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Bilingualism and the Simon effect:

A multimodal approach

Erik Appelblad and Olov Sandzén

Spring term 2015

Bachelor’s thesis in cognitive science, 15.0 ECTS credits Supervisors: Jessica Ljungberg and Patrik Hansson

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BILINGUALISM AND THE SIMON EFFECT:

A MULTIMODAL APPROACH

Erik Appelblad and Olov Sandzén

Previous research has studied the relationship between bilingualism and cognitive abilities. In some of those studies results have shown that bilinguals perform better than monolinguals in visual Simon tasks (i.e. they are less distracted by the incongruent stimuli). The aim of the current study is to see if a similar effect can be found in Simon tasks using the tactile and auditory sensory modalities. In this study bilingual participants (36 university students) with different proficiency in their second language performed a Simon task employing two intensities of vibration and two different sounds as the relevant stimuli. The results indicated no negative correlation between either bilingual proficiency and Simon effect or daily use of the second language and Simon effect when controlling for working memory. Without controlling for working memory a negative correlation for the tactile condition and a positive correlation for the auditory condition between Simon effect and daily use of the second language was found. It’s concluded that the statistical power of this study suffers from a lack of participants and that if the test was reproduced with more participants with a greater spread in their language abilities a stronger effect might be seen. Also concluded is that more cross-modal studies need to be performed before conclusions about general cognitive effects of bilingualism can be drawn.

Tidigare forskning har studerat sambandet mellan tvåspråkighet och kognitiva förmågor. Vissa av dessa studiers resultat har visat att tvåspråkiga individer presterar bättre än enspråkiga i visuella Simon-uppgifter (dvs. de blir mindre distraherade av inkongruenta stimuli). Syftet med den aktuella studien är att se om man kan hitta en liknande effekt i Simon-uppgifter inom de taktila och auditiva sensoriska modaliteterna. I denna studie fick tvåspråkiga deltagare (36 universitetsstudenter) med olika kunskaper i sitt andraspråk utföra en Simon-uppgift där två intensiteter av vibrationer och två olika ljud används som relevanta stimuli. När resultaten var kontrollerade för arbetsminne så visades ingen negativ korrelation mellan varken tvåspråkig förmåga och Simon effekt eller daglig användning av det andra språket och Simon effekt. Utan att kontrollera för arbetsminne så fanns det en negativ korrelation för den taktila betingelsen och en positiv korrelation för den auditiva betingelsen mellan daglig användning av andra språk och Simon effekt. Slutsatsen dras att den statistiska kraften i denna studie lider av brist på deltagare och att om testet reproduceras med fler deltagare, med en större spridning i språkförmåga, så skulle en starkare effekt kunna ses. Det konkluderas även att fler tvärmodala studier behöver utföras innan slutsatser om generella kognitiva effekter av tvåspråkighet kan dras.

There has been a discourse throughout the psychological and linguistic sciences about the nature of bilingualism and its effects on cognition (Ben-Zeev, 1977; Bialystok, 2007; Diaz, 1985; Goetz, 2003; Ianco-Worrall, 1972). A large portion of the world's population speaks two or more languages, and two thirds of the children today are raised in environments that are bilingual (Bialystok, Craik, Green & Gollan, 2009). For a long time it was considered a disadvantage for children to learn several languages (Darcy, 1963; Hakuta & Diaz, 1985). There is evidence that being bilingual

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may have a negative effect related to vocabulary (Bialystok & Luk, 2012). However there are more and more evidence that bilinguals perform better at certain nonverbal tasks and that these effects lead to a cognitive reserve at an older age (Bialystok, Craik, Klein, & Viswanathan, 2004; Bialystok, Craik, & Luk, 2008; Costa, Hernández, & Sebastián-Gallés, 2008).

