Operationalizing Perceptions of Agent Gender: Foundations and Guidelines
Organizations: Department of Industrial Engineering and Economics, Institute of Science Tokyo, Tokyo, Japan · Department of Computer Science and Technology, University of Cambridge, Cambridge, UK · University College Dublin, Dublin, Ireland · Chalmers University of Technology and University of Gothenburg, Gothenburg, Sweden ·
Abstract
The "gender" of intelligent agents, virtual characters, social robots, and other agentic machines has emerged as a fundamental topic in studies of people's interactions with computers. Perceptions of agent gender can help explain user attitudes and behaviours -- from preferences to toxicity to stereotyping -- across a variety of systems and contexts of use. Yet, standards in capturing perceptions of agent gender do not exist. A scoping review was conducted to clarify how agent gender has been operationalized -- labelled, defined, and measured -- as a perceptual variable. One-third of studies manipulated but did not measure agent gender. Norms in operationalizations remain obscure, limiting comprehension of results, congruity in measurement, and comparability for meta-analyses. The dominance of the gender binary model and latent anthropocentrism have placed arbitrary limits on knowledge generation and reified the status quo. We contribute a systematically-developed and theory-driven meta-level framework that offers operational clarity and practical guidance for greater rigour and inclusivity.
Figures & tables
| Vocabulary | Definition | Sources | |
|---|---|---|---|
| Noun | Gender | A social and cultural construct related to identity and relations; requires a specific operationalization. | Section 2.4 ; all papers |
| Noun | Genderedness | The quality of being gendered (or not, with -less). | ( Perugia et al., 2022 ; Seaborn et al., 2023c ; Stolp-Smith and Williams, 2024 ; Torre et al., 2023 ; Perugia et al., 2021 ; Roesler et al., 2023 ; Parlangeli et al., 2023 ) |
| Adjective | Gendered | The state of being gendered (or not, with non-). | ( Huang et al., 2022 ; Reich-Stiebert and Eyssel, 2017 ; Telang and Marques, 2023 ; Liu and Yao, 2023 ; Roesler et al., 2022 ; Weiss et al., 2020 ; Seaborn et al., 2023c ; Tolmeijer et al., 2021 ; Hwang et al., 2019 ; Moreira Pinto et al., 2023 ; Peck et al., 2020 ; Fitton et al., 2023 ; Stolp-Smith and Williams, 2024 ; Chang et al., 2024 ; Otterbacher and Talias, 2017 ; Sandygulova and O’Hare, 2018a ; Perugia et al., 2022 ; Tay et al., 2014 ; Torre et al., 2023 ; Choi et al., 2020 ; Perugia et al., 2021 ; Roesler et al., 2023 ; Ågren and Thunberg, 2022 ; Thellman et al., 2018 ; Bernotat et al., 2021 ; Parlangeli et al., 2023 ; Galatolo et al., 2023 ; Aşkın et al., 2023 ; Nomura and Suzuki, 2023 ; Lee et al., 2021 ; McGinn et al., 2020 ; Stroessner and Benitez, 2019 ) |
| Verb | Gendering | The act of attributing gender, i.e., to gender. | ( Galatolo et al., 2023 ; Rogers et al., 2020 ; Torre et al., 2023 ; Weiss et al., 2020 ; Moreira Pinto et al., 2023 ; Stolp-Smith and Williams, 2024 ; Robben et al., 2023 ; Pitardi et al., 2023 ; Roesler et al., 2023 ; Aşkın et al., 2023 ; Nomura and Suzuki, 2023 ) |
| Adverb | Genderizing | The act of attributing gender to a feature of the agent to invoke gendering, e.g., feminizing speech. | ( Jung et al., 2016 ; Roesler et al., 2022 ; Perugia et al., 2021 ; Roesler et al., 2023 ; Ågren and Thunberg, 2022 ; McGinn et al., 2020 ; Stroessner and Benitez, 2019 ) |
| Category | Processes | Definition | Sources |
|---|---|---|---|
