Five methodological challenges in cognitive electrophysiology

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UNCORRECTED PROOF 1 Review Q5 Five methodological challenges in cognitive electrophysiology Michael X. Q1 Cohen a, , Rasa Gulbinaite b 4 a Department of Psychology, University of Amsterdam, The Netherlands 5 b Department of Psychology, University of Groningen, The Netherlands 6 7 abstract article info 8 Article history: 9 Accepted 6 August 2013 10 Available online xxxx 11 12 13 14 Keywords: 15 Oscillations 16 Cognition 17 Electrophysiology 18 Timefrequency analyses 19 Causality 20 Here we discuss ve methodological challenges facing the current cognitive electrophysiology literature that ad- 21 dress the roles of brain oscillations in cognition. The challenges focus on (1) unambiguous and consistent termi- 22 nology, (2) neurophysiologically meaningful interpretations of results, (3) evaluation and comparison of 23 different spatial lters often used in M/EEG research, (4) the role of multiscale interactions in brain and cognitive 24 function, and (5) development of biophysically plausible cognitive models. We also suggest research directions 25 that will help address these challenges. We hope that this paper will help foster discussions and debates about 26 important themes in the study of how the brain's rhythmic patterns of spatiotemporal electrophysiological activ- 27 ity support cognition. 28 © 2013 Elsevier Inc. All rights reserved. 29 30 31 32 33 34 Contents 35 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 36 Challenge 1: Widespread agreement on analysis terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 37 Challenge 2: Neurophysiological interpretation of timefrequency results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 38 Challenge 3: Reconciling the many diverse spatial lters used in cognitive electrophysiology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 39 Challenge 4: Characterizing multi-scale interactions in neuroelectric activity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 40 Challenge 5: Developing neurophysiologically grounded psychological theories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 41 New horizons in cognitive electrophysiology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 42 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 43 44 Introduction 45 Cognitive electrophysiology is a eld that bridges neuroscience and 46 psychology, and focuses on understanding how cognitive functions (in- 47 cluding perception, memory, language, emotions, behavior control, and 48 social cognition) are supported or implemented by the electrical activity 49 produced by populations of neurons. The main methodological tools 50 used by cognitive electrophysiologists are EEG and MEG, and intracrani- 51 al recordings such as electrocorticogram and single- and multi-unit re- 52 cordings. Although these methods span a range of species and spatial 53 scales, they all share the common feature that they measure electro- 54 magnetic activity. Thus, the major assumption underlying the broad 55 spectrum of cognitive electrophysiology studies is that one key neural 56 mechanism of processing and transferring information is (or, at least, 57 can be understood through) electrical activity. 58 The purpose of this paper is to highlight and discuss ve major 59 methodological challenges facing cognitive electrophysiology. Some of 60 these challenges are related to each other; discussing them individually 61 is done mainly for convenience. Indeed, in several cases, addressing 62 one challenge may help address other challenges. We focus mainly 63 on methods and data analyses involving timefrequency-based ap- 64 proaches, because these are the most rapidly developing methodologi- 65 cal approaches in cognitive electrophysiology, and, as will be described 66 below, have a large potential for understanding neurophysiological pro- 67 cesses underlying cognitive operations. 68 Some readers may disagree with the importance of some of these 69 challenges, or could name additional challenges than the ve presented 70 here. Nonetheless, we hope that this paper will help catalyze further 71 discussions in current trends and important future directions in cogni- 72 tive electrophysiology. 73 Challenge 1: Widespread agreement on analysis terminology 74 Consider the following statistical analysis terms: correlation, ANOVA, 75 factor analysis, and receiver operating characteristic (ROC). When 76 someone says that they performed an ANOVA, there is no ambiguity 77 about which sets of equations were applied to the data. Furthermore, NeuroImage xxx (2013) xxxxxx Corresponding author. E-mail address: [email protected] (M.X. Cohen). YNIMG-10747; No. of pages: 9; 4C: 4 1053-8119/$ see front matter © 2013 Elsevier Inc. All rights reserved. http://dx.doi.org/10.1016/j.neuroimage.2013.08.010 Contents lists available at ScienceDirect NeuroImage journal homepage: www.elsevier.com/locate/ynimg Please cite this article as: Cohen, M.X., Gulbinaite, R., Five methodological challenges in cognitive electrophysiology, NeuroImage (2013), http:// dx.doi.org/10.1016/j.neuroimage.2013.08.010

Transcript of Five methodological challenges in cognitive electrophysiology

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Review

Five methodological challenges in cognitive electrophysiology

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Michael X. Cohen a,⁎, Rasa Gulbinaite b

a Department of Psychology, University of Amsterdam, The Netherlandsb Department of Psychology, University of Groningen, The Netherlands

⁎ Corresponding author.E-mail address: [email protected] (M.X. Cohen)

1053-8119/$ – see front matter © 2013 Elsevier Inc. All rihttp://dx.doi.org/10.1016/j.neuroimage.2013.08.010

