio higher than that of the other projects. Next, a group of projects (P3, P9, P10) has a social impact coverage ratio between 1.41% and 2,99%.The next slot has three projects (P1, P4, P5), with a ratio between 0.13% and 0.46%. Finally, there are three projects (P2, P6, P8) without any tweets/Fb posts evidence of social impact.

https://doi.org/10.1371/journal.pone.0203117.t012

Considering the three strategies for obtaining data, each is related differently to the evidence of social impact. In terms of the social impact coverage ratio, as shown in Table 13 , the most successful strategy is number 3 (searchable research results), as it has a relation of 17.86%, which is much higher than the ratios for the other 2 strategies. The second strategy (acronym search) is more effective than the first (profile accounts),with 1.77% for the former as opposed to 0.27% for the latter.

https://doi.org/10.1371/journal.pone.0203117.t013

Once tweets and Facebook posts providing linkages with information about social impact(ESISM)were identified, we classified them in terms of quantitative (QUANESISM) or qualitative evidence (QUALESISM)to determine which type of evidence was shared in social media. Table 14 indicates the amount of quantitative and qualitative evidence identified for each search strategy.

https://doi.org/10.1371/journal.pone.0203117.t014

First, the results obtained indicated that the SISM methodology aids in calculating the social impact coverage ratio of the research projects selected and evaluating whether the social impact of the corresponding research is shared by citizens in social media. The social impact coverage ratio applied to the sample selected is low, but when we analyse the SICOR of each project separately, we can observe that some projects have a higher social impact coverage ratio than others. Complementary to altmetrics measuring the extent to which research results reach out society, the SICOR considers the question whether this process includes evidence of potential or real social impact. In this sense, the overall methodology of SISM contributes to advancement in the evaluation of the social impact of research by providing a more precise approach to what we are evaluating.

This contribution complements current evaluation methodologies of social impact that consider which improvements are shared by citizens in social media. Exploring the results in more depth, it is relevant to highlight that of the ten projects selected, there is one research project with a social impact coverage ratio higher than those of the others, which include projects without any tweets or Facebook posts with evidence of social impact. This project has a higher ratio of evidence than the others because evidence of its social impact is shared more than is that of other projects. This also means that the researchers produced evidence of social impact and shared it during the project. Another relevant result is that the quantity of tweets and Fb/posts collected did not determine the number of tweets and Fb/posts found with evidence of social impact. Moreover, the analysis of the research projects selected showed that there are projects with less social media interaction but with more tweets and Fb/posts containing evidence of social media impact. Thus, the number of tweets and Fb/posts with evidence of social impact is not determined by the number of publication messages collected; it is determined by the type of messages published and shared, that is, whether they contain evidence of social impact or not.

The second main finding is related to the effectiveness of the search strategies defined. Related to the strategies carried out under this methodology, one of the results found is that the most effective search strategy is the searchable research results, which reveals a higher percentage of evidence of social impact than the own account and acronym search strategies. However, the use of these three search strategies is highly recommended because the combination of all of them makes it possible to identify more tweets and Facebook posts with evidence of social impact.

Another result is related to the type of evidence of social impact found. There is both quantitative and qualitative evidence. Both types are useful for understanding the type of social impact achieved by the corresponding research project. In this sense, quantitative evidence allows us to understand the improvements obtained by the implementation of the research results and capture their impact. In contrast, qualitative evidence allows us to deeply understand how the resultant improvements obtained from the implementation of the research results are evaluated by the end users by capturing their corresponding direct quotes. The social impact includes the identification of both real and potential social impact.

Conclusions

After discussing the main results obtained, we conclude with the following points. Our study indicates that there is incipient evidence of social impact, both potential and real, in social media. This demonstrates that researchers from different fields, in the present case involved in medical research, public health, animal welfare and genomics, are sharing the improvements generated by their research and opening up new venues for citizens to interact with their work. This would imply that scientists are promoting not only the dissemination of their research results but also the evidence on how their results may lead to the improvement of societies. Considering the increasing relevance and presence of the dissemination of research, the results indicate that scientists still need to include in their dissemination and communication strategies the aim of sharing the social impact of their results. This implies the publication of concrete qualitative or quantitative evidence of the social impact obtained. Because of the inclusion of this strategy, citizens will pay more attention to the content published in social media because they are interested in knowing how science can contribute to improving their living conditions and in accessing crucial information. Sharing social impact in social media facilitates access to citizens of different ages, genders, cultural backgrounds and education levels. However, what is most relevant for our argument here is how citizens should also be able to participate in the evaluation of the social impact of research, with social media a great source to reinforce this democratization process. This contributes not only to greatly improving the social impact assessment, as in addition to experts, policy makers and scientific publications, citizens through social media contribute to making this assessment much more accurate. Thus, citizens’ contribution to the dissemination of evidence of the social impact of research yields access to more diverse sectors of society and information that might be unknown by the research or political community. Two future steps are opened here. On the one hand, it is necessary to further examine the profiles of users who interact with this evidence of social impact considering the limitations of the privacy and availability of profile information. A second future task is to advance in the articulation of the role played by citizens’ participation in social impact assessment, as citizens can contribute to current worldwide efforts by shedding new light on this process of social impact assessment and contributing to making science more relevant and useful for the most urgent and poignant social needs.

Supporting information

S1 file. interrater reliability (kappa) result..

This file contains the SPSS file with the result of the calculation of Cohen’s Kappa regards the interrater reliability. The word document exported with the obtained result is also included.

https://doi.org/10.1371/journal.pone.0203117.s001

S2 File. Data collected and SICOR calculation.

This excel contains four sheets, the first one titled “data collected” contains the number of tweets and Facebook posts collected through the three defined search strategies; the second sheet titled “sample” contains the sample classified by project indicating the ID of the message or code assigned, the type of message (tweet or Facebook post) and the codification done by researchers being 1 (is evidence of social impact, either potential or real) and 0 (is not evidence of social impact); the third sheet titled “evidence found” contains the number of type of evidences of social impact founded by project (ESISM-QUANESIM or ESISM-QUALESIM), search strategy and type of message (tweet or Facebook posts); and the last sheet titled “SICOR” contains the Social Impact Coverage Ratio calculation by projects in one table and type of search strategy done in another one.

https://doi.org/10.1371/journal.pone.0203117.s002

Acknowledgments

The research leading to these results received funding from the 7 th Framework Programme of the European Commission under Grant Agreement n° 613202. The extraction of available data using the list of searchable keywords on Twitter and Facebook followed the ethical guidelines for social media research supported by the Economic and Social Research Council (UK) [ 36 ] and the University of Aberdeen [ 37 ]. Furthermore, the research results have already been published and made public, and hence, there are no ethical issues.

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ORIGINAL RESEARCH article

Effects of social media use on psychological well-being: a mediated model.

• 1 School of Finance and Economics, Jiangsu University, Zhenjiang, China
• 2 Research Unit of Governance, Competitiveness, and Public Policies (GOVCOPP), Center for Economics and Finance (cef.up), School of Economics and Management, University of Porto, Porto, Portugal
• 3 Department of Business Administration, Sukkur Institute of Business Administration (IBA) University, Sukkur, Pakistan
• 4 CETYS Universidad, Tijuana, Mexico
• 5 Department of Business Administration, Al-Quds University, Jerusalem, Israel
• 6 Business School, Shandong University, Weihai, China

The growth in social media use has given rise to concerns about the impacts it may have on users' psychological well-being. This paper's main objective is to shed light on the effect of social media use on psychological well-being. Building on contributions from various fields in the literature, it provides a more comprehensive study of the phenomenon by considering a set of mediators, including social capital types (i.e., bonding social capital and bridging social capital), social isolation, and smartphone addiction. The paper includes a quantitative study of 940 social media users from Mexico, using structural equation modeling (SEM) to test the proposed hypotheses. The findings point to an overall positive indirect impact of social media usage on psychological well-being, mainly due to the positive effect of bonding and bridging social capital. The empirical model's explanatory power is 45.1%. This paper provides empirical evidence and robust statistical analysis that demonstrates both positive and negative effects coexist, helping to reconcile the inconsistencies found so far in the literature.

Introduction

The use of social media has grown substantially in recent years ( Leong et al., 2019 ; Kemp, 2020 ). Social media refers to “the websites and online tools that facilitate interactions between users by providing them opportunities to share information, opinions, and interest” ( Swar and Hameed, 2017 , p. 141). Individuals use social media for many reasons, including entertainment, communication, and searching for information. Notably, adolescents and young adults are spending an increasing amount of time on online networking sites, e-games, texting, and other social media ( Twenge and Campbell, 2019 ). In fact, some authors (e.g., Dhir et al., 2018 ; Tateno et al., 2019 ) have suggested that social media has altered the forms of group interaction and its users' individual and collective behavior around the world.

Consequently, there are increased concerns regarding the possible negative impacts associated with social media usage addiction ( Swar and Hameed, 2017 ; Kircaburun et al., 2020 ), particularly on psychological well-being ( Chotpitayasunondh and Douglas, 2016 ; Jiao et al., 2017 ; Choi and Noh, 2019 ; Chatterjee, 2020 ). Smartphones sometimes distract their users from relationships and social interaction ( Chotpitayasunondh and Douglas, 2016 ; Li et al., 2020a ), and several authors have stressed that the excessive use of social media may lead to smartphone addiction ( Swar and Hameed, 2017 ; Leong et al., 2019 ), primarily because of the fear of missing out ( Reer et al., 2019 ; Roberts and David, 2020 ). Social media usage has been associated with anxiety, loneliness, and depression ( Dhir et al., 2018 ; Reer et al., 2019 ), social isolation ( Van Den Eijnden et al., 2016 ; Whaite et al., 2018 ), and “phubbing,” which refers to the extent to which an individual uses, or is distracted by, their smartphone during face-to-face communication with others ( Chotpitayasunondh and Douglas, 2016 ; Jiao et al., 2017 ; Choi and Noh, 2019 ; Chatterjee, 2020 ).

However, social media use also contributes to building a sense of connectedness with relevant others ( Twenge and Campbell, 2019 ), which may reduce social isolation. Indeed, social media provides several ways to interact both with close ties, such as family, friends, and relatives, and weak ties, including coworkers, acquaintances, and strangers ( Chen and Li, 2017 ), and plays a key role among people of all ages as they exploit their sense of belonging in different communities ( Roberts and David, 2020 ). Consequently, despite the fears regarding the possible negative impacts of social media usage on well-being, there is also an increasing number of studies highlighting social media as a new communication channel ( Twenge and Campbell, 2019 ; Barbosa et al., 2020 ), stressing that it can play a crucial role in developing one's presence, identity, and reputation, thus facilitating social interaction, forming and maintaining relationships, and sharing ideas ( Carlson et al., 2016 ), which consequently may be significantly correlated to social support ( Chen and Li, 2017 ; Holliman et al., 2021 ). Interestingly, recent studies (e.g., David et al., 2018 ; Bano et al., 2019 ; Barbosa et al., 2020 ) have suggested that the impact of smartphone usage on psychological well-being depends on the time spent on each type of application and the activities that users engage in.

Hence, the literature provides contradictory cues regarding the impacts of social media on users' well-being, highlighting both the possible negative impacts and the social enhancement it can potentially provide. In line with views on the need to further investigate social media usage ( Karikari et al., 2017 ), particularly regarding its societal implications ( Jiao et al., 2017 ), this paper argues that there is an urgent need to further understand the impact of the time spent on social media on users' psychological well-being, namely by considering other variables that mediate and further explain this effect.

One of the relevant perspectives worth considering is that provided by social capital theory, which is adopted in this paper. Social capital theory has previously been used to study how social media usage affects psychological well-being (e.g., Bano et al., 2019 ). However, extant literature has so far presented only partial models of associations that, although statistically acceptable and contributing to the understanding of the scope of social networks, do not provide as comprehensive a vision of the phenomenon as that proposed within this paper. Furthermore, the contradictory views, suggesting both negative (e.g., Chotpitayasunondh and Douglas, 2016 ; Van Den Eijnden et al., 2016 ; Jiao et al., 2017 ; Whaite et al., 2018 ; Choi and Noh, 2019 ; Chatterjee, 2020 ) and positive impacts ( Carlson et al., 2016 ; Chen and Li, 2017 ; Twenge and Campbell, 2019 ) of social media on psychological well-being, have not been adequately explored.

Given this research gap, this paper's main objective is to shed light on the effect of social media use on psychological well-being. As explained in detail in the next section, this paper explores the mediating effect of bonding and bridging social capital. To provide a broad view of the phenomenon, it also considers several variables highlighted in the literature as affecting the relationship between social media usage and psychological well-being, namely smartphone addiction, social isolation, and phubbing. The paper utilizes a quantitative study conducted in Mexico, comprising 940 social media users, and uses structural equation modeling (SEM) to test a set of research hypotheses.

This article provides several contributions. First, it adds to existing literature regarding the effect of social media use on psychological well-being and explores the contradictory indications provided by different approaches. Second, it proposes a conceptual model that integrates complementary perspectives on the direct and indirect effects of social media use. Third, it offers empirical evidence and robust statistical analysis that demonstrates that both positive and negative effects coexist, helping resolve the inconsistencies found so far in the literature. Finally, this paper provides insights on how to help reduce the potential negative effects of social media use, as it demonstrates that, through bridging and bonding social capital, social media usage positively impacts psychological well-being. Overall, the article offers valuable insights for academics, practitioners, and society in general.

The remainder of this paper is organized as follows. Section Literature Review presents a literature review focusing on the factors that explain the impact of social media usage on psychological well-being. Based on the literature review, a set of hypotheses are defined, resulting in the proposed conceptual model, which includes both the direct and indirect effects of social media usage on psychological well-being. Section Research Methodology explains the methodological procedures of the research, followed by the presentation and discussion of the study's results in section Results. Section Discussion is dedicated to the conclusions and includes implications, limitations, and suggestions for future research.

Literature Review

Putnam (1995 , p. 664–665) defined social capital as “features of social life – networks, norms, and trust – that enable participants to act together more effectively to pursue shared objectives.” Li and Chen (2014 , p. 117) further explained that social capital encompasses “resources embedded in one's social network, which can be assessed and used for instrumental or expressive returns such as mutual support, reciprocity, and cooperation.”

Putnam (1995 , 2000) conceptualized social capital as comprising two dimensions, bridging and bonding, considering the different norms and networks in which they occur. Bridging social capital refers to the inclusive nature of social interaction and occurs when individuals from different origins establish connections through social networks. Hence, bridging social capital is typically provided by heterogeneous weak ties ( Li and Chen, 2014 ). This dimension widens individual social horizons and perspectives and provides extended access to resources and information. Bonding social capital refers to the social and emotional support each individual receives from his or her social networks, particularly from close ties (e.g., family and friends).

Overall, social capital is expected to be positively associated with psychological well-being ( Bano et al., 2019 ). Indeed, Williams (2006) stressed that interaction generates affective connections, resulting in positive impacts, such as emotional support. The following sub-sections use the lens of social capital theory to explore further the relationship between the use of social media and psychological well-being.

Social Media Use, Social Capital, and Psychological Well-Being

The effects of social media usage on social capital have gained increasing scholarly attention, and recent studies have highlighted a positive relationship between social media use and social capital ( Brown and Michinov, 2019 ; Tefertiller et al., 2020 ). Li and Chen (2014) hypothesized that the intensity of Facebook use by Chinese international students in the United States was positively related to social capital forms. A longitudinal survey based on the quota sampling approach illustrated the positive effects of social media use on the two social capital dimensions ( Chen and Li, 2017 ). Abbas and Mesch (2018) argued that, as Facebook usage increases, it will also increase users' social capital. Karikari et al. (2017) also found positive effects of social media use on social capital. Similarly, Pang (2018) studied Chinese students residing in Germany and found positive effects of social networking sites' use on social capital, which, in turn, was positively associated with psychological well-being. Bano et al. (2019) analyzed the 266 students' data and found positive effects of WhatsApp use on social capital forms and the positive effect of social capital on psychological well-being, emphasizing the role of social integration in mediating this positive effect.

Kim and Kim (2017) stressed the importance of having a heterogeneous network of contacts, which ultimately enhances the potential social capital. Overall, the manifest and social relations between people from close social circles (bonding social capital) and from distant social circles (bridging social capital) are strengthened when they promote communication, social support, and the sharing of interests, knowledge, and skills, which are shared with other members. This is linked to positive effects on interactions, such as acceptance, trust, and reciprocity, which are related to the individuals' health and psychological well-being ( Bekalu et al., 2019 ), including when social media helps to maintain social capital between social circles that exist outside of virtual communities ( Ellison et al., 2007 ).

Grounded on the above literature, this study proposes the following hypotheses:

H1a: Social media use is positively associated with bonding social capital.

H1b: Bonding social capital is positively associated with psychological well-being.

H2a: Social media use is positively associated with bridging social capital.

H2b: Bridging social capital is positively associated with psychological well-being.

Social Media Use, Social Isolation, and Psychological Well-Being

Social isolation is defined as “a deficit of personal relationships or being excluded from social networks” ( Choi and Noh, 2019 , p. 4). The state that occurs when an individual lacks true engagement with others, a sense of social belonging, and a satisfying relationship is related to increased mortality and morbidity ( Primack et al., 2017 ). Those who experience social isolation are deprived of social relationships and lack contact with others or involvement in social activities ( Schinka et al., 2012 ). Social media usage has been associated with anxiety, loneliness, and depression ( Dhir et al., 2018 ; Reer et al., 2019 ), and social isolation ( Van Den Eijnden et al., 2016 ; Whaite et al., 2018 ). However, some recent studies have argued that social media use decreases social isolation ( Primack et al., 2017 ; Meshi et al., 2020 ). Indeed, the increased use of social media platforms such as Facebook, WhatsApp, Instagram, and Twitter, among others, may provide opportunities for decreasing social isolation. For instance, the improved interpersonal connectivity achieved via videos and images on social media helps users evidence intimacy, attenuating social isolation ( Whaite et al., 2018 ).

Chappell and Badger (1989) stated that social isolation leads to decreased psychological well-being, while Choi and Noh (2019) concluded that greater social isolation is linked to increased suicide risk. Schinka et al. (2012) further argued that, when individuals experience social isolation from siblings, friends, family, or society, their psychological well-being tends to decrease. Thus, based on the literature cited above, this study proposes the following hypotheses:

H3a: Social media use is significantly associated with social isolation.

H3b: Social isolation is negatively associated with psychological well-being.

Social Media Use, Smartphone Addiction, Phubbing, and Psychological Well-Being

Smartphone addiction refers to “an individuals' excessive use of a smartphone and its negative effects on his/her life as a result of his/her inability to control his behavior” ( Gökçearslan et al., 2018 , p. 48). Regardless of its form, smartphone addiction results in social, medical, and psychological harm to people by limiting their ability to make their own choices ( Chotpitayasunondh and Douglas, 2016 ). The rapid advancement of information and communication technologies has led to the concept of social media, e-games, and also to smartphone addiction ( Chatterjee, 2020 ). The excessive use of smartphones for social media use, entertainment (watching videos, listening to music), and playing e-games is more common amongst people addicted to smartphones ( Jeong et al., 2016 ). In fact, previous studies have evidenced the relationship between social use and smartphone addiction ( Salehan and Negahban, 2013 ; Jeong et al., 2016 ; Swar and Hameed, 2017 ). In line with this, the following hypotheses are proposed:

H4a: Social media use is positively associated with smartphone addiction.

H4b: Smartphone addiction is negatively associated with psychological well-being.

While smartphones are bringing individuals closer, they are also, to some extent, pulling people apart ( Tonacci et al., 2019 ). For instance, they can lead to individuals ignoring others with whom they have close ties or physical interactions; this situation normally occurs due to extreme smartphone use (i.e., at the dinner table, in meetings, at get-togethers and parties, and in other daily activities). This act of ignoring others is called phubbing and is considered a common phenomenon in communication activities ( Guazzini et al., 2019 ; Chatterjee, 2020 ). Phubbing is also referred to as an act of snubbing others ( Chatterjee, 2020 ). This term was initially used in May 2012 by an Australian advertising agency to describe the “growing phenomenon of individuals ignoring their families and friends who were called phubbee (a person who is a recipients of phubbing behavior) victim of phubber (a person who start phubbing her or his companion)” ( Chotpitayasunondh and Douglas, 2018 ). Smartphone addiction has been found to be a determinant of phubbing ( Kim et al., 2018 ). Other recent studies have also evidenced the association between smartphones and phubbing ( Chotpitayasunondh and Douglas, 2016 ; Guazzini et al., 2019 ; Tonacci et al., 2019 ; Chatterjee, 2020 ). Vallespín et al. (2017 ) argued that phubbing behavior has a negative influence on psychological well-being and satisfaction. Furthermore, smartphone addiction is considered responsible for the development of new technologies. It may also negatively influence individual's psychological proximity ( Chatterjee, 2020 ). Therefore, based on the above discussion and calls for the association between phubbing and psychological well-being to be further explored, this study proposes the following hypotheses:

H5: Smartphone addiction is positively associated with phubbing.