Previous research has repeatedly found a correlation between bilingualism and cognitive control over attentional function (Bialystok et al., 2009; Stocco et al., 2014). In a study by Bialystok, Craik, and Luk (2008), older bilinguals showed greater facilitation than younger bilinguals when compared to their monolingual groups in a Stroop task. There is also evidence that balanced bilingual participants (i.e., equal knowledge in two languages) perform better in the Stroop task compared to unbalanced bilinguals (Zied et al., 2004). In verbal cognition of bilingual children there is an advantage in selective attention and inhibition compared to monolingual children (Bialystok, 2001). Further studies have shown that the constant inhibition of the bilingual’s non-used language seems to be generalizable for effective inhibition of nonverbal information (Bialystok & Martin, 2004). No bilingual advantages were found in the study made by Bialystok et al. (2008) on the Sustained Attention to Response task (Robertson, Manly, Andrade, Baddeley, & Yiend, 1997) where the participants were instructed not to respond to a certain digit and respond as rapidly as possible to all other digits. There was also no bilingual advantages found in the day-night Stroop task (Martin-Rhee & Bialystok, 2008) where the participants were instructed to respond with day when shown a dark moonlit sky, and night when shown a picture of a bright sun. Both findings lent support to the conclusion that bilingual advantage is primarily centered on interference suppression rather than response inhibition.

Another interesting finding was detected by Costa, Hernández, Costa-Faidella and Sebastian-Galles (2009). They used a flanker task in which the participants were asked to answer whether a central arrow is pointing to the left or to the right. In this task there are two conditions; a congruent condition when the four flanker arrows (two on each side) point in the same direction as the central (target) arrow, and an incongruent condition where the flanker arrows point to the opposite direction of the central arrow. Using this paradigm they found that bilinguals performed better in a flanker task where the chance of change between congruent and incongruent stimuli was high. The difference was highest in the condition where congruent and incongruent stimuli had equal probability, and absent when the probability was 92% and 8% respectively. This led the authors to conclude that bilinguals perform better when there is a strong need to monitor the environment for changes in stimuli.

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The Simon effect (Simon & Rudell, 1967; Simon, 1969) is the finding that response times are faster and more accurate when a task-relevant stimulus occurs in the same relative location as to where you make the response. The spatial location of the stimuli is an irrelevant stimuli that needs to be inhibited. This means that trials where the stimuli and the location of the stimuli are incongruent tend to have longer response times than trials where the stimuli and response are congruent. Studies have shown that the Simon effect appears across different modalities with both visual, tactile and auditory stimuli (Dittrich, Kellen & Stahl, 2014). Simon and Rudell (1967) used sound in the form of the spoken words left and right that were played in either ear. In another study by Simon (1969) a pure tone of 1000 Hz was used. In both studies the difference between mean response time for the congruent and incongruent trials was significant. To investigate the Simon effect in the tactile modality Salzer, Aisenberg, Oron-Gilad and Henik (2014) designed a Simon task using vibrations that were applied on the back of the participant. They too discovered a significant Simon effect. In the Simon task experimental design of Bialystok et al. (2004) the participants viewed a computer monitor on which a blue or red square appeared on either the left or the right side of the screen. The participants then responded by pressing a button on either the left or the right side of the keyboard depending on the color of the square. Results showed that participants had a slower response time for the incongruent trials; when the spatial location of the colored square did not correspond with the spatial location of where the response was to be given. Typical results in similar studies has been that participants respond faster in congruent trials than incongruent trials by an order of tens to hundreds of milliseconds, which indicates that the irrelevant stimuli is difficult to ignore. Even though the Simon effect has been detected in tests with different modalities, visual tests have almost exclusively been used in studies of bilingualism. One study by Melecio-Vazquez et al. (2015) investigated bilingualism using several auditory tests, including an auditory Simon task with a design similar to the one used in the current study. The results were not significant due to the study having few participants but the data indicated a bilingual advantage. It has repeatedly been found that when using a visual modality for Simon task designs that bilinguals have faster response times than monolinguals on both congruent and incongruent trials as well as a lower Simon effect (Bialystok et al., 2004; Bialystok et al., 2005; Bialystok, 2006; Martin-Rhee & Bialystok, 2008; Morton & Harper, 2007). This has led researchers to the conclusion that bilinguals have greater cognitive control. One theory is that bilinguals spend more time training the inhibitory and switching components of the executive functions (Miyake et al., 2000) by using several languages and having to select between stimuli and responses to a greater degree than monolinguals (Bialystok et al., 2009; Stocco et al., 2014).

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Previous studies have shown correlations between working memory and performance in tasks that measure executive functions such as inhibition and switching (Engle & Kane, 2004). To control for working memory when investigating different variables that affect executive functioning, an operation span test (OSPAN) can be used as a predictor (Unsworth, Heitz, Schrock & Engle, 2005).

