Completeness of instruction and strategy transfer

Three experiments assessed the effects on strategy transfer of supplements to keyword method instruction. One supplement consisted of more comprehensive instructions regarding how, when, why, and where to apply the strategy. A second supplement involved additional practice with the strategy during instruction. The combined effects of more elaborate directions and practice were also examined. With grade-school children, the supplements generally increased transfer of the keyword strategy, but transfer was most successful when training included comprehensive information about the strategy. In contrast, with adults high transfer was obtained regardless of keyword instructional variation. The results are related to other developmental data and are particularly germane to claims that with more complete instruction younger children are capable of intellectual feats carried out by older individuals given minimal prompting.     

Cognitive monitoring and strategy choice in younger and older adults

Younger (24- to 39-year-old) and older (60- to 88-year-old) adults learned a list of vocabulary words; one half of the words were studied using a generally more powerful strategy (mnemonic keyword method), and one half mediated with a less powerful approach (generating semantic contexts). Before using these strategies as part of the experiment, neither younger nor older adults judged that the keyword method was more effective and neither group preferred one strategy over the other. After using the strategies and taking a test of strategically studied unfamiliar vocabulary words, the younger subjects reported accurately the relative effectiveness of the two strategies and selected the one that had worked better for them to apply to a subsequent list of vocabulary items. The older participants were not as aware of the differential potency of the strategies and did not rely as much as did the younger subjects on knowledge of strategy utility in making strategy choices. In short, metacognitive awareness of strategy effects produced by monitoring and use of metacognitive awareness in regulating strategy choice were more pronounced in the younger compared with the older sample in this study.     

The role of strategies in deciding advantageously in ambiguous and risky situations

In decision situations of everyday life, the potential positive or negative consequences of a decision are often specified and the associated probabilities are known or they are principally calculable ("decisions under risk"). On the basis of correlations reported in patient studies, it has been recently proposed that decisions under risk involve strategic components, i.e. calculation of the risk, as well as emotional processes, i.e. processing feedback from previous decisions. However, the potential impact of calculative strategies on decision-making under risk has not been investigated systematically, so far. In the current study, we examined 42 healthy subjects (21 females) with the Game of Dice Task measuring decisions under risk, and a questionnaire assessing strategy application in items comparable to the choices in the Game of Dice Task. In addition, the subjects performed the Iowa Gambling Task, examining decision-making under ambiguity, and a neuropsychological test battery focusing on executive functions. Results indicate that deciding advantageously in a decision-making task with explicit and stable rules is linked to applying calculative strategies. In contrast, individuals who decide intuitively prefer risky or disadvantageous choices in the Game of Dice Task. Applying calculative strategies was correlated with executive functions but not with performance on the Iowa Gambling Task. The results support the view that calculative processes and strategies may improve decision-making under explicit risk conditions.     

Learning the functional significance of mnemonic actions: A microgenetic study of strategy acquisition

How children learn to use memory strategies in a microgenetic investigation of learning and metacognition is examined. Seven- and eight-year-olds were given two memory trials with 24 pictures on each of 5 consecutive days. Days 1 and 2 were baseline, practice trials; Day 3 included strategy training; and Days 4 and 5 were unprompted tests of strategy maintenance. All children were taught how to label, rehearse, and group the pictures as well as to self-test their own memories and use blocked recall. Half of the children were shown the actions and told to do them; the other half received elaborated feedback on the usefulness and appropriateness of the techniques for remembering. The elaborated instructional group exhibited significantly greater recall, clustering, strategic study behavior, and metamemory regarding the mnemonic techniques than the other group. Path analysis provided evidence of a causal role of training and metacognitive awareness that mediated the use of sorting and higher recall. The study illustrates how learning the significance and utility of mnemonic techniques can influence children's acquisition of the tactics as self-controlled strategies. In addition, the microgenetic method affords patterns of data across time and experience that permit richer interpretations of strategy learning and memory development.     

