Ivanko P Ex Manoli Neck 2004
Ivanko P Ex Manoli Neck 2004
Ivanko P Ex Manoli Neck 2004
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STACEY L. IVANKO
PENNY M. PEXMAN
University of Calgary
KARA M. OLINECK
Concordia University
In the present research, the authors examined the effects of self-perceived use of sarcasm
on the production, interpretation, and processing of verbal irony. Accordingly, they first
devised and evaluated a sarcasm self-report scale (SSS). In Experiment 1, results showed
that participants’ self-perceived use of sarcastic irony (as assessed by the SSS) predicted
their use of ironic statements in a production task and was related to their interpretation
of ironic criticisms and ironic compliments. In Experiment 2, results showed that partici-
pants’ perceived use of irony was related to their processing of ironic statements: SSS
scores were related to relative processing speeds for literal and ironic statements. The
results of these experiments indicate that there are individual differences in purported use
of sarcasm that influence interpretation and processing of verbal irony.
AUTHORS’ NOTE: This research was supported by a grant to Penny M. Pexman from the
Social Sciences and Humanities Research Council (SSHRC) of Canada. The authors
thank Kibeom Lee for advice concerning the analyses.
JOURNAL OF LANGUAGE AND SOCIAL PSYCHOLOGY,
Vol. 23 No. 3, September 2004 244-271
DOI: 10.1177/0261927X04266809
2004 Sage Publications
244
Ivanko et al. / INDIVIDUAL DIFFERENCES AND IRONY 245
The notion that there are individual differences in irony usage is the
logical conclusion from some recent work exploring the social factors
that influence irony interpretation and processing. That is, there is evi-
dence from several studies that listeners believe that speakers differ in
their tendencies to use verbal irony, and that these differences are con-
veyed by certain social categories, such as occupation and gender (e.g.,
Katz & Pexman, 1997; Katz, Piasecka, & Toplak, 2001; Pexman,
Ferretti, & Katz, 2000; Pexman & Olineck, 2002a). Furthermore, these
studies have shown that this social category information is used by lis-
teners as a cue to ironic intent. Such findings imply that listeners per-
ceive speaker intent to be a function of personality factors; there seems
to be the implicit view that people differ in their tendencies to use ver-
bal irony and that those differences are reliable predictors of an indi-
vidual’s likelihood of using irony. In the present research, we sought to
test this conclusion.
It certainly seems plausible, intuitively, that some individuals are
more likely than others to use verbal irony in their own speech. In addi-
tion, some individuals may be more sensitive to ironic intent than oth-
ers, perhaps by virtue of being frequently ironic themselves. As a con-
sequence, these individuals may detect irony in situations where other
listeners would not. Although this may seem intuitive, much of the
research on figurative language comprehension has ignored the poten-
tial influence of social factors. Instead, the emphasis has tended to be
on linguistic or discourse factors. In the present research, we investi-
gated whether this neglect of social factors is justified, by exploring the
possibility that there are individual differences in the production,
interpretation, and processing of verbal irony. If these types of individ-
ual differences can be detected, then an understanding of these differ-
ences, and other social factors, may contribute to a more comprehen-
sive account of verbal irony.
The first goal of the present study was simply to establish whether
individual differences in use of irony exist and how they could be mea-
sured. A second goal was to investigate the extent to which such real
world conversational tendencies predict production, interpretation,
and processing of verbal irony in laboratory tasks.
PREVIOUS RESEARCH ON
INDIVIDUAL DIFFERENCES AND IRONY
The issue of individual differences and irony has rarely been consid-
ered in the previous literature, with only some consideration of gender
differences. Gibbs (2000) reported that men were more likely than
women to use sarcastic irony in conversation with friends. Jorgensen
(1996) examined the effect of gender on the social and emotional im-
pact of irony and reported that men were more likely than women to
perceive humor in sarcastic irony (Experiment 2). Also, women were
246 JOURNAL OF LANGUAGE AND SOCIAL PSYCHOLOGY / September 2004
METHODOLOGICAL ISSUES
with which they read the text and the reading time for each word
was measured. We hypothesized that the same variables (i.e., gender,
SSS scores, and CIS scores) that could be related to production and
interpretation (examined in Experiment 1) would also be related to
processing.
