The DOI matches its Crossref record; 14 of the 14 references it cites were found in a registry or an index.
Instrumental Variables in Sociology and the Social Sciences
Abstract
Instrumental variable (IV) methods provide a powerful but underutilized tool to address many common problems with observational sociological data. Key to their successful use is having IVs that are uncorrelated with an equation's disturbance and that are sufficiently strongly related to the problematic endogenous covariates. This review briefly defines IVs, summarizes their origins, and describes their use in multiple regression, simultaneous equation models, factor analysis, latent variable structural equation models, and limited dependent variable models. It defines and contrasts three methods of selecting IVs: auxiliary instrumental variable, model implied instrumental variable, and randomized instrumental variable. It provides overidentification tests and weak IV diagnostics as methods to evaluate the quality of IVs. I review the use of IVs in models that assume heterogeneous causal effects. Another section summarizes the use of IVs in contemporary sociological publications. The conclusion suggests ways to improve the use of IVs and suggests that there are many areas in which IVs could be profitably used in sociological research.
Overview
The claims and statistics of this paper haven’t been checked yet.
Run the check — free, no account needed. It reads the open-access text and checks the sources it cites.
Integrity signals
Registry
Cites
Statistics
Verification
Claims the paper makes
The claims and statistics of this paper haven’t been checked yet.
Run the check — free, no account needed. It reads the open-access text and checks the sources it cites.
Self-check
Percentages, sums and reported differences re-computed from the paper’s own numbers.
The self-check needs the paper’s full text.
Citations
Cites
Mostly Harmless Econometrics: An Empiricist's Companion
Angrist, J. D., & Pischke, J.-S. (2009) · doi:10.1515/9781400829828 · Cited by 9,467
Estimating causal effects of treatments in randomized and nonrandomized studies
Rubin, D. B. (1974) · Journal of Educational Psychology · doi:10.1037/h0037350 · Cited by 9,436
Microeconometrics: Methods and Applications
Cameron, A. C., & Trivedi, P. K. (2005) · doi:10.1017/cbo9780511811241 · Cited by 8,092
Mostly Harmless Econometrics: An Empiricist's Companion
Angrist, J. D., & Pischke, J.-S. (2008) · doi:10.2307/j.ctvcm4j72 · Cited by 5,051
Identification of Causal Effects Using Instrumental Variables
Angrist, J. D., Imbens, G. W., & Rubin, D. B. (1996) · Journal of the American Statistical Association · doi:10.1080/01621459.1996.10476902 · Cited by 4,230
Identification and estimation of local average treatment effects
Imbens, G. W., & Angrist, J. D. (1994) · Econometrica · doi:10.2307/2951620 · Cited by 4,101
Angrist, J. D., & Krueger, A. B. (2001) · Journal of Economic Perspectives · doi:10.1257/jep.15.4.69 · Cited by 2,355
Counterfactuals and Causal Inference: Methods and Principles for Social Research
Morgan, S. L., & Winship, C. (2007) · doi:10.1017/cbo9780511804564 · Cited by 1,146
Maximum Likelihood Estimation of the Polychoric Correlation Coefficient
Olsson, U. (1979) · Psychometrika · doi:10.1007/bf02296207 · Cited by 1,127
Bound, J., Jaeger, D. A., & Baker, R. M. (1995) · Journal of the American Statistical Association · doi:10.2307/2291055 · Cited by 1,018
Cited by
Does internet development improve green total factor energy efficiency? Evidence from China
Wu, H., Hao, Y., Ren, S., Yang, X., & Xie, G. (2021) · Energy Policy · doi:10.1016/j.enpol.2021.112247 · Cited by 540
Ketokivi, M., & McIntosh, C. N. (2017) · Journal of Operations Management · doi:10.1016/j.jom.2017.05.001 · Cited by 429
Charisma: An ill-defined and ill-measured gift
Antonakis, J., Bastardoz, N., Jacquart, P., & Shamir, B. (2016) · Annual Review of Organizational Psychology and Organizational Behavior · doi:10.1146/annurev-orgpsych-041015-062305 · Cited by 410
Cooper, B., Eva, N., Zarea Fazlelahi, F., Newman, A., Lee, A., & Obschonka, M. (2020) · Journal of Vocational Behavior · doi:10.1016/j.jvb.2020.103472 · Cited by 339
The Taboo Against Explicit Causal Inference in Nonexperimental Psychology
Grosz, M. P., Rohrer, J. M., & Thoemmes, F. (2020) · Perspectives on Psychological Science · doi:10.1177/1745691620921521 · Cited by 322
Metadata
- Authors
- Bollen, K. A.
- Venue
- Annual Review of Sociology
- Publisher
- Annual Reviews
- Published
- 2012-08-11
- Volume
- 38
- Issue
- 1
- Pages
- 37-72
- ISSN
- 0360-0572 (ISSN-L)
- 1545-2115
- OpenAlex
- W2104615113
- Cited by
- 235
- References
- 14
- FWCI
- 1.79
- Type
- journal article
- Language
- en
- Open access
- closed
About these checks
Registry, retraction, Cites and statistics results are computed, not judged, with one exception: a printed reference that no index lists is read once by a model before it counts as a citation error. Claims are extracted by a model and kept only when their quote appears verbatim in the text; each cited source is then checked, with a model’s help, for whether it says what the claim relies on. Those verdicts can be wrong — read the claim’s quote and the cited source before relying on one.
Statistics and arithmetic are recomputed, not judged.
Confidence bands are shown only for fields calibrated on our annotated test set. None is calibrated yet, so no band is shown.
What counts as a claim ›How we measure confidence ›How we check this ›
Are you an author, or do you see a problem with this page? Request a review
How to cite
Cite CoChat for the checks on this page, and the paper for its own findings.
- This page
- CoChat. (2026). Citation check: Instrumental Variables in Sociology and the Social Sciences. https://app.cochat.ai/papers/10.1146/annurev-soc-081309-150141
- The paper
- Bollen, K. A. (2012). Instrumental Variables in Sociology and the Social Sciences. Annual Review of Sociology. https://doi.org/10.1146/annurev-soc-081309-150141
Data sources
Bibliographic data: Semantic Scholar, OpenAlex, Crossref.
Contains information from the Semantic Scholar Academic Graph Datasets, made available under the ODC Attribution License (ODC-BY 1.0).
Semantic Scholar’s data is described in: Kinney, R., et al. (2023). The Semantic Scholar Open Data Platform. arXiv:2301.10140.