Response selection strategies and realism of confidence judgments

Two studies were conducted to examine how response selection strategy is related to confidence ratings and to performance on general knowledge questions. In both studies subjects were asked to answer 80 general knowledge questions and to rate their confidence in the correctness of the answer selected. A pilot study, in which subjects thought aloud while answering general knowledge questions, was carried out to identify different response selection strategies. In the first study, 40 subjects were asked to indicate which of four strategies (immediate recognition, inference, intuition, or guessing) they used for selecting an answer. In Study 2, think aloud reports from 20 subjects were coded into the same four strategies. The distribution of strategies differed between the studies, but there were very similar relations among strategy, confidence, and correctness of answer in the two studies. Response selection strategy was related to correctness of answer when confidence was partialed out. More specifically, immediate recognition was associated with higher proportion correct than with the other strategies. It was also found that ratings of how difficult the knowledge questions were to fellow students of the subjects were on a much more realistic level than the confidence ratings were. It is concluded that people could improve their confidence judgments by taking into account (a) how difficult a question is to other people, and (b) the response selection strategy used for answering the question.     

The effects of strategy—Monitoring training on children's selection of effective memory strategies

Second grade children were given training in general principles of strategy monitoring prior to being exposed to differentially effective acquisition strategies in a memory task. The results showed that even though both experimental and placebo control groups could assess when they remembered better, more experimental than control children attributed performance differences to their strategic behavior and then selected the more effective strategy on a forced-choice trial. These findings indicate that instruction in general memory-monitoring principles is sufficient to effect a change in strategy usage. The study therefore provides direct experimental support for the presumed relationship between metacognitive knowledge and subsequent strategy use.     

Maintenance and generalization of trained metamnemonic awareness by educable retarded children

The majority of educable retarded children (young group, MA 6; old group, MA 8) required to estimate their memory span was found to be unrealistic estimators. Following training in span estimation the older subjects improved under both explicit and implicit feedback conditions, while younger children only benefited from explicit feedback. Three posttests of the effects of training revealed long-term (1-year) maintenance of training for older subjects but younger subjects showed post-test improvement only on an immediate test. While long-term maintenance was found for older subjects, generalization to similar span-estimation tests was not found. The utility of training metamnemonic knowledge which does not generalize was questioned and alternate training procedures were proposed.     

Strategic behavior without awareness? Effects of implicit learning in the Eriksen flanker paradigm

This experiment investigated whether subjects' selection and use of strategies in detecting a target letter in a flanker task requires intention. Subjects' expectancies for compatible and incompatible trials (trials on which the response to the flanker stimulus was consistent or inconsistent with the target response) were manipulated by presenting cues that signaled the occurrence of these types of trials. Three groups of subjects received explicit, partially explicit, or implicit instructions about the meaning of the cues. By the end of the experiment, all the groups were able to select and use strategies based on the cues to improve their performance. However, this strategy selection developed slowly with practice in the latter two groups, whereas it was present from the outset in the first group. In addition, forced choice tests performed after the experiment showed that the subjects in the implicit condition could not intentionally indicate which stimuli were most likely to follow a given cue. Thus, the data suggest that the selection of strategies occurred outside the subjects' awareness, and without their intention.     

Promoting Strategy Change: Mere Exposure to Alternative Strategies Helps,but Feedback Can Hurt

This study investigated effects of feedback and exposure to alternative strategies on strategy change in children (N = 106, age range = 7;3–10;0) learning about mathematical equivalence. Children’s strategies were evaluated before and after a brief instructional intervention. During the intervention, children either were exposed to a set of 4 alternative strategies (2 correct, 2 incorrect) without information about the validity of the strategies or completed a control task. In addition, some children received feedback about existing strategies, and others did not. Exposure to alternative strategies led to more strategy change and better performance on a problem-solving task. The effect of feedback on strategy change depended on children’s confidence in their existing strategies and on their pretest knowledge.     

