1.
Introduction
Throughout the history of human development, rumors have always existed. Rumors are typically based on individual self-interest or psychological anxiety. Furthermore, they are a collective action by social groups to gain social cognition and a medium for expressing public opinions and a noninstitutionalized way of participation. With the iterative replacement of media, rumors seem to have wings, the scope of spread continues to expand and their influence gradually increases. In particular, in major emergencies such as the COVID-19 outbreak, the rapid spread of rumors has evolved into a serious problem in social management that cannot be ignored.
Based on the theory of infectious diseases, the quantitative studies of rumor spreading have made great progress, from the research on rumor spreading in the small-scale social network stage represented by the classic DK model [1] and MT model [2] to the large-scale social stage in which complex network theory is applied [3,4]. In recent years, with the enrichment of scientific theoretical knowledge, scholars have redefined the research to include population reclassification [5], multiplex environment [6,7], complex network structure [8,9], individual characteristics [10,11], media functions [12] and so on. Rumor spreading is an extremely complex process with several factors influencing the process. Integrating all the influencing factors and establishing a unified and effective rumor-spreading model is impossible. However, scholars have studied the rumor spreading process from various perspectives with different focuses, which can provide some reliable guidance for practice.
Compared with the unreasonable and ever-changing rumor spreading, it is difficult to block them, showing that "A lie can travel halfway around the world while the truth is putting on its shoes," which is determined as a difficult issue. These problems are of high concern to society and receive considerable academic attention [13,14]. Scholars have conducted considerable amount of theoretical research on controlling rumor spreading. Zhu and Wang added the people who did not care about rumors in the classic rumor propagation model and introduced a silence-forcing function to reduce the frequency of rumor propagation from the perspective of optimal control methods [15]. He et al. designed cost-effective strategies and determined the minimal cost of suppressing rumor propagation in social networks [16]. Huo and Zhang proposed a modified rumor propagation model and showed that people are more likely to believe the global rumor refutation information employed by official information than the local rumor refutation information [17]. Zhang et al. found that the quantity of official rumor refutation information played a positive but noncritical role in the rumor dissemination process, and it even exhibited a backfire effect on the rumor controlling process under certain conditions [18]. Tian and Ding considered debunking behavior in the rumor-spreading process and proposed an ILRDS model to describe the rumor dynamics in OSNs during emergencies [19]. Zhu et al. considered a rumor-spreading model with discontinuous control strategies and studied the conditions for the existence of positive equilibrium and its global asymptotic stability [20]. In addition, some scholars introduced the idea of considering the cases of infectious diseases into the rumor propagation model and applied the method of isolating and immunizing individuals to suppress rumors [21,22]. Some studies studied rumor propagation suppression strategies within two stages [23] or two communication contexts [24] to achieve a close to real-life situation.
When more factors are considered, rumor models become more complex. The complex models seem to be more relevant to real life. However, most of the aforementioned rumor management propagation models are proof of basic reproduction number or equilibrium point stability obtained in open systems. Although these research theories are significant, they are relatively obscure and difficult to explain in practical operations. Based on a study [25], there are two ways to suppress rumor spreading: blocking rumors from influential users and spreading the truth to clarify rumors. Blocking rumors serves similarly as an isolation strategy for infectious diseases; for instance, blocking Weibo accounts from the Internet so that users cannot publish information. While spreading the truth, for example, during the COVID-19 pandemic, official and nonofficial organizations have adopted corresponding rumor-refuting websites to inhibit rumor spreading. These methods were short-term measures taken in response to rumors. Based on an old Chinese saying, "Rumor ends with wise men." However, the question regarding how to be a wise person arises. In addition to individual innate factors, acquired education is important [26]. Raising the public to be wise is a long-term strategy for the government to deal with rumor spreading. Therefore, this study proposes an improved rumor propagation model considering long-term and short-term strategies. The propagation mechanism of this model can well reflect the education strategy, isolation strategy and debunking strategy (spreading the truth to clarify rumors). The mean-field equations are provided, and through mathematical analysis, the thresholds for suppressing rumor spreading under different strategies are obtained. Using the simulation method, the effectiveness of different strategies is discussed and verified, which provides a policy-making reference for the government to effectively and efficiently control rumors. The study is outlined as follows. Section 2 introduces the improved rumor-spreading model in detail. In Section 3, the critical thresholds for preventing the spread of rumors are obtained. In Section 4, the numerical study is performed to verify the theoretical analysis. Section 5 presents the conclusions.
2.