EXPERIMENT 1
PURPOSE
METHOD
Materials. This experiment involved five paper and pencil tasks: the
production task, the interpretation task, a distracter task, the CIS, and
the SSS. The production task involved eight situations (half with a new
acquaintance and half with a best friend; see the appendix for sample
items). The stimuli were presented in Pexman and Olineck (2002a)
and were pilot tested for that experiment (in order to control for plausi-
bility and familiarity) before being chosen. Following each of the situa-
tions were four statements: two were literal (the first was somewhat
general, and the second was more personal) and two were ironic (again,
one general and one personal). Participants circled the statement they
would be most likely to make in each of the situations described.
The interpretation task involved eight context scenarios and target
statements. These stimuli were presented in Pexman and Olineck
(2002b) and were pilot tested for that experiment (in order to control
for plausibility, familiarity, and level of positivity/negativity) before
being chosen. Each context paragraph and target statement was pre-
sented in one of four conditions: (a) literal compliment (e.g., Barb and
Tony went to a high school reunion. Barb arrived dressed in a stylish
suit that she had borrowed from her sister. Tony commented, “Classy
outfit.”), (b) literal criticism (e.g., Nita and George were packing a tent
trailer for the long weekend. Nita was in charge of groceries and when
they got to the campground they opened the fridge. It was full of beer and
there were two packages of peanuts on the top shelf. George commented,
250 JOURNAL OF LANGUAGE AND SOCIAL PSYCHOLOGY / September 2004
“Lousy job with the groceries.”), (c) ironic compliment (e.g., Megan and
Kristine were looking after the neighbor’s children one afternoon. The
kids were energetic, enthusiastic, and well behaved. On the way home,
Kristine said, “Those kids were not much fun.”), and (d) ironic criticism
(e.g., Laura and Lynn were having coffee at a local café. They were talk-
ing about a boring date that Laura had had the night before. They had
watched old reruns of cartoons all evening. Lynn said, “That sounds
pretty exciting.”). Each participant was presented with two context
paragraphs and statements in each condition. Following each para-
graph were five questions with 7-point rating scales: (a) is the speaker
being sarcastic (1 = not at all sarcastic, 7 = extremely sarcastic)? (b) Is
the speaker saying something polite (1 = not at all polite, 7 = extremely
polite)? (c) Is the speaker mocking someone (1 = not at all mocking, 7 =
extremely mocking)? (d) Is the speaker being funny (1 = not at all funny,
7 = extremely funny)? (e) How certain do you feel you correctly inter-
preted the speaker’s intent (1 = not at all certain, 7 = extremely
certain)?
The distracter task involved a crossword puzzle. The CIS
(Holtgraves, 1997) involved 19 statements about conversational ten-
dencies (9 assessing the production of indirect speech—for example,
“There are many times when I prefer to express myself indirectly,”—
and 10 assessing the interpretation of indirect speech—for example, “I
try to uncover peoples’ motivations by what they say”; see Holtgraves
[1997] for reliability testing of the scale). The SSS was devised by the
experimenters and was composed of 16 items to assess participants’
use of sarcasm (see Table 1). Of the items, 8 assessed general use of sar-
casm and 8 assessed use of sarcasm in specific situations. As illus-
trated in Table 1, each item was followed by a 7-point rating scale.
PROCEDURE
The mean ratings responses (for males and females separately) for
each task are presented in Table 2 and the frequencies for responses on
the role playing (production) task are presented in Table 3.
Table 1
Sarcasm Self-Report Scale (SSS) Items and Mean Ratings for Experiment 1 (standard deviations in parentheses)
Likelihood that you would use sarcasm with someone you just met 4.05 (1.66)
How sarcastic do you think you are? 5.27 (1.15)
Likelihood that you would use sarcasm when insulting someone 5.68 (1.49)
Likelihood that you would use sarcasm with your best friend 6.25 (1.00)
How sarcastic would your friends say you are? 5.21 (1.34)
Likelihood that you would use sarcasm with a new colleague at work 3.69 (1.54)
Likelihood that you would use sarcasm while complimenting someone 2.90 (1.67)
How often do you make sarcastic statements during daily interactions? 4.61 (1.35)
How likely are you to make sarcastic statements in these situations?