H6: Phubbing is negatively associated with psychological well-being.

Indirect Relationship Between Social Media Use and Psychological Well-Being

Beyond the direct hypotheses proposed above, this study investigates the indirect effects of social media use on psychological well-being mediated by social capital forms, social isolation, and phubbing. As described above, most prior studies have focused on the direct influence of social media use on social capital forms, social isolation, smartphone addiction, and phubbing, as well as the direct impact of social capital forms, social isolation, smartphone addiction, and phubbing on psychological well-being. Very few studies, however, have focused on and evidenced the mediating role of social capital forms, social isolation, smartphone addiction, and phubbing derived from social media use in improving psychological well-being ( Chen and Li, 2017 ; Pang, 2018 ; Bano et al., 2019 ; Choi and Noh, 2019 ). Moreover, little is known about smartphone addiction's mediating role between social media use and psychological well-being. Therefore, this study aims to fill this gap in the existing literature by investigating the mediation of social capital forms, social isolation, and smartphone addiction. Further, examining the mediating influence will contribute to a more comprehensive understanding of social media use on psychological well-being via the mediating associations of smartphone addiction and psychological factors. Therefore, based on the above, we propose the following hypotheses (the conceptual model is presented in Figure 1 ):

H7: (a) Bonding social capital; (b) bridging social capital; (c) social isolation; and (d) smartphone addiction mediate the relationship between social media use and psychological well-being.

Figure 1 . Conceptual model.

Research Methodology

Sample procedure and online survey.

This study randomly selected students from universities in Mexico. We chose University students for the following reasons. First, students are considered the most appropriate sample for e-commerce studies, particularly in the social media context ( Oghazi et al., 2018 ; Shi et al., 2018 ). Second, University students are considered to be frequent users and addicted to smartphones ( Mou et al., 2017 ; Stouthuysen et al., 2018 ). Third, this study ensured that respondents were experienced, well-educated, and possessed sufficient knowledge of the drawbacks of social media and the extreme use of smartphones. A total sample size of 940 University students was ultimately achieved from the 1,500 students contacted, using a convenience random sampling approach, due both to the COVID-19 pandemic and budget and time constraints. Additionally, in order to test the model, a quantitative empirical study was conducted, using an online survey method to collect data. This study used a web-based survey distributed via social media platforms for two reasons: the COVID-19 pandemic; and to reach a large number of respondents ( Qalati et al., 2021 ). Furthermore, online surveys are considered a powerful and authenticated tool for new research ( Fan et al., 2021 ), while also representing a fast, simple, and less costly approach to collecting data ( Dutot and Bergeron, 2016 ).

Data Collection Procedures and Respondent's Information

Data were collected by disseminating a link to the survey by e-mail and social network sites. Before presenting the closed-ended questionnaire, respondents were assured that their participation would remain voluntary, confidential, and anonymous. Data collection occurred from July 2020 to December 2020 (during the pandemic). It should be noted that, because data were collected during the pandemic, this may have had an influence on the results of the study. The reason for choosing a six-month lag time was to mitigate common method bias (CMB) ( Li et al., 2020b ). In the present study, 1,500 students were contacted via University e-mail and social applications (Facebook, WhatsApp, and Instagram). We sent a reminder every month for 6 months (a total of six reminders), resulting in 940 valid responses. Thus, 940 (62.6% response rate) responses were used for hypotheses testing.

Table 1 reveals that, of the 940 participants, three-quarters were female (76.4%, n = 719) and nearly one-quarter (23.6%, n = 221) were male. Nearly half of the participants (48.8%, n = 459) were aged between 26 and 35 years, followed by 36 to 35 years (21.9%, n = 206), <26 (20.3%, n = 191), and over 45 (8.9%, n = 84). Approximately two-thirds (65%, n = 611) had a bachelor's degree or above, while one-third had up to 12 years of education. Regarding the daily frequency of using the Internet, nearly half (48.6%, n = 457) of the respondents reported between 5 and 8 h a day, and over one-quarter (27.2%) 9–12 h a day. Regarding the social media platforms used, over 38.5 and 39.6% reported Facebook and WhatsApp, respectively. Of the 940 respondents, only 22.1% reported Instagram (12.8%) and Twitter (9.2%). It should be noted, however, that the sample is predominantly female and well-educated.

Table 1 . Respondents' characteristics.

Measurement Items

The study used five-point Likert scales (1 = “strongly disagree;” 5 = “strongly agree”) to record responses.

Social Media Use

Social media use was assessed using four items adapted from Karikari et al. (2017) . Sample items include “Social media is part of my everyday activity,” “Social media has become part of my daily life,” “I would be sorry if social media shut down,” and “I feel out of touch, when I have not logged onto social media for a while.” The adapted items had robust reliability and validity (CA = 783, CR = 0.857, AVE = 0.600).

Social Capital

Social capital was measured using a total of eight items, representing bonding social capital (four items) and bridging social capital (four items) adapted from Chan (2015) . Sample construct items include: bonging social capital (“I am willing to spend time to support general community activities,” “I interact with people who are quite different from me”) and bridging social capital (“My social media community is a good place to be,” “Interacting with people on social media makes me want to try new things”). The adapted items had robust reliability and validity [bonding social capital (CA = 0.785, CR = 0.861, AVE = 0.608) and bridging social capital (CA = 0.834, CR = 0.883, AVE = 0.601)].

Social Isolation

Social isolation was assessed using three items from Choi and Noh (2019) . Sample items include “I do not have anyone to play with,” “I feel alone from people,” and “I have no one I can trust.” This adapted scale had substantial reliability and validity (CA = 0.890, CR = 0.928, AVE = 0.811).

Smartphone Addiction

Smartphone addiction was assessed using five items taken from Salehan and Negahban (2013) . Sample items include “I am always preoccupied with my mobile,” “Using my mobile phone keeps me relaxed,” and “I am not able to control myself from frequent use of mobile phones.” Again, these adapted items showed substantial reliability and validity (CA = 903, CR = 0.928, AVE = 0.809).

Phubbing was assessed using four items from Chotpitayasunondh and Douglas (2018) . Sample items include: “I have conflicts with others because I am using my phone” and “I would rather pay attention to my phone than talk to others.” This construct also demonstrated significant reliability and validity (CA = 770, CR = 0.894, AVE = 0.809).

Psychological Well-Being

Psychological well-being was assessed using five items from Jiao et al. (2017) . Sample items include “I lead a purposeful and meaningful life with the help of others,” “My social relationships are supportive and rewarding in social media,” and “I am engaged and interested in my daily on social media.” This study evidenced that this adapted scale had substantial reliability and validity (CA = 0.886, CR = 0.917, AVE = 0.688).

Data Analysis

Based on the complexity of the association between the proposed construct and the widespread use and acceptance of SmartPLS 3.0 in several fields ( Hair et al., 2019 ), we utilized SEM, using SmartPLS 3.0, to examine the relationships between constructs. Structural equation modeling is a multivariate statistical analysis technique that is used to investigate relationships. Further, it is a combination of factor and multivariate regression analysis, and is employed to explore the relationship between observed and latent constructs.

SmartPLS 3.0 “is a more comprehensive software program with an intuitive graphical user interface to run partial least square SEM analysis, certainly has had a massive impact” ( Sarstedt and Cheah, 2019 ). According to Ringle et al. (2015) , this commercial software offers a wide range of algorithmic and modeling options, improved usability, and user-friendly and professional support. Furthermore, Sarstedt and Cheah (2019) suggested that structural equation models enable the specification of complex interrelationships between observed and latent constructs. Hair et al. (2019) argued that, in recent years, the number of articles published using partial least squares SEM has increased significantly in contrast to covariance-based SEM. In addition, partial least squares SEM using SmartPLS is more appealing for several scholars as it enables them to predict more complex models with several variables, indicator constructs, and structural paths, instead of imposing distributional assumptions on the data ( Hair et al., 2019 ). Therefore, this study utilized the partial least squares SEM approach using SmartPLS 3.0.

Common Method Bias (CMB) Test

This study used the Kaiser–Meyer–Olkin (KMO) test to measure the sampling adequacy and ensure data suitability. The KMO test result was 0.874, which is greater than an acceptable threshold of 0.50 ( Ali Qalati et al., 2021 ; Shrestha, 2021 ), and hence considered suitable for explanatory factor analysis. Moreover, Bartlett's test results demonstrated a significance level of 0.001, which is considered good as it is below the accepted threshold of 0.05.

The term CMB is associated with Campbell and Fiske (1959) , who highlighted the importance of CMB and identified that a portion of variance in the research may be due to the methods employed. It occurs when all scales of the study are measured at the same time using a single questionnaire survey ( Podsakoff and Organ, 1986 ); subsequently, estimates of the relationship among the variables might be distorted by the impacts of CMB. It is considered a serious issue that has a potential to “jeopardize” the validity of the study findings ( Tehseen et al., 2017 ). There are several reasons for CMB: (1) it mainly occurs due to response “tendencies that raters can apply uniformity across the measures;” and (2) it also occurs due to similarities in the wording and structure of the survey items that produce similar results ( Jordan and Troth, 2019 ). Harman's single factor test and a full collinearity approach were employed to ensure that the data was free from CMB ( Tehseen et al., 2017 ; Jordan and Troth, 2019 ; Ali Qalati et al., 2021 ). Harman's single factor test showed a single factor explained only 22.8% of the total variance, which is far below the 50.0% acceptable threshold ( Podsakoff et al., 2003 ).

Additionally, the variance inflation factor (VIF) was used, which is a measure of the amount of multicollinearity in a set of multiple regression constructs and also considered a way of detecting CMB ( Hair et al., 2019 ). Hair et al. (2019) suggested that the acceptable threshold for the VIF is 3.0; as the computed VIFs for the present study ranged from 1.189 to 1.626, CMB is not a key concern (see Table 2 ). Bagozzi et al. (1991) suggested a correlation-matrix procedure to detect CMB. Common method bias is evident if correlation among the principle constructs is >0.9 ( Tehseen et al., 2020 ); however, no values >0.9 were found in this study (see section Assessment of Measurement Model). This study used a two-step approach to evaluate the measurement model and the structural model.

Table 2 . Common method bias (full collinearity VIF).

Assessment of Measurement Model

Before conducting the SEM analysis, the measurement model was assessed to examine individual item reliability, internal consistency, and convergent and discriminant validity. Table 3 exhibits the values of outer loading used to measure an individual item's reliability ( Hair et al., 2012 ). Hair et al. (2017) proposed that the value for each outer loading should be ≥0.7; following this principle, two items of phubbing (PHUB3—I get irritated if others ask me to get off my phone and talk to them; PHUB4—I use my phone even though I know it irritated others) were removed from the analysis Hair et al. (2019) . According to Nunnally (1978) , Cronbach's alpha values should exceed 0.7. The threshold values of constructs in this study ranged from 0.77 to 0.903. Regarding internal consistency, Bagozzi and Yi (1988) suggested that composite reliability (CR) should be ≥0.7. The coefficient value for CR in this study was between 0.857 and 0.928. Regarding convergent validity, Fornell and Larcker (1981) suggested that the average variance extracted (AVE) should be ≥0.5. Average variance extracted values in this study were between 0.60 and 0.811. Finally, regarding discriminant validity, according to Fornell and Larcker (1981) , the square root of the AVE for each construct should exceed the inter-correlations of the construct with other model constructs. That was the case in this study, as shown in Table 4 .

Table 3 . Study measures, factor loading, and the constructs' reliability and convergent validity.

Table 4 . Discriminant validity and correlation.

Hence, by analyzing the results of the measurement model, it can be concluded that the data are adequate for structural equation estimation.

Assessment of the Structural Model

This study used the PLS algorithm and a bootstrapping technique with 5,000 bootstraps as proposed by Hair et al. (2019) to generate the path coefficient values and their level of significance. The coefficient of determination ( R 2 ) is an important measure to assess the structural model and its explanatory power ( Henseler et al., 2009 ; Hair et al., 2019 ). Table 5 and Figure 2 reveal that the R 2 value in the present study was 0.451 for psychological well-being, which means that 45.1% of changes in psychological well-being occurred due to social media use, social capital forms (i.e., bonding and bridging), social isolation, smartphone addiction, and phubbing. Cohen (1998) proposed that R 2 values of 0.60, 0.33, and 0.19 are considered substantial, moderate, and weak. Following Cohen's (1998) threshold values, this research demonstrates a moderate predicting power for psychological well-being among Mexican respondents ( Table 6 ).

Table 5 . Summary of path coefficients and hypothesis testing.

Figure 2 . Structural model.

Table 6 . Strength of the model (Predictive relevance, coefficient of determination, and model fit indices).

Apart from the R 2 measure, the present study also used cross-validated redundancy measures, or effect sizes ( q 2 ), to assess the proposed model and validate the results ( Ringle et al., 2012 ). Hair et al. (2019) suggested that a model exhibiting an effect size q 2 > 0 has predictive relevance ( Table 6 ). This study's results evidenced that it has a 0.15 <0.29 <0.35 (medium) predictive relevance, as 0.02, 0.15, and 0.35 are considered small, medium, and large, respectively ( Cohen, 1998 ). Regarding the goodness-of-fit indices, Hair et al. (2019) suggested the standardized root mean square residual (SRMR) to evaluate the goodness of fit. Standardized root mean square is an absolute measure of fit: a value of zero indicates perfect fit and a value <0.08 is considered good fit ( Hair et al., 2019 ). This study exhibits an adequate model fitness level with an SRMR value of 0.063 ( Table 6 ).

Table 5 reveals that all hypotheses of the study were accepted base on the criterion ( p -value < 0.05). H1a (β = 0.332, t = 10.283, p = 0.001) was confirmed, with the second most robust positive and significant relationship (between social media use and bonding social capital). In addition, this study evidenced a positive and significant relationship between bonding social capital and psychological well-being (β = 0.127, t = 4.077, p = 0.001); therefore, H1b was accepted. Regarding social media use and bridging social capital, the present study found the most robust positive and significant impact (β = 0.439, t = 15.543, p = 0.001); therefore, H2a was accepted. The study also evidenced a positive and significant association between bridging social capital and psychological well-being (β = 0.561, t = 20.953, p = 0.001); thus, H2b was accepted. The present study evidenced a significant effect of social media use on social isolation (β = 0.145, t = 4.985, p = 0.001); thus, H3a was accepted. In addition, this study accepted H3b (β = −0.051, t = 2.01, p = 0.044). Furthermore, this study evidenced a positive and significant effect of social media use on smartphone addiction (β = 0.223, t = 6.241, p = 0.001); therefore, H4a was accepted. Furthermore, the present study found that smartphone addiction has a negative significant influence on psychological well-being (β = −0.068, t = 2.387, p = 0.017); therefore, H4b was accepted. Regarding the relationship between smartphone addiction and phubbing, this study found a positive and significant effect of smartphone addiction on phubbing (β = 0.244, t = 7.555, p = 0.001); therefore, H5 was accepted. Furthermore, the present research evidenced a positive and significant influence of phubbing on psychological well-being (β = 0.137, t = 4.938, p = 0.001); therefore, H6 was accepted. Finally, the study provides interesting findings on the indirect effect of social media use on psychological well-being ( t -value > 1.96 and p -value < 0.05); therefore, H7a–d were accepted.

Furthermore, to test the mediating analysis, Preacher and Hayes's (2008) approach was used. The key characteristic of an indirect relationship is that it involves a third construct, which plays a mediating role in the relationship between the independent and dependent constructs. Logically, the effect of A (independent construct) on C (the dependent construct) is mediated by B (a third variable). Preacher and Hayes (2008) suggested the following: B is a construct acting as a mediator if A significantly influences B, A significantly accounts for variability in C, B significantly influences C when controlling for A, and the influence of A on C decreases significantly when B is added simultaneously with A as a predictor of C. According to Matthews et al. (2018) , if the indirect effect is significant while the direct insignificant, full mediation has occurred, while if both direct and indirect effects are substantial, partial mediation has occurred. This study evidenced that there is partial mediation in the proposed construct ( Table 5 ). Following Preacher and Hayes (2008) this study evidenced that there is partial mediation in the proposed construct, because the relationship between independent variable (social media use) and dependent variable (psychological well-being) is significant ( p -value < 0.05) and indirect effect among them after introducing mediator (bonding social capital, bridging social capital, social isolation, and smartphone addiction) is also significant ( p -value < 0.05), therefore it is evidenced that when there is a significant effect both direct and indirect it's called partial mediation.

The present study reveals that the social and psychological impacts of social media use among University students is becoming more complex as there is continuing advancement in technology, offering a range of affordable interaction opportunities. Based on the 940 valid responses collected, all the hypotheses were accepted ( p < 0.05).

H1a finding suggests that social media use is a significant influencing factor of bonding social capital. This implies that, during a pandemic, social media use enables students to continue their close relationships with family members, friends, and those with whom they have close ties. This finding is in line with prior work of Chan (2015) and Ellison et al. (2007) , who evidenced that social bonding capital is predicted by Facebook use and having a mobile phone. H1b findings suggest that, when individuals believe that social communication can help overcome obstacles to interaction and encourage more virtual self-disclosure, social media use can improve trust and promote the establishment of social associations, thereby enhancing well-being. These findings are in line with those of Gong et al. (2021) , who also witnessed the significant effect of bonding social capital on immigrants' psychological well-being, subsequently calling for the further evidence to confirm the proposed relationship.

The findings of the present study related to H2a suggest that students are more likely to use social media platforms to receive more emotional support, increase their ability to mobilize others, and to build social networks, which leads to social belongingness. Furthermore, the findings suggest that social media platforms enable students to accumulate and maintain bridging social capital; further, online classes can benefit students who feel shy when participating in offline classes. This study supports the previous findings of Chan (2015) and Karikari et al. (2017) . Notably, the present study is not limited to a single social networking platform, taking instead a holistic view of social media. The H2b findings are consistent with those of Bano et al. (2019) , who also confirmed the link between bonding social capital and psychological well-being among University students using WhatsApp as social media platform, as well as those of Chen and Li (2017) .

The H3a findings suggest that, during the COVID-19 pandemic when most people around the world have had limited offline or face-to-face interaction and have used social media to connect with families, friends, and social communities, they have often been unable to connect with them. This is due to many individuals avoiding using social media because of fake news, financial constraints, and a lack of trust in social media; thus, the lack both of offline and online interaction, coupled with negative experiences on social media use, enhances the level of social isolation ( Hajek and König, 2021 ). These findings are consistent with those of Adnan and Anwar (2020) . The H3b suggests that higher levels of social isolation have a negative impact on psychological well-being. These result indicating that, consistent with Choi and Noh (2019) , social isolation is negatively and significantly related to psychological well-being.

The H4a results suggests that substantial use of social media use leads to an increase in smartphone addiction. These findings are in line with those of Jeong et al. (2016) , who stated that the excessive use of smartphones for social media, entertainment (watching videos, listening to music), and playing e-games was more likely to lead to smartphone addiction. These findings also confirm the previous work of Jeong et al. (2016) , Salehan and Negahban (2013) , and Swar and Hameed (2017) . The H4b results revealed that a single unit increase in smartphone addiction results in a 6.8% decrease in psychological well-being. These findings are in line with those of Tangmunkongvorakul et al. (2019) , who showed that students with higher levels of smartphone addiction had lower psychological well-being scores. These findings also support those of Shoukat (2019) , who showed that smartphone addiction inversely influences individuals' mental health.

This suggests that the greater the smartphone addiction, the greater the phubbing. The H5 findings are in line with those of Chatterjee (2020) , Chotpitayasunondh and Douglas (2016) , Guazzini et al. (2019) , and Tonacci et al. (2019) , who also evidenced a significant impact of smartphone addiction and phubbing. Similarly, Chotpitayasunondh and Douglas (2018) corroborated that smartphone addiction is the main predictor of phubbing behavior. However, these findings are inconsistent with those of Vallespín et al. (2017 ), who found a negative influence of phubbing.