Please cite this article as: Cohen, M.X., Gulbindx.doi.org/10.1016/j.neuroimage.2013.08.01

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Article history:Accepted 6 August 2013Available online xxxx

Keywords:OscillationsCognitionElectrophysiologyTime–frequency analysesCausality

PROHerewe discuss fivemethodological challenges facing the current cognitive electrophysiology literature that ad-

dress the roles of brain oscillations in cognition. The challenges focus on (1) unambiguous and consistent termi-nology, (2) neurophysiologically meaningful interpretations of results, (3) evaluation and comparison ofdifferent spatial filters often used inM/EEG research, (4) the role of multiscale interactions in brain and cognitivefunction, and (5) development of biophysically plausible cognitive models. We also suggest research directionsthat will help address these challenges. We hope that this paper will help foster discussions and debates aboutimportant themes in the study of how the brain's rhythmic patterns of spatiotemporal electrophysiological activ-ity support cognition.

© 2013 Elsevier Inc. All rights reserved.

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Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0Challenge 1: Widespread agreement on analysis terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0Challenge 2: Neurophysiological interpretation of time–frequency results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0Challenge 3: Reconciling the many diverse spatial filters used in cognitive electrophysiology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0Challenge 4: Characterizing multi-scale interactions in neuroelectric activity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0Challenge 5: Developing neurophysiologically grounded psychological theories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0New horizons in cognitive electrophysiology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0

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Cognitive electrophysiology is a field that bridges neuroscience andpsychology, and focuses on understanding how cognitive functions (in-cluding perception, memory, language, emotions, behavior control, andsocial cognition) are supported or implemented by the electrical activityproduced by populations of neurons. The main methodological toolsused by cognitive electrophysiologists are EEG andMEG, and intracrani-al recordings such as electrocorticogram and single- and multi-unit re-cordings. Although these methods span a range of species and spatialscales, they all share the common feature that they measure electro-magnetic activity. Thus, the major assumption underlying the broadspectrum of cognitive electrophysiology studies is that one key neuralmechanism of processing and transferring information is (or, at least,can be understood through) electrical activity.

The purpose of this paper is to highlight and discuss five majormethodological challenges facing cognitive electrophysiology. Some of

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these challenges are related to each other; discussing them individuallyis done mainly for convenience. Indeed, in several cases, addressingone challenge may help address other challenges. We focus mainlyon methods and data analyses involving time–frequency-based ap-proaches, because these are the most rapidly developing methodologi-cal approaches in cognitive electrophysiology, and, as will be describedbelow, have a large potential for understanding neurophysiological pro-cesses underlying cognitive operations.

Some readers may disagree with the importance of some of thesechallenges, or could name additional challenges than the five presentedhere. Nonetheless, we hope that this paper will help catalyze furtherdiscussions in current trends and important future directions in cogni-tive electrophysiology.

Challenge 1: Widespread agreement on analysis terminology

Consider the following statistical analysis terms: correlation, ANOVA,factor analysis, and receiver operating characteristic (ROC). Whensomeone says that they performed an ANOVA, there is no ambiguityabout which sets of equations were applied to the data. Furthermore,

challenges in cognitive electrophysiology, NeuroImage (2013), http://

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even though the term ROC provides little insight on the mathematicalprocedure underlying that analysis, most people with a background inengineering, math, psychology, or physics will knowwhat an ROC anal-ysis implies and how the results can be interpreted.

Precision and widespread agreement in analysis terminology islacking in cognitive electrophysiology. This is problematic because in-consistent, ambiguous, or confusing terminology impedes cross-studycomparisons and theory development (Gardiner and Java, 1993;Tulving, 2000). To illustrate this point, consider the following electro-physiological data analysis terms: synchronization, event-related spec-tral perturbation, time–frequency response, and connectivity. Theseand other terms are ambiguous and are often lab- or software-specific. When someone says that they found an increase in alpha syn-chronization, youdonot knowwhether theymean an increase in powerat one electrode or an increase in phase-based connectivity betweentwo electrodes. This confusion arises because some researchers usethe term “synchronization” to indicate the squared amplitude of the fre-quency band-specific filtered signal at one electrode (Pfurtscheller,1992), whereas other researchers use this same term to indicate consis-tency in phase angle differences between two electrodes. However,these two analyses have very different interpretations, putative neuro-physiological origins, theoretical implications, and methodologicalconcerns. Terms like spectral perturbation (Makeig, 1993) and time–frequency response are also ambiguous, because they could refer tospectral changes expressed in power, phase, connectivity, band-specific network properties, or any number of other features of time–frequency-based analyses.