Improved rumor-spreading model
Moreno et al. presented a classic classification method for the rumor propagation model [3] in which the crowd was categorized into three groups: ignorant (people who have not heard of the rumor, denoted by I), spreader (people who know the rumor and spread it, denoted by S) and stifler (people who know the rumor but do not spread it, denoted by R). We have adopted their notation but re-adjusted the propagation rules to be more realistic.
First, considering the implementation of the long-term education strategy of the government, it can be said that education makes people wiser and more rational. Therefore, we further divide the I group into two categories, namely the perceptual ignorant, denoted as Ig, and the rational ignorant, denoted as Il. Ig tend to believe and spread rumors, that is, people who can switch from I to S with higher probabilities. Conversely, Il.are reluctant to believe and spread rumors. They belong to the category that transform from I to S with lower probabilities. Second, considering the implementation of the short-term strategies of officials, we divide stifles into two categories, namely, stop-spreader and truth-spreader, denoted as Rs and Rt, respectively. Rs are those who do not actually see through the rumors and just do not spread them. The S who has implemented the isolation strategy will become a Rs. Knowing that the rumor is misinformation, the Rt will disseminate information against the rumor and may play a positive role in terminating the rumor spread.
In a closed system consisting of N individuals, each individual in the network is regarded as a vertex and the connection between people is regarded as an edge. The connection direction of the edges between the vertices is not considered. An abstract social network G=(V,E) is obtained, where V is the set of all vertices representing individuals in the society and E is the set of all edges representing the connections between people. According to previous assumptions, we divide people into five groups, Ig, Il, S, Rs and Rt, respectively. The transformation relationships between various groups are shown in Figure 1, in which parentheses indicate meeting a certain type of person.
Combining Figure 1, we propose the following rules for rumor spreading:
① When a Ig contacts a S, three scenarios arise. The Ig who gets very interested in rumor spreading will become a S with probability λ; the Ig who has no interest in the rumor and is unable to discern the accuracy of the information will become a Rs with probability β; the Ig who has the relevant knowledge and can see through the rumor immediately will become a Rt with probability γ. Whichever of the aforementioned three situations occurs, the Ig is already aware of the rumor and is impossible to remain I. Thus, λ + β + γ = 1.
② Similar to Ig, when a Il contacts a S, the Il may become a S with probability λe, a Rs with probability βe, or a Rt with probability γe. We also have λe + βe + γe = 1. According to the hypothesis of the model, it is evident that λ>λe and γ<γe.
③ When a S contacts a Rt, they may become a Rs with probability α or another Rt with probability θ. Here we argue that only the Rt has an influence the S. When the S contacts the Rt, he/she recognize the essence of the rumor and becomes a Rt. In addition, it is also possible that even after contacting the Rt, the S may still not figure out the truth and becomes confused. The S does not know whether to believe the rumor or not and gives up spreading the rumor and becomes a Rs.
④ The S will also spontaneously terminate the spread of a rumor with probability δ and become a Rs due to forgetting or losing interest, defined as the forgetting mechanism. The behavior of stopping the rumor from spreading due to the forgetting mechanism is not related to the falsehood of the rumor.
Moreover, Ig(t), Il(t), S(t), Rs(t), and Rt(t) denote the density of these five individuals at time t, respectively. In this case, based on the rumor-spreading process, the mean-field equations can be presented as follows:
where ¯k denotes the average degree of the network. The normalization condition is Ig(t)+Il(t)+S(t)+Rs(t)+Rt(t)=1.
3.
Preventing effects of long-term and short-term strategies
3.1. Long-term education strategy
First, from the aforementioned condition λ + β + γ = λe + βe + γe = 1, we can obtain a relational expression between the Ig and Il as Il(t)=εIg(t), where ε is a positive constant. We can divide Eq (2) by Eq (1) to obtain the following equations:
then
The first derivative is zero, and the function is constant. There is Il(t)Ig(t)=ε, that is the above relationship is established. ε is called the education factor, which is the ratio of the density of Il to the density of Ig. The bigger the ε, the better the official education strategy for the people.