The H6 results suggests that phubbing is one of the significant predictors of psychological well-being. Furthermore, these findings suggest that, when phubbers use a cellphone during interaction with someone, especially during the current pandemic, and they are connected with many family members, friends, and relatives; therefore, this kind of action gives them more satisfaction, which simultaneously results in increased relaxation and decreased depression ( Chotpitayasunondh and Douglas, 2018 ). These findings support those of Davey et al. (2018) , who evidenced that phubbing has a significant influence on adolescents and social health students in India.

The findings showed a significant and positive effect of social media use on psychological well-being both through bridging and bonding social capital. However, a significant and negative effect of social media use on psychological well-being through smartphone addiction and through social isolation was also found. Hence, this study provides evidence that could shed light on the contradictory contributions in the literature suggesting both positive (e.g., Chen and Li, 2017 ; Twenge and Campbell, 2019 ; Roberts and David, 2020 ) and negative (e.g., Chotpitayasunondh and Douglas, 2016 ; Jiao et al., 2017 ; Choi and Noh, 2019 ; Chatterjee, 2020 ) effects of social media use on psychological well-being. This study concludes that the overall impact is positive, despite some degree of negative indirect impact.

Theoretical Contributions

This study's findings contribute to the current literature, both by providing empirical evidence for the relationships suggested by extant literature and by demonstrating the relevance of adopting a more complex approach that considers, in particular, the indirect effect of social media on psychological well-being. As such, this study constitutes a basis for future research ( Van Den Eijnden et al., 2016 ; Whaite et al., 2018 ) aiming to understand the impacts of social media use and to find ways to reduce its possible negative impacts.

In line with Kim and Kim (2017) , who stressed the importance of heterogeneous social networks in improving social capital, this paper suggests that, to positively impact psychological well-being, social media usage should be associated both with strong and weak ties, as both are important in building social capital, and hence associated with its bonding and bridging facets. Interestingly, though, bridging capital was shown as having the greatest impact on psychological well-being. Thus, the importance of wider social horizons, the inclusion in different groups, and establishing new connections ( Putnam, 1995 , 2000 ) with heterogeneous weak ties ( Li and Chen, 2014 ) are highlighted in this paper.

Practical Contributions

These findings are significant for practitioners, particularly those interested in dealing with the possible negative impacts of social media use on psychological well-being. Although social media use is associated with factors that negatively impact psychological well-being, particularly smartphone addiction and social isolation, these negative impacts can be lessened if the connections with both strong and weak ties are facilitated and featured by social media. Indeed, social media platforms offer several features, from facilitating communication with family, friends, and acquaintances, to identifying and offering access to other people with shared interests. However, it is important to access heterogeneous weak ties ( Li and Chen, 2014 ) so that social media offers access to wider sources of information and new resources, hence enhancing bridging social capital.

Limitations and Directions for Future Studies

This study is not without limitations. For example, this study used a convenience sampling approach to reach to a large number of respondents. Further, this study was conducted in Mexico only, limiting the generalizability of the results; future research should therefore use a cross-cultural approach to investigate the impacts of social media use on psychological well-being and the mediating role of proposed constructs (e.g., bonding and bridging social capital, social isolation, and smartphone addiction). The sample distribution may also be regarded as a limitation of the study because respondents were mainly well-educated and female. Moreover, although Internet channels represent a particularly suitable way to approach social media users, the fact that this study adopted an online survey does not guarantee a representative sample of the population. Hence, extrapolating the results requires caution, and study replication is recommended, particularly with social media users from other countries and cultures. The present study was conducted in the context of mainly University students, primarily well-educated females, via an online survey on in Mexico; therefore, the findings represent a snapshot at a particular time. Notably, however, the effect of social media use is increasing due to COVID-19 around the globe and is volatile over time.

Two of the proposed hypotheses of this study, namely the expected negative impacts of social media use on social isolation and of phubbing on psychological well-being, should be further explored. One possible approach is to consider the type of connections (i.e., weak and strong ties) to explain further the impact of social media usage on social isolation. Apparently, the prevalence of weak ties, although facilitating bridging social capital, may have an adverse impact in terms of social isolation. Regarding phubbing, the fact that the findings point to a possible positive impact on psychological well-being should be carefully addressed, specifically by psychology theorists and scholars, in order to identify factors that may help further understand this phenomenon. Other suggestions for future research include using mixed-method approaches, as qualitative studies could help further validate the results and provide complementary perspectives on the relationships between the considered variables.

Data Availability Statement

The raw data supporting the conclusions of this article will be made available by the authors, without undue reservation.

Ethics Statement

The studies involving human participants were reviewed and approved by Jiangsu University. The patients/participants provided their written informed consent to participate in this study.

Author Contributions

All authors listed have made a substantial, direct and intellectual contribution to the work, and approved it for publication.

This study is supported by the National Statistics Research Project of China (2016LY96).

Conflict of Interest

The authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.

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Keywords: smartphone addiction, social isolation, bonding social capital, bridging social capital, phubbing, social media use

Citation: Ostic D, Qalati SA, Barbosa B, Shah SMM, Galvan Vela E, Herzallah AM and Liu F (2021) Effects of Social Media Use on Psychological Well-Being: A Mediated Model. Front. Psychol. 12:678766. doi: 10.3389/fpsyg.2021.678766

Received: 10 March 2021; Accepted: 25 May 2021; Published: 21 June 2021.

Reviewed by:

Copyright © 2021 Ostic, Qalati, Barbosa, Shah, Galvan Vela, Herzallah and Liu. This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY) . The use, distribution or reproduction in other forums is permitted, provided the original author(s) and the copyright owner(s) are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.

*Correspondence: Sikandar Ali Qalati, sidqalati@gmail.com ; 5103180243@stmail.ujs.edu.cn ; Esthela Galvan Vela, esthela.galvan@cetys.mx

† ORCID: Dragana Ostic orcid.org/0000-0002-0469-1342 Sikandar Ali Qalati orcid.org/0000-0001-7235-6098 Belem Barbosa orcid.org/0000-0002-4057-360X Esthela Galvan Vela orcid.org/0000-0002-8778-3989 Feng Liu orcid.org/0000-0001-9367-049X

Disclaimer: All claims expressed in this article are solely those of the authors and do not necessarily represent those of their affiliated organizations, or those of the publisher, the editors and the reviewers. Any product that may be evaluated in this article or claim that may be made by its manufacturer is not guaranteed or endorsed by the publisher.

Impact of social media on academic: A quantitative study

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• Published: 02 May 2024

Effectiveness of social media-assisted course on learning self-efficacy

• Jiaying Hu 1 ,
• Yicheng Lai 2 &
• Xiuhua Yi 3  

Scientific Reports volume  14 , Article number:  10112 ( 2024 ) Cite this article

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• Human behaviour

The social media platform and the information dissemination revolution have changed the thinking, needs, and methods of students, bringing development opportunities and challenges to higher education. This paper introduces social media into the classroom and uses quantitative analysis to investigate the relation between design college students’ learning self-efficacy and social media for design students, aiming to determine the effectiveness of social media platforms on self-efficacy. This study is conducted on university students in design media courses and is quasi-experimental, using a randomized pre-test and post-test control group design. The study participants are 73 second-year design undergraduates. Independent samples t-tests showed that the network interaction factors of social media had a significant impact on college students learning self-efficacy. The use of social media has a significant positive predictive effect on all dimensions of learning self-efficacy. Our analysis suggests that using the advantages and value of online social platforms, weakening the disadvantages of the network, scientifically using online learning resources, and combining traditional classrooms with the Internet can improve students' learning self-efficacy.

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Introduction.

Social media is a way of sharing information, ideas, and opinions with others one. It can be used to create relationships between people and businesses. Social media has changed the communication way, it’s no longer just about talking face to face but also using a digital platform such as Facebook or Twitter. Today, social media is becoming increasingly popular in everyone's lives, including students and researchers 1 . Social media provides many opportunities for learners to publish their work globally, bringing many benefits to teaching and learning. The publication of students' work online has led to a more positive attitude towards learning and increased achievement and motivation. Other studies report that student online publications or work promote reflection on personal growth and development and provide opportunities for students to imagine more clearly the purpose of their work 2 . In addition, learning environments that include student publications allow students to examine issues differently, create new connections, and ultimately form new entities that can be shared globally 3 , 4 .

Learning self-efficacy is a belief that you can learn something new. It comes from the Latin word “self” and “efficax” which means efficient or effective. Self-efficacy is based on your beliefs about yourself, how capable you are to learn something new, and your ability to use what you have learned in real-life situations. This concept was first introduced by Bandura (1977), who studied the effects of social reinforcement on children’s learning behavior. He found that when children were rewarded for their efforts they would persist longer at tasks that they did not like or had low interest in doing. Social media, a ubiquitous force in today's digital age, has revolutionized the way people interact and share information. With the rise of social media platforms, individuals now have access to a wealth of online resources that can enhance their learning capabilities. This access to information and communication has also reshaped the way students approach their studies, potentially impacting their learning self-efficacy. Understanding the role of social media in shaping students' learning self-efficacy is crucial in providing effective educational strategies that promote healthy learning and development 5 . Unfortunately, the learning curve for the associated metadata base modeling methodologies and their corresponding computer-aided software engineering (CASE) tools have made it difficult for students to grasp. Addressing this learning issue examined the effect of this MLS on the self-efficacy of learning these topics 6 . Bates et al. 7 hypothesize a mediated model in which a set of antecedent variables influenced students’ online learning self-efficacy which, in turn, affected student outcome expectations, mastery perceptions, and the hours spent per week using online learning technology to complete learning assignments for university courses. Shen et al. 8 through exploratory factor analysis identifies five dimensions of online learning self-efficacy: (a) self-efficacy to complete an online course (b) self-efficacy to interact socially with classmates (c) self-efficacy to handle tools in a Course Management System (CMS) (d) self-efficacy to interact with instructors in an online course, and (e) self-efficacy to interact with classmates for academic purposes. Chiu 9 established a model for analyzing the mediating effect that learning self-efficacy and social self-efficacy have on the relationship between university students’ perceived life stress and smartphone addiction. Kim et al. 10 study was conducted to examine the influence of learning efficacy on nursing students' self-confidence. The objective of Paciello et al. 11 was to identify self-efficacy configurations in different domains (i.e., emotional, social, and self-regulated learning) in a sample of university students using a person-centered approach. The role of university students’ various conceptions of learning in their academic self-efficacy in the domain of physics is initially explored 12 . Kumar et al. 13 investigated factors predicting students’ behavioral intentions towards the continuous use of mobile learning. Other influential work includes 14 .

Many studies have focused on social networking tools such as Facebook and MySpace 15 , 16 . Teachers are concerned that the setup and use of social media apps take up too much of their time, may have plagiarism and privacy issues, and contribute little to actual student learning outcomes; they often consider them redundant or simply not conducive to better learning outcomes 17 . Cao et al. 18 proposed that the central questions in addressing the positive and negative pitfalls of social media on teaching and learning are whether the use of social media in teaching and learning enhances educational effectiveness, and what motivates university teachers to use social media in teaching and learning. Maloney et al. 3 argued that social media can further improve the higher education teaching and learning environment, where students no longer access social media to access course information. Many studies in the past have shown that the use of modern IT in the classroom has increased over the past few years; however, it is still limited mainly to content-driven use, such as accessing course materials, so with the emergence of social media in students’ everyday lives 2 , we need to focus on developing students’ learning self-efficacy so that they can This will enable students to 'turn the tables and learn to learn on their own. Learning self-efficacy is considered an important concept that has a powerful impact on learning outcomes 19 , 20 .

Self-efficacy for learning is vital in teaching students to learn and develop healthily and increasing students' beliefs in the learning process 21 . However, previous studies on social media platforms such as Twitter and Weibo as curriculum support tools have not been further substantiated or analyzed in detail. In addition, the relationship between social media, higher education, and learning self-efficacy has not yet been fully explored by researchers in China. Our research aims to fill this gap in the topic. Our study explored the impact of social media on the learning self-efficacy of Chinese college students. Therefore, it is essential to explore the impact of teachers' use of social media to support teaching and learning on students' learning self-efficacy. Based on educational theory and methodological practice, this study designed a teaching experiment using social media to promote learning self-efficacy by posting an assignment for post-course work on online media to explore the actual impact of social media on university students’ learning self-efficacy. This study examines the impact of a social media-assisted course on university students' learning self-efficacy to explore the positive impact of a social media-assisted course.

Theoretical background

• Social media

Social media has different definitions. Mayfield (2013) first introduced the concept of social media in his book-what is social media? The author summarized the six characteristics of social media: openness, participation, dialogue, communication, interaction, and communication. Mayfield 22 shows that social media is a kind of new media. Its uniqueness is that it can give users great space and freedom to participate in the communication process. Jen (2020) also suggested that the distinguishing feature of social media is that it is “aggregated”. Social media provides users with an interactive service to control their data and information and collaborate and share information 2 . Social media offers opportunities for students to build knowledge and helps them actively create and share information 23 . Millennial students are entering higher education institutions and are accustomed to accessing and using data from the Internet. These individuals go online daily for educational or recreational purposes. Social media is becoming increasingly popular in the lives of everyone, including students and researchers 1 . A previous study has shown that millennials use the Internet as their first source of information and Google as their first choice for finding educational and personal information 24 . Similarly, many institutions encourage teachers to adopt social media applications 25 . Faculty members have also embraced social media applications for personal, professional, and pedagogical purposes 17 .

Social networks allow one to create a personal profile and build various networks that connect him/her to family, friends, and other colleagues. Users use these sites to stay in touch with their friends, make plans, make new friends, or connect with someone online. Therefore, extending this concept, these sites can establish academic connections or promote cooperation and collaboration in higher education classrooms 2 . This study defines social media as an interactive community of users' information sharing and social activities built on the technology of the Internet. Because the concept of social media is broad, its connotations are consistent. Research shows that Meaning and Linking are the two key elements that make up social media existence. Users and individual media outlets generate social media content and use it as a platform to get it out there. Social media distribution is based on social relationships and has a better platform for personal information and relationship management systems. Examples of social media applications include Facebook, Twitter, MySpace, YouTube, Flickr, Skype, Wiki, blogs, Delicious, Second Life, open online course sites, SMS, online games, mobile applications, and more 18 . Ajjan and Hartshorne 2 investigated the intentions of 136 faculty members at a US university to adopt Web 2.0 technologies as tools in their courses. They found that integrating Web 2.0 technologies into the classroom learning environment effectively increased student satisfaction with the course and improved their learning and writing skills. His research focused on improving the perceived usefulness, ease of use, compatibility of Web 2.0 applications, and instructor self-efficacy. The social computing impact of formal education and training and informal learning communities suggested that learning web 2.0 helps users to acquire critical competencies, and promotes technological, pedagogical, and organizational innovation, arguing that social media has a variety of learning content 26 . Users can post digital content online, enabling learners to tap into tacit knowledge while supporting collaboration between learners and teachers. Cao and Hong 27 investigated the antecedents and consequences of social media use in teaching among 249 full-time and part-time faculty members, who reported that the factors for using social media in teaching included personal social media engagement and readiness, external pressures; expected benefits; and perceived risks. The types of Innovators, Early adopters, Early majority, Late majority, Laggards, and objectors. Cao et al. 18 studied the educational effectiveness of 168 teachers' use of social media in university teaching. Their findings suggest that social media use has a positive impact on student learning outcomes and satisfaction. Their research model provides educators with ideas on using social media in the education classroom to improve student performance. Maqableh et al. 28 investigated the use of social networking sites by 366 undergraduate students, and they found that weekly use of social networking sites had a significant impact on student's academic performance and that using social networking sites had a significant impact on improving students' effective time management, and awareness of multitasking. All of the above studies indicate the researcher’s research on social media aids in teaching and learning. All of these studies indicate the positive impact of social media on teaching and learning.

• Learning self-efficacy

For the definition of concepts related to learning self-efficacy, scholars have mainly drawn on the idea proposed by Bandura 29 that defines self-efficacy as “the degree to which people feel confident in their ability to use the skills they possess to perform a task”. Self-efficacy is an assessment of a learner’s confidence in his or her ability to use the skills he or she possesses to complete a learning task and is a subjective judgment and feeling about the individual’s ability to control his or her learning behavior and performance 30 . Liu 31 has defined self-efficacy as the belief’s individuals hold about their motivation to act, cognitive ability, and ability to perform to achieve their goals, showing the individual's evaluation and judgment of their abilities. Zhang (2015) showed that learning efficacy is regarded as the degree of belief and confidence that expresses the success of learning. Yan 32 showed the extent to which learning self-efficacy is viewed as an individual. Pan 33 suggested that learning self-efficacy in an online learning environment is a belief that reflects the learner's ability to succeed in the online learning process. Kang 34 believed that learning self-efficacy is the learner's confidence and belief in his or her ability to complete a learning task. Huang 35 considered self-efficacy as an individual’s self-assessment of his or her ability to complete a particular task or perform a specific behavior and the degree of confidence in one’s ability to achieve a specific goal. Kong 36 defined learning self-efficacy as an individual’s judgment of one’s ability to complete academic tasks.

Based on the above analysis, we found that scholars' focus on learning self-efficacy is on learning behavioral efficacy and learning ability efficacy, so this study divides learning self-efficacy into learning behavioral efficacy and learning ability efficacy for further analysis and research 37 , 38 . Search the CNKI database and ProQuest Dissertations for keywords such as “design students’ learning self-efficacy”, “design classroom self-efficacy”, “design learning self-efficacy”, and other keywords. There are few relevant pieces of literature about design majors. Qiu 39 showed that mobile learning-assisted classroom teaching can control the source of self-efficacy from many aspects, thereby improving students’ sense of learning efficacy and helping middle and lower-level students improve their sense of learning efficacy from all dimensions. Yin and Xu 40 argued that the three elements of the network environment—“learning content”, “learning support”, and “social structure of learning”—all have an impact on university students’ learning self-efficacy. Duo et al. 41 recommend that learning activities based on the mobile network learning community increase the trust between students and the sense of belonging in the learning community, promote mutual communication and collaboration between students, and encourage each other to stimulate their learning motivation. In the context of social media applications, self-efficacy refers to the level of confidence that teachers can successfully use social media applications in the classroom 18 . Researchers have found that self-efficacy is related to social media applications 42 . Students had positive experiences with social media applications through content enhancement, creativity experiences, connectivity enrichment, and collaborative engagement 26 . Students who wish to communicate with their tutors in real-time find social media tools such as web pages, blogs, and virtual interactions very satisfying 27 . Overall, students report their enjoyment of different learning processes through social media applications; simultaneously, they show satisfactory tangible achievement of tangible learning outcomes 18 . According to Bandura's 'triadic interaction theory’, Bian 43 and Shi 44 divided learning self-efficacy into two main elements, basic competence, and control, where basic competence includes the individual's sense of effort, competence, the individual sense of the environment, and the individual's sense of control over behavior. The primary sense of competence includes the individual's Sense of effort, competence, environment, and control over behavior. In this study, learning self-efficacy is divided into Learning behavioral efficacy and Learning ability efficacy. Learning behavioral efficacy includes individuals' sense of effort, environment, and control; learning ability efficacy includes individuals' sense of ability, belief, and interest.

In Fig.  1 , learning self-efficacy includes learning behavior efficacy and learning ability efficacy, in which the learning behavior efficacy is determined by the sense of effort, the sense of environment, the sense of control, and the learning ability efficacy is determined by the sense of ability, sense of belief, sense of interest. “Sense of effort” is the understanding of whether one can study hard. Self-efficacy includes the estimation of self-effort and the ability, adaptability, and creativity shown in a particular situation. One with a strong sense of learning self-efficacy thinks they can study hard and focus on tasks 44 . “Sense of environment” refers to the individual’s feeling of their learning environment and grasp of the environment. The individual is the creator of the environment. A person’s feeling and grasp of the environment reflect the strength of his sense of efficacy to some extent. A person with a shared sense of learning self-efficacy is often dissatisfied with his environment, but he cannot do anything about it. He thinks the environment can only dominate him. A person with a high sense of learning self-efficacy will be more satisfied with his school and think that his teachers like him and are willing to study in school 44 . “Sense of control” is an individual’s sense of control over learning activities and learning behavior. It includes the arrangement of individual learning time, whether they can control themselves from external interference, and so on. A person with a strong sense of self-efficacy will feel that he is the master of action and can control the behavior and results of learning. Such a person actively participates in various learning activities. When he encounters difficulties in learning, he thinks he can find a way to solve them, is not easy to be disturbed by the outside world, and can arrange his own learning time. The opposite is the sense of losing control of learning behavior 44 . “Sense of ability” includes an individual’s perception of their natural abilities, expectations of learning outcomes, and perception of achieving their learning goals. A person with a high sense of learning self-efficacy will believe that he or she is brighter and more capable in all areas of learning; that he or she is more confident in learning in all subjects. In contrast, people with low learning self-efficacy have a sense of powerlessness. They are self-doubters who often feel overwhelmed by their learning and are less confident that they can achieve the appropriate learning goals 44 . “Sense of belief” is when an individual knows why he or she is doing something, knows where he or she is going to learn, and does not think before he or she even does it: What if I fail? These are meaningless, useless questions. A person with a high sense of learning self-efficacy is more robust, less afraid of difficulties, and more likely to reach their learning goals. A person with a shared sense of learning self-efficacy, on the other hand, is always going with the flow and is uncertain about the outcome of their learning, causing them to fall behind. “Sense of interest” is a person's tendency to recognize and study the psychological characteristics of acquiring specific knowledge. It is an internal force that can promote people's knowledge and learning. It refers to a person's positive cognitive tendency and emotional state of learning. A person with a high sense of self-efficacy in learning will continue to concentrate on studying and studying, thereby improving learning. However, one with low learning self-efficacy will have psychology such as not being proactive about learning, lacking passion for learning, and being impatient with learning. The elements of learning self-efficacy can be quantified and detailed in the following Fig.  1 .