Within a field of science, there should be a one-to-one mappingbetween terms and their meanings (also called the incontrovertibilityof terms rule; Gardiner and Java, 1993). However, cognitive electrophys-iology suffers from a many-to-many terminology mapping problem:the same term can have different meanings (e.g., the term “synchroni-zation,” as described in the previous paragraph); and different termscan indicate the same mathematical procedure (e.g., inter-trial phasecoherence vs. phase-locking index/value can refer to the same analysis,which assesses the consistency of phase angles at one electrode-time–frequency point over trials). The many-to-many mapping of analysisterms to mathematical procedures slows scientific progress by creatingconfusion about how to interpret findings reported in results sections,and how to compare results across studies that use different terms.

Another confusing and ill-defined—but often used—term is “activa-tion.” A brain region is said to be activated (or deactivated) if its activityincreases (or decreases) with respect to a baseline or control condition.Although this term is widely used in univariate fMRI analyses and rela-tively simple analyses of action potential data such as average spike rate,this term becomes less tractable for multi-dimensional electrophysio-logical activity such as field potentials (Singh, 2012). For example, ifa brain region exhibits an increase in inter-trial phase clustering in thetheta band, a decrease in alpha-band power, no change in gamma-band power, and an increase in theta–gamma coupling, is this brain re-gion activated or deactivated? In some cases, increases in power thatseem to lack a clear frequency structure are referred to as “activation”(Burke et al., 2013; Miller et al., 2009), but this approach may obscure

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Table 1Suggested terminology for time-–frequency-based M/EEG data analyses. See Cohen (2014), fo

Preferred term Description

Power Squared amplitude of frequency-band specific time serieInter-trial-phase-clustering Length of average vector from a distribution of unit phas

time–frequency point over trials.Inter-site-phase-clustering Length of average vector from a distribution of unit phas

between two electrodes at one time–frequency point ove

Notes. Terms are less preferred if they are ambiguous, imprecise, or are interpretations of pusynchronization; ERD = event-related desynchornization; ERSP = event-related spectral pert

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the fine temporal structure of activity, such asmultiple overlapping fre-quencies (Crone et al., 2011) or temporal or correlation-based informa-tion coding (Engel et al., 1992; Tsukada et al., 1996).

Perhaps the lack of terminological convergencewas less of a concerna few decades ago, when few research groups were performing time–frequency-based analyses, andmost analyseswere based on the squaredamplitude of the frequency band-specific signal (i.e., power). However,the lack of consistency in analysis terminology becomes problematicas more scientists begin applying sophisticated data analyses. With var-ied and sometimes ambiguous terminology, rapid and efficient cross-study comparisons become increasingly difficult.

The challenge, therefore, is to adopt a widely accepted andunambiguous terminology for describing multivariate changes inelectrophysiological data. We recommend using analysis terms thatclosely and succinctly reflect the mathematical procedure applied tothe data (Cohen, 2014), rather than using terms that reflect interpreta-tions of putative neurophysiological events underlying time–frequencyfeatures. For example, when extracting the energy of a frequency band-specific signal (the squared amplitude), the term “power” should bepreferred over terms such as “synchronization” because “power” is anunambiguous description of the analysis, whereas synchronization is aspeculative interpretation of a result (in this case, that the neural net-works measured by the electrode became synchronized; Pfurtschellerand Lopes da Silva, 1999). At least in the context of electrophysiologydata, it might be best simply to avoid using functional univariateterms like “de/activation.” Instead, terms could describe the statisticalproperties of the data, such as “relatively increased power in the beta-band,” or “correlation between alpha phase and gamma power.” InTable 1, we suggest analysis terms for some commonly used analyses.

EChallenge 2: Neurophysiological interpretation oftime–frequency results

Themathematical development of time–frequency-based data anal-yses, and their applications to studying cognition, has advanced beyondthe understanding of the neurophysiological events that might underliethe results of those analyses. For example, the difference betweenphase-locked and non-phase-locked (also known as evoked and in-duced, respectively) activities remains unclear, with theory and modelssuggesting complex interactions between neurobiological eventsthat may be measured as phase-locked vs. non-phase-locked events(Burgess, 2012; David et al., 2006; McLelland and Paulsen, 2009;Tallon-Baudry and Bertrand, 1999), but little empirical data to providefirm conclusions. Another example is functional connectivity estimatedbetween two electrodes, which can be based on correlations in frequen-cy band-specific power time series (Bruns et al., 2000), or on a cluster-ing of phase value differences (Lachaux et al., 1999). It is unclearwhether connectivity based on power and on phase reflects similarmechanisms (e.g., long-range activation of inhibitory interneurons;Bush and Sejnowski, 1996), and it is unknownwhether the samemech-anisms underlie connectivity in different frequency bands or in differentbrain regions.

r more in-depth discussions and justifications of each term.

Examples of less preferred terms

s Synchronization/desynchronization, ERS/ERD, ERSP, TFRe angles at one Phase-locking, phase-coherence, phase-reset

e angle differencesr trials.

Phase-locking, phase coherence, coherence, synchronization,coupling, phase correlation

tative neural events rather than descriptions of analysis methods. ERS = event-relatedurbation; TFR = time–frequency response.