The spreading process starts with a few people being informed of a rumor. Therefore, we assumed that the initial condition for spreading the rumor is S(0)=1N≈0, Ig(0)+Il(0)=N−1N≈1, Rs(0)=Rt(0)=0. From the relationship between Ig and Il, it is easy to obtain Ig(0)≈11+ε, Il(0)≈ε1+ε. We can then divide Eqs (4) and (5) by Eq (1) to obtain the following equations:
Given x=Ig(t),y=Rs(t),z=Rt(t),
First, we calculate the value of Eq (9). Let z/zxx=u and dz=xdu+udx. Therefore,
Substituting the logarithm to base e on both sides, we get
Considering the initial condition Ig(0)≈11+ε, Rs(0)=0, we put them into Eq (10) and obtain:
Substituting Eq (11) into Eq (6), we obtain:
Considering the initial condition Ig(0)≈11+ε, Rs(0)=0, we put them into Eq (12) and obtain:
The end of rumor spreading is the condition when the density of S is 0. Except for the S, we consider the steady-state densities of other groups. Let us define Ig=Ig(∞)=limt→∞Ig(t),Il=Il(∞)=limt→∞Il(t),Rt=Rt(∞)=limt→∞Rt(t),Rs=Rs(∞)=limt→∞Rs(t), which represent the final densities of Ig, Il, Rs and Rt at the end of rumor spreading, respectively, and R=Rs+Rt. R is the final size of the rumor, which represents the level of the rumor influence. In the final equilibrium state, there are Ig, Il, Rs and Rt left in the system. Therefore, Ig+Il=Ig+εIg=(1+ε)Ig=1−Rs−Rt=1−R, and we can get Ig=1−R1+ε and R=1−(1+ε)Ig, and according to Eqs (11) and (13), we can obtain
Therefore,
Given
Taking the derivative of f(R) with respect to R, we have
This implies f(R) is a concave function on the interval [0, 1) and we can calculate f(0)=0
Thus, when f′(0)>0, i.e., λ+λeε1+ε−δˉk>0, there exists an R∗∈(0,1) satisfying f(R∗)=0. Thus, it can be deduced that when the education factor satisfies the inequality λ+λeε1+ε>δˉk, the rumor will spread. In addition, it can be said when satisfying the inequality
the rumor cannot spread. Now we obtain the critical threshold of the education strategy.
3.2. Short-term isolation strategy
Based on the long-term strategy, we added Sω→Rs to the spreading mechanism, which indicates that the S turns into a Rs with probability ω, representing the official isolation strategy. ω is the mute rate. Therefore, the rumor-spreading mean-field equations (1)–(5) become:
Similar to the previous algorithm, it is easy to determine that when λ + λeε1+ε>ω+δ¯k, the rumor will spread. Conversely, when the mute rate satisfies the inequality
the rumor will not spread. Further, we obtain the critical threshold of the isolation strategy.
3.3. Short-term debunking strategy
The Rt can influence the S to stop spreading rumors by clarifying the truth. The time-lag effect is ignored and it is assumed that the official will adopt a debunking strategy at the initial stage of rumor spreading by having a few Rt in the system. Consequently, the proportion of Rt in the initial state can be set as p. p is called the initial truth-spreading proportion. The initial condition for mean-field equations (1) to (5) becomes S(0)=1N≈0, Rt(0)=p, Rs(0)=0, Ig(0)+Il(0)=N−1−pN≈1−p, Ig(0)≈1−p1+ε, Il(0)≈ε(1−p)1+ε. Substituting the new initial conditions into Eq (10), we obtain
Substituting Eq (21) into Eq (6), we get
Considering the new initial condition Ig(0)≈1−p1+ε, Rt(0)=0,
With the new initial conditions and according to the previous algorithm, we obtain
Taking the derivative of g(R) with respect to R, we have
That is, g(R) is also a concave function on the interval [0, 1), and we can calculate
Thus, considering g′(p)>0, that is λ+λeε1+ε−(α+θ)p¯k+δˉk(1−p)>0, there exists a Rφ∈(0,1) satisfying g(Rφ)=0. Therefore, when λ+λeε1+ε>(α+θ)p¯k+δˉk(1−p), the rumor will spread. Conversely, when the initial truth-spread proportion satisfies the inequality
the rumor will not spread. Moreover, we obtain the critical threshold of the debunking strategy.
Notably, the two short-term strategies can work simultaneously. Similar to the aforementioned mathematical analysis, we can obtain
when the rumor will not spread. Inequality (24) is the critical threshold when the two short-term (isolation and debunking) strategies work simultaneously.
3.4. Critical threshold analysis
Regarding the critical threshold inequalities (14), (20), (23) and (24), we find that the values at the left end of the inequalities are the same. Setting the function h(ε)=λ + λeε1+ε and taking the first derivative of h(ε), we get h′(ε)=λe−λ(1+ε)2. As λe<λ, that is h′(ε)<0, h(ε) is a decreasing function. Further, with increasing education factor ε, the value of the function h(ε) decreases. When the parameters in δˉk do not change, inequality (14) is easier to be satisfied. This implies that with increasing education factors, rumors are easier to be controlled, which proves the effectiveness of the long-term strategy.