Learning self-efficacy research structure in this paper.

Research participants

All the procedures were conducted in adherence to the guidelines and regulations set by the institution. Prior to initiating the study, informed consent was obtained in writing from the participants, and the Institutional Review Board for Behavioral and Human Movement Sciences at Nanning Normal University granted approval for all protocols.

Two parallel classes are pre-selected as experimental subjects in our study, one as the experimental group and one as the control group. Social media assisted classroom teaching to intervene in the experimental group, while the control group did not intervene. When selecting the sample, it is essential to consider, as far as possible, the shortcomings of not using randomization to select or assign the study participants, resulting in unequal experimental and control groups. When selecting the experimental subjects, classes with no significant differences in initial status and external conditions, i.e. groups with homogeneity, should be selected. Our study finally decided to select a total of 44 students from Class 2021 Design 1 and a total of 29 students from Class 2021 Design 2, a total of 74 students from Nanning Normal University, as the experimental subjects. The former served as the experimental group, and the latter served as the control group. 73 questionnaires are distributed to measure before the experiment, and 68 are returned, with a return rate of 93.15%. According to the statistics, there were 8 male students and 34 female students in the experimental group, making a total of 44 students (mirrors the demographic trends within the humanities and arts disciplines from which our sample was drawn); there are 10 male students and 16 female students in the control group, making a total of 26 students, making a total of 68 students in both groups. The sample of those who took the course were mainly sophomores, with a small number of first-year students and juniors, which may be related to the nature of the subject of this course and the course system offered by the university. From the analysis of students' majors, liberal arts students in the experimental group accounted for the majority, science students and art students accounted for a small part. In contrast, the control group had more art students, and liberal arts students and science students were small. In the daily self-study time, the experimental and control groups are 2–3 h. The demographic information of research participants is shown in Table 1 .

Research procedure

Firstly, the ADDIE model is used for the innovative design of the teaching method of the course. The number of students in the experimental group was 44, 8 male and 35 females; the number of students in the control group was 29, 10 male and 19 females. Secondly, the classes are targeted at students and applied. Thirdly, the course for both the experimental and control classes is a convenient and practice-oriented course, with the course title “Graphic Design and Production”, which focuses on learning the graphic design software Photoshop. The course uses different cases to explain in detail the process and techniques used to produce these cases using Photoshop, and incorporates practical experience as well as relevant knowledge in the process, striving to achieve precise and accurate operational steps; at the end of the class, the teacher assigns online assignments to be completed on social media, allowing students to post their edited software tutorials online so that students can master the software functions. The teacher assigns online assignments to be completed on social media at the end of the lesson, allowing students to post their editing software tutorials online so that they can master the software functions and production skills, inspire design inspiration, develop design ideas and improve their design skills, and improve students' learning self-efficacy through group collaboration and online interaction. Fourthly, pre-tests and post-tests are conducted in the experimental and control classes before the experiment. Fifthly, experimental data are collected, analyzed, and summarized.

We use a questionnaire survey to collect data. Self-efficacy is a person’s subjective judgment on whether one can successfully perform a particular achievement. American psychologist Albert Bandura first proposed it. To understand the improvement effect of students’ self-efficacy after the experimental intervention, this work questionnaire was referenced by the author from “Self-efficacy” “General Perceived Self Efficacy Scale” (General Perceived Self Efficacy Scale) German psychologist Schwarzer and Jerusalem (1995) and “Academic Self-Efficacy Questionnaire”, a well-known Chinese scholar Liang 45 .  The questionnaire content is detailed in the supplementary information . A pre-survey of the questionnaire is conducted here. The second-year students of design majors collected 32 questionnaires, eliminated similar questions based on the data, and compiled them into a formal survey scale. The scale consists of 54 items, 4 questions about basic personal information, and 50 questions about learning self-efficacy. The Likert five-point scale is the questionnaire used in this study. The answers are divided into “completely inconsistent", “relatively inconsistent”, “unsure”, and “relatively consistent”. The five options of “Completely Meet” and “Compliant” will count as 1, 2, 3, 4, and 5 points, respectively. Divided into a sense of ability (Q5–Q14), a sense of effort (Q15–Q20), a sense of environment (Q21–Q28), a sense of control (Q29–Q36), a sense of Interest (Q37–Q45), a sense of belief (Q46–Q54). To demonstrate the scientific effectiveness of the experiment, and to further control the influence of confounding factors on the experimental intervention. This article thus sets up a control group as a reference. Through the pre-test and post-test in different periods, comparison of experimental data through pre-and post-tests to illustrate the effects of the intervention.

Reliability indicates the consistency of the results of a measurement scale (See Table 2 ). It consists of intrinsic and extrinsic reliability, of which intrinsic reliability is essential. Using an internal consistency reliability test scale, a Cronbach's alpha coefficient of reliability statistics greater than or equal to 0.9 indicates that the scale has good reliability, 0.8–0.9 indicates good reliability, 7–0.8 items are acceptable. Less than 0.7 means to discard some items in the scale 46 . This study conducted a reliability analysis on the effects of the related 6-dimensional pre-test survey to illustrate the reliability of the questionnaire.

From the Table 2 , the Cronbach alpha coefficients for the pre-test, sense of effort, sense of environment, sense of control, sense of interest, sense of belief, and the total questionnaire, were 0.919, 0.839, 0.848, 0.865, 0.852, 0.889 and 0.958 respectively. The post-test Cronbach alpha coefficients were 0.898, 0.888, 0.886, 0.889, 0.900, 0.893 and 0.970 respectively. The Cronbach alpha coefficients were all greater than 0.8, indicating a high degree of reliability of the measurement data.

The validity, also known as accuracy, reflects how close the measurement result is to the “true value”. Validity includes structure validity, content validity, convergent validity, and discriminative validity. Because the experiment is a small sample study, we cannot do any specific factorization. KMO and Bartlett sphericity test values are an important part of structural validity. Indicator, general validity evaluation (KMO value above 0.9, indicating very good validity; 0.8–0.9, indicating good validity; 0.7–0.8 validity is good; 0.6–0.7 validity is acceptable; 0.5–0.6 means poor validity; below 0.45 means that some items should be abandoned.

Table 3 shows that the KMO values of ability, effort, environment, control, interest, belief, and the total questionnaire are 0.911, 0.812, 0.778, 0.825, 0.779, 0.850, 0.613, and the KMO values of the post-test are respectively. The KMO values are 0.887, 0.775, 0.892, 0.868, 0.862, 0.883, 0.715. KMO values are basically above 0.8, and all are greater than 0.6. This result indicates that the validity is acceptable, the scale has a high degree of reasonableness, and the valid data.

In the graphic design and production (professional design course), we will learn the practical software with cases. After class, we will share knowledge on the self-media platform. We will give face-to-face computer instruction offline from 8:00 to 11:20 every Wednesday morning for 16 weeks. China's top online sharing platform (APP) is Tik Tok, micro-blog (Micro Blog) and Xiao hong shu. The experiment began on September 1, 2022, and conducted the pre-questionnaire survey simultaneously. At the end of the course, on January 6, 2023, the post questionnaire survey was conducted. A total of 74 questionnaires were distributed in this study, recovered 74 questionnaires. After excluding the invalid questionnaires with incomplete filling and wrong answers, 68 valid questionnaires were obtained, with an effective rate of 91%, meeting the test requirements. Then, use the social science analysis software SPSS Statistics 26 to analyze the data: (1) descriptive statistical analysis of the dimensions of learning self-efficacy; (2) Using correlation test to analyze the correlation between learning self-efficacy and the use of social media; (3) This study used a comparative analysis of group differences to detect the influence of learning self-efficacy on various dimensions of social media and design courses. For data processing and analysis, use the spss26 version software and frequency statistics to create statistics on the basic situation of the research object and the basic situation of the use of live broadcast. The reliability scale analysis (internal consistency test) and use Bartlett's sphericity test to illustrate the reliability and validity of the questionnaire and the individual differences between the control group and the experimental group in demographic variables (gender, grade, Major, self-study time per day) are explained by cross-analysis (chi-square test). In the experimental group and the control group, the pre-test, post-test, before-and-after test of the experimental group and the control group adopt independent sample T-test and paired sample T-test to illustrate the effect of the experimental intervention (The significance level of the test is 0.05 two-sided).

Results and discussion

Comparison of pre-test and post-test between groups.

To study whether the data of the experimental group and the control group are significantly different in the pre-test and post-test mean of sense of ability, sense of effort, sense of environment, sense of control, sense of interest, and sense of belief. The research for this situation uses an independent sample T-test and an independent sample. The test needs to meet some false parameters, such as normality requirements. Generally passing the normality test index requirements are relatively strict, so it can be relaxed to obey an approximately normal distribution. If there is serious skewness distribution, replace it with the nonparametric test. Variables are required to be continuous variables. The six variables in this study define continuous variables. The variable value information is independent of each other. Therefore, we use the independent sample T-test.

From the Table 4 , a pre-test found that there was no statistically significant difference between the experimental group and the control group at the 0.05 confidence level ( p  > 0.05) for perceptions of sense of ability, sense of effort, sense of environment, sense of control, sense of interest, and sense of belief. Before the experiment, the two groups of test groups have the same quality in measuring self-efficacy. The experimental class and the control class are homogeneous groups. Table 5 shows the independent samples t-test for the post-test, used to compare the experimental and control groups on six items, including the sense of ability, sense of effort, sense of environment, sense of control, sense of interest, and sense of belief.

The experimental and control groups have statistically significant scores ( p  < 0.05) for sense of ability, sense of effort, sense of environment, sense of control, sense of interest, and sense of belief, and the experimental and control groups have statistically significant scores (t = 3.177, p  = 0.002) for a sense of competence. (t = 3.177, p  = 0.002) at the 0.01 level, with the experimental group scoring significantly higher (3.91 ± 0.51) than the control group (3.43 ± 0.73). The experimental group and the control group showed significance for the perception of effort at the 0.01 confidence level (t = 2.911, p  = 0.005), with the experimental group scoring significantly higher (3.88 ± 0.66) than the control group scoring significantly higher (3.31 ± 0.94). The experimental and control groups show significance at the 0.05 level (t = 2.451, p  = 0.017) for the sense of environment, with the experimental group scoring significantly higher (3.95 ± 0.61) than the control group scoring significantly higher (3.58 ± 0.62). The experimental and control groups showed significance for sense of control at the 0.05 level of significance (t = 2.524, p  = 0.014), and the score for the experimental group (3.76 ± 0.67) would be significantly higher than the score for the control group (3.31 ± 0.78). The experimental and control groups showed significance at the 0.01 level for sense of interest (t = 2.842, p  = 0.006), and the experimental group's score (3.87 ± 0.61) would be significantly higher than the control group's score (3.39 ± 0.77). The experimental and control groups showed significance at the 0.01 level for the sense of belief (t = 3.377, p  = 0.001), and the experimental group would have scored significantly higher (4.04 ± 0.52) than the control group (3.56 ± 0.65). Therefore, we can conclude that the experimental group's post-test significantly affects the mean scores of sense of ability, sense of effort, sense of environment, sense of control, sense of interest, and sense of belief. A social media-assisted course has a positive impact on students' self-efficacy.

Comparison of pre-test and post-test of each group

The paired-sample T-test is an extension of the single-sample T-test. The purpose is to explore whether the means of related (paired) groups are significantly different. There are four standard paired designs: (1) Before and after treatment of the same subject Data, (2) Data from two different parts of the same subject, (3) Test results of the same sample with two methods or instruments, 4. Two matched subjects receive two treatments, respectively. This study belongs to the first type, the 6 learning self-efficacy dimensions of the experimental group and the control group is measured before and after different periods.

Paired t-tests is used to analyze whether there is a significant improvement in the learning self-efficacy dimension in the experimental group after the experimental social media-assisted course intervention. In Table 6 , we can see that the six paired data groups showed significant differences ( p  < 0.05) in the pre and post-tests of sense of ability, sense of effort, sense of environment, sense of control, sense of interest, and sense of belief. There is a level of significance of 0.01 (t = − 4.540, p  = 0.000 < 0.05) before and after the sense of ability, the score after the sense of ability (3.91 ± 0.51), and the score before the Sense of ability (3.41 ± 0.55). The level of significance between the pre-test and post-test of sense of effort is 0.01 (t = − 4.002, p  = 0.000). The score of the sense of effort post-test (3.88 ± 0.66) will be significantly higher than the average score of the sense of effort pre-test (3.31 ± 0.659). The significance level between the pre-test and post-test Sense of environment is 0.01 (t = − 3.897, p  = 0.000). The average score for post- Sense of environment (3.95 ± 0.61) will be significantly higher than that of sense of environment—the average score of the previous test (3.47 ± 0.44). The average value of a post- sense of control (3.76 ± 0.67) will be significantly higher than the average of the front side of the Sense of control value (3.27 ± 0.52). The sense of interest pre-test and post-test showed a significance level of 0.01 (− 4.765, p  = 0.000), and the average value of Sense of interest post-test was 3.87 ± 0.61. It would be significantly higher than the average value of the Sense of interest (3.25 ± 0.59), the significance between the pre-test and post-test of belief sensing is 0.01 level (t = − 3.939, p  = 0.000). Thus, the average value of a post-sense of belief (4.04 ± 0.52) will be significantly higher than that of a pre-sense of belief Average value (3.58 ± 0.58). After the experimental group’s post-test, the scores for the Sense of ability, effort, environment, control, interest, and belief before the comparison experiment increased significantly. This result has a significant improvement effect. Table 7 shows that the control group did not show any differences in the pre and post-tests using paired t-tests on the dimensions of learning self-efficacy such as sense of ability, sense of effort, sense of environment, sense of control, sense of interest, and sense of belief ( p  > 0.05). It shows no experimental intervention for the control group, and it does not produce a significant effect.

The purpose of this study aims to explore the impact of social media use on college students' learning self-efficacy, examine the changes in the elements of college students' learning self-efficacy before and after the experiment, and make an empirical study to enrich the theory. This study developed an innovative design for course teaching methods using the ADDIE model. The design process followed a series of model rules of analysis, design, development, implementation, and evaluation, as well as conducted a descriptive statistical analysis of the learning self-efficacy of design undergraduates. Using questionnaires and data analysis, the correlation between the various dimensions of learning self-efficacy is tested. We also examined the correlation between the two factors, and verifies whether there was a causal relationship between the two factors.

Based on prior research and the results of existing practice, a learning self-efficacy is developed for university students and tested its reliability and validity. The scale is used to pre-test the self-efficacy levels of the two subjects before the experiment, and a post-test of the self-efficacy of the two groups is conducted. By measuring and investigating the learning self-efficacy of the study participants before the experiment, this study determined that there was no significant difference between the experimental group and the control group in terms of sense of ability, sense of effort, sense of environment, sense of control, sense of interest, and sense of belief. Before the experiment, the two test groups had homogeneity in measuring the dimensionality of learning self-efficacy. During the experiment, this study intervened in social media assignments for the experimental group. The experiment used learning methods such as network assignments, mutual aid communication, mutual evaluation of assignments, and group discussions. After the experiment, the data analysis showed an increase in learning self-efficacy in the experimental group compared to the pre-test. With the test time increased, the learning self-efficacy level of the control group decreased slightly. It shows that social media can promote learning self-efficacy to a certain extent. This conclusion is similar to Cao et al. 18 , who suggested that social media would improve educational outcomes.

We have examined the differences between the experimental and control group post-tests on six items, including the sense of ability, sense of effort, sense of environment, sense of control, sense of interest, and sense of belief. This result proves that a social media-assisted course has a positive impact on students' learning self-efficacy. Compared with the control group, students in the experimental group had a higher interest in their major. They showed that they liked to share their learning experiences and solve difficulties in their studies after class. They had higher motivation and self-directed learning ability after class than students in the control group. In terms of a sense of environment, students in the experimental group were more willing to share their learning with others, speak boldly, and participate in the environment than students in the control group.

The experimental results of this study showed that the experimental group showed significant improvement in the learning self-efficacy dimensions after the experimental intervention in the social media-assisted classroom, with significant increases in the sense of ability, sense of effort, sense of environment, sense of control, sense of interest and sense of belief compared to the pre-experimental scores. This result had a significant improvement effect. Evidence that a social media-assisted course has a positive impact on students' learning self-efficacy. Most of the students recognized the impact of social media on their learning self-efficacy, such as encouragement from peers, help from teachers, attention from online friends, and recognition of their achievements, so that they can gain a sense of achievement that they do not have in the classroom, which stimulates their positive perception of learning and is more conducive to the awakening of positive effects. This phenomenon is in line with Ajjan and Hartshorne 2 . They argue that social media provides many opportunities for learners to publish their work globally, which brings many benefits to teaching and learning. The publication of students' works online led to similar positive attitudes towards learning and improved grades and motivation. This study also found that students in the experimental group in the post-test controlled their behavior, became more interested in learning, became more purposeful, had more faith in their learning abilities, and believed that their efforts would be rewarded. This result is also in line with Ajjan and Hartshorne's (2008) indication that integrating Web 2.0 technologies into classroom learning environments can effectively increase students' satisfaction with the course and improve their learning and writing skills.

We only selected students from one university to conduct a survey, and the survey subjects were self-selected. Therefore, the external validity and generalizability of our study may be limited. Despite the limitations, we believe this study has important implications for researchers and educators. The use of social media is the focus of many studies that aim to assess the impact and potential of social media in learning and teaching environments. We hope that this study will help lay the groundwork for future research on the outcomes of social media utilization. In addition, future research should further examine university support in encouraging teachers to begin using social media and university classrooms in supporting social media (supplementary file 1 ).

The present study has provided preliminary evidence on the positive association between social media integration in education and increased learning self-efficacy among college students. However, several avenues for future research can be identified to extend our understanding of this relationship.

Firstly, replication studies with larger and more diverse samples are needed to validate our findings across different educational contexts and cultural backgrounds. This would enhance the generalizability of our results and provide a more robust foundation for the use of social media in teaching. Secondly, longitudinal investigations should be conducted to explore the sustained effects of social media use on learning self-efficacy. Such studies would offer insights into how the observed benefits evolve over time and whether they lead to improved academic performance or other relevant outcomes. Furthermore, future research should consider the exploration of potential moderators such as individual differences in students' learning styles, prior social media experience, and psychological factors that may influence the effectiveness of social media in education. Additionally, as social media platforms continue to evolve rapidly, it is crucial to assess the impact of emerging features and trends on learning self-efficacy. This includes an examination of advanced tools like virtual reality, augmented reality, and artificial intelligence that are increasingly being integrated into social media environments. Lastly, there is a need for research exploring the development and evaluation of instructional models that effectively combine traditional teaching methods with innovative uses of social media. This could guide educators in designing courses that maximize the benefits of social media while minimizing potential drawbacks.

In conclusion, the current study marks an important step in recognizing the potential of social media as an educational tool. Through continued research, we can further unpack the mechanisms by which social media can enhance learning self-efficacy and inform the development of effective educational strategies in the digital age.

Data availability

The data that support the findings of this study are available from the corresponding authors upon reasonable request. The data are not publicly available due to privacy or ethical restrictions.