In a study by Abutalebi and Green (2007) it was found that specific areas that account for attention in the brain gains a degree of specialisation due to the language control found in bilinguals. According to Green, Doesburg, Ward and McDonald (2011) there’s evidence that suggests that there exists a supramodal network that mediates shifting and updating of attention. Osaka et al. (2004) found that there is a general neural basis for executive functions that affect function in different modalities. Results from the study by Hunt and Kingstone (2004) seem to suggest that switching is only partially specific to a certain modality. The authors suggest that executive processes are separable but linked. Further results were found by Spagna, Mackie and Fan (2015) who detected a significant correlation between executive control in the visual and auditory modalities.

In the current study the aim was to find if a similar bilingual advantage as with the visual modality can be found using the tactile and auditory sensory modalities in a Simon task. An attempt was made to mimic the visual task used by Bialystok et al. (2004) while making adjustments for the difference in modalities. If an effect was to be found support would be given to the notion that transfer effects from language acquisition and use occur and that these also occur in areas that seem entirely unrelated to language. This would then indicate that language is not a completely separate module in the mind but is involved with other functions and processes. In particular that executive functions that are not bound to a specific modality are improved by using a second language and that this has effects across several sensory modalities. Previous research has provided evidence that indicates that executive functions have properties that are not bound to a specific modality (Osaka et al., 2004; Hunt & Kingstone, 2004). Therefore if language related executive functions influence performance in a visual Simon task it may be that a similar effect is found in tactile and auditory Simon tasks. The hypothesis for the current study was that an effect similar to the one found in previous visual tasks would be found in the current auditory and tactile tasks. More specifically the hypothesis was that there would be a negative association between degree of bilingual proficiency and Simon effect even after controlling for working memory. The prediction was that individuals with higher proficiency in their second language would have a lower Simon effect for both modalities, and that after controlling for working memory the effect would be similar to that reported by other researchers using a visual Simon task (Bialystok et al., 2004; Bialystok et al., 2005; Bialystok, 2006; Martin-Rhee &

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Bialystok, 2008; Morton & Harper, 2007). Tactile Simon tasks have never been used in a study of bilingualism before, and auditory tasks only sparingly (e.g. Melecio-Vazquez et al., 2015). If a negative correlation was to be found between the degree of bilingual proficiency and measured Simon effect while controlling for working memory, strong support would be given to the hypothesis that use of a second language improves supramodal cognitive control. An absence of such a correlation in the current study could indicate that the training effects bilinguals receive from using a second language primarily benefits processes specific to the visual modality.

Method

Participants

36 individuals (18 males, 18 females, mean age 26.3, 17-45 years, SD 6.6) participated in the study. Participants were recruited from the university campus through flyers and through direct contact. One participant misunderstood the instructions and answered incorrectly more than half the time. That data was removed from the analysis. The participants had a variety of nationalities and many didn’t speak Swedish at all. Therefore all material presented to the participants of the study was made in two versions, one in Swedish and the other in English. International participants were presented with the English material, even though English might not have been their native language. The participants were naive to the actual purpose of the study. After completion of the test session each participant was compensated with a payment of 99 SEK.

Apparatuses and materials

A computer program using the experiment library PsychoPy 1.82.01 (Peirce, 2007) was designed and used to test participants and collect data. Two computers (model: HP Compaq Elite 8100 SFF, monitor: HP Compaq LAZ405wg, Windows 7x64) were used to run the test in a lab setting. Headphones (Vic Firth SIH1) that isolate from surrounding noise were used for both modalities but remained silent in the tactile test. Four audio files were created using Audacity 2.1.0. The files were generated with a pure sine wave tone set to 440 Hz for the low pitch tone and 880 Hz for the high pitch tone. Each were generated at 0.8 amplitude, 44100 Hz sample frequency at 32 bit float, in both pure left channel and pure right channel with an output level measured to 55 dB (A). Two vibration handles (Ljungberg & Parmentier, 2012) were used. They were 136 mm long and 30 mm in diameter, containing electric motors with adjustable vibration speed and one answer button for each thumb. These were held by the participants, one in the left hand and one in the right hand, and used to record answers in both modalities. The handles were controlled by a control unit through the parallel port on the computers that set the vibration intensity and

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recorded the button presses in accordance with the conditions that were programmed in the test program.

