What does Schachters two-factor theory state about the relationship between emotion and physiological reaction?

What does Schachters two-factor theory state about the relationship between emotion and physiological reaction?

Two-factor Theory of Emotion by Schachter and Singer: this article explains the two-factor theory of emotion, developed by Stanley Schachter and Jerome E. Singer. The theory is also known as Schachter’s two-factor theory. After reading you will understand the basics of this powerful psychology tool.

What is the two-factor theory of emotion?

The two-factor theory of emotion is a theory that states that emotion is primarily based on two factors: physiological arousal and a subsequent cognitive process.

In this process, a person uses his or her immediate environment to look for emotional cues to label the arousal.

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Definition

According to the Schachter-Singer theory, a person should feel physiological arousal first and then label it.

Physiological arousal includes physical processes of the body, such as perspiration, blushing, trembling, an increased heart rate or looking pale.

When the brain isn’t sure why it’s feeling an emotion, it relies on external stimulation to look for a clue as to how to label the emotion. In this case, emotions are misinterpreted. More on this later.

What does Schachters two-factor theory state about the relationship between emotion and physiological reaction?

The theory was developed by Stanley Schachter and Jerome E. Singer in the 1960s.

Other theories about emotion include:

  • James-Lange Theory of Emotion
  • Cannon-Bard Theory of Emotion
  • Cognitive Appraisal Theory
  • Facial Feedback Theory of Emotion

The first two from the list above have long been regarded as the most important theories of emotion.

Example of the Two-factor Theory of Emotion

A short example to clarify the different elements of the theory. A young man walks alone through the city on Monday evening.

Out of nowhere, an older man approaches him from an alley. The young man’s heart rate shoots up immediately and he notices that he is beginning to tremble.

These physiological actions are due to the emotion of fear, and the man thinks: I am afraid. The man approaching him is the stimulating event in this story, and the increased heart rate and tremors are part of the physiological arousal.

The young man relates these physical processes to the emotion of fear. This is what is meant by cognitive labeling. In this way, the emotion of fear is experienced intensely.

Further sample analysis

In the example above, the young man’s environment plays an important role in the interpretation of the physiological processes that he observes in himself.

The context, alone in a city center at night, and the unknown man who approaches him contribute to him labeling his experience as fear.

Had this happened on a sunny Saturday afternoon, both the physiological processes and the emotions would be labeled differently.

Validation of the Two-factor Theory of Emotion study

Schachter and Singer conducted a well-known experiment in 1962 to test their emotion theory. The research focus was on whether the same type of physiological arousal might have a different effect based on a person’s context and circumstances.

184 male college students were told they would be given a drug to improve their eyesight.

This drug was actually adrenaline, a hormone that is produced during a stress response. The effects of administering adrenaline are an increased heart rate, tremors, rapid breathing and a flushed face.

Some of the 184 were informed about the possible side effects of the drug, and some were not. Part of the group also received a placebo. They were all sent to a separate room with a fellow student. This fellow student was instructed to radiate either anger or euphoria.

Singer and Schachter found that the people who were not aware they were receiving adrenaline became happier or angrier than the people who were told about the possible side effects. The men who had a euphoric roommate experienced the physiological responses as happiness. The men with an angry roommate experienced the situation as anger and fear.

The experiment showed that the participants who had an experience that they could not explain labeled their emotion based on the behavior of the people in their immediate environment.

Criticism of the Two-factor Theory of Emotion

The theory of Schachter and Singer is not free from criticism. Fellow researchers have partially or not supported the pair’s results, and others came to conflicting results.

For example, another study found that unexplained physical arousal is more likely to trigger negative emotions such as fear, regardless of the state in which it occurs.

Another criticism of the Two-factor Theory of Emotion theory is that emotions are sometimes experienced without our thinking about it. Researchers therefore support James-Lange’s suggestion that there are actually physiological differences between emotions.

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Now it’s your turn

What do you think? Do you recognize the explanation of the Two-factor Theory of Emotion? Do you ever consciously think about your emotions? Do you recognize elements from this theory? What other theories about emotions do you know? Do you have any tips or comments?

Share your experience and knowledge in the comments box below.

More information

  1. Cornelius, R. R. (1991). Gregorio Marafion’s Two-Factor Theory of Emotion. Personality and Social Psychology Bulletin, 17(1), 65-69.
  2. Cotton, J. L. (1981). A review of research on Schachter’s theory of emotion and the misattribution of arousal. European Journal of Social Psychology, 11(4), 365-397.
  3. Schachter, S., & Singer, J. (1962). Cognitive, social, and physiological determinants of emotional state. Psychological review, 69(5), 379.
  4. Plutchik, R., & Ax, A. F. (1967). A critique of determinants of emotional state by Schachter and Singer (1962). Psychophysiology, 4(1), 79-82.