| Actions | Attributing Gender | The process of classifying or assigning gender to an agent, conscious or not. | ( Nomura and Suzuki, 2023 ; Robben et al., 2023 ; Chang et al., 2024 ; Reich-Stiebert and Eyssel, 2017 ; Sandygulova and O’Hare, 2018a ; Perugia et al., 2022 ; Torre et al., 2023 ; Roesler et al., 2022 ; Perugia et al., 2021 ; Bernotat et al., 2021 ; Parlangeli et al., 2023 ; Aşkın et al., 2023 ; Sandygulova and O’Hare, 2015 ) |
| Constructions | Perceived Gender or Gender Perception | The result of perceiving agent gender, i.e., the gender percept. | ( Huang et al., 2022 ; Perugia et al., 2022 ; Roesler et al., 2023 ; Shiomi and Hagita, 2017 ; Telang and Marques, 2023 ; Sandygulova and O’Hare, 2015 ; Torre et al., 2023 ; Sandygulova and O’Hare, 2018a ; Jung et al., 2016 ; Rogers et al., 2020 ; Deshmukh et al., 2018 ; Seaborn et al., 2023c ; Stolp-Smith and Williams, 2024 ; Tolmeijer et al., 2021 ; Chang et al., 2024 ; Otterbacher and Talias, 2017 ; Tay et al., 2014 ; Kraus et al., 2018 ; Roesler et al., 2022 ; Perugia et al., 2021 ; Bernotat et al., 2021 ; Aşkın et al., 2023 ; McGinn et al., 2020 ; Kervellec et al., 2016 ; Stroessner and Benitez, 2019 ; Dennler et al., 2023 ) |
| Gender Attribution | The measured outcome of gendering an agent, i.e., the gender attribution. | ( Weiss et al., 2020 ; Bernotat et al., 2021 ; Seaborn et al., 2023c ; Tolmeijer et al., 2021 ; Reich-Stiebert and Eyssel, 2017 ; Perugia et al., 2022 ; Moreira Pinto et al., 2023 ; Ye et al., 2020 ; Torre et al., 2023 ; Roesler et al., 2022 ; Sandygulova and O’Hare, 2018a ; Roesler et al., 2023 ; Parlangeli et al., 2023 ; Aşkın et al., 2023 ; McGinn et al., 2020 ; Tan et al., 2018 ; Dennler et al., 2023 ) | |
| Gender Distribution | The range of attributed genders. | ( Perugia et al., 2022 ; Roesler et al., 2023 ; Liu and Yao, 2023 ; Aljaroodi et al., 2023 ) | |
| Gender Schema | The mental model of the gender percept. | ( Aşkın et al., 2023 ; Perugia et al., 2022 ; Bernotat et al., 2021 ; Liu and Yao, 2023 ) | |
| Judgments | Gender Congruity | A (mis)match between agent and gender. | ( Robben et al., 2023 ; Pitardi et al., 2023 ; Reich-Stiebert and Eyssel, 2017 ; Otterbacher and Talias, 2017 ; Tay et al., 2014 ; Torre et al., 2023 ; Kuchenbrandt et al., 2012 ; Roesler et al., 2022 ; Choi et al., 2020 ; Galatolo et al., 2023 ; Sandygulova and O’Hare, 2018a ; Roesler et al., 2023 ; Thellman et al., 2018 ; Wessler, 2021 ; Bernotat et al., 2021 ; Aşkın et al., 2023 ; Lee et al., 2021 ; Kervellec et al., 2016 ) |
| Gender Varieties | Definition | Sources |
|---|---|---|
| Binary Gender | The dominant two-factor gender model of man/woman, male/female, and masculine/feminine. | Section 2.4 ; most papers |
| Traditional Gender | Exclusively the gender binary; not always “traditional” across socio-cultural contexts and times. | ( Fitton et al., 2023 ; Stolp-Smith and Williams, 2024 ; Chang et al., 2024 ; Tay et al., 2014 ; Roesler et al., 2022 ; Choi et al., 2020 ; Galatolo et al., 2023 ; Aşkın et al., 2023 ; Aljaroodi et al., 2023 ) |
| Cisgender | Gender aligns with the gender originally assigned at birth/based on sex. | ( Stolp-Smith and Williams, 2024 ; Aşkın et al., 2023 ) |
| Gender Nonconforming | Modes of genderedness that buck norms and standards. | ( Stolp-Smith and Williams, 2024 ; Torre et al., 2023 ; Roesler et al., 2023 ) |
| Transgender | Gender does not align with the gender originally assigned at birth/based on sex. | ( Stolp-Smith and Williams, 2024 ) |
| Non-Binary | Genders outside the binary; mediated by different socio-cultural contexts and times, e.g., third genders, pan-Indigenous Two-Spirit genders, X-gender (Japan). | ( Huang et al., 2022 ; Tolmeijer et al., 2021 ; Peck et al., 2020 ; Stolp-Smith and Williams, 2024 ; Chang et al., 2024 ; Pitardi et al., 2023 ; Telang and Marques, 2023 ; Galatolo et al., 2023 ; Aşkın et al., 2023 ) |