Language proficiency form and Borg CR10 scale

A continuous scale was used to order the participants according to their bilingual proficiency. A form was created using the Borg CR10 self-rating scale (Borg, 1990; Ljungberg & Neely, 2007) with four questions comparing the proficiency of the second language to the native language in the areas of talking, listening, writing and reading. The scale consists of logarithmic numbers 0 (Nothing at all) to 10 (Extremely strong). The scale continues with 11 and at the bottom there is a dot (Absolute maximum) to avoid ceiling effects. The numbers are associated with verbal anchors and the participants were asked to first find a verbal expression that matched their perceived proficiency, and then write down the associated numerical value. The participants were free to enter any number from 0 to infinity. Other questions were also included in the form, most importantly asking the participants to state the amount of time per day they used their second language. And also where they learned and primarily use their second language.

Working memory test

Swedish and English versions of a shortened version of an operation span test (OSPAN) were used to control for working memory capacity (Foster et al., 2014). The tests consist of solving math problems while simultaneously keeping a sequence of letters in memory. The test reports the number of elements the participant can remember in the correct serial order. This number is used to measure working memory capacity. The test is automated, self-instructed, and takes more or less time to complete depending on the participants performance.

Simon task

The Simon task consisted of an equal number of congruent and incongruent trials divided into four blocks, two for each modality. Participants received stimuli on either the right or the left side, and the participants responded by pressing the button on either the left or the right vibration handle. Depending on the condition the stimulus was presented either in the headphones as a high or low pitch tone, or in one of the handles as a strong or weak vibration. Congruent trials for the auditory modality meant that the high pitch tone appeared in the right ear, and the low pitch tone in the left ear. In the tactile modality trials where the strong vibration occurred in the left hand and the weak vibration in the right hand were congruent. Each test sequence consisted of four blocks with 100 trials each, that is, 200 trials for each modality. After the first two blocks were completed the test paused for 30 s allowing the participants to rest for a moment. A crossover A-B-A-B, B-A-B-A design was used to separate the blocks in order to eliminate learning effects that might transfer between modalities. Each participant was automatically assigned to either the

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A-B-A-B or the B-A-B-A-B-A sequence based on if the participant number was odd or even. Instructions were shown on the screen before each block. The first block was preceded by a practice run in which the participant had to complete eight trials in succession before being allowed to begin the actual test. In accordance with the findings of Lukas, Philipp, and Koch (2010), the participants were be presented with a fixation cross on the screen that remained until 2000 Milliseconds (ms) had passed. During the practice trials the fixation cross turned green for correct responses and red for incorrect responses, this was made to facilitate the instructions given in order to avoid confusion between modalities. At the onset of the fixation cross the stimulus was presented for 1000 ms. The participants were able to give an answer during the stimulus and for 1000 ms afterwards. Then a blank screen was shown for 500 ms before the next trial. In total each trial took 2000 ms. To calculate the Simon effect the response times (RTs) for congruent trials was subtracted from the RTs of incongruent trials in both modalities. The resulting difference in RT was the calculated Simon effect (SE) (Welch & Seitz, 2013). Trials with a RT below 200 ms were excluded from the analysis. A response time that short is more likely to be the result of a mistaken button press because of limitations of the human response time. Stem-and-Leaf plots for the participants mean accuracy in each condition were made to exclude extreme outliers from the analysis. This was done to ensure that the included participants had properly understood the instructions and to some extent tried to complete the task in a correct manner.

Procedure and design

The current study applied both an experimental (within subjects) and a correlational design (between subjects). The participants began by reading instructions and signing a consent form. Participants then received oral instructions regarding the various portions of the test. Special emphasis was made on the importance of answering as quickly as possible while answering correctly in the Simon task. The Simon task was presented on a computer monitor. The participants had headphones on and the vibratory handles in their hands during the whole Simon task session. This part of the test took about 20 minutes. After the Simon task the participants performed the self-instructed OPSPAN test which took about ten minutes to complete. Finally the participants filled in the language form with pen and paper. Each test session lasted approximately 40 minutes. A maximum of two participants separated by a screen wall performed the task in each session.