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Published on: 05/04/2022 | Last update: 05/04/2022

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Learning Objectives

  • Compare and contrast the the Cannon-Bard, James-Lange, Schachter-Singer two-factor, and other theories of emotion

The words emotion and mood are sometimes used interchangeably, but psychologists use these words to refer to two different things. Typically, the word emotion indicates a subjective, affective state that is relatively intense and that occurs in response to something we experience (Figure 10.20). Emotions are often thought to be consciously experienced and intentional. Mood, on the other hand, refers to a prolonged, less intense, affective state that does not occur in response to something we experience. Mood states may not be consciously recognized and do not carry the intentionality that is associated with emotion (Beedie, Terry, Lane, & Devonport, 2011). Here we will focus on emotion, and you will learn more about mood in the chapter that covers psychological disorders.

What does Schachters two-factor theory state about the relationship between emotion and physiological reaction?

Figure 1. Toddlers can cycle through emotions quickly, being (a) extremely happy one moment and (b) extremely sad the next. (credit a: modification of work by Kerry Ceszyk; credit b: modification of work by Kerry Ceszyk)

We can be at the heights of joy or in the depths of despair. We might feel angry when we are betrayed, fear when we are threatened, and surprised when something unexpected happens. This section will outline some of the most well-known theories explaining our emotional experience and provide insight into the biological bases of emotion. This section closes with a discussion of the ubiquitous nature of facial expressions of emotion and our abilities to recognize those expressions in others.

Magda Arnold was the first theorist to offer an exploration of the meaning of appraisal, and to present an outline of what the appraisal process might be and how it relates to emotion (Roseman & Smith, 2001). The key idea of appraisal theory is that you have thoughts (a cognitive appraisal) before you experience an emotion, and the emotion you experience depends on the thoughts you had (Frijda, 1988; Lazarus, 1991). If you think something is positive, you will have more positive emotions about it than if your appraisal was negative, and the opposite is true. Appraisal theory explains the way two people can have two completely different emotions regarding the same event. For example, suppose your psychology instructor selected you to lecture on emotion; you might see that as positive, because it represents an opportunity to be the center of attention, and you would experience happiness. However, if you dislike speaking in public, you could have a negative appraisal and experience discomfort.

What does Schachters two-factor theory state about the relationship between emotion and physiological reaction?

Figure 2. This figure illustrates the major assertions of the James-Lange, Cannon-Bard, and Schachter-Singer two-factor theories of emotion. (credit “snake”: modification of work by “tableatny”/Flickr; credit “face”: modification of work by Cory Zanker)

Schachter and Singer believed that physiological arousal is very similar across the different types of emotions that we experience, and therefore, the cognitive appraisal of the situation is critical to the actual emotion experienced. In fact, it might be possible to misattribute arousal to an emotional experience if the circumstances were right (Schachter & Singer, 1962). They performed a clever experiment to test their idea. Male participants were randomly assigned to one of several groups. Some of the participants received injections of epinephrine that caused bodily changes that mimicked the fight-or-flight response of the sympathetic nervous system; however, only some of these men were told to expect these reactions as side effects of the injection. The other men that received injections of epinephrine were told either that the injection would have no side effects or that it would result in a side effect unrelated to a sympathetic response, such as itching feet or headache. After receiving these injections, participants waited in a room with someone else they thought was another subject in the research project. In reality, the other person was a confederate of the researcher. The confederate engaged in scripted displays of euphoric or angry behavior (Schachter & Singer, 1962).

When those participants who were told that they should expect to feel symptoms of physiological arousal were asked about any emotional changes that they had experienced related to either euphoria or anger (depending on the way the confederate behaved), they reported none. However, the men who weren’t expecting physiological arousal as a function of the injection were more likely to report that they experienced euphoria or anger as a function of their assigned confederate’s behavior. While everyone who received an injection of epinephrine experienced the same physiological arousal, only those who were not expecting the arousal used context to interpret the arousal as a change in emotional state (Schachter & Singer, 1962).

Strong emotional responses are associated with strong physiological arousal, which caused some theorists to suggest that the signs of physiological arousal, including increased heart rate, respiration rate, and sweating, might be used to determine whether someone is telling the truth or not. The assumption is that most of us would show signs of physiological arousal if we were being dishonest with someone. A polygraph, or lie detector test, measures the physiological arousal of an individual responding to a series of questions. Someone trained in reading these tests would look for answers to questions that are associated with increased levels of arousal as potential signs that the respondent may have been dishonest on those answers. While polygraphs are still commonly used, their validity and accuracy are highly questionable because there is no evidence that lying is associated with any particular pattern of physiological arousal (Saxe & Ben-Shakhar, 1999).