You are out for drinks with a group of friends. The person beside you tells a hilarious story about one of their
a
colleagues from work. You begin to talk about a related experience . . . 4.08 (1.27)
You and your roommate are having a serious argument about how to share the household chores . . . 4.45 (1.78)
You score the winning point for your team in the final basketball game of the season . . . 2.98 (1.71)
You just found out that you made a huge mistake on the assignment you just handed in . . . 4.29 (1.96)
You are in a mile-long line up at the grocery store, waiting to pay for a prescription . . . 4.87 (1.75)
You just got engaged over the weekend and are telling your friends about it over coffee . . . 2.45 (1.58)
You just got a big promotion at work. You are having dinner with your family to celebrate your achievement . . . 3.29 (1.75)
You have to be at work in 15 minutes and your friend just accidentally locked your keys in the car . . . 5.05 (1.88)
Note. Complete SSS with scales and anchors can be obtained from the first author.
a. This item was eliminated from subsequent analyses as it loaded onto different factors of the SSS in Experiment 1 and Experiment 2.
251
252 JOURNAL OF LANGUAGE AND SOCIAL PSYCHOLOGY / September 2004
Table 2
Means and Gender Differences for SSS, CIS, and Interpretation Task in Experiment 1
(standard deviations in parentheses)
Gender Difference
Measure Male Mean Female Mean t(153) η2
SSS factors
SSS–general sarcasm 5.39 (1.01) 5.10 (0.90) 1.83 .02
SSS–face-saving 3.88 (1.29) 3.24 (1.22) 3.18** .06
SSS–embarrassment diffusion 3.08 (1.39) 2.73 (1.14) 1.72 .02
SSS–frustration diffusion 4.61 (1.26) 4.86 (1.33) –1.17 .01
CIS factors
CIS–interpretation 44.05 (10.63) 43.67 (10.39) 0.23 .00
CIS–production 33.58 (10.56) 33.88 (9.42) –0.19 .00
Interpretation task
Literal compliment
Sarcasm 1.82 (0.85) 1.54 (0.64) 2.26* .03
Politeness 6.01 (0.81) 5.98 (0.79) 0.25 .00
Mocking 1.83 (0.88) 1.52 (0.60) 2.59* .04
Funny 1.89 (0.91) 1.51 (0.54) 3.14** .06
Certainty 5.64 (1.20) 5.85 (0.93) –1.26 .01
Literal criticism
Sarcasm 2.68 (1.34) 2.76 (1.39) –0.34 .00
Politeness 2.29 (0.97) 1.92 (0.85) 2.47* .04
Mocking 4.05 (1.61) 3.49 (1.54) 2.21* .03
Funny 2.60 (1.13) 2.15 (1.14) 2.50* .04
Certainty 5.38 (1.11) 5.24 (0.99) 0.79 .00
Ironic compliment
Sarcasm 4.75 (1.67) 5.36 (1.49) –2.39* .04
Politeness 2.97 (1.30) 2.69 (1.44) 1.28 .01
Mocking 3.40 (1.52) 3.12 (1.48) 1.19 .01
Funny 3.57 (1.58) 3.84 (1.40) –1.12 .01
Certainty 5.10 (1.17) 5.17 (1.07) –0.38 .00
Ironic criticism
Sarcasm 5.96 (0.93) 6.09 (0.71) –0.97 .01
Politeness 2.91 (1.07) 2.61 (1.11) 1.71 .02
Mocking 3.97 (1.36) 3.82 (1.67) 0.63 .00
Funny 4.45 (1.30) 4.54 (1.20) –0.48 .00
Certainty 5.51 (1.01) 5.60 (0.83) –0.61 .00
2
Note. η = effect size.
*p < .05. **p < .01.