Further, we will explore the threshold inequalities (20), (23) and (24) related to short-term strategies. With the addition of the parameters ω and p, the values at the right end of the inequalities become larger and the inequalities are easier satisfied. This implies that the rumors can be easily controlled, which shows that both short-term strategies are effective. In addition, inequality (20) is transformed to obtain
and inequality (23) is transformed to obtain
Simultaneously, we can also separate ω and p from inequality (24) and obtain
and
We can easily determine that the value of ω that satisfies inequality (27) is smaller than that in inequality (25), and the value of p that satisfies inequality (28) is smaller than that in inequality (26). Thus, when one short-term strategy is implemented, another short-term strategy requires no more effort to prevent rumor spreading. This indicates that the simultaneous implementation of two short-term strategies is better than the implementation of only one.
Moreover, in addition to the long-term and short-term strategies, based on the threshold inequalities, we can determine whether rumors can spread is also related to the parameters of propagation rate λ and λe, inhibition rate α and θ, forgetting rate δ and average network degree ¯k. We derived that the smaller the propagation rates λ and λe, the larger the inhibition rates α and θ as well as forgetting rate δ. Further, smaller the average network degree ¯k, the easier the establishment of the inequalities. Thus, the spread of rumors is more unfavorable. The law of the relationship between parameter variation and rumor propagation is consistent with the common sense of the public and insights from previous research.
4.
Numerical simulations
We used simulations to investigate the effectiveness of these strategies in the modified rumor-spreading model. We conducted simulations in the context of a homogenous network and real-world Renren network. Renren (http://www.renren.com/) is a leading real-name social networking platform in China and has several users. Based on the findings of data mining techniques applied by Fu et al. [27,28], the Random Walk sampling method was used to simplify Renren. A small network was sampled from Renren, which retained the same network topology features as the original real social network Renren. Fu et al. showed that the Renren network exhibits scale-free characteristics [27,28]. We applied their sampled network data for analysis and constructed a schematic of Renren's sample network structure, as shown in Figure 2. A node represents a user, with a total of 9590 nodes in the network. The edge represents the friend relationship between users, with 89,873 edges on the network. The degree represents the number of friends (neighbors) of the node; the larger the node in the figure, the greater its degree. The sample data found that approximately 47%, 23%, 5% and 2% of nodes with < 10, 10–20 and 20–50, 50–100 and > 100 neighbors, respectively. The average degree of the Renren sample network is around 19. Based on the sample data, the degree distribution of Renren is fitted as PRenren(k)={0.098k−0.5310.969k−2.2k⩽20k>20. To maintain comparability, the size and average degree of the homogenous network are the same as those of the Renren sample network. Thus, in the homogenous network, we assume that the size of the network is N=9590 and the average degree ¯k=19.
The Runge–Kutta method and finite difference method are used to simulate the characteristics of rumor threshold change and its propagation law in the homogenous and Renren sample networks, respectively. The program code of simulation example can be found in the Supplementary material. Furthermore, only one S is present in the initial condition. To eliminate the differences in degree values caused by the random selection of initial spreads, we adopted the method of simulating 50 times to calculate the average value for the simulation in the Renren network.
Figure 3 shows the density of the S changing over time under different education factors ε. The higher the education factor ε, the more the official invests in the long-term strategy for preventing the rumor from spreading. As shown in Figure 3, we can find that owing to differences in the structure of networks, the maximum density of S and the time required to reach the maximum density in homogenous and Renren networks are different. However, in homogenous or Renren networks, as the education factor ε increases, the peak of the density of S decreases. A negative correlation exists between the maximum rumor-spreading power and education factor, which reflects the effectiveness of the official education strategy in suppressing rumor spread.
Figure 4 shows the density of S variation over time under different mute rate ω. The higher the ω, the more official invests in the short-term isolation strategy for preventing rumor spread. As shown in Figure 3, owing to differences in the network structure, compared to Renren, the homogenous network is more conducive to spreading rumors. However, regardless of the network structure, from Figure 4, we can find that as the mute rate ω increases, the peak of the S density decreases, which reflects the effectiveness of the official isolation strategy.