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Acknowledgements

This work is supported by the 2023 Guangxi University Young and middle-aged Teachers' Basic Research Ability Enhancement Project—“Research on Innovative Communication Strategies and Effects of Zhuang Traditional Crafts from the Perspective of the Metaverse” (Grant Nos. 2023KY0385), and the special project on innovation and entrepreneurship education in universities under the “14th Five-Year Plan” for Guangxi Education Science in 2023, titled “One Core, Two Directions, Three Integrations - Strategy and Practical Research on Innovation and Entrepreneurship Education in Local Universities” (Grant Nos. 2023ZJY1955), and the 2023 Guangxi Higher Education Undergraduate Teaching Reform General Project (Category B) “Research on the Construction and Development of PBL Teaching Model in Advertising” (Grant Nos.2023JGB294), and the 2022 Guangxi Higher Education Undergraduate Teaching Reform Project (General Category A) “Exploration and Practical Research on Public Art Design Courses in Colleges and Universities under Great Aesthetic Education” (Grant Nos. 2022JGA251), and the 2023 Guangxi Higher Education Undergraduate Teaching Reform Project Key Project “Research and Practice on the Training of Interdisciplinary Composite Talents in Design Majors Based on the Concept of Specialization and Integration—Taking Guangxi Institute of Traditional Crafts as an Example” (Grant Nos. 2023JGZ147), and the2024 Nanning Normal University Undergraduate Teaching Reform Project “Research and Practice on the Application of “Guangxi Intangible Cultural Heritage” in Packaging Design Courses from the Ideological and Political Perspective of the Curriculum” (Grant Nos. 2024JGX048),and the 2023 Hubei Normal University Teacher Teaching Reform Research Project (Key Project) -Curriculum Development for Improving Pre-service Music Teachers' Teaching Design Capabilities from the Perspective of OBE (Grant Nos. 2023014), and the 2023 Guangxi Education Science “14th Five-Year Plan” special project: “Specialized Integration” Model and Practice of Art and Design Majors in Colleges and Universities in Ethnic Areas Based on the OBE Concept (Grant Nos. 2023ZJY1805), and the 2024 Guangxi University Young and Middle-aged Teachers’ Scientific Research Basic Ability Improvement Project “Research on the Integration Path of University Entrepreneurship and Intangible Inheritance - Taking Liu Sanjie IP as an Example” (Grant Nos. 2024KY0374), and the 2022 Research Project on the Theory and Practice of Ideological and Political Education for College Students in Guangxi - “Party Building + Red”: Practice and Research on the Innovation of Education Model in College Student Dormitories (Grant Nos. 2022SZ028), and the 2021 Guangxi University Young and Middle-aged Teachers’ Scientific Research Basic Ability Improvement Project - "Research on the Application of Ethnic Elements in the Visual Design of Live Broadcast Delivery of Guangxi Local Products" (Grant Nos. 2021KY0891).

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A big data analysis of the adoption of quoting encouragement policy on Twitter during the 2020 U.S. presidential election

• Research Article
• Open access
• Published: 19 May 2024

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• Amirhosein Bodaghi   ORCID: orcid.org/0000-0002-9284-474X 1 &
• Jonathan J. H. Zhu 2  

This research holds significance for the fields of social media and communication studies through its comprehensive evaluation of Twitter’s quoting encouragement policy enacted during the 2020 U.S. presidential election. In addressing a notable gap in the literature, this study introduces a framework that assesses both the quantitative and qualitative effects of specific platform-wide policy interventions, an aspect lacking in existing research. Employing a big data approach, the analysis includes 304 million tweets from a randomly sampled cohort of 86,334 users, using a systematic framework to examine pre-, within-, and post-intervals aligned with the policy timeline. Methodologically, SARIMAX models and linear regression are applied to the time series data on tweet types within each interval, offering an examination of temporal trends. Additionally, the study characterizes short-term and long-term adopters of the policy using text and sentiment analyses on quote tweets. Results show a significant retweeting decrease and modest quoting increase during the policy, followed by a swift retweeting resurgence and quoting decline post-policy. Users with fewer connections or higher activity levels adopt quoting more. Emerging quoters prefer shorter, positive quote texts. These findings hold implications for social media policymaking, providing evidence for refining existing policies and shaping effective interventions.

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Introduction

The introduction of the quote tweet feature by Twitter in April 2015 marked a significant development in the platform’s functionality. While a conventional retweet merely reproduces the original tweet, serving as a symbol of agreement and endorsement between users involved [ 1 ], the quote tweet feature allows users to include their own commentary when sharing a tweet. Consequently, this feature has given rise to various novel applications, including the expression of opinions, public replies, and content forwarding [ 2 ]. Notably, owing to the perennial significance of the US presidential elections [ 3 , 4 ], Twitter instituted a novel policy on October 9, 2020, advising users to abstain from mere retweeting and advocating instead for the utilization of quote tweets supplemented by individual perspectives. This policy remained in effect until December 16, 2020. Indeed, before the policy change, retweeting on Twitter was simple. With a single click, users could share a post with their followers. However, during the time policy was held, clicking the retweet button no longer automatically shared the post. Instead, Twitter prompted users to add their own thoughts or comments before sharing. This essentially created a “Quote Tweet.” This extra step was intended to encourage users to share more thoughtfully. Importantly, adding text to the quote tweet was optional. Users could still leave the comment section blank and share the post without any additional commentary. This option essentially replicated the old retweet functionality.

Significance of the research

This research holds significance in the realm of social media and communication studies, particularly in understanding the impact of policy interventions on user behavior. The significance can be delineated through various dimensions. First, the study provides a comprehensive evaluation of the effectiveness of Twitter’s quoting encouragement policy implemented during the 2020 U.S. presidential election. By employing a robust big data approach and sophisticated analytical methods, the research goes beyond anecdotal observations, offering a nuanced understanding of how such policies influence user engagement. This contribution is valuable for social media platforms seeking evidence-based insights into the outcomes of policy interventions, aiding in the refinement of existing policies and the formulation of new ones. Second, the findings offer actionable insights for social media policymakers and practitioners involved in the delicate task of shaping user behavior. Understanding the quantitative and qualitative effects of the policy shift allows for the optimization of future interventions, fostering more effective communication strategies on platforms like Twitter. Policymakers can leverage the identified user characteristics and behavioral patterns to tailor interventions that resonate with the diverse user base, thereby enhancing the impact of social media policies. Finally, the research enriches the theoretical landscape by applying the Motivation Crowding Theory, Theory of Planned Behavior (TPB), and Theory of Diffusion of Innovation (DOI) to the context of social media policy adoption. This interdisciplinary approach contributes to theoretical advancements, offering a framework that can be applied beyond the scope of this study. As theories from economics and psychology are employed to understand user behavior in the digital age, the research paves the way for cross-disciplinary collaborations and a more holistic comprehension of online interactions.

Research gap

Despite the existing body of literature on quoting behavior on Twitter, there is a conspicuous gap in addressing the unique policy implemented by Twitter from October 9 to December 16, 2020, encouraging users to quote instead of retweeting. Previous studies have explored the use of quotes in various contexts, such as political discourse and the spread of misinformation, but none have specifically examined the impact of a platform-wide policy shift promoting quoting behavior. In addition, while some studies have investigated user behaviors associated with quoting, retweeting, and other tweet types, there is a lack of a comprehensive framework that assesses the quantitative and qualitative effects of a specific policy intervention. The current study introduces a detailed evaluation framework, incorporating time series analysis, text analysis, and sentiment analysis, providing a nuanced understanding of the Twitter quoting encouragement policy’s impact on user engagement. Moreover, previous research has explored user characteristics in the context of social media engagement but has not specifically addressed how users' attributes may influence their response to a platform-wide policy change. The current study bridges this gap by investigating how factors like social network size and activity levels correlate with users’ adoption of the quoting encouragement policy. Finally, while some studies have assessed the immediate effects of policy interventions, there is a lack of research investigating the longitudinal impact after the withdrawal of such policies. The current study extends the temporal dimension by examining user behavior during the pre-, within-, and post-intervals, offering insights into the sustained effects and user adaptation following the cessation of the quoting encouragement policy. By addressing these research gaps, the current study seeks to provide a holistic examination of the quoting encouragement policy on Twitter, contributing valuable insights to the fields of social media studies, policy evaluation, and user behavior analysis.

Research objectives

This study aims to assess the effectiveness of the Twitter policy implemented from October 9 to December 16, 2020, which encouraged users to utilize the quote tweet feature instead of simple retweeting. Specifically, the research objectives are twofold: (1) to determine the adoption rate of this policy and evaluate its success, and (2) to identify user characteristics based on their reactions to this policy. The outcomes of this research contribute to both the evaluation of the Twitter policy and the development of more effective approaches to policymaking. Stier et al. [ 5 ] proposed a comprehensive framework comprising four phases for the policymaking process: agenda setting, policy formulation, policy implementation, and evaluation. According to this framework, the evaluation phase involves assessing the outcomes of the policy, considering the perspectives of stakeholders involved in the previous phases. In this context, the present research examines the Twitter quoting encouragement policy, which represents an intervention in the daily usage patterns of Twitter users, through both quantitative and qualitative analyses. The quantitative effects analysis, particularly the achievements observed, provide valuable insights for evaluating the efficacy of the quoting encouragement policy by Twitter. Additionally, the results obtained from the qualitative analyses facilitate policy implementation, which refers to the process of translating policies into practical action under the guidance of an authoritative body.

Quantitative effects

In this section, we present the hypotheses formulated to assess the quantitative effects of the Twitter quoting encouragement policy. The hypotheses are as follows:

H1: The intervention is expected to have a negative impact on users’ retweeting behavior. We hypothesize that the policy promoting the use of quote tweets instead of simple retweets will lead to a reduction in the frequency of retweeting among users.

H2: The intervention is unlikely to significantly affect other types of user behavior, such as posting original or reply tweets, as well as quotes. We anticipate that any observed changes in the rates of these tweet types would be of minimal magnitude and primarily influenced by factors unrelated to the intervention.

H3: The termination of the intervention is anticipated to have a positive effect on users' retweeting behavior. We hypothesize that the discontinuation of the policy encouraging quote tweets will result in an increase in users' retweeting activity.

H4: Similar to H2, the conclusion of the intervention is not expected to impact other tweet types (excluding quotes) in terms of posting behavior. This suggests the presence of a prevailing opinion inertia, where users tend to maintain their existing patterns and tendencies when posting original, reply, and non-quote tweets.

These hypotheses serve as a foundation for analyzing the quantitative effects of the Twitter quoting encouragement policy and investigating its influence on users’ tweet behaviors. Through rigorous analysis, we aim to shed light on the impact of the intervention and its implications for user engagement on the platform.

Qualitative effects

The qualitative effects can be examined from two distinct perspectives: User Characteristics and Text Characteristics. Moreover, the analysis encompasses three intervals, namely the Pre-Interval (prior to the policy implementation), Within Interval (during the policy implementation), and Post-Interval (after the policy withdrawal). The hypotheses for each perspective are as follows:

User characteristics

H5: Users with a larger social network (i.e., more friends) are expected to exhibit a lesser increase in their quoting rate during the Within Interval.

H6: Users who demonstrate a regular pattern of activity, characterized by a lower frequency of overall Twitter engagement (such as publishing at least one tweet type on more days), are more inclined to experience an elevation in their quoting rate during the Within Interval.

H7: Users who engage in a higher volume of retweeting activities during the Pre-Interval are more likely to observe an increase in their quoting rate during the Within Interval.

H8: The swifter users experience an increase in their quoting rate during the Within Interval, the sooner they are likely to discontinue quoting tweets upon entering the Post-Interval.

Text characteristics

H9: Short-term quoters tend to exhibit a comparatively smaller change in the length of their quote texts compared to long-term quoters. This is primarily due to the involuntary nature of the former, whereas the latter are more intentionally created.

H10: The sentiment of quote texts from short-term quoters is generally more likely to elicit a greater range of emotions compared to those from long-term quoters. This difference is attributable, at least in part, to the intervention's influence on short-term quoters.

H11: The quote texts of short-term quoters are generally more prone to receiving a higher number of retweets compared to those of long-term quoters. This can be attributed to factors such as longer text length, less deliberative content, and the presence of heightened emotional elements in the latter.

These hypotheses form the basis for analyzing the qualitative effects of the Twitter quoting encouragement policy, enabling a comprehensive understanding of user and text characteristics during different intervals. By examining these effects, we aim to shed light on the nuanced dynamics that underlie users’ quoting behavior and its implications on social interaction and engagement within the Twitter platform.

Theoretical framework

In alignment with the two main parts of this research, which examine the quantitative and qualitative effects of the recent Twitter policy, the theoretical framework is also divided into two contexts: one for quantitative analysis and the other for investigating qualitative effects. For the quantitative analyses, the motivation crowding theory has played a central role in shaping the corresponding hypotheses. This theory suggests that providing extrinsic incentives for specific behavior can sometimes undermine intrinsic motivation to engage in that behavior [ 6 ]. Although the motivation crowding theory originated in the realm of economics [ 7 ], this study aims to apply it to the adoption of policies within the context of Twitter. By treating the quoting encouragement policy as an incentive, this research seeks to quantify the impact of this incentive during its implementation and withdrawal. Hypotheses 1–4 have been formulated to guide these quantitative analyses and explore the potential influence of the undermining effect on the adoption rate after the policy withdrawal.

Regarding the qualitative analyses, the TPB and the DOI serve as foundational frameworks for developing hypotheses related to user and text characteristics. The TPB explains behavior based on individuals' beliefs through three key components: attitude, subjective norms, and perceived behavioral control, which collectively shape behavioral intentions. Drawing on the TPB, hypotheses 5–8 aim to characterize different users based on their behaviors and attitudes toward the new policy. The DOI provides a platform for distinguishing users based on the time of adoption. In line with this theory, hypotheses 9–11 have been formulated to address characteristics that facilitate early adoption based on the content of quote texts. Figure  1 illustrates the theoretical framework of this study, highlighting its key components.

Uniqueness and generalizability

To the best of our knowledge, this research represents the first comprehensive study to investigate the impact of the quoting encouragement policy implemented by Twitter. In comparison to the limited existing studies that have examined Twitter policies in the past, this research distinguishes itself through both the scale of the dataset utilized and the breadth of the analyses conducted. These unique aspects contribute to the applicability of this study in two key areas: methodology and findings. In terms of methodology, the presented approach incorporates an interrupted time series analysis framework, coupled with text and sentiment analyses, to examine policy interventions on a large scale. This framework enables researchers to develop various approaches for analyzing interventions within the realm of social media and big data. With regards to the findings, the extraction of qualitative and quantitative patterns from such a vast dataset yields novel insights. Particularly noteworthy is the ability to juxtapose these macro and micro results, leading to a deeper understanding of the policy’s effects. The findings of this study hold potential value for practitioners and policymakers not only on Twitter but also on other global platforms like Instagram and YouTube. However, it is important to consider certain modifications, such as adapting the follower-to-following ratio, when applying these findings to undirected networks like Facebook, where mutual agreement is necessary for link creation. Moreover, the analysis of this policy, which was implemented during the presidential election, provides valuable insights into its potential impact on public attention. Public attention has recently been identified as a critical factor in the success of presidential candidates [ 8 ]. Therefore, understanding the effects of the quoting encouragement policy can contribute to a better understanding of the dynamics surrounding public attention during such critical periods. Indeed, the uniqueness of this research lies in its pioneering examination of the Twitter quoting encouragement policy, extensive dataset, and comprehensive analyses. These distinct features enhance the applicability of the research in terms of methodology and findings, with potential implications for other global platforms and the study of public attention in political contexts.

Literature review

Given the nature of this research, which focuses on a novel Twitter policy that promotes quoting instead of retweeting, the literature review examines three perspectives: (1) Quote, (2) Engagement, and (3) Hashtag Adoption. These perspectives encompass relevant aspects that align with the scope of this study.

Garimella et al. [ 2 ] conducted a study on the utilization of the newly introduced “quote RT” feature on Twitter, specifically examining its role in political discourse and the sharing of political opinions within the broader social network. Their findings indicated that users who were more socially connected and had a longer history on Twitter were more likely to employ quote RTs. Furthermore, they observed that quotes facilitated the dissemination of political discourse beyond its original source. In a different context, Jang et al. [ 9 ] employed the rate of quotes as a measure to identify and detect fake news on Twitter. Their research focused on leveraging quotes as a means of analyzing the spread of misinformation and distinguishing it from authentic news. Li et al. [ 10 ] tried to identify users with high dissemination capability under different topics. Additionally, Bodaghi et al. [ 11 ] investigated the characteristics of users involved in the propagation of fake news, considering quotes and their combined usage with other tweet types such as retweets and replies. Their analysis aimed to gain insights into the user behaviors associated with the dissemination of false information. South et al. [ 12 ] utilized the quoter model, which mimics the information generation process of social media accounts, to evaluate the reliability and resilience of information flow metrics within a news–network ecosystem. This study focused on assessing the validity of these metrics in capturing the dynamics between news outlets engaged in a similar information dissemination process. By reviewing these studies, we can identify their relevance to the understanding of quoting behavior and its implications within different contexts, such as political discourse and the spread of misinformation. However, it is important to note that these previous works primarily focused on the usage of quotes and their effects without specifically addressing the Twitter policy under investigation in this study.

The concept of engagement on social media platforms, particularly in relation to political communication and online interactions, has been extensively explored in previous studies. Boulianne et al. [ 13 ] conducted research on the engagement rate with candidates’ posts on social media and observed that attack posts tend to receive higher levels of engagement, while tagging is associated with a general trend of lower engagement. Lazarus et al. [ 14 ] focused on President Trump’s tweets and found that engagement levels vary depending on the substantive content of the tweet, with negatively toned tweets and tweets involving foreign policy receiving higher engagement compared to other types of tweets. Yue et al. [ 15 ] delved into how nonprofit executives in the U.S. engage with online audiences through various communication strategies and tactics. Ahmed et al. [ 16 ] examined Twitter political campaigns during the 2014 Indian general election. Bodaghi et al. [ 17 ] conducted a longitudinal analysis on Olympic gold medalists on Instagram, investigating their characteristics as well as the rate of engagement they receive from their followers. Hou et al. [ 18 ] studied the engagement differences between scholars and non-scholars on Twitter. Hoang et al. [ 19 ] aimed at predicting whether a post is going to be forwarded or not. Munoz et al. [ 20 ] proposed an index as a tool to measure engagement based on the tweet and follower approach.

The decision of an online social network user to join a discussion group is not solely influenced by the number of friends who are already members of the group. Backstrom et al. [ 21 ] discovered that factors such as the relationships between friends within the group and the level of activity in the group also play a significant role in the user’s decision. Hu et al. [ 22 ] performed an empirical study on Sina Weibo to understand the selectivity of retweeting behaviors. Moreover, Balestrucci et al. [ 23 ] studied how credulous users engage with social media content. Bodaghi et al. [ 24 ] explored the impact of dissenting opinions on the engagement rate during the process of information spreading on Twitter. Wells et al. [ 25 ] examined the interactions between candidate communications, social media, partisan media, and news media during the 2015–2016 American presidential primary elections. They found that social media activity, particularly in the form of retweets of candidate posts, significantly influenced news media coverage of specific candidates. Yang et al. [ 26 ] investigated the tweet features that trigger customer engagement and found a positive correlation between the rate of quoting and the number of positive quotes. Bodaghi et al. [ 27 ] studied the role of users’ position in Twitter graphs in their engagement with viral tweets. They demonstrated how different patterns of engagement can arise from various forms of graph structures, leading to the development of open-source software for characterizing spreaders [ 28 , 29 ].

Hashtag adoption

The adoption and usage of hashtags on Twitter have been investigated in several studies, shedding light on the factors influencing individual behavior and the role of social networks. Zhang et al. [ 30 ] explored the behavior of Twitter users in adopting hashtags and specifically focused on the effect of “structure diversity” on individual behavior. Their findings suggest that users' behavior in online social networks is not solely influenced by their friends but is also significantly affected by the number of groups to which these friends belong. Tian et al. [ 31 ] investigated the impact of preferred behaviors among a heterogeneous population on social propagation within multiplex-weighted networks. Their research shed light on the diverse adoption behaviors exhibited by individuals with varying personalities in real-world scenarios. Examining hashtag use on Twitter, Monster et al. [ 32 ] examined how social network size influences people's likelihood of adopting novel labels. They found that individuals who follow fewer users tend to use a larger number of unique hashtags to refer to events, indicating greater malleability and variability in hashtag use. Rathnayake [ 33 ] sought to conceptualize networking events from a platform-oriented view of media events, emphasizing the role of hashtags in bottom-up construction. Hashtags played a key role in this taxonomy, reflecting their significance in organizing and categorizing discussions around specific events. Furthermore, Bodaghi et al. [ 34 ] demonstrated that the size of a user's friend network also impacts broader aspects, such as their decision to participate in an information-spreading process. The characteristics and dynamics of an individual’s social network play a role in shaping their behavior and engagement with hashtags. These studies collectively contribute to our understanding of hashtag adoption and its relationship to social networks, providing insights into the factors that influence individuals’ decisions to adopt and use hashtags in online platforms like Twitter.