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The challenge, therefore, is to gain a better understanding of theneurophysiological events that lead to time–frequency phenomena ob-served at the scalp, including power, phase, and various measures ofconnectivity. Of course,much is known about the biophysical propertiesof neurons and volume conduction through head tissues that allow theM/EEG to be measured (Lopes da Silva, F. and van Rotterdam, 1982).However, much less is known about the kinds of cellular, synaptic, neu-rochemical, and system-level processes that produce the complexmulti-frequency dynamics that have been linked to cognition. Meetingthis challenge will move cognitive electrophysiology forward: Atpresent, EEG data are typically treated and discussed in terms of ab-stract “time-varying brain signals.” Although this is an accurate descrip-tion, the patterns observed in EEG data are not arbitrary signals, butrather, are direct measurements of complex biophysical processesfrom which cognition, emotion, language, and myriad other func-tions emerge. As patterns in EEG data can be better linked to bothmicro- and mesoscopic-level neural processes, the understanding ofneural machinery and computations underlying cognitive processeswill improve.

This challenge has already received some empirical and theoreticalattention (Wang, 2010). For example, gamma oscillations are knownto be driven by interactions between excitatory and inhibitory cells(Buzsáki andWang, 2012). Other features of EEG data have less clear or-igins. For example, response conflict elicits increased activity in thetheta-band (4–8 Hz) over midfrontal regions (Cavanagh et al., 2009;Cohen, 2011; van Steenbergen et al., 2012).Why does response conflictelicit midfrontal theta, and not alpha, or beta, or gamma? What doesthis indicate about the neural computations that identify and resolveconflict? At present, there are few clear answers to this and manyother questions about why specific cognitive processes are associatedwith specific patterns of spectral responses (Donner and Siegel, 2011).

Not all relevant EEG dynamics are localized to specific frequencybands. Indeed, some task-related electrophysiological features seem tolack frequency band specificity, instead comprising broadband changesin power (Burke et al., 2013; Crone et al., 2011; He et al., 2010;Manning et al., 2009;Miller et al., 2009). This broadbandactivitymay re-flect increases in asynchronous multi-unit activity, or frequency band-specific but transient patterns (Crone et al., 2011; Rieke, 1999). Indeed,broadband gamma activity (60–200 Hz) seems to correlate morestrongly with inter-neuronal synchrony than with average firing rate(Ray et al., 2008).

Of thefive challenges discussed here, this one is themost difficult forcognitive electrophysiologists who study humans to address. This is be-cause understanding the neurophysiological bases of non-invasive scalpM/EEG signals requires methodological approaches that are outside thetypical cognitive electrophysiology lab and expertise, such as simulta-neous invasive and non-invasive recordings. Some of this type of re-search has already been done, for example by studying the relationshipbetween individual neurons and field potentials (Coenen, 1995; Krautet al., 1985; Schroeder et al., 1991; Whittingstall and Logothetis, 2009).Other studies have provided evidence that local field potentials aredriven mainly by synchronous spiking or bursting of cell assemblies,whereas individual spikes (which may reflect neural noise) contributesignificantly less to the local field potential (Denker et al., 2011; Kellyet al., 2010; Silva et al., 1991). But oscillations are more than simplythe sum of presynaptic spikes: Many intra- and inter-neuronal signalscontribute to oscillations (Buzsáki et al., 2012), including dynamicintra-laminar and cortical-thalamic interactions (Hindriks and vanPutten, 2013; Jones et al., 2009). Due to intrinsic membrane properties,individual neurons can be “tuned” to specific frequency bands, suchthat theirfiring probability depends both on thephase and the frequencyof the local field potential, a phenomenon known as spike-field coher-ence (Fries et al., 2002; Jacobs et al., 2007; Lepage et al., 2013). Onemajor limitation common to these studies is that they typically donot re-cord EEG as it is used in humans (5–10 mm diameter ring electrodesplaced outside the head); thus it is not clear to what extent the

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relationship between neurophysiological events such as spiking is relat-ed to the EEG signal recorded in humans.

A better understanding of the neurophysiological processes that un-derlie the time–frequency features observed in scalp-recorded M/EEGwould require a two-step approach. The first step would involve simul-taneousmicroscopic andmacroscopic recordings to characterize the ac-tivity at the level of individual neurons and populations of neuronsduring different scalp-recorded EEG events that have been linked to cog-nitive processes. Such research should be done in different brain regionsusing a variety of cognitive tasks, because the mechanisms underlying,for example, visual cortex alpha and prefrontal cortex alpha may be dif-ferent. Most importantly, for thefindings to be relevant to human cogni-tive electrophysiology, the research would have to use electrodes thatare used in humans. The second stepwould involve causal interventionsto test specific hypotheses about the relationship between neurophysi-ological phenomena and scalp-recorded EEG signals. Optogenetics maybe a promising approach (Fenno et al., 2011; LaLumiere, 2011), becausespecific types of neurons can be activated using time courses specifiedby the researcher. For example, it was shown that activating fast-spiking inhibitory interneurons can increase gamma-band oscillationsin local field potentials, which in turn facilitate sensory perception(Cardin et al., 2009) and suppress lower frequency oscillation power(Sohal et al., 2009). Whether and how these local changes would bemeasurable at the level of scalp EEG remain to be determined.