EVALUATING THE
SARCASM SELF-REPORT SCALE (SSS)
Statement Choice
General General Personal Personal
Ironic Literal Ironic Literal
Gender
2
Item Male Female Male Female Male Female Male Female Difference χ
253
254 JOURNAL OF LANGUAGE AND SOCIAL PSYCHOLOGY / September 2004
SSS Factor
1 2 3 4
General Face- Embarrassment Frustration
2
SSS Item Sarcasm Saving Diffusion Diffusion η
Likelihood using sarcasm with someone just met .26 .85 .05 –.14 .81
How sarcastic are you .69 .48 .06 .18 .74
Likelihood using sarcasm when insulting .71 –.09 .33 –.09 .63
Likelihood using sarcasm with best friend .48 .43 .09 .16 .45
How sarcastic friends say you are .69 .36 .17 .14 .65
Likelihood using sarcasm with new colleague at work .14 .84 .16 .08 .74
Likelihood using sarcasm when complimenting .08 .46 .26 .15 .31
How often do you use sarcasm .68 .46 .17 .15 .73
Likelihood using sarcasm when out for drinksa .45 .17 .33 –.47 .56
Likelihood using sarcasm when in argument with roommate .54 .07 –.14 .14 .34
Likelihood using sarcasm when score the winning point .19 –.01 .68 –.04 .51
Likelihood using sarcasm when made mistake on assignment .03 .03 .14 .64 .43
Likelihood using sarcasm when in long line .46 .01 .02 .49 .45
Likelihood using sarcasm when got engaged and telling friends –.07 .40 .60 .21 .58
Likelihood using sarcasm when got promotion and telling family .06 .28 .81 .03 .74
Likelihood using sarcasm when friend locked your keys in car .24 .12 –.03 .69 .54
Eigenvalues 5.06 1.68 1.29 1.17
% of variance 31.62 10.49 8.05 7.29
Cronbach’s alpha .79 .71 .64 .47
255
256 JOURNAL OF LANGUAGE AND SOCIAL PSYCHOLOGY / September 2004
Table 5
Correlations between Individual Difference Measures for Experiment 1
1 2 3 4 5 6 7
1. SSS–general sarcasm —
2. SSS–face-saving .52** —
3. SSS–embarrassment diffusion .33** .42**
4. SSS–frustration diffusion .40** .18* .15 —
5. Age –.07 –.08 –.02 –.06 —
6. CIS–interpretation .07 .05 .09 .15 .03 —
7. CIS–production .32** .23** .19* .20* –.04 .48** —
Note. For examples of production task statements, see appendix. Overall percentage of correctly classified cases for the new acquaintance item was 42.9%
and for the best friend item was 36.8%.
Ivanko et al. / INDIVIDUAL DIFFERENCES AND IRONY 259
Table 7
Regression Analysis Summary for the Interpretation Task Ratings of Ironic Criticisms
and Ironic Compliments in Experiment 1
Variable B SEB β
Ironic criticisms
Politeness ratings
Gender .40 .18 .18*
CIS–production .03 .01 .25**
SSS–face-saving –.17 .07 –.20*
Mocking ratings
SSS–general sarcasm .31 .13 .20*
Certainty ratings
SSS–general sarcasm .18 .09 .18*
SSS–face-saving .11 .07 .15
Ironic compliments
Sarcasm ratings
Gender –.62 .26 –.19*
Mocking ratings
Age –.06 .03 –.19*
CIS–production –.02 .01 –.15
SSS–frustration diffusion .25 .09 .22**
than women to use sarcasm for three out of the four SSS factors,
whereas women had higher scores than men for the other factor. These
results suggest that men and women use irony for different reasons.
The three factors for which men had higher scores all represent ways of
using irony to reduce social vulnerability, which Lampert (1996) sug-
gested is the primary motive for men using conversational humor. For
the fourth factor, frustration diffusion, the men and women did not
have significantly different scores and, in fact, the women’s scores
tended to be somewhat higher than the men’s. The situations included
in this factor involved something negative happening to the speaker
and the sarcastic comment serves a self-mocking function. In these sit-
uations, using irony would most likely increase the social vulnerability
of the speaker and, as this is less likely to be a desirable outcome for
men, the men’s self-ratings tended to be somewhat lower than the
women’s.