Method and analysis

Data collection.

For this study, a random sample of 86,334 users from the United States was selected. The data collection process involved crawling their tweets, specifically the last 3200 tweets if available, until October 2020. The crawling process continued for these users at seven additional time intervals until February 2021. This resulted in a total of eight waves of data, encompassing all the tweets from these 86,334 users starting from the 3200th tweet prior to the first crawling time in October 2020, up until their last tweet on February 2, 2021. The eight waves of crawled data were then merged into a final dataset, and any overlapping tweets were removed. The final dataset consists of a data frame containing 304,602,173 unique tweets from the 86,334 users. Each tweet in the dataset is associated with 23 features, resulting in a dataset size exceeding 31 GB. Additionally, another dataset was created by crawling the user characteristics of these 86,334 users, such as the number of followers, friends, and statuses. The dataset includes four types of tweets: Retweet, Quote, Reply, and Original. Each tweet in the dataset belongs to only one of these types (pure mode) or a combination of types (hybrid mode). The hybrid modes are represented in two forms: (1) a retweet of a quote and (2) a reply that contains a quote. To maintain consistency and focus on pure modes in the dataset, the former was considered solely as a retweet, and the latter was treated as a quote only. As a result, the approximate counts of the four tweet types (Retweet, Quote, Reply, and Original) in the dataset are 143 M, 23 M, 77 M, and 61 M, respectively. To ensure a more recent focus on activities, the analysis specifically considered data from October 9, 2019, onwards. This date, October 9, 2019, was chosen as it is one year prior to Twitter’s issuance of the quoting encouragement policy. By using this cutoff date, the analysis concentrates on the data relevant to the policy's implementation and subsequent effects.

Data exploration

This section explores three aspects of the data: (1) the average number of tweets per user in each tweet type, (2) the number of active users in each tweet type, and (3) the usage of hashtags. The analysis includes all 86,334 users in the dataset. The exploration is conducted across three intervals: (1) pre-interval (from October 9, 2019, to October 8, 2020), (2) within-interval (from October 9, 2020, to December 15, 2020), and (3) post-interval (from December 16, 2020, to February 2, 2021). The code used for these explorations is publicly available. Footnote 1 Figure  2 presents the results for the first two aspects. The plots on the left-hand side illustrate the average number of tweets published in each tweet type, namely Original, Quote, Reply, and Retweet. The plots on the right-hand side display the number of active users in each tweet type. Active users in a specific type on a given day are defined as users who have published at least one tweet in that type on that day.

Daily rates of user activities during pre-, within-, and post-intervals

To analyze the usage of hashtags, the first step is to identify political hashtags. This involves extracting all the hashtags used in the dataset from September 1, 2020, to February 1, 2021, excluding the last day of the dataset (February 2, 2021) due to incomplete data collection. The following intervals are defined based on this period:

Pre-Interval: September 1, 2020, to October 8, 2020.

Within-Interval: October 9, 2020, to December 15, 2020.

Post-Interval: December 16, 2020, to February 1, 2021.

The extraction process yields a total of 1,126,587 hashtags. From this set, the 100 most frequently used hashtags are selected for further analysis. These selected hashtags are then reviewed and annotated by two referees, considering their political context. Through consensus between the referees, 32 hashtags out of the initial 100 are identified as political. The results of the usage analysis on these selected political hashtags are presented in Fig.  3 .

Usage of political hashtags. The left plot presents a word cloud depicting the 32 most frequently repeated political hashtags. The right plot displays the distribution of these political hashtags. The upper plot labels the significant dates associated with spikes in usage

Table 1 displays the key dates corresponding to the significant spikes observed in the plots depicted in Fig.  3 . These events directly influenced the patterns observed in the dataset.

Measurements of quantitative effects

To perform quantitative analysis, the data frame of each user was extracted by segregating all tweets associated with the same user ID. This process resulted in the creation of 86,334 individual data frames, each corresponding to a unique user. Subsequently, each user's data frame was divided into three distinct time intervals as follows:

Pre Interval [2019-10-09 to 2020-10-08]: This interval encompasses the year prior to the implementation of the new Twitter policy on 2020-10-09. Hence, the end of this interval is set as 2020-10-08.

Within Interval [2020-10-09 to 2020-12-15]: This interval spans from the policy’s inception on the first day, i.e., 2020-10-09, until its termination by Twitter on the last day, i.e., 2020-12-15.

Post Interval [2020-12-16 to 2021-02-02]: This interval commences on the day immediately following the removal of the policy, i.e., 2020-12-16, and continues until the last day on which a user published a tweet within the dataset. The dataset's coverage concludes on 2021-02-02, which represents the latest possible end date for this interval if a user had any tweet published on that date.

Impact analysis of the Twitter policy

The objective of this analysis is to assess the individual impact of the new Twitter policy, which promotes quoting instead of retweeting, on each user. Specifically, we aim to examine how the rate and quantity of published tweets per day have been altered following the implementation or removal of the new policy. Figure  4 illustrates the slopes and levels of a selected tweet type (quote) within each interval for a given user. Given the presence of four tweet types and three intervals, it is necessary to fit a total of 12 models for each user, corresponding to each tweet type within each interval.

Slope and levels of number of quotes published by users during three intervals. This figure displays the slope and levels of the three intervals (pre-, within-, and post-intervals) for the number of quotes published by each user. The green lines depict the linear regression of the time series for each interval. The slope of pre-interval, within-interval, and post-interval corresponds to the slope of AB, CD, and EF lines, respectively. The start/end levels of pre-interval, within-interval, and post-interval are represented by A/B, C/D, and E/F, respectively

To analyze the impact of the new policy for each tweet type within a specific interval, we applied linear regression using the Ordinary Least Squares method (Eq.  1 ) in Python for users who had at least 7 data points with non-zero values.

where y is the number of tweets per day, x is the number of days, \(\alpha\) is the coefficient representing the slope, \(\varepsilon\) is the error, and \(\beta\) is the level. We then checked for the presence of autocorrelation in the residuals using the Durbin–Watson test (Eq.  2 ). If no autocorrelation was detected, we used linear regression to calculate the slopes and levels.

where d is the Durbin–Watson statistic, \({{\text{e}}}_{{\text{i}}}\) is the residual at observation i, n is the number of observations. The Durbin–Watson statistic ranges from 0 to 4. A value around 2 indicates no autocorrelation, while values significantly less than 2 suggest positive autocorrelation, and values significantly greater than 2 suggest negative autocorrelation. However, if autocorrelation was present, we employed linear regression with autoregressive errors (Eq.  3 ).

where \(\delta = {\widehat{{\varnothing }}}_{1}{\delta }_{i-1}+ {\widehat{{\varnothing }}}_{2}{\delta }_{i-2}+\dots + {\widehat{{\varnothing }}}_{p}{\delta }_{i-p}-{\widehat{\theta }}_{1}{e}_{i-1}- {\widehat{\theta }}_{2}{e}_{i-2}-\dots -{\widehat{\theta }}_{q}{e}_{i-q}+{\varepsilon }_{i}\)

In this equation, the errors are modelled using an ARIMA (p, d, q), where p and q represent the lags in the autoregressive (AR) and moving-average (MA) models, respectively, and d is the differencing value. We utilized the SARIMAX (p, d, q) model in Python to implement this regression, where the exogenous variable X (in Eq.  1 ) represents the number of days.

To determine the best values for the model's parameters, we conducted a grid search to generate a set of potential parameter combinations. We then evaluated the results for each combination based on the following criteria: (1) All achieved coefficients must be significant, (2) Akaike Information Criterion (AIC) based on Eq. ( 4 ) should be less than 5000, and (3) The Ljung–Box coefficient based on Eq. ( 5 ) should be significant (> 0.05).

where \(\mathcal{L}\) is the maximum log-likelihood of the model, k is the number of estimated parameters. A lower AIC value indicates a better estimation of the model orders.

where n is the sample size, \({\rho }_{k}\) is the sample autocorrelation at lag k. The test statistic follows a chi-squared distribution with degrees of freedom equal to the number of lags considered. The null hypothesis is that there is no autocorrelation up to the specified lag. A p-value greater than 0.05 suggests that there is no significant autocorrelation in the residuals, indicating an adequate fit. Finally, among the selected results, the model with the lowest sigma2 shown by Eq. ( 6 ), indicating less variance in the residuals, was chosen as the best-fit model.

where \({e}_{i}\) is the residual at observation i, \(\overline{e }\) is the mean of the residuals, and n is the number of observations. In the case of time series analysis, the residuals are the differences between the observed values and the values predicted by the ARIMA or SARIMAX model. The parameter values corresponding to this model were considered the optimal fit. The entire process for obtaining the slope and level findings is depicted in Fig.  5 , and the results are presented in Table  2 .

Flowchart illustrating the overall analysis procedure for slope and level assessments

Table 2 illustrates variations in the slope and level of tweeting between intervals. For instance, a level change of − 1.025 indicates a daily decrease of approximately 1.025 quotes from pre-interval to within-interval. Similarly, a slope change of 0.003 reflects an increase of around 0.003 quotes per day in the slope of quoting during the same transition. The table provides additional insights into slope and level changes for other tweet types across different intervals.

Analysis of qualitative effects

In this section, we aim to investigate the changes in user behavior towards the Twitter policy based on user characteristics such as the number of followers, number of friends, and number of statuses. To achieve this, we consider users whose obtained models are significant in both paired intervals (pre-within or within-post). We calculate the correlations between the values of these characteristics and the rate of change in the slope of each tweet type between the intervals. The results of this analysis are presented in Table  3 .

For instance based on Table  3 , investigating the relationships, a notable negative correlation of − 0.042 is observed between the number of friends a user has and the rate of slope change for quote publishing, specifically from the pre-interval to the within-interval. Additionally, a significant negative correlation of − 0.079 is evident between the number of quotes published in the post-interval and the number of retweets previously published in the within-interval. Further detailed explanations and implications are presented in the “ Results ” section.

The analysis of text characteristics focuses on examining the impact of the new policy on the length and sentiment of quote texts. Specifically, we are interested in understanding how the quote texts of two different user groups, namely “short-term quoters” and “long-term quoters,” have changed in terms of length and sentiment from the pre-interval to the within-interval. We define the two groups as follows:

Short-term Quoter: A user who did not engage in quoting during the pre-interval but started quoting in the within interval.

Long-term Quoter: A user who engaged in quoting during the pre-interval and continued to do so in the within interval. A quoter is defined as a user whose average number of quotes in all tweets exceeds a certain threshold.

For the analysis, we extract three characteristics from the quote text: (1) the number of characters (excluding spaces), (2) the sentiment score, and (3) the number of times the quote has been retweeted. We preprocess the text by performing tasks such as removing non-ASCII characters, emojis, mentions, and hashtags. To calculate the sentiment score, we utilize the sentiment analyzer from the Python NLTK package, which is based on VADER, Footnote 2 a lexicon, and rule-based sentiment analysis tool specifically designed for sentiments expressed in social media. The sentiment score calculated by VADER is a compound score that represents the overall sentiment of a text. The score is computed based on the valence (positivity or negativity) of individual words in the text (Eq.  7 ).

where \({S}_{compound}\) is the compound sentiment score, V is the valence score of word and is normalized to be between − 1 (most negative) and 1 (most positive), and I is the intensity of word. The weights are determined by the intensity of each word's sentiment. The rate of change in the average value of these characteristics from the pre to within intervals is then calculated for each user. Finally, we compute the average rates of change separately for short-term and long-term quoters, as presented in Table  4 .

As illustrated in Table  4 , 34,317 users in the dataset exhibited a quote-publishing rate exceeding 0.05 during the pre and within intervals, indicating more than 5 quotes per every 100 published tweets. These users observed a marginal increase (0.006) in the average sentiment of their tweets from pre-intervals to within-intervals. Conversely, 5900 users in the dataset, who had no quotes in the pre-interval but exceeded 0.01 of all their tweets as quotes during the pre and within intervals, experienced a decrease of 0.242 per day in their rate of retweeting from pre-intervals to within-intervals. Further detailed explanations and implications are presented in the “ Results ” section.

Impact of the Twitter policy

The findings of the impact analysis are presented in Table  2 , illustrating the changes in slopes for different tweet types. It is observed that the slope of each tweet type, except for quotes, decreased upon entering the within interval, while quotes experienced a slight increase (0.0031). Notably, prior to the implementation of the new policy, there was a substantial increase in the number of daily tweets across all types. Therefore, the decline in levels during the within intervals relative to the pre-intervals can be attributed to this initial surge in activity. Another significant result is the considerable decrease in the number of daily published quotes during the post-interval compared to the within-interval. Additionally, a significant decrease (− 2.785) and increase (11.587) are observed in the slope of retweets per day during the within and post intervals, respectively. These notable changes in both retweet and quote rates highlight the impact of Twitter's new policy. When examining these results from a broader perspective, two trends emerge: (1) during the transition from the pre-interval to the within interval, the slope of all tweet types, except for quotes, decreased, and (2) from the within-interval to the post-interval, the slope of all tweet types increased, except for quotes. These trends underscore the pronounced impact of the new policy implemented by Twitter. In conclusion, it can be inferred that the policy has achieved some progress. However, determining the true success of the policy requires considering Twitter's overarching goals within a broader context, encompassing both short-term and long-term consequences.

The correlations between user characteristics and slope changes in each tweet type during different intervals are presented in Table  3 . The results, particularly the correlations between slope changes in quoting and retweeting and other user characteristics, can be examined from three perspectives: the pre-within transition, within-post transition, and a comparison of pre-within to post-within.

Pre-within transitions

Regarding the pre-within transition, several noteworthy relationships can be observed. Firstly, there is an inverse relationship between the number of friends a user has and the slope change for the quote type. This suggests that users with a larger number of friends exhibit less improvement in their quoting rate during the within-interval (following the implementation of the Twitter policy). Similarly, the number of statuses published by users also demonstrates a negative correlation with the slope change for quotes. In other words, users who tend to publish a higher number of statuses show less inclination to increase their quoting rate during the within interval. Additionally, significant relationships emerge between the slope change in quoting during the pre-within interval and both retweet counts and the number of data points. This indicates that users who have engaged in more retweets are more likely to exhibit a propensity for quoting during the within-interval. Similar relationships can be observed between the slope change in quoting during the pre-within interval and other tweet types, suggesting that more active users are more influenced by the changes in the quoting behavior.

Within-post transitions

Analyzing the within-post transitions, several significant relationships can be observed. Firstly, the slope change in retweeting during the within-post interval exhibits a significant relationship with the number of quotes and original tweets during the within interval. This implies that users who have a higher number of quotes and original tweets in their activity would experience a greater increase in the retweeting rate after the policy cancellation (post-interval). However, the slope change in retweeting during the within-post interval does not show a significant relationship with the slope change in any other tweet type, except for an inverse relationship with original tweets. In other words, users who engage more in original tweets during the within-interval are likely to exhibit a lower increase in the rate of retweeting during the post-interval. Regarding the slope change in quoting during the within-post interval, a significant negative relationship is observed with the number of retweets during the within interval. This indicates that users who have a higher number of retweets during the within-interval are likely to experience a lower increase in the quoting rate during the post-interval. This relationship holds true for users who have quoted more during the within interval as well.

Pre-within to within-post comparison

Comparing the slope change in quoting and retweeting between the pre-within and within-post transitions, it can be observed that users who experienced an increase in their quoting or retweeting rate during the pre-within transition tend to exhibit a higher inclination to decrease it during the within-post transition. Additionally, a significant inverse relationship is evident between the slope change in quoting during the pre-within interval and the slope change in retweeting during the within-post interval. This implies that users who witnessed a greater increase in their quoting rate during the pre-within transition are likely to experience a larger decrease in their retweeting rate during the within-post transition.

The results of the text analysis, specifically length, sentiment, and the number of retweets, are presented in Table  4 . Examining the results reveals several key findings. Firstly, the quote texts of long-term quoters have undergone a reduction in length during the within interval compared to the pre-interval, across all threshold levels. However, for short-term quoters, this reduction in quote length only occurs at threshold levels equal to or above 0.05. Furthermore, among those whose quote texts have been shortened (at threshold levels of 0.05 and 0.075), short-term quoters experience a greater reduction in length compared to long-term quoters. Regarding sentiment analysis, the results indicate an overall increase in the sentiment score of quote texts from the pre-interval to the within interval. However, this increase is more pronounced for short-term quoters compared to long-term quoters.

Additionally, for both categories and across all threshold levels, the number of retweets received by quotes has decreased from the pre-interval to the within-interval. This decrease is particularly significant for long-term quoters, except at threshold level 0 for short-term quoters. This observation aligns with expectations since short-term quoters did not have any quotes during the pre-interval, resulting in their sentiment score being subtracted from the sentiment scores of quotes during the within interval. Notably, the decrease in the number of retweets is more substantial for long-term quoters, except at a threshold level of 0.075, where it is slightly higher for short-term quoters. In summary, by considering a threshold of 0.075 as an indicator, we can conclude that the Twitter policy has influenced quote texts in the following ways: (1) There is a greater reduction in the number of characters for short-term quoters compared to long-term quoters, and (2) The increase in sentiment score is more significant for short-term quoters relative to long-term quoters.

The findings pertaining to the hypotheses are outlined in Table  5 .

Quantitative findings

The quantitative analysis, based on hypotheses H1–4, reveals that the intervention has a negative impact on users’ retweeting behavior, while other tweet types remain relatively unaffected. However, the cessation of the intervention leads to an increase in the retweeting rate and a decrease in the quoting rate. When considering only the period when the policy was in effect, namely the within-interval, it can be concluded that the policy was partially successful. Despite a minor increase in the quoting rate, the significant decline in retweeting indicates a positive outcome. However, when examining the long-term effects after discontinuation of the policy, i.e., the post-interval, the policy can be regarded as a failure, as the retweeting rate experienced a dramatic increase while the quoting rate decreased substantially. Although Twitter did not enforce users to quote instead of retweeting nor provide any explicit promotion or reward for quoting, the quoting encouragement policy may have influenced users' perceptions and served as a virtual external incentive for initiating quoting behavior. This phenomenon can be explained by the adaptive nature of the brain in perceiving rewards based on recent levels and ranges of rewards, fictive outcomes, social comparisons, and other relevant factors [ 35 , 36 ]. The motivation crowding theory offers a framework for discussing this observation. When an extrinsic reward is removed, the level of intrinsic motivation diminishes compared to a scenario where no additional reward was initially provided [ 37 ]. In the case of Twitter's policy, users may have perceived the extrinsic incentive of adding a few extra characters to a retweet as rewarding and complied accordingly. However, once this external incentive was eliminated, the residual intrinsic motivation decreased below its initial level. This explains the subsequent decline in the quoting rate during the post-interval, accompanied by a surge in retweeting activity.

Qualitative findings

The qualitative analysis, focusing on hypotheses H5–11, reveals several noteworthy patterns. Users with a smaller number of friends and higher levels of overall tweet activity are more inclined to align with the policy and increase their quoting rate during the within interval. Furthermore, users who experienced an increase in their quoting rate during the within interval are more likely to decrease their quoting rate following the policy withdrawal in the post interval. Additionally, users who adopted quoting behavior as a result of the policy during the within interval demonstrated a tendency to publish quotes with shorter text length and more positive emotions. Two observed patterns can be explained respectively by the TPB and the DOI. The TPB posits that an individual’s behavioral intentions are influenced by three components, with subjective norms playing a significant role [ 38 ]. The impact of subjective norms is contingent upon the connections an individual has with others. Users with a smaller number of friends have fewer channels through which subjective norms can exert pressure. Consequently, these users are less influenced by societal norms that have not yet accommodated the new policy. Hence, users with fewer friends are more likely to be early adopters of the policy. Moreover, recent research [ 39 ] suggests that TPB, along with the theory of the Spiral of Silence, can potentially explain the avoidance of adoption, particularly when adoption involves expressing individual beliefs. Furthermore, the DOI provides insights into the adoption process, suggesting that adopters can be categorized into distinct groups based on the timing of their adoption [ 40 ]. Through this categorization, shared characteristics in terms of personality, socioeconomic status, and communication behaviors emerge. Early adopters, characterized by a greater tolerance for uncertainty and change, often exhibit higher levels of upward mobility within their social and socioeconomic contexts, as well as enhanced self-efficacy [ 41 ]. These characteristics are reflected in the more positive emotions expressed in their quote posts.