Challenge 3: Reconciling the many diverse spatial filters used incognitive electrophysiology

Spatialfilters useweighted combinations of electrode (or sensor) ac-tivity to isolate features of thedata thatmay bedifficult to observe in thespatially unfiltered data. The spatial filters that are commonly used incognitive electrophysiology include independent components analysis,principle components analysis, the surface Laplacian (also sometimescalled current source density, current scalp density, or dural imaging),single dipole fitting, static distributed source imaging such as LORETA,and adaptive distributed source imaging such as beamforming. Ofcourse, it is also very common not to apply any spatial filters, and in-stead to analyze the spatially unfiltered electrode- or sensor-level data.

Spatial filters were not widely used in the history of cognitive elec-trophysiology. However, as the algorithmic development of spatial fil-ters improves, and as M/EEG recording technology (e.g., more than100 electrodes) allows higher quality recordings with more electrodes,spatial filters will become increasingly important and commonly used.There are three main advantages of using spatial filters (Cohen, 2014):they allow improved localization of activity to topographical or brain re-gions, they facilitate the appropriateness and interpretation of connec-tivity analyses, and they can reveal features of the data that are notreadily visible in the spatially unfiltered data (analogously, gamma-band oscillations can be difficult to observe in EEG data without tempo-ral filtering).

The issues we raise here are that different spatial filters can be qual-itatively different from each other, highlight different features of thedata, and have very different sets of parameters and assumptions. Anexample can be seen in Fig. 1, which shows data from one subject(taken from Cohen and Ridderinkhof, 2013) that were analyzed usingthree different spatial filters (surface Laplacian, independent compo-nents analysis, and beamforming) and no spatial filter. Both commonal-ities and divergences can be seen in the results.

There is no clear consensus regarding which spatial filters shouldbe used in which situations, which analysis and brain-functional as-sumptions are made by different kinds of spatial filters, which param-eter settings are appropriate for which kinds of data, and, importantly,which kinds of interpretations are valid and appropriate for each spa-tial filter. The qualitative differences among spatial filters, and the lackof clear understanding and consensus concerning the various spatialfilters, hinder comparisons and meta-analyses, and cause confusion

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A) Spatially unfiltered

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Fig. 1. Illustration of results of different spatial filters applied to the same single-subject dataset. The right-hand panel shows a time–frequency power plot from electrode FC4 for panels Aand B (see pink electrode), an independent component that was selected based on its topographical distribution (panel C), and a single voxel from a distributed source imaging analysis(LCMV beamforming; see green cross-hairs in panel D). Although there are clearly some similarities, for example, in the ~200–500 ms increase in theta-band power, there are also differ-ences in topography and time–frequency features, such as the ~15–50 Hz relative power suppressions.

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Please cite this article as: Cohen, M.X., Gulbinaite, R., Five methodological challenges in cognitive electrophysiology, NeuroImage (2013), http://dx.doi.org/10.1016/j.neuroimage.2013.08.010

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or misinterpretations among scientists who are not experts in using orinterpreting results from spatially filtered data. Indeed, many discus-sions about this issue seem to occur more often in informal discussionsthan in the scientific literature, making it difficult for non-experts toknow which spatial filters to use or how to evaluate results of differentspatial filters.

The challenge, therefore, is to build a consensus for the situations inwhich each spatial filter is appropriate (including, for example, the kindof data and expected distribution of neural generators), and the kinds ofinterpretations that are appropriate to make from different spatial fil-ters. Reviewing the assumptions and practical implementations of allspatial filters is a task too great and too lengthy for this review. Here,as an example of the differences in spatial filters, we highlight two spe-cific filters that are used in connectivity analyses: Beamforming and thesurface Laplacian. Beamforming is an adaptive spatial filter that utilizesthe covariance between a forward model (an estimate of the scalp-measured signal given activity in a location in the brain) and the ob-served electrode-level data to estimate the potential brain sources ofscalp-observed signals. Beamforming relies on several assumptionsabout brain and head shape, the strength of correlated sources, theorientations of dipoles, and, for EEG, the conductances of differenthead tissues. The surface Laplacian is a spatial band-pass filter thatattenuates spatial low-frequency components, which often reflectvolume-conduced sources. The surface Laplacian relies on few assump-tions and parameters (except spatial smoothness), but is limited toscalp-level inferences. Despite their differences, both spatial filtershave been recommended for inter-regional connectivity analyses(Schoffelen and Gross, 2009; Srinivasan et al., 2007), but, to our knowl-edge, these have not been directly compared. It is unclear from the liter-ature which of these two spatial filters is best for connectivity analysesin which circumstances.