Return to the example of being asked to lecture by your professor. Even if you do not enjoy speaking in public, you probably could manage to do it. You would purposefully control your emotions, which would allow you to speak, but we constantly regulate our emotions, and much of our emotion regulation occurs without us actively thinking about it. Mauss and her colleagues studied automatic emotion regulation (AER), which refers to the non-deliberate control of emotions. It is simply not reacting with your emotions, and AER can affect all aspects of emotional processes. AER can influence the things you attend to, your appraisal, your choice to engage in an emotional experience, and your behaviors after an emotion is experienced (Mauss, Bunge, & Gross, 2007; Mauss, Levenson, McCarter, Wilhelm, & Gross, 2005). AER is similar to other automatic cognitive processes in which sensations activate knowledge structures that affect functioning. These knowledge structures can include concepts, schemas, or scripts.

The idea of AER is that people develop an automatic process that works like a script or schema, and the process does not require deliberate thought to regulate emotions. AER works like riding a bicycle. Once you develop the process, you just do it without thinking about it. AER can be adaptive or maladaptive and has important health implications (Hopp, Troy, & Mauss, 2011). Adaptive AER leads to better health outcomes than maladaptive AER, primarily due to experiencing or mitigating stressors better than people with maladaptive AERs (Hopp, Troy, & Mauss, 2011). Alternatively, maladaptive AERs may be critical for maintaining some psychological disorders (Hopp, Troy, & Mauss, 2011). Mauss and her colleagues found that strategies could reduce negative emotions, which in turn should increase psychological health (Mauss, Cook, Cheng, & Gross, 2007; Mauss, Cook, & Gross, 2007; Shallcross, Troy, Boland, & Mauss, 2010; Troy, Shallcross, & Mauss, 2013; Troy, Wilhelm, Shallcross, & Mauss, 2010). Mauss has also suggested there are problems with the way emotions are measured, but she believes most of the aspects of emotions that are typically measured are useful (Mauss, et al., 2005; Mauss & Robinson, 2009). However, another way of considering emotions challenges our entire understanding of emotions.

After about three decades of interdisciplinary research, Barrett argued that we do not understand emotions. She proposed that emotions were not built into your brain at birth, but rather they were constructed based on your experiences. Emotions in the constructivist theory are predictions that construct your experience of the world. In chapter 7 you learned that concepts are categories or groupings of linguistic information, images, ideas, or memories, such as life experiences. Barrett extended that to include emotions as concepts that are predictions (Barrett, 2017). Two identical physiological states can result in different emotional states depending on your predictions. For example, your brain predicting a churning stomach in a bakery could lead to you constructing hunger. However, your brain predicting a churning stomach while you were waiting for medical test results could lead your brain to construct worry. Thus, you can construct two different emotions from the same physiological sensations. Rather than emotions being something over which you have no control, you can control and influence your emotions

Two other prominent views arise from the work of Robert Zajonc and Joseph LeDoux. Zajonc asserted that some emotions occur separately from or prior to our cognitive interpretation of them, such as feeling fear in response to an unexpected loud sound (Zajonc, 1998). He also believed in what we might casually refer to as a gut feeling—that we can experience an instantaneous and unexplainable like or dislike for someone or something (Zajonc, 1980). LeDoux also views some emotions as requiring no cognition: some emotions completely bypass contextual interpretation. His research into the neuroscience of emotion has demonstrated the amygdala’s primary role in fear (Cunha, Monfils, & LeDoux, 2010; LeDoux 1996, 2002). A fear stimulus is processed by the brain through one of two paths: from the thalamus (where it is perceived) directly to the amygdala or from the thalamus through the cortex and then to the amygdala. The first path is quick, while the second enables more processing about details of the stimulus. In the following section, we will look more closely at the neuroscience of emotional response.

Emotion regulation describes how people respond to situations and experiences by modifying their emotional experiences and expressions. Covert emotion regulation strategies are those that occur within the individual, while overt strategies involve others or actions (such as seeking advice or consuming alcohol). Aldao and Dixon (2014) studied the relationship between overt emotional regulation strategies and psychopathology. They researched how 218 undergraduate students reported their use of covert and overt strategies and their reported symptoms associated with selected mental disorders, and found that overt emotional regulation strategies were better predictors of psychopathology than covert strategies. Another study examined the relationship between pregaming (the act of drinking heavily before a social event) and two emotion regulation strategies to understand how these might contribute to alcohol-related problems; results suggested a relationship but a complicated one (Pederson, 2016). Further research is needed in these areas to better understand patterns of adaptive and maladaptive emotion regulation (Aldao & Dixon-Gordon, 2014).

Neuroscienctist Jospeh LeDoux does more than study emotional processing and conditioning in rats—he is also the lead singer in his band, The Amygdaloids. His band often explains psychological music in their songs. See an example of this in the song, Fearing.

Review the theories of emotion in the following Crash Course Psychology video.

You can view the transcript for “Feeling All the Feels: Crash Course Psychology #25” here (opens in new window).

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