Results

Response time (RT) and accuracy were calculated for performance in the Simon task. 42 trials (19 congruent, 23 incongruent) were not included because they had a

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RT below 200 ms. After running Stem-and-Leaf plots for the mean accuracy of each condition one outlier in the tactile condition (extremes <= 52%, N total = 35) and four outliers in the auditory condition (extremes <= 85%, N total = 32) were excluded from the analyses. In Table 1 descriptive statistics from the tests are displayed.

Table 1. Accuracy, mean RTs and SDs for all participants in tactile and auditory Simon tasks, and the resulting Simon effect. Self-rated second language (L2) proficiency, self-estimated hours using the second language, and measured working memory operation span.

Mean accuracy (%) Mean SD

Tactile Incongruent 96.94 720.43 ms 203.03 ms Congruent 96.29 712.21 ms 228.93 ms Simon Effect 8.22 ms 42.70 ms Auditory Incongruent 96.20 821.82 ms 177.53 ms Congruent 95.63 654.48 ms 138.16 ms Simon Effect 166.98 ms ,65.69 ms L2 proficiency (CR10) 7.73 3.32 L2 Daily use (h) 3.26 4.09 OSPAN (items) 5.52 1.44

Table 2 shows correlations between all variables used in the study. Both second language proficiency (CR10) and Daily use of second language (h) were log-transformed (Log10) due to positive skewness. As is shown in Table 2 there was no significant correlation between SE and bilingual proficiency (tactile SE, r= -.11, p > .05; auditory SE, r= -.02, p > .05). There was however a significant low correlation between tactile SE and estimated time using the second language (r= -.30, p = .04, one-tailed). For the auditory condition, there was a significant positive correlation between SE and estimated time using the second language (r= .32, p = .04, one-tailed). As expected there was also a moderate positive correlation between the estimated time using the second language and language proficiency (r = .49, p < .001, one-tailed). Since no correlations were found between language proficiency and Simon effect, language proficiency was not included as a predictor in the following regression analyses. A linear regression for both the tactile and auditory condition was run using the participants estimated time using their second language and working memory operation span as predictors. The coefficient of determination was low for both conditions (tactile, R2 = .09; auditory, R2 = .10) and the total model was

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not significant for either tactile, F(2, 31) = 1.60, p = .22 nor auditory, F(2, 28) = 1.61, p = .22.

Table 2. Pearson correlation matrix showing correlations between Simon effect for both modalities, second language (L2) proficiency, hours using the second language , and working memory operation span.

1. 2. 3. 4. 5. 1. Tactile SE - -.25* -.11 -.30* -.04 2. Auditory SE - -.02 .30* .06 3. L2 proficiency - .49** .09 4. L2 daily use - .19 5. OSPAN -Note. * p < .05, ** p < .01.

Discussion

The aim of this study was to investigate if there is a negative correlation between self-estimated language proficiency in a second language and Simon effect (i.e., the higher the proficiency in a second language, the lower the Simon effect). This would mean that bilingual proficiency correlates with results from a task that requires inhibition in non-lingual domains. Also of interest was the potential difference between modalities since visual tasks have almost exclusively been used in similar studies (Bialystok et al., 2004; Bialystok et al., 2005; Bialystok, 2006; Martin-Rhee & Bialystok, 2008; Morton & Harper, 2007). The linear regression analysis showed no significant model when controlling for working memory. It might still be of interest to discuss the correlations between the variables however. For the tactile condition a small SE and no significant correlation between SE and bilingual proficiency was found. There was however a small negative correlation between SE and hours spent using the second language per day. This finding is in line with the hypothesis. For the auditory condition the Simon effect was bigger but there was no correlation between language proficiency and SE. There was surprisingly a positive correlation between hours using the second language and Simon effect in the auditory condition. This means that the more time that the second language is used, the greater the Simon effect. This is contradictory both to the hypothesis and also the findings from the tactile condition. There was also a negative correlation between tactile SE and auditory SE, meaning that participants who had lower SE on the tactile condition had greater SE in the auditory condition. However these findings are

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somewhat in line with the findings of Melecio-Vazques et al. (2015). In their study the results, although not significant, indicated a higher response time for bilinguals compared to monolinguals in an auditory Simon task. This indicates that bilinguals need more time to discern between stimuli. Overall the authors found a trend towards monolingual advantage in auditory tasks. Following this logic it’s not unthinkable that participants that are more bilingual would have more difficulty. This line of reasoning is however not in line with the findings of Krizman et al. (2012) who provide evidence that bilinguals have an advantage over monolinguals in auditory encoding, automatic processing and selective attention of auditory stimuli.