This challenge can be addressed in two ways. First, there can bededicated methods papers that compare results of different spatial fil-ters using simulated data as well as real data that likely have distribut-ed brain generators (an online dataset has recently been madeavailable specifically for this purpose; Aine et al., 2012). Although sim-ulated data are useful because the ground truth is known, they oftenlack realistic characteristics of EEG data, including noise, travelingwaves, and brain region interactions, and may be biased towards spe-cific methods. Real datasets, on the other hand, are likely to providemore insights into practicalities of spatial filters, but it may be difficultto knowwhat the “true” result is when different spatial filters producedifferent results. Much of the extant literature comparing spatial fil-ters focuses on comparing parameter settings for the same filter, orcomparing different algorithms for the same type of filter (Dalal et al.,2008; Hansen et al., 2010; Hauk, 2004; Michel et al., 2004; Nunezet al., 1993; Quraan and Cheyne, 2010; Sekihara and Nagarajan, 2008).These investigations are extremely useful forwithin-filter comparisons;future studies should additionally focus on comparisons across spatialfilters.

The second way to address this challenge is in studies that arecontent-oriented (as opposed to being specifically methods-oriented).Here, analyses can be performed with a few different spatial filters todetermine whether and how the results depended on the specific spa-tial filter. It is likely that qualitative differences among spatial filterswill arise in more detailed analyses, such as inter-regional frequencyband-specific connectivity, or when considering complex frequencypatterns (Fig. 1). Two examples from the literature highlight that in dif-ferent situations, spatial filters can have little (Cohen, 2011) or signifi-cant (Rivet et al., 2012) effects on the results.

Of course, the spatial accuracy of EEG and MEG is limited comparedto fMRI or invasive recordings. Nonetheless, there is considerably morespatial information available in high-density recordings (N100 elec-trodes) than in the low-density recordings (b33 electrodes). As the spa-tial information available in the M/EEG data continues to increase, andas an understanding of distributed network functioning becomes

Please cite this article as: Cohen, M.X., Gulbinaite, R., Five methodologicaldx.doi.org/10.1016/j.neuroimage.2013.08.010

increasingly relevant in cognitive electrophysiology, building a consen-sus about spatial filters becomes an important challenge to be met.

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Challenge 4: Characterizing multi-scale interactions inneuroelectric activity

Spatial and temporal multiscale interactions are thought to be a de-fining feature of the brain (Fig. 2), and a critical principle that underliescognitive functions and consciousness (Breakspear and Stam, 2005; LeVan Quyen, 2011; Varela et al., 2001). The cognitive electrophysiologyliterature spans a broad range of spatiotemporal scales: Spatial scalesrange from single unit firings (a very small spatial scale) to local fieldpotentials (a relatively small spatial scale) to source-reconstructedEEG or MEG activity (a relatively medium spatial scale) to low-spatial-resolution EEG (i.e., fewer than 33 electrodes; a relatively large spatialscale); and temporal scales range frommilliseconds (e.g., spike timing)to minutes (e.g., resting-state). In some cases, spatial and temporalscales may be related. For example, in the motor system, beta-band ac-tivity appears to be relatively spatially widespread while gamma-bandactivity appears to be more spatially restricted (Miller et al., 2007).However, time and space are not necessary linked, and the idea that,for example, lower temporal frequencies correspond to larger brain net-works (von Stein and Sarnthein, 2000) is a useful conceptualization butis not fully consistent with empirical findings. For example, large-scalebrain networks can also be entrained in the gamma band (Doesburget al., 2008; Pesaran et al., 2008; Siegel et al., 2008).

Despite the theoretical importance of multiscale interactions forbrain function, most individual cognitive electrophysiology studies uti-lize only one spatial and temporal scale. This means that comparisonsacross spatial and temporal scales are often made loosely and qualita-tively, across different studies. The challenge, therefore, is to determineto what extent dynamics at different spatial and temporal scales are re-lated to each other, and to determine how these multiscale dynamicsare in turn related to cognitive processes.

A better understanding of multiscale interactions is important fortwo reasons. First, the mechanisms that govern brain function at onespatiotemporal scale and in one brain region may not generalize toother spatiotemporal scales and other brain regions. Second, mecha-nisms that are observed at one spatiotemporal scale may be difficultor impossible to explain without understanding mechanisms at largeror smaller spatiotemporal scales. An example of this latter phenomenonis that the timing of an individual action potential may seem randomuntil discovering that that action potential is locked to a specific phaseof the local field potential.

There are several possible approaches to address this challenge.Most importantly, addressing this challenge will require a widening ofperspectives on the role of multiscale interactions in brain function.Most scientists would agree that multiscale interactions are importantfor brain function, and yet few incorporate these ideas into empirical re-search. For example, in EEG research it is typical to filter out activity atboth low (b1 Hz) and high (N40 Hz) frequencies; thus, potentially rel-evant multiscale temporal interactions are not considered (Palva andPalva, 2012).