EXPERIMENT 2
PURPOSE
METHOD
The data in this experiment included the reading times (RT) for
each of the words in the target statements and wrap-up sentences,
along with scores for the CIS and the SSS (the mean scores on the CIS
and the SSS were virtually identical to the mean scores on these scales
from Experiment 1). Before analyses were conducted, 9.7% of the data
were excluded: 0.2% for reading times shorter than 100 ms or longer
than 2000 ms, and 9.5% for incorrect answers on the comprehension
questions. Ten reading locations were analyzed: the fifth word in the
target statement, the space between the target and the wrap-up sen-
tence, and the eight words in the wrap-up sentence (e.g., . . . friend.
[space] Christopher and Jodi were walking home from school).
EVALUATING THE
SARCASM SELF-REPORT SCALE (SSS)
GENERAL DISCUSSION
30
25
SSS - general
20
sarcasm (+)
10
Age (+) strongly negative
weakly negative
5
0
5th word space wrap-up 1 wrap-up 2 wrap-up 3 wrap-up 4 wrap-up 5 wrap-up 6 wrap-up 7 wrap-up 8
-5
Figure 1. Difference scores (RTironic – RTliteral) for each reading location for
the strongly negative and weakly negative context conditions.
Using these difference scores as the criterion variable we present
the predictor variables for each significant regression equation.
Predictor variables with significant, unique relationships to the
criterion variable are presented in bold, and the directions of
these relationships are presented in parentheses.
Table 8
Regression Analysis Summary for Difference Scores (RTironic–RTliteral) for Reading
Locations in Strongly Negative Context and Weakly Negative Context in Experiment 2
2
Variable R B SEB β
speakers may recognize more readily that one goal of using verbal
irony is for the speaker to save face (e.g., Jorgensen, 1996) while still
criticizing the target. By using irony as an indirect way of criticiz-
ing, the speaker can be perceived as trying to be polite. Participants
with higher CIS–production scores seemed more apt to recognize this
politeness function, whereas female participants tended to recognize
the critical (and thus impolite) function of ironic criticisms.
Notably, sarcasm ratings for ironic criticisms did not differ as a func-
tion of any of the individual difference measures. Thus, it appears that
participants were fairly uniform in their evaluations of degree of sar-
castic intent for others’ remarks, although it is certainly possible that
these ratings differ as a function of some other individual difference
variable (e.g., verbal aggression, sense of humor) not measured in the
present study. The consistency of sarcasm ratings we observed for
ironic criticisms (as illustrated in Table 2, mean sarcasm ratings for
ironic criticisms were high and SDs relatively small) may be related to
the fact that these are the more typical form of verbal irony (Gibbs,
2000).
The interpretation of sarcastic intent for the ironic compliments, in
contrast, appeared to be more sensitive to individual differences. The
female participants rated the ironic compliments as being more sar-
castic than did the male participants. This difference, however, could
266 JOURNAL OF LANGUAGE AND SOCIAL PSYCHOLOGY / September 2004
CONCLUSION
APPENDIX
Sample Items From the Production Task (Experiment 1)
1. While you and a new acquaintance from work, Sara, were chatting at a
party, they noticed a colleague across the room. She was standing alone
holding a drink and a CD. You comment:
2. You and your best friend, Arthur, were selling chocolates door to door to
raise money for a charity event. You and Arthur approach a house and
tried to sell your candy to a mean couple. On the way to the next house,
you comment:
NOTES
1. We tested for multicollinearity in all of the regression analyses reported in this arti-
cle and in all cases tolerance values were in the acceptable range (close to 1).
2. Our comparisons were for literal and ironic statements presented in the same con-
text. In the previous literature, there has been some debate over which comparisons are
appropriate, with some advocating for comparisons involving the same statement pre-
sented in ironic (negative) versus literal (positive) contexts (e.g., Giora, Fein, & Schwartz,
1998). We have found in previous pilot studies that negative contexts induce slower read-
ing or processing, and that this slower processing spills over into reading of the target
statement. Positive contexts induce much faster processing that again, spills over into
the target statement. This gives an unfair advantage to statements presented in positive
contexts and, in previous studies, these have tended to be the literal statements.
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Penny M. Pexman received her Ph.D. in cognitive psychology from the University of
Western Ontario, London, Ontario, Canada, in 1998. Currently she is an associate
professor of psychology at the University of Calgary. Her research interests include
several aspects of language processing, including figurative language comprehen-
sion and visual word recognition.