There are several explanations as to why no correlation between language proficiency and SE was found. The number of participants (N = 36) was rather low, and became even lower as some participant data was removed (tactile N = 35 total; auditory N = 32 total). Having a greater sample size might have increased the range of self-reported bilingual proficiency and would’ve given the statistical analyses more power. It has also been found that the Simon task could be sensitive to exertion, that is, that the participant has to try their utmost in answering as fast as possible while answering correctly, and that instructions and preceding experience can nullify or even reverse the SE (Theeuwes, Liefooghe & De Houwer, 2014). If there is a delay in responses, the difference between incongruent and congruent stimuli may be nullified because the RT for congruent trials is slowed down to a level similar to the RT of incongruent trials. One scenario that is possible with regards to this is that the instructions that preceded the Simon task weren’t clear enough or that not enough emphasis was made on the importance of this point. Having more time to fine tune instructions and experiment procedure in a follow up study might improve this.

Another potential weakness is that the participants scored high (mean = 7.76, SD = 3.28) on the bilingual proficiency self-report form. It’s possible that the fact that the participants were unusually talented caused them to have a quite low SE. The fact that they were rather uniform in their language abilities makes it harder to find an association with other abilities. Most of the participants were also highly educated and quite young (mean = 26.3 years) which has the potential of hiding the effect of bilingual proficiency (Bialystok, Martin & Viswanathan, 2005). It would have been preferable to increase the sample size and include participants who are completely monolingual in the study. Other studies have usually employed a between group design including monolinguals and bilinguals. It’s possible that the bilingual advantage occurs with even quite low proficiency and that the difference between high and low performers is negligible. However in one study (Krizman et al., 2015) it was discovered that more bilingual experience does lead to greater enhancement

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of cognitive control. The scale used in this study to measure second language proficiency has never been used in this context before so the validity of the scale in this domain is unknown. However the participants didn’t seem to have any problems using the scale and the results weren’t totally unexpected considering that most of the participants were taking part of higher education. It is possible that the self-rated proficiency was exaggerated and that hours using the language is a better representation of actual language proficiency. It’s also possible that the amount of time the second language is used daily is more important than overall proficiency when judging the amount of training received by the executive functions. That might explain why a significant correlation was found between hours using the second language and tactile SE. However that does not explain why there was an opposite effect for the auditory condition.

Another aspect that was put forth by at least one participant is that it might be harder to answer with the hand that is receiving the stimulus in the tactile condition. One possible reason for this could be that the vibrations make it harder for the nerves and muscles to perform the command. This situation has the potential for minimizing or nullifying the SE or even generating a negative SE for the tactile modality by increasing the RT of congruent trials. Another study using a tactile Simon task did find a significant difference between congruent and incongruent trials (Salzer et al., 2014), but the vibratory stimuli in that study was applied to the dorsal part of the torso, not the hands.

The goal of this study was to find if the results reported in previous research was reproducible in the tactile and auditory modalities. It would have been preferable to have a visual task similar to those done by other researchers included in this test. Since there is no visual condition the study lacks a control and therefore it’s hard to conclude whether the results are an effect of a lacking experimental design or due to actual modality differences. If the results from using a visual control task were in line with previous research it would suggest that the increased cognitive abilities seen in bilinguals are more closely tied to the visual system and may not be generally applicable to supramodal executive functions. It is now unclear if there’s another factor that caused the non-existing effect in this study. Even though there weren’t any significant findings when controlling for working memory, in light of the significant negative correlation between tactile SE and auditory SE, it seems that the cognitive effects of bilingualism could be more complex than originally derived from the visual Simon task studies done previously. This calls for more cross modal studies of the cognitive effects of bilingualism before any conclusions can be made whether the gains in cognitive control are domain specific or apply to general cognition.

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