Second, theories will need to be developed in order to make predic-tions, guide analyses, and interpret results concerning multiscale inter-actions (see also Challenge 5 concerning the role of theories in cognitiveelectrophysiology). An illustration of a theory that makes testable pre-dictions for multiscale temporal interactions comes from workingmemory studies (Axmacher et al., 2010; Jensen and Lisman, 1998;Sauseng et al., 2009), in which the number of gamma cycles observedin a theta cycle (e.g., cross-frequency coupling; a temporal multiscalephenomenon) is thought to vary as a function of memory load or mem-ory capacity. What specific predictions about multiscale interactionscould bemade regarding other cognitive processes such as action mon-itoring, learning, decision-making, language, and social imitation?

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Fig. 2. To understand the information content of neural dynamics at one spatiotemporal scale, it might be necessary to consider the neural dynamics at other spatiotemporal scales. (A) Asingle neuron emits action potentials in response to a stimulus. The information contained in action potential timing may depend on the simultaneous activity of the neural ensemble inwhich that neuron is embedded (B). The collective activity of the ensemble can be measured as the local field potential (LFP), which can encode information in different frequenciessimultaneously, and can also functionally connect neighboring neural ensembles. (C) These synchronous neural ensembles form cortical “patches” that produce electrical fields largeenough to be recorded with the EEG. (D) Large-scale brain networks become synchronized, for example, during top-down control processes such as attention. The processes depictedin panels A–D are often termed “bottom-up,” because the spatiotemporal scales are increasing. These same pathways are also used for “top-down” processes, as illustrated in panelsD–G. Top-down processes such as attention can modulate neural activity at cortical patches, (F) which in turn can regulate activity in neural ensembles, (G) which in turn can modulateactivity of single neurons. Sub-neuron-level dynamics (e.g., synapses) and supra-brain dynamics (e.g., inputs from other body systems such as digestion, breathing, and heart rate) are notdepicted here, but are also relevant for brain function and neural computation.

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Third, this challenge will require developments in data acquisitiontechniques. Most brain imaging technologies are designed to measureone spatial scale; studying spatialmultiscale relationships often requiresspecialized equipment thatmay be difficult to access or thatmay requireconsiderable technical expertise (for example, simultaneous single-cellelectrophysiology and fMRI). Multiscale interactions can also be mea-sured by combining methodological approaches at different spatialscales, such as combined EEG–fMRI (Debener et al., 2005; Jann et al.,2012; Scheeringa et al., 2011). In this case, the fMRI signal has higherspatial resolution while EEG has higher temporal precision.

Relatedly, there will need to be developments in the data analysesthat are used to quantify and conceptualize multiscale interactions. Atpresent, multiscale temporal interactions are most often assessedthrough cross-frequency coupling (Lisman and Jensen, 2013; Youngand Eggermont, 2009). Cross-frequency coupling has been related to in-formation processing schemes (Lisman, 2005), and there are many em-pirical demonstrations of cross-frequency coupling characteristics beingmodulated by cognitive task demands (Canolty and Knight, 2010;Cohen and van Gaal, 2012; Kayser et al., 2012; Voytek et al., 2010;

Please cite this article as: Cohen, M.X., Gulbinaite, R., Five methodologicaldx.doi.org/10.1016/j.neuroimage.2013.08.010

Young and Eggermont, 2009). Graph theory provides some useful met-rics for characterizing how local activity can be modulated by network-level dynamics (e.g., Eldawlatly et al., 2009). In some cases, both tempo-ral and spatial multiscale interactions can be examined simultaneously(Le Van Quyen et al., 2013; van der Meij et al., 2012).

Challenge 5: Developing neurophysiologically groundedpsychological theories

Theories facilitate scientific development. They provide frameworksfor generating new experiments and hypotheses, interpreting results,and comparing results acrossmethodologies, species, and levels of anal-ysis (Abbott, 2008). Theories that provide an interface between psycho-logical constructs and neural dynamics are particularly important,because the gap between, for example, the action potentials of a neuronin visual cortex and the subjective report of having seen a briefly flashedvisual stimulus, is quite large; good theories can help bridge these kindsof distances.

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i Thanks to Ole Jensen for this reference.

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The challenge is to develop and expand theories that can account forand make specific predictions regarding cognitive processes and theneurophysiological dynamics that accompany those processes (includ-ing frequency band-specific responses, connectivity, etc.). At present,many psychological theories that make predictions for brain activity as-sume that cognitive functions are localized to specific brain regions, andthat the operation of a cognitive function can be measured as “activa-tion” of that brain region (see Challenge 1 for a discussion of the termactivation). These types of “cognitive-level” models have been impor-tant for the development of cognitive science and cognitive neurosci-ence, and we do not intend to criticize this approach generally.However, it has become clear that at the electrophysiological level, pre-dictions of cognitive models that assume a unidimensional “activation/deactivation” scale for brain activity become neither confirmable norfalsifiable.