| Concept | Definition | Sources |
|---|---|---|
| Gender Stereotypes | Simple, limited models of specific genders that percolate within socio-cultural settings (in line with the stereotype model by Bordalo et al. (2016) using the subjective probability and representativeness heuristic theorizing of Kahneman and Tversky (1972) ). | ( Moreira Pinto et al., 2023 ; Peck et al., 2020 ; Chang et al., 2024 ; Kraus et al., 2018 ; Torre et al., 2023 ; Parlangeli et al., 2023 ; Nomura and Suzuki, 2023 ; Galatolo et al., 2023 ; Hwang et al., 2019 ; Otterbacher and Talias, 2017 ; Reich-Stiebert and Eyssel, 2017 ; Tay et al., 2014 ; Choi et al., 2020 ; Aşkın et al., 2023 ; Jung et al., 2016 ; Weiss et al., 2020 ; Koda et al., 2017 ; Seaborn et al., 2023c ; Tolmeijer et al., 2021 ; Stolp-Smith and Williams, 2024 ; Robben et al., 2023 ; Perugia et al., 2022 ; Ye et al., 2020 ; Roesler et al., 2022 ; Perugia et al., 2021 ; Sandygulova and O’Hare, 2018a ; Roesler et al., 2023 ; Ågren and Thunberg, 2022 ; Thellman et al., 2018 ; Bernotat et al., 2021 ; Telang and Marques, 2023 ; Liu and Yao, 2023 ; Kervellec et al., 2016 ; Stroessner and Benitez, 2019 ) |
| Gender Bias | Preferential actions, attitudes, and perceptions for a certain gender, genders, or model of gender. | ( Robben et al., 2023 ; Jung et al., 2016 ; Tolmeijer et al., 2021 ; Peck et al., 2020 ; Fitton et al., 2023 ; Chang et al., 2024 ; Sandygulova and O’Hare, 2018a ; Deshmukh et al., 2018 ; Pitardi et al., 2023 ; Thellman et al., 2018 ; Telang and Marques, 2023 ; Parlangeli et al., 2023 ; Galatolo et al., 2023 ; Nomura and Suzuki, 2023 ; Lee et al., 2021 ; Tan et al., 2018 ; Dennler et al., 2023 ) |
| Gender Norms | Norms (codified or informal) in roles and behaviours deemed appropriate for certain genders in certain cultural settings, societies, groups, and times (via Butler (2002) and Morgenroth and Ryan (2018) ). | ( Moreira Pinto et al., 2023 ; Kuchenbrandt et al., 2012 ; Hwang et al., 2019 ; Stolp-Smith and Williams, 2024 ; Robben et al., 2023 ; Tay et al., 2014 ; Choi et al., 2020 ; Pitardi et al., 2023 ; Roesler et al., 2023 ; Wessler, 2021 ; Bernotat et al., 2021 ; Parlangeli et al., 2023 ; Liu and Yao, 2023 ; Galatolo et al., 2023 ; Aşkın et al., 2023 ; Aljaroodi et al., 2023 ; Dennler et al., 2023 ) |
| Gender Manipulation | Influencing or controlling the act of gendering, e.g., via cues, in research or other contexts, with intent. | ( Roesler et al., 2022 ; Jung et al., 2016 ; Moreira Pinto et al., 2023 ; Chang et al., 2024 ; Reich-Stiebert and Eyssel, 2017 ; Sandygulova and O’Hare, 2018a ; Perugia et al., 2022 ; Ye et al., 2020 ; Tay et al., 2014 ; Kraus et al., 2018 ; Kuchenbrandt et al., 2012 ; Perugia et al., 2021 ; Pitardi et al., 2023 ; Ågren and Thunberg, 2022 ; Thellman et al., 2018 ; Wessler, 2021 ; Bernotat et al., 2021 ; Liu and Yao, 2023 ; Galatolo et al., 2023 ; Sandygulova and O’Hare, 2015 ; Lee et al., 2021 ; Stroessner and Benitez, 2019 ) |
| Method | Definition | Sources |
|---|---|---|