Implications

This study carries implications from both practical and theoretical perspectives. From a practical standpoint, the findings provide valuable guidance for practitioners in developing a multistage model that captures users’ behavior towards a new social media policy at an aggregate level. Such a model is crucial for designing efficient strategies aimed at expediting the adoption process among the majority of users. Leveraging the quantitative analysis method employed in this study, practitioners can first evaluate the impact of the policy, and then, using the qualitative analysis method, identify users who are more inclined to adopt or reject the policy based on their characteristics and text behavior. Gaining insights into user tendencies towards policy adoption or rejection in advance can inform a series of initiatives, including targeted user categorization to introduce or withhold the policy during its initial stages. An illustrative study by Xu et al. [ 42 ] explored public opinion on Twitter during Hurricane Irma across different stages, analyzing over 3.5 million tweets related to the disaster to discern distinct thematic patterns that emerged during each stage. Their findings assist practitioners in utilizing Twitter data to devise more effective strategies for crisis management. From a theoretical perspective, the findings contribute to the advancement of theories such as the TPB and the DOI in the realm of cyberspace. According to TPB, subjective norms play a significant role in shaping human behavior. This study revealed that users with a smaller number of friends are more inclined to accept the new policy. This suggests that users who have fewer connections are more likely to deviate from the prevailing norm in which the adoption of the new policy has not yet gained traction. Furthermore, the higher rates of positivity observed in the quote texts of short-term quoters, relative to their long-term counterparts, contribute to the extension of the Innovation Diffusion Theory regarding policy adoption and expand our understanding of the possible manifestations of early adopters' characteristics in the context of social media.

For a more nuanced understanding, it is noteworthy to explore the impact of events on user behavior. While events like debates can undeniably influence user activity levels, this impact is likely experienced across all types of users, such as quoters and retweeters. Our analysis, examining individual users across multiple time intervals that encompass these events, allows us to observe user-specific behavioral evolution. The extracted patterns thus represent dominant shifts in spreading behavior observed in the majority, irrespective of their original preference (retweeting or quoting). This observed consistency suggests that the policy's influence may extend beyond just event-driven fluctuations. The consistent shift in information-sharing behavior throughout the study period points towards the possible contribution of additional factors beyond isolated events.

Conclusion and future works

This research employed a big data approach to analyze the Twitter quoting encouragement policy, examining both its quantitative and qualitative effects. The research timeline was divided into three distinct intervals: pre, within, and post-intervals. Time series analysis was then utilized to identify changes in the rates of different tweet types across these intervals. Additionally, text and sentiment analysis, along with correlation methods, were applied to explore the relationships between user characteristics and their responses to the policy. The results revealed a short-term success followed by a long-term failure of the policy. Moreover, a set of user characteristics was identified, shedding light on their adherence to the policy and their quoting tendencies during the policy’s implementation. These findings have significant implications for the development and evaluation of new policies in the realm of social media, offering valuable insights for the design of more effective strategies.

The study of policy adoption on social media is still in its early stages, particularly in the realm of data analytics and behavioral research [ 43 ]. Future studies can build upon this research and explore additional factors and techniques to deepen our understanding. For example, the impact of aggregations, such as crowd emotional contagion, convergence behavior, and adaptive acceptance, can be modelled as exogenous factors in the analysis [ 44 , 45 ]. Additionally, incorporating new techniques for sentiment analysis, as highlighted in studies by Zhao et al. [ 46 ], and Erkantarci et al. [ 47 ], as well as semantic techniques [ 48 ], can further enhance computational analyses. Moreover, future research can consider factors related to the continuance of use [ 49 ] to examine the reasons behind policy rejection by users who initially adopted it. The inclusion of census data, search logs of users [ 50 ], user demographics [ 51 ], and the analysis of interconnections within a graph [ 52 ] would be valuable additions to the analysis. These additional data sources can provide a more comprehensive understanding of user behaviors and interactions. Furthermore, it is important to consider bot filtering techniques to ensure the accuracy and reliability of the findings. This step is particularly crucial for extending the research beyond Twitter and examining policy adoption in non-cyber spaces. By exploring these avenues of research, future studies can advance our knowledge of policy adoption on social media, providing valuable insights into user behaviors, motivations, and the effectiveness of policy interventions. Finally, this study’s data collection and storage methods share similarities with those employed in prior efforts [ 53 ]. However, there remains significant potential for innovation in this area.

Data availability

The datasets analyzed during the current study are available from the corresponding author on reasonable request.

Code availability

Codes are publicly available by this link: https://github.com/AmirhoseinBodaghi/TwitterPolicyProject .

https://github.com/AmirhoseinBodaghi/TwitterPolicyProject .

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The study was funded by City University of Hong Kong Centre for Communication Research (No. 9360120) and Hong Kong Institute of Data Science (No. 9360163). We would also like to express our sincere appreciation to Pastor David Senaratne and his team at Haggai Tourist Bungalow in Colombo, Sri Lanka, for their generous hospitality. Their support provided a conducive environment for the corresponding author to complete parts of this manuscript.

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Artificial intelligence applications for social science research.

Megan Stubbs-Richardson , Mississippi State University Follow Lauren Brown , Mississippi State University Follow MacKenzie Paul , Mississippi State University Follow Devon Brenner , Mississippi State University Follow

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Our team developed a database of 250 Artificial Intelligence (AI) applications useful for social science research. To be included in our database, the AI tool had to be useful for: 1) literature reviews, summaries, or writing, 2) data collection, analysis, or visualizations, or 3) research dissemination. In the database, we provide a name, description, and links to each of the AI tools that were current at the time of publication on September 29, 2023. Supporting links were provided when an AI tool was found using other databases. To help users evaluate the potential usefulness of each tool, we documented information about costs, log-in requirements, and whether plug-ins or browser extensions are available for each tool. Finally, as we are a team of scientists who are also interested in studying social media data to understand social problems, we also documented when the AI tools were useful for text-based data, such as social media. This database includes 132 AI tools that may have use for literature reviews or writing; 146 tools that may have use for data collection, analyses, or visualizations; and 108 that may be used for dissemination efforts. While 170 of the AI tools within this database can be used for general research purposes, 18 are specific to social media data analyses, and 62 can be applied to both. Our database thus offers some of the recently published tools for exploring the application of AI to social science research.

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Research trends in social media addiction and problematic social media use: A bibliometric analysis

Alfonso pellegrino.

1 Sasin School of Management, Chulalongkorn University, Bangkok, Thailand

Alessandro Stasi

2 Business Administration Division, Mahidol University International College, Mahidol University, Nakhon Pathom, Thailand

Veera Bhatiasevi

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Despite their increasing ubiquity in people's lives and incredible advantages in instantly interacting with others, social media's impact on subjective well-being is a source of concern worldwide and calls for up-to-date investigations of the role social media plays in mental health. Much research has discovered how habitual social media use may lead to addiction and negatively affect adolescents' school performance, social behavior, and interpersonal relationships. The present study was conducted to review the extant literature in the domain of social media and analyze global research productivity during 2013–2022. Bibliometric analysis was conducted on 501 articles that were extracted from the Scopus database using the keywords social media addiction and problematic social media use. The data were then uploaded to VOSviewer software to analyze citations, co-citations, and keyword co-occurrences. Volume, growth trajectory, geographic distribution of the literature, influential authors, intellectual structure of the literature, and the most prolific publishing sources were analyzed. The bibliometric analysis presented in this paper shows that the US, the UK, and Turkey accounted for 47% of the publications in this field. Most of the studies used quantitative methods in analyzing data and therefore aimed at testing relationships between variables. In addition, the findings in this study show that most analysis were cross-sectional. Studies were performed on undergraduate students between the ages of 19–25 on the use of two social media platforms: Facebook and Instagram. Limitations as well as research directions for future studies are also discussed.

Introduction

Social media generally refers to third-party internet-based platforms that mainly focus on social interactions, community-based inputs, and content sharing among its community of users and only feature content created by their users and not that licensed from third parties ( 1 ). Social networking sites such as Facebook, Instagram, and TikTok are prominent examples of social media that allow people to stay connected in an online world regardless of geographical distance or other obstacles ( 2 , 3 ). Recent evidence suggests that social networking sites have become increasingly popular among adolescents following the strict policies implemented by many countries to counter the COVID-19 pandemic, including social distancing, “lockdowns,” and quarantine measures ( 4 ). In this new context, social media have become an essential part of everyday life, especially for children and adolescents ( 5 ). For them such media are a means of socialization that connect people together. Interestingly, social media are not only used for social communication and entertainment purposes but also for sharing opinions, learning new things, building business networks, and initiate collaborative projects ( 6 ).

Among the 7.91 billion people in the world as of 2022, 4.62 billion active social media users, and the average time individuals spent using the internet was 6 h 58 min per day with an average use of social media platforms of 2 h and 27 min ( 7 ). Despite their increasing ubiquity in people's lives and the incredible advantages they offer to instantly interact with people, an increasing number of studies have linked social media use to negative mental health consequences, such as suicidality, loneliness, and anxiety ( 8 ). Numerous sources have expressed widespread concern about the effects of social media on mental health. A 2011 report by the American Academy of Pediatrics (AAP) identifies a phenomenon known as Facebook depression which may be triggered “when preteens and teens spend a great deal of time on social media sites, such as Facebook, and then begin to exhibit classic symptoms of depression” ( 9 ). Similarly, the UK's Royal Society for Public Health (RSPH) claims that there is a clear evidence of the relationship between social media use and mental health issues based on a survey of nearly 1,500 people between the ages of 14–24 ( 10 ). According to some authors, the increase in usage frequency of social media significantly increases the risks of clinical disorders described (and diagnosed) as “Facebook depression,” “fear of missing out” (FOMO), and “social comparison orientation” (SCO) ( 11 ). Other risks include sexting ( 12 ), social media stalking ( 13 ), cyber-bullying ( 14 ), privacy breaches ( 15 ), and improper use of technology. Therefore, social media's impact on subjective well-being is a source of concern worldwide and calls for up-to-date investigations of the role social media plays with regard to mental health ( 8 ). Many studies have found that habitual social media use may lead to addiction and thus negatively affect adolescents' school performance, social behavior, and interpersonal relationships ( 16 – 18 ). As a result of addiction, the user becomes highly engaged with online activities motivated by an uncontrollable desire to browse through social media pages and “devoting so much time and effort to it that it impairs other important life areas” ( 19 ).

Given these considerations, the present study was conducted to review the extant literature in the domain of social media and analyze global research productivity during 2013–2022. The study presents a bibliometric overview of the leading trends with particular regard to “social media addiction” and “problematic social media use.” This is valuable as it allows for a comprehensive overview of the current state of this field of research, as well as identifies any patterns or trends that may be present. Additionally, it provides information on the geographical distribution and prolific authors in this area, which may help to inform future research endeavors.

In terms of bibliometric analysis of social media addiction research, few studies have attempted to review the existing literature in the domain extensively. Most previous bibliometric studies on social media addiction and problematic use have focused mainly on one type of screen time activity such as digital gaming or texting ( 20 ) and have been conducted with a focus on a single platform such as Facebook, Instagram, or Snapchat ( 21 , 22 ). The present study adopts a more comprehensive approach by including all social media platforms and all types of screen time activities in its analysis.

Additionally, this review aims to highlight the major themes around which the research has evolved to date and draws some guidance for future research directions. In order to meet these objectives, this work is oriented toward answering the following research questions:

• (1) What is the current status of research focusing on social media addiction?
• (2) What are the key thematic areas in social media addiction and problematic use research?
• (3) What is the intellectual structure of social media addiction as represented in the academic literature?
• (4) What are the key findings of social media addiction and problematic social media research?
• (5) What possible future research gaps can be identified in the field of social media addiction?

These research questions will be answered using bibliometric analysis of the literature on social media addiction and problematic use. This will allow for an overview of the research that has been conducted in this area, including information on the most influential authors, journals, countries of publication, and subject areas of study. Part 2 of the study will provide an examination of the intellectual structure of the extant literature in social media addiction while Part 3 will discuss the research methodology of the paper. Part 4 will discuss the findings of the study followed by a discussion under Part 5 of the paper. Finally, in Part 7, gaps in current knowledge about this field of research will be identified.

Literature review

Social media addiction research context.

Previous studies on behavioral addictions have looked at a lot of different factors that affect social media addiction focusing on personality traits. Although there is some inconsistency in the literature, numerous studies have focused on three main personality traits that may be associated with social media addiction, namely anxiety, depression, and extraversion ( 23 , 24 ).

It has been found that extraversion scores are strongly associated with increased use of social media and addiction to it ( 25 , 26 ). People with social anxiety as well as people who have psychiatric disorders often find online interactions extremely appealing ( 27 ). The available literature also reveals that the use of social media is positively associated with being female, single, and having attention deficit hyperactivity disorder (ADHD), obsessive compulsive disorder (OCD), or anxiety ( 28 ).

In a study by Seidman ( 29 ), the Big Five personality traits were assessed using Saucier's ( 30 ) Mini-Markers Scale. Results indicated that neurotic individuals use social media as a safe place for expressing their personality and meet belongingness needs. People affected by neurosis tend to use online social media to stay in touch with other people and feel better about their social lives ( 31 ). Narcissism is another factor that has been examined extensively when it comes to social media, and it has been found that people who are narcissistic are more likely to become addicted to social media ( 32 ). In this case users want to be seen and get “likes” from lots of other users. Longstreet and Brooks ( 33 ) did a study on how life satisfaction depends on how much money people make. Life satisfaction was found to be negatively linked to social media addiction, according to the results. When social media addiction decreases, the level of life satisfaction rises. But results show that in lieu of true-life satisfaction people use social media as a substitute (for temporary pleasure vs. longer term happiness).

Researchers have discovered similar patterns in students who tend to rank high in shyness: they find it easier to express themselves online rather than in person ( 34 , 35 ). With the use of social media, shy individuals have the opportunity to foster better quality relationships since many of their anxiety-related concerns (e.g., social avoidance and fear of social devaluation) are significantly reduced ( 36 , 37 ).

Problematic use of social media

The amount of research on problematic use of social media has dramatically increased since the last decade. But using social media in an unhealthy manner may not be considered an addiction or a disorder as this behavior has not yet been formally categorized as such ( 38 ). Although research has shown that people who use social media in a negative way often report negative health-related conditions, most of the data that have led to such results and conclusions comprise self-reported data ( 39 ). The dimensions of excessive social media usage are not exactly known because there are not enough diagnostic criteria and not enough high-quality long-term studies available yet. This is what Zendle and Bowden-Jones ( 40 ) noted in their own research. And this is why terms like “problematic social media use” have been used to describe people who use social media in a negative way. Furthermore, if a lot of time is spent on social media, it can be hard to figure out just when it is being used in a harmful way. For instance, people easily compare their appearance to what they see on social media, and this might lead to low self-esteem if they feel they do not look as good as the people they are following. According to research in this domain, the extent to which an individual engages in photo-related activities (e.g., taking selfies, editing photos, checking other people's photos) on social media is associated with negative body image concerns. Through curated online images of peers, adolescents face challenges to their self-esteem and sense of self-worth and are increasingly isolated from face-to-face interaction.

To address this problem the Diagnostic and Statistical Manual of Mental Disorders (DSM-V) has been used by some scholars ( 41 , 42 ). These scholars have used criteria from the DSM-V to describe one problematic social media use, internet gaming disorder, but such criteria could also be used to describe other types of social media disorders. Franchina et al. ( 43 ) and Scott and Woods ( 44 ), for example, focus their attention on individual-level factors (like fear of missing out) and family-level factors (like childhood abuse) that have been used to explain why people use social media in a harmful way. Friends-level factors have also been explored as a social well-being measurement to explain why people use social media in a malevolent way and demonstrated significant positive correlations with lower levels of friend support ( 45 ). Macro-level factors have also been suggested, such as the normalization of surveillance ( 46 ) and the ability to see what people are doing online ( 47 ). Gender and age seem to be highly associated to the ways people use social media negatively. Particularly among girls, social media use is consistently associated with mental health issues ( 41 , 48 , 49 ), an association more common among older girls than younger girls ( 46 , 48 ).

Most studies have looked at the connection between social media use and its effects (such as social media addiction) and a number of different psychosomatic disorders. In a recent study conducted by Vannucci and Ohannessian ( 50 ), the use of social media appears to have a variety of effects “on psychosocial adjustment during early adolescence, with high social media use being the most problematic.” It has been found that people who use social media in a harmful way are more likely to be depressed, anxious, have low self-esteem, be more socially isolated, have poorer sleep quality, and have more body image dissatisfaction. Furthermore, harmful social media use has been associated with unhealthy lifestyle patterns (for example, not getting enough exercise or having trouble managing daily obligations) as well as life threatening behaviors such as illicit drug use, excessive alcohol consumption and unsafe sexual practices ( 51 , 52 ).

A growing body of research investigating social media use has revealed that the extensive use of social media platforms is correlated with a reduced performance on cognitive tasks and in mental effort ( 53 ). Overall, it appears that individuals who have a problematic relationship with social media or those who use social media more frequently are more likely to develop negative health conditions.

Social media addiction and problematic use systematic reviews

Previous studies have revealed the detrimental impacts of social media addiction on users' health. A systematic review by Khan and Khan ( 20 ) has pointed out that social media addiction has a negative impact on users' mental health. For example, social media addiction can lead to stress levels rise, loneliness, and sadness ( 54 ). Anxiety is another common mental health problem associated with social media addiction. Studies have found that young adolescents who are addicted to social media are more likely to suffer from anxiety than people who are not addicted to social media ( 55 ). In addition, social media addiction can also lead to physical health problems, such as obesity and carpal tunnel syndrome a result of spending too much time on the computer ( 22 ).

Apart from the negative impacts of social media addiction on users' mental and physical health, social media addiction can also lead to other problems. For example, social media addiction can lead to financial problems. A study by Sharif and Yeoh ( 56 ) has found that people who are addicted to social media tend to spend more money than those who are not addicted to social media. In addition, social media addiction can also lead to a decline in academic performance. Students who are addicted to social media are more likely to have lower grades than those who are not addicted to social media ( 57 ).

Research methodology

Bibliometric analysis.

Merigo et al. ( 58 ) use bibliometric analysis to examine, organize, and analyze a large body of literature from a quantitative, objective perspective in order to assess patterns of research and emerging trends in a certain field. A bibliometric methodology is used to identify the current state of the academic literature, advance research. and find objective information ( 59 ). This technique allows the researchers to examine previous scientific work, comprehend advancements in prior knowledge, and identify future study opportunities.

To achieve this objective and identify the research trends in social media addiction and problematic social media use, this study employs two bibliometric methodologies: performance analysis and science mapping. Performance analysis uses a series of bibliometric indicators (e.g., number of annual publications, document type, source type, journal impact factor, languages, subject area, h-index, and countries) and aims at evaluating groups of scientific actors on a particular topic of research. VOSviewer software ( 60 ) was used to carry out the science mapping. The software is used to visualize a particular body of literature and map the bibliographic material using the co-occurrence analysis of author, index keywords, nations, and fields of publication ( 61 , 62 ).

Data collection

After picking keywords, designing the search strings, and building up a database, the authors conducted a bibliometric literature search. Scopus was utilized to gather exploration data since it is a widely used database that contains the most comprehensive view of the world's research output and provides one of the most effective search engines. If the research was to be performed using other database such as Web Of Science or Google Scholar the authors may have obtained larger number of articles however they may not have been all particularly relevant as Scopus is known to have the most widest and most relevant scholar search engine in marketing and social science. A keyword search for “social media addiction” OR “problematic social media use” yielded 553 papers, which were downloaded from Scopus. The information was gathered in March 2022, and because the Scopus database is updated on a regular basis, the results may change in the future. Next, the authors examined the titles and abstracts to see whether they were relevant to the topics treated. There were two common grounds for document exclusion. First, while several documents emphasized the negative effects of addiction in relation to the internet and digital media, they did not focus on social networking sites specifically. Similarly, addiction and problematic consumption habits were discussed in relation to social media in several studies, although only in broad terms. This left a total of 511 documents. Articles were then limited only to journal articles, conference papers, reviews, books, and only those published in English. This process excluded 10 additional documents. Then, the relevance of the remaining articles was finally checked by reading the titles, abstracts, and keywords. Documents were excluded if social networking sites were only mentioned as a background topic or very generally. This resulted in a final selection of 501 research papers, which were then subjected to bibliometric analysis (see Figure 1 ).