The under-specification of neurophysiological dynamics in psycho-logical theories presents both theoretical and statistical concerns. Theo-retically, predictions concerning neurophysiological implementationsbecome difficult to confirm or disprove, in part because the searchspace in which a feature of data can be post-hoc labeled “activation” islarge. For example, imagine a theory that predicts increased activationin a brain region, and two experiments are carried out to test this predic-tion. One experiment finds an increase in theta-band power, decrease inalpha-band power, and increased inter-regional connectivity; the otherexperiment finds no change in theta- or alpha-band power, increases inbeta- and gamma-band power, and increases in theta–gamma coupling.The results of these two experiments are quite different; which experi-ment is more consistent with the theory? In this case, the answer isneither, because the theory is too under-specified to help resolve theinter-experiment inconsistencies.

This theoretical concern is further compounded by a statistical con-cern: The high-dimensional space of electrophysiology time–frequencyresults provides a large number of statistical evaluations, which requireappropriately strict statistical correction for multiple comparisons.Without better theories that make more precise predictions, statisticalsensitivity may be too low to detect subtle but true findings whencorrecting for multiple comparisons over time, frequency, and space(Ashton, 2013). Furthermore, without theoretical guidance, the re-searcher might fail to recognize a true finding when it is present in thedata.

Addressing this challenge will require a deeper integration betweencognitive psychology, electrophysiology, and biophysical principles.Fortunately, making this connection becomes easier, with develop-ments in neuroscience, computing, and electrophysiology. For example,there are now simplified computational models that contain sufficientbiophysical plausibility to simulate local field potential and EEG data,such as neural mass and neural field models (Babajani-Feremi andSoltanian-Zadeh, 2010; Deco et al., 2008; Nguyen Trong et al., 2012).Furthermore, specialized software for simulating small- and large-scale networks of biophysically plausible neurons are under constantdevelopment (e.g., “NEST”: Gewaltig and Diesmann, 2007; “Brian”:Goodman and Brette, 2008; “NEURON”: Hines and Carnevale, 1997). Al-thoughmanybiophysicalmodels do not exhibit cognitive behaviors andmany “cognitive-level” theories do not contain biophysical plausibility,there are no longer major scientific or practical stymies that preventdeeper links between cognitive and electrophysiology. The develop-ment of theories that account for both neurophysiological and psycho-logical phenomena may prove to be transformative for the field ofcognitive electrophysiology.

There are several theories that bridge cognitive processes and physio-logical mechanisms, and therefore meet this challenge. Following arethree examples. First, one recent theory (Jensen et al., 2012) incorporatesboth the putative biophysical mechanisms of alpha oscillations and thecognitive consequences in terms of when salient or attended visualstimuli can be processed. Second, there are theories ofworkingmemorythat explain how reverberatory activity in biophysically plausible neural

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networks can be used to maintain goal-relevant representations thatare robust against distracters (Amit and Brunel, 1997; Compte et al.,2000). Third, theories of simple perceptual decision-making provideputative biophysical circuit mechanisms underlying simple sensorydiscrimination (Wang, 2012). These are not the only examples; othermodels contain some biophysical plausibility and can also explainsome aspects of sensory, perceptual, and cognitive phenomena (Ardidet al., 2010; Buia and Tiesinga, 2006; Corchs and Deco, 2002; Wieckiand Frank, 2013). Nonetheless, many cognitive processes and theirneurophysiological correlates are not accounted for by current theories.Indeed, the claim that “electroencephalography is still mainly an empir-ical science” (Zhadin, 1984) is as true now as it was 30 years ago.

New horizons in cognitive electrophysiology

This is an exciting time to be a cognitive electrophysiologist. Devel-opments in M/EEG recording equipment provide increasingly higherquality data, and developments in computing technology allow increas-ingly sophisticated analyses of those data. Furthermore, developmentsin neuroscience, neurobiology, and biophysical modeling allow re-searchers to link their scalp-recorded findings (in particular, findingssuggesting large-scale oscillatory dynamics) to neurophysiologicalmechanisms with a level of detail not previously possible in the historyof non-invasive EEG. The next few decades are likely to see significantand possibly qualitative improvements in understanding how cognitivefunctions are produced by multiscale integrative electrophysiologicaldynamics. These developments will likely outpace the developmentsover the previous decades, considering for example that the link be-tween inter-regional spectral coherence and learning was alreadyknown in the 1970's (Busk and Galbraith, 1975)i.

To be sure, there is much yet to learn. Perhaps in the year 2033 we'lllook back andmarvel at howprimitive and uninformed our theories andanalyses were in the year 2013. Our aim in this paper was to point outsome of the methodological challenges that, if met, will help cognitiveelectrophysiology develop as a science into the 21st century.

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