Abstract
Automated detection of semantically equivalent questions in longitudinal social science surveys is crucial for long-term studies informing empirical research in the social, economic, and health sciences. Retrieving equivalent questions faces dual challenges: inconsistent representation of theoretical constructs (i.e. concept/sub-concept) across studies as well as between question and response options, and the evolution of vocabulary and structure in longitudinal text. To address these challenges, our multidisciplinary collaboration of computer scientists and survey specialists presents a new information retrieval (IR) task of identifying concept (e.g. Housing, Job, etc.) equivalence across question and response options to harmonise longitudinal population studies. This paper investigates multiple unsupervised approaches on a survey dataset spanning 1946-2020, including probabilistic models, linear probing of language models, and pre-trained neural networks specialised for IR. We show that IR-specialised neural models achieve the highest overall performance with other approaches performing comparably. Additionally, the re-ranking of the probabilistic model's results with neural models only introduces modest improvements of 0.07 at most in F1-score. Qualitative post-hoc evaluation by survey specialists shows that models generally have a low sensitivity to questions with high lexical overlap, particularly in cases where sub-concepts are mis-matched. Altogether, our analysis serves to further research on harmonising longitudinal studies in social science.