Preferred reporting items for systematic reviews and meta-analysis (PRISMA) flowchart showing the search procedures used in the review.

After identifying 501 Scopus files, bibliographic data related to these documents were imported into an Excel sheet where the authors' names, their affiliations, document titles, keywords, abstracts, and citation figures were analyzed. These were subsequently uploaded into VOSViewer software version 1.6.8 to begin the bibliometric review. Descriptive statistics were created to define the whole body of knowledge about social media addiction and problematic social media use. VOSViewer was used to analyze citation, co-citation, and keyword co-occurrences. According to Zupic and Cater ( 63 ), co-citation analysis measures the influence of documents, authors, and journals heavily cited and thus considered influential. Co-citation analysis has the objective of building similarities between authors, journals, and documents and is generally defined as the frequency with which two units are cited together within the reference list of a third article.

The implementation of social media addiction performance analysis was conducted according to the models recently introduced by Karjalainen et al. ( 64 ) and Pattnaik ( 65 ). Throughout the manuscript there are operational definitions of relevant terms and indicators following a standardized bibliometric approach. The cumulative academic impact (CAI) of the documents was measured by the number of times they have been cited in other scholarly works while the fine-grained academic impact (FIA) was computed according to the authors citation analysis and authors co-citation analysis within the reference lists of documents that have been specifically focused on social media addiction and problematic social media use.

Results of the study presented here include the findings on social media addiction and social media problematic use. The results are presented by the foci outlined in the study questions.

Volume, growth trajectory, and geographic distribution of the literature

After performing the Scopus-based investigation of the current literature regarding social media addiction and problematic use of social media, the authors obtained a knowledge base consisting of 501 documents comprising 455 journal articles, 27 conference papers, 15 articles reviews, 3 books and 1 conference review. The included literature was very recent. As shown in Figure 2 , publication rates started very slowly in 2013 but really took off in 2018, after which publications dramatically increased each year until a peak was reached in 2021 with 195 publications. Analyzing the literature published during the past decade reveals an exponential increase in scholarly production on social addiction and its problematic use. This might be due to the increasingly widespread introduction of social media sites in everyday life and the ubiquitous diffusion of mobile devices that have fundamentally impacted human behavior. The dip in the number of publications in 2022 is explained by the fact that by the time the review was carried out the year was not finished yet and therefore there are many articles still in press.

Annual volume of social media addiction or social media problematic use ( n = 501).

The geographical distribution trends of scholarly publications on social media addiction or problematic use of social media are highlighted in Figure 3 . The articles were assigned to a certain country according to the nationality of the university with whom the first author was affiliated with. The figure shows that the most productive countries are the USA (92), the U.K. (79), and Turkey ( 63 ), which combined produced 236 articles, equal to 47% of the entire scholarly production examined in this bibliometric analysis. Turkey has slowly evolved in various ways with the growth of the internet and social media. Anglo-American scholarly publications on problematic social media consumer behavior represent the largest research output. Yet it is interesting to observe that social networking sites studies are attracting many researchers in Asian countries, particularly China. For many Chinese people, social networking sites are a valuable opportunity to involve people in political activism in addition to simply making purchases ( 66 ).

Global dispersion of social networking sites in relation to social media addiction or social media problematic use.

Analysis of influential authors

This section analyses the high-impact authors in the Scopus-indexed knowledge base on social networking sites in relation to social media addiction or problematic use of social media. It provides valuable insights for establishing patterns of knowledge generation and dissemination of literature about social networking sites relating to addiction and problematic use.

Table 1 acknowledges the top 10 most highly cited authors with the highest total citations in the database.

Highly cited authors on social media addiction and problematic use ( n = 501).

a Total link strength indicates the number of publications in which an author occurs.

Table 1 shows that MD Griffiths (sixty-five articles), CY Lin (twenty articles), and AH Pakpour (eighteen articles) are the most productive scholars according to the number of Scopus documents examined in the area of social media addiction and its problematic use . If the criteria are changed and authors ranked according to the overall number of citations received in order to determine high-impact authors, the same three authors turn out to be the most highly cited authors. It should be noted that these highly cited authors tend to enlist several disciplines in examining social media addiction and problematic use. Griffiths, for example, focuses on behavioral addiction stemming from not only digital media usage but also from gambling and video games. Lin, on the other hand, focuses on the negative effects that the internet and digital media can have on users' mental health, and Pakpour approaches the issue from a behavioral medicine perspective.

Intellectual structure of the literature

In this part of the paper, the authors illustrate the “intellectual structure” of the social media addiction and the problematic use of social media's literature. An author co-citation analysis (ACA) was performed which is displayed as a figure that depicts the relations between highly co-cited authors. The study of co-citation assumes that strongly co-cited authors carry some form of intellectual similarity ( 67 ). Figure 4 shows the author co-citation map. Nodes represent units of analysis (in this case scholars) and network ties represent similarity connections. Nodes are sized according to the number of co-citations received—the bigger the node, the more co-citations it has. Adjacent nodes are considered intellectually similar.

Two clusters, representing the intellectual structure of the social media and its problematic use literature.

Scholars belonging to the green cluster (Mental Health and Digital Media Addiction) have extensively published on medical analysis tools and how these can be used to heal users suffering from addiction to digital media, which can range from gambling, to internet, to videogame addictions. Scholars in this school of thought focus on the negative effects on users' mental health, such as depression, anxiety, and personality disturbances. Such studies focus also on the role of screen use in the development of mental health problems and the increasing use of medical treatments to address addiction to digital media. They argue that addiction to digital media should be considered a mental health disorder and treatment options should be made available to users.

In contrast, scholars within the red cluster (Social Media Effects on Well Being and Cyberpsychology) have focused their attention on the effects of social media toward users' well-being and how social media change users' behavior, focusing particular attention on the human-machine interaction and how methods and models can help protect users' well-being. Two hundred and two authors belong to this group, the top co-cited being Andreassen (667 co-citations), Pallasen (555 co-citations), and Valkenburg (215 co-citations). These authors have extensively studied the development of addiction to social media, problem gambling, and internet addiction. They have also focused on the measurement of addiction to social media, cyberbullying, and the dark side of social media.

Most influential source title in the field of social media addiction and its problematic use

To find the preferred periodicals in the field of social media addiction and its problematic use, the authors have selected 501 articles published in 263 journals. Table 2 gives a ranked list of the top 10 journals that constitute the core publishing sources in the field of social media addiction research. In doing so, the authors analyzed the journal's impact factor, Scopus Cite Score, h-index, quartile ranking, and number of publications per year.

Top 10 most cited and more frequently mentioned documents in the field of social media addiction.

The journal Addictive Behaviors topped the list, with 700 citations and 22 publications (4.3%), followed by Computers in Human Behaviors , with 577 citations and 13 publications (2.5%), Journal of Behavioral Addictions , with 562 citations and 17 publications (3.3%), and International Journal of Mental Health and Addiction , with 502 citations and 26 publications (5.1%). Five of the 10 most productive journals in the field of social media addiction research are published by Elsevier (all Q1 rankings) while Springer and Frontiers Media published one journal each.

Documents citation analysis identified the most influential and most frequently mentioned documents in a certain scientific field. Andreassen has received the most citations among the 10 most significant papers on social media addiction, with 405 ( Table 2 ). The main objective of this type of studies was to identify the associations and the roles of different variables as predictors of social media addiction (e.g., ( 19 , 68 , 69 )). According to general addiction models, the excessive and problematic use of digital technologies is described as “being overly concerned about social media, driven by an uncontrollable motivation to log on to or use social media, and devoting so much time and effort to social media that it impairs other important life areas” ( 27 , 70 ). Furthermore, the purpose of several highly cited studies ( 31 , 71 ) was to analyse the connections between young adults' sleep quality and psychological discomfort, depression, self-esteem, and life satisfaction and the severity of internet and problematic social media use, since the health of younger generations and teenagers is of great interest this may help explain the popularity of such papers. Despite being the most recent publication Lin et al.'s work garnered more citations annually. The desire to quantify social media addiction in individuals can also help explain the popularity of studies which try to develop measurement scales ( 42 , 72 ). Some of the highest-ranked publications are devoted to either the presentation of case studies or testing relationships among psychological constructs ( 73 ).

Keyword co-occurrence analysis

The research question, “What are the key thematic areas in social media addiction literature?” was answered using keyword co-occurrence analysis. Keyword co-occurrence analysis is conducted to identify research themes and discover keywords. It mainly examines the relationships between co-occurrence keywords in a wide variety of literature ( 74 ). In this approach, the idea is to explore the frequency of specific keywords being mentioned together.

Utilizing VOSviewer, the authors conducted a keyword co-occurrence analysis to characterize and review the developing trends in the field of social media addiction. The top 10 most frequent keywords are presented in Table 3 . The results indicate that “social media addiction” is the most frequent keyword (178 occurrences), followed by “problematic social media use” (74 occurrences), “internet addiction” (51 occurrences), and “depression” (46 occurrences). As shown in the co-occurrence network ( Figure 5 ), the keywords can be grouped into two major clusters. “Problematic social media use” can be identified as the core theme of the green cluster. In the red cluster, keywords mainly identify a specific aspect of problematic social media use: social media addiction.

Frequency of occurrence of top 10 keywords.

Keywords co-occurrence map. Threshold: 5 co-occurrences.

The results of the keyword co-occurrence analysis for journal articles provide valuable perspectives and tools for understanding concepts discussed in past studies of social media usage ( 75 ). More precisely, it can be noted that there has been a large body of research on social media addiction together with other types of technological addictions, such as compulsive web surfing, internet gaming disorder, video game addiction and compulsive online shopping ( 76 – 78 ). This field of research has mainly been directed toward teenagers, middle school students, and college students and university students in order to understand the relationship between social media addiction and mental health issues such as depression, disruptions in self-perceptions, impairment of social and emotional activity, anxiety, neuroticism, and stress ( 79 – 81 ).

The findings presented in this paper show that there has been an exponential increase in scholarly publications—from two publications in 2013 to 195 publications in 2021. There were 45 publications in 2022 at the time this study was conducted. It was interesting to observe that the US, the UK, and Turkey accounted for 47% of the publications in this field even though none of these countries are in the top 15 countries in terms of active social media penetration ( 82 ) although the US has the third highest number of social media users ( 83 ). Even though China and India have the highest number of social media users ( 83 ), first and second respectively, they rank fifth and tenth in terms of publications on social media addiction or problematic use of social media. In fact, the US has almost double the number of publications in this field compared to China and almost five times compared to India. Even though East Asia, Southeast Asia, and South Asia make up the top three regions in terms of worldwide social media users ( 84 ), except for China and India there have been only a limited number of publications on social media addiction or problematic use. An explanation for that could be that there is still a lack of awareness on the negative consequences of the use of social media and the impact it has on the mental well-being of users. More research in these regions should perhaps be conducted in order to understand the problematic use and addiction of social media so preventive measures can be undertaken.

From the bibliometric analysis, it was found that most of the studies examined used quantitative methods in analyzing data and therefore aimed at testing relationships between variables. In addition, many studies were empirical, aimed at testing relationships based on direct or indirect observations of social media use. Very few studies used theories and for the most part if they did they used the technology acceptance model and social comparison theories. The findings presented in this paper show that none of the studies attempted to create or test new theories in this field, perhaps due to the lack of maturity of the literature. Moreover, neither have very many qualitative studies been conducted in this field. More qualitative research in this field should perhaps be conducted as it could explore the motivations and rationales from which certain users' behavior may arise.

The authors found that almost all the publications on social media addiction or problematic use relied on samples of undergraduate students between the ages of 19–25. The average daily time spent by users worldwide on social media applications was highest for users between the ages of 40–44, at 59.85 min per day, followed by those between the ages of 35–39, at 59.28 min per day, and those between the ages of 45–49, at 59.23 per day ( 85 ). Therefore, more studies should be conducted exploring different age groups, as users between the ages of 19–25 do not represent the entire population of social media users. Conducting studies on different age groups may yield interesting and valuable insights to the field of social media addiction. For example, it would be interesting to measure the impacts of social media use among older users aged 50 years or older who spend almost the same amount of time on social media as other groups of users (56.43 min per day) ( 85 ).

A majority of the studies tested social media addiction or problematic use based on only two social media platforms: Facebook and Instagram. Although Facebook and Instagram are ranked first and fourth in terms of most popular social networks by number of monthly users, it would be interesting to study other platforms such as YouTube, which is ranked second, and WhatsApp, which is ranked third ( 86 ). Furthermore, TikTok would also be an interesting platform to study as it has grown in popularity in recent years, evident from it being the most downloaded application in 2021, with 656 million downloads ( 87 ), and is ranked second in Q1 of 2022 ( 88 ). Moreover, most of the studies focused only on one social media platform. Comparing different social media platforms would yield interesting results because each platform is different in terms of features, algorithms, as well as recommendation engines. The purpose as well as the user behavior for using each platform is also different, therefore why users are addicted to these platforms could provide a meaningful insight into social media addiction and problematic social media use.

Lastly, most studies were cross-sectional, and not longitudinal, aiming at describing results over a certain point in time and not over a long period of time. A longitudinal study could better describe the long-term effects of social media use.

This study was conducted to review the extant literature in the field of social media and analyze the global research productivity during the period ranging from 2013 to 2022. The study presents a bibliometric overview of the leading trends with particular regard to “social media addiction” and “problematic social media use.” The authors applied science mapping to lay out a knowledge base on social media addiction and its problematic use. This represents the first large-scale analysis in this area of study.

A keyword search of “social media addiction” OR “problematic social media use” yielded 553 papers, which were downloaded from Scopus. After performing the Scopus-based investigation of the current literature regarding social media addiction and problematic use, the authors ended up with a knowledge base consisting of 501 documents comprising 455 journal articles, 27 conference papers, 15 articles reviews, 3 books, and 1 conference review.

The geographical distribution trends of scholarly publications on social media addiction or problematic use indicate that the most productive countries were the USA (92), the U.K. (79), and Turkey ( 63 ), which together produced 236 articles. Griffiths (sixty-five articles), Lin (twenty articles), and Pakpour (eighteen articles) were the most productive scholars according to the number of Scopus documents examined in the area of social media addiction and its problematic use. An author co-citation analysis (ACA) was conducted which generated a layout of social media effects on well-being and cyber psychology as well as mental health and digital media addiction in the form of two research literature clusters representing the intellectual structure of social media and its problematic use.

The preferred periodicals in the field of social media addiction and its problematic use were Addictive Behaviors , with 700 citations and 22 publications, followed by Computers in Human Behavior , with 577 citations and 13 publications, and Journal of Behavioral Addictions , with 562 citations and 17 publications. Keyword co-occurrence analysis was used to investigate the key thematic areas in the social media literature, as represented by the top three keyword phrases in terms of their frequency of occurrence, namely, “social media addiction,” “problematic social media use,” and “social media addiction.”

This research has a few limitations. The authors used science mapping to improve the comprehension of the literature base in this review. First and foremost, the authors want to emphasize that science mapping should not be utilized in place of established review procedures, but rather as a supplement. As a result, this review can be considered the initial stage, followed by substantive research syntheses that examine findings from recent research. Another constraint stems from how 'social media addiction' is defined. The authors overcame this limitation by inserting the phrase “social media addiction” OR “problematic social media use” in the search string. The exclusive focus on SCOPUS-indexed papers creates a third constraint. The SCOPUS database has a larger number of papers than does Web of Science although it does not contain all the publications in a given field.

Although the total body of literature on social media addiction is larger than what is covered in this review, the use of co-citation analyses helped to mitigate this limitation. This form of bibliometric study looks at all the publications listed in the reference list of the extracted SCOPUS database documents. As a result, a far larger dataset than the one extracted from SCOPUS initially has been analyzed.

The interpretation of co-citation maps should be mentioned as a last constraint. The reason is that the procedure is not always clear, so scholars must have a thorough comprehension of the knowledge base in order to make sense of the result of the analysis ( 63 ). This issue was addressed by the authors' expertise, but it remains somewhat subjective.

Implications

The findings of this study have implications mainly for government entities and parents. The need for regulation of social media addiction is evident when considering the various risks associated with habitual social media use. Social media addiction may lead to negative consequences for adolescents' school performance, social behavior, and interpersonal relationships. In addition, social media addiction may also lead to other risks such as sexting, social media stalking, cyber-bullying, privacy breaches, and improper use of technology. Given the seriousness of these risks, it is important to have regulations in place to protect adolescents from the harms of social media addiction.

Regulation of social media platforms

One way that regulation could help protect adolescents from the harms of social media addiction is by limiting their access to certain websites or platforms. For example, governments could restrict adolescents' access to certain websites or platforms during specific hours of the day. This would help ensure that they are not spending too much time on social media and are instead focusing on their schoolwork or other important activities.

Another way that regulation could help protect adolescents from the harms of social media addiction is by requiring companies to put warning labels on their websites or apps. These labels would warn adolescents about the potential risks associated with excessive use of social media.

Finally, regulation could also require companies to provide information about how much time each day is recommended for using their website or app. This would help adolescents make informed decisions about how much time they want to spend on social media each day. These proposed regulations would help to protect children from the dangers of social media, while also ensuring that social media companies are more transparent and accountable to their users.

Parental involvement in adolescents' social media use

Parents should be involved in their children's social media use to ensure that they are using these platforms safely and responsibly. Parents can monitor their children's online activity, set time limits for social media use, and talk to their children about the risks associated with social media addiction.

Education on responsible social media use

Adolescents need to be educated about responsible social media use so that they can enjoy the benefits of these platforms while avoiding the risks associated with addiction. Education on responsible social media use could include topics such as cyber-bullying, sexting, and privacy breaches.

Research directions for future studies

A content analysis was conducted to answer the fifth research questions “What are the potential research directions for addressing social media addiction in the future?” The study reveals that there is a lack of screening instruments and diagnostic criteria to assess social media addiction. Validated DSM-V-based instruments could shed light on the factors behind social media use disorder. Diagnostic research may be useful in order to understand social media behavioral addiction and gain deeper insights into the factors responsible for psychological stress and psychiatric disorders. In addition to cross-sectional studies, researchers should also conduct longitudinal studies and experiments to assess changes in users' behavior over time ( 20 ).

Another important area to examine is the role of engagement-based ranking and recommendation algorithms in online habit formation. More research is required to ascertain how algorithms determine which content type generates higher user engagement. A clear understanding of the way social media platforms gather content from users and amplify their preferences would lead to the development of a standardized conceptualization of social media usage patterns ( 89 ). This may provide a clearer picture of the factors that lead to problematic social media use and addiction. It has been noted that “misinformation, toxicity, and violent content are inordinately prevalent” in material reshared by users and promoted by social media algorithms ( 90 ).

Additionally, an understanding of engagement-based ranking models and recommendation algorithms is essential in order to implement appropriate public policy measures. To address the specific behavioral concerns created by social media, legislatures must craft appropriate statutes. Thus, future qualitative research to assess engagement based ranking frameworks is extremely necessary in order to provide a broader perspective on social media use and tackle key regulatory gaps. Particular emphasis must be placed on consumer awareness, algorithm bias, privacy issues, ethical platform design, and extraction and monetization of personal data ( 91 ).

From a geographical perspective, the authors have identified some main gaps in the existing knowledge base that uncover the need for further research in certain regions of the world. Accordingly, the authors suggest encouraging more studies on internet and social media addiction in underrepresented regions with high social media penetration rates such as Southeast Asia and South America. In order to draw more contributions from these countries, journals with high impact factors could also make specific calls. This would contribute to educating social media users about platform usage and implement policy changes that support the development of healthy social media practices.

The authors hope that the findings gathered here will serve to fuel interest in this topic and encourage other scholars to investigate social media addiction in other contexts on newer platforms and among wide ranges of sample populations. In light of the rising numbers of people experiencing mental health problems (e.g., depression, anxiety, food disorders, and substance addiction) in recent years, it is likely that the number of papers related to social media addiction and the range of countries covered will rise even further.

Data availability statement

Author contributions.

AP took care of bibliometric analysis and drafting the paper. VB took care of proofreading and adding value to the paper. AS took care of the interpretation of the findings. All authors contributed to the article and approved the submitted version.

Conflict of interest

The authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.

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