| Gender Cue | A salient feature of the agent’s appearance (e.g., body or morphology, colour, clothing, anatomy), voice (e.g., speech pattern, pronouns), nonverbal behaviour, identity (e.g., name, social information), role, and personality that is linked to certain genders and elicits gendering (expanded from Tannenbaum et al. (2019) . | ( Jung et al., 2016 ; Otterbacher and Talias, 2017 ; Perugia et al., 2022 ; Thellman et al., 2018 ; Torre et al., 2023 ; Choi et al., 2020 ; Koda et al., 2017 ; Roesler et al., 2023 ; Liu and Yao, 2023 ; Sandygulova and O’Hare, 2018a ; Koda and Takeda, 2018 ; Tolmeijer et al., 2021 ; Hwang et al., 2019 ; Moreira Pinto et al., 2023 ; Stolp-Smith and Williams, 2024 ; Robben et al., 2023 ; Tay et al., 2014 ; Kraus et al., 2018 ; Roesler et al., 2022 ; Perugia et al., 2021 ; Bernotat et al., 2021 ; Parlangeli et al., 2023 ; Galatolo et al., 2023 ; Aşkın et al., 2023 ; Nomura and Suzuki, 2023 ; Tan et al., 2018 ; Aljaroodi et al., 2023 ; Kervellec et al., 2016 ) |
| Gender Expression | A holistic depiction or representation of gender in the design of the agent (in line with the Depiction Theory for robots ( Clark and Fischer, 2022 ) ). | ( Stolp-Smith and Williams, 2024 ; Galatolo et al., 2023 ; Dennler et al., 2023 ; Tolmeijer et al., 2021 ; Moreira Pinto et al., 2023 ; Peck et al., 2020 ; Reich-Stiebert and Eyssel, 2017 ; Tay et al., 2014 ; Kraus et al., 2018 ; Choi et al., 2020 ; Roesler et al., 2023 ; Telang and Marques, 2023 ; Parlangeli et al., 2023 ; Liu and Yao, 2023 ; Nomura and Suzuki, 2023 ) |
| Gender Traits | A specific cue related to personality, nonverbal behaviours, and social interactivity, whereby certain modes of expression are linked to certain genders (as per the Gender Schema Theory of Bem (1981) ). | ( Perugia et al., 2022 ; Kraus et al., 2018 ; Tay et al., 2014 ; Koda et al., 2017 ; Hwang et al., 2019 ; Galatolo et al., 2023 ) |
| Type of Measure | ||||||
|---|---|---|---|---|---|---|
| Purpose | Closed Question | Open Question | Unclear | Other Qual. | Other Quant. | Total |
| Implicit Association | 0 | 0 | 0 | 0 | 1 | 1 |
| Gendered Language | 0 | 0 | 0 | 4 | 0 | 3 |
| Similarity-to-Self | 2 | 0 | 0 | 0 | 0 | 2 |
| Name | 0 | 2 | 0 | 0 | 0 | 2 |
| Gendered Traits | 23 | 0 | 0 | 0 | 0 | 23 |
Appendix figures & tables2 assets
Supplementary material from the paper’s appendix.
Appendix
| Section | Item | PRISMA-ScR Checklist Item | Reported on Page # |
| TITLE | |||
| Title | 1 | Identify the report as a scoping review. | N/A; convention |
| ABSTRACT | |||
| Abstract | 2 | Provide a structured summary that includes (as applicable): background, objectives, eligibility criteria, sources of evidence, charting methods, results, and conclusions that relate to the review questions and objectives. | N/A; convention |
| INTRODUCTION | |||
| Rationale | 3 | Describe the rationale for the review in the context of what is already known. Explain why the review questions/objectives lend themselves to a scoping review approach. | pp. 1–2 |
| Section | Item | PRISMA-ScR Checklist Item | Reported on Page # |
| RESULTS | |||
| Selection of sources of evidence | 14 | Give numbers of sources of evidence screened, assessed for eligibility, and included in the review, with reasons for exclusions at each stage, ideally using a flow diagram. | p. 5 and Fig. 1 |
| Characteristics of sources of evidence | 15 | For each source of evidence, present characteristics for which data were charted and provide the citations. | N/A; not evidence-based |
| Critical appraisal within sources of evidence | 16 | If done, present data on critical appraisal of included sources of evidence (see item 12). | N/A |
| Results of individual sources of evidence | 17 | For each included source of evidence, present the relevant data that were charted that relate to the review questions and objectives. | pp. 5–13 |
| Synthesis of results | 18 | Summarize and/or present the charting results as they relate to the review questions and objectives. | pp. 5–13 |
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