Figure 5 shows the density of S variation over time under different initial truth-spreading proportions p. From Figure 5, we can find that as the initial truth-spreading proportion p increases, the peak of the density of S decreases, which shows that the rumor spreading is gradually being controlled in homogenous and Renren networks. When the initial truth-spreading proportion p reaches a certain value, as shown in Figure 5(a), p=0.6, the density of S is always zero; that is, the rumor has not spread at all. Integrating the corresponding parameter values from Figure 5 into inequality (28), we can get p=0.6>0.56. Inequality (28) is established; therefore, there is only zero solution in the system, and the correctness of the theoretical analysis results for the debunking strategy has been verified. We cannot deduce a similar threshold inequality (28) in a heterogenous network, even theoretically. However, a similar conclusion through simulation in Figure 5 (b) has been found. In the Renren network when p=0.6, the rumor still cannot be spread. In addition, we performed some simulations and obtained that if inequalities (14) and (20) can be satisfied by appropriate parameters, the rumor cannot spread. The simulated graph is a straight line with a value of 0, resembling the graph with p=0.6 in Figure 5.
Figure 6(a), (b) illustrate the densities of S changing over time under different official strategies to deal with rumor spreading in homogenous and Renren networks, respectively. Regardless of the network structure, the density trend of S changes is similar. It can be seen from Figure 6(a), (b) that no matter which strategy the government adopts, the density of the S will be lower than that with no measures taken. This shows that these measures play a certain role in preventing and controlling rumor spreading. From the maximum rumor-spreading power in Figure 6(a), (b), it can be found that different strategies have different effects on suppressing the rumor. Results may change with different parameter values. However, the following two rules will not change with variations in the parameter value. First, the combination of the short-term isolation strategy and debunking strategy is better than any single short-term strategy. Second, the combined effect of the long-term and short-term strategies is the best. Figure 6(c), (d) illustrate the variation of the density of R (Rs+Rt) over time under different official strategies in homogenous and Renren networks, respectively. Regardless of the network structure, the trend of R density changes is similar to those in Figure 6(c), (d). We can find that the change in the density of R over time is from the initial minimum value of 0 or 0.2 and continues to rise. Finally, when the rumor spread ends, the stable point is at a constant fixed value. The difference between the initial minimum of R density (0 and 0.2) depends on whether the debunking strategy is implemented. The value in the final steady state is the level of the rumor's influence. It can be seen from Figure 6(c), (d) that implementing different strategies will weaken the level of the rumor's influence, and the two aforementioned rules still hold.
5.
Conclusions
In this paper, we considered the long-term education strategy and short-term isolation and debunking strategies for governments to deal with rumor spreading. Based on the SIR rumor-spreading model, we divided I and R into two groups with different characteristics and updated the transmission mechanism afterward. We established a modified rumor-spreading model and derived the mean-field equations. Through the mathematical analysis, the condition λ+λeε1+ε<δˉk is obtained for the education strategy. The conditions λ + λeε1+ε<ω+δ¯k and λ+λeε1+ε<(α+θ)p¯k+δˉk(1−p) are obtained for the isolation strategy and debunking strategy for controlling the spread of the rumor. If the government only implements short-term strategies, then for the aforementioned inequalities of ω and p, consider that the value of ε is 0. If the aforementioned inequality holds, rumors will not spread. Numerical simulations of the rumor-spreading model were performed in homogenous and heterogenous networks to verify the validity of the theoretical results.
Rumor spread and prevention is a complex process, of which our proposed model will be further improved from the following perspectives. First, we have ignored the time-lag effect in our model, while in reality, there must be a time delay in the debunking strategy. Therefore, it will be inevitable to consider the effect of time delay during rumor prevention. Second, although very little quantification of the parameters has been proposed in publications on rumor spreading to date, the values of all these parameters in our model need to find ways to quantify them. Finally, although the homogenous and Renren networks can reflect the general law of rumor propagation, most real-life networks life have unique topologies. In particular, when implementing different strategies to prevent rumor spreading, the government spends variable financial budgets on nodes with different topological characteristics. Therefore, the economic cost of the government's response to rumor-spreading strategies should be considered in the real network and a response strategy with the minimum cost should be constructed.
Use of AI tools declaration
The authors declare they have not used Artificial Intelligence (AI) tools in the creation of this article.
Acknowledgments
This work is supported by grants from the Talent introduction project of Xihua University (No. RZ2100000789) and the Chenguang project of Shanghai Education Commission (No. 17CG61).
Conflict of interest
The authors declare there is no conflict of interest.