Young children's storage behavior in a memory-for-location task

Two experiments concerned with children's intentional preparation for future retrieval in a memory-for-location task are presented. In the first experiment, 3-, 5-, 7-, and 9-year-olds were instructed to store and subsequently retrieve an object on a large spatial display. All age groups, except the 3-year-olds, tended to store the object at distinctive locations and their retrieval performance was facilitated accordingly. The four age groups did not differ in the types of selections made in a nonmemory control task. The second experiment dealt with the effects of feedback and informational factors on strategy acquisition. Preschoolers were given experience at retrieving the object from distinctive and nondistinctive positions on the stimulus display. Later, when instructed to store the object by themselves, older preschoolers produced the distinctive-position storage strategy following a feedback procedure in which they directly observed the consequences of their retrieval selections. The strategy was adopted by younger preschoolers, but only when additional strategy and task information accompanied visual feedback. The use of external memory tasks with young children and factors affecting strategy acquisition and utilization are discussed.     

The role of intelligence and feedback in children’s strategy competence

A test-intervention-test study was conducted investigating the role of intelligence on four parameters of strategy competence in the context of a numerosity judgment task. Moreover, the effectiveness of two feedback types on these four parameters was tested. In the two test sessions, the choice/no-choice method was used to assess the strategy repertoire, frequency, efficiency, and adaptivity of a group of low-, average-, and high-intelligence children. During the intervention, half of the participants from each intelligence group were given outcome feedback (OFB), whereas the other half received strategy feedback (SFB). The pretest data showed large differences among the three intelligence groups on all four strategy parameters. These differences had disappeared at the posttest due to a particularly strong improvement on all strategy parameters in the low-intelligence group. Furthermore, it was found that SFB was more beneficial than OFB for all parameters involving strategy selection. These results indicate that intelligence plays an important role in children’s strategy use and suggest that strategy feedback can be a powerful instructional tool, especially for low-intelligence children.     

Practice effects on strategy selection and strategy efficiency in simple mental arithmetic

Two experiments were conducted to investigate the effects of practice on strategy selection and strategy efficiency in mental arithmetic. Participants had to solve simple addition or multiplication problems, after having received 0, 3, or 6 practice sessions (Experiment 1), and before and after having received 3 practice sessions (Experiment 2). Strategy selection was measured by means of trial-by-trial strategy reports, whereas strategy efficiency was measured by means of response latencies. Results showed significant practice effects on retrieval frequency, procedural frequency, retrieval efficiency, and procedural efficiency. However, practice effects on strategy efficiency appeared to be both strategy-specific (i.e., only for procedural strategies) and operation-specific (i.e., only for multiplication problems). Implications of the present results for mathematic cognition and its modeling are discussed.     

SOME GENERAL CONCLUSIONS ABOUT CHILDREN'S STRATEGY CHOICE PROCEDURES

This article presents conclusions that have emerged from my recent work on how children choose strategies on familiar tasks such as arithmetic, time-telling, and spelling. Among these conclusions are that children use diverse strategies on many tasks; that ignoring this diversity of strategies can lead to seriously flawed cognitive models; that children's pattern of strategy choices have considerable adaptive value; that children's strategy choices do not always reflect the operation of metacognitive processes; that associative knowledge directs at least some strategy choices; that among the factors that influence the development of strategy choices are the difficulty of executing backup strategies, the impact of related problems and operations, and the frequency of problem presentation; and that individual differences in both knowledge and cognitive style influence strategy choices.     

Establishing discriminative stimulus control within generalized oddity performance,without reinforcement

In two oddity learning studies with children, subjects were reinforced for oddity (or nonoddity) responding on line-tilt or dot numerosity problems. Interposed form and color problems were not reinforced. No instructions to make oddity choices were given. In Experiment I it was found that reinforcement for oddity or nonoddity responding on tilt and numerosity problems produced the corresponding tendency toward oddity or nonoddity performance on these problems and also on the nonreinforced form and color problems. These results show a generalized oddity phenomenon similar to generalized imitation. In Experiment II a third type of nonreinforced problem was presented in this same format: compound stimuli permitting either a color or a form solution. It was found that immediate prior training with nonreinforced form problems, interpolated among the reinforced tilt and numerosity problems, led to form-oddity choices in the compound problems. Similarily, color pretraining produced color-oddity choices. These results show that selective discriminative stimulus control can be obtained in oddity learning, without reinforcement for choices on either of the two dimensions involved.     

Solving the credit assignment problem: explicit and implicit learning of action sequences with probabilistic outcomes

In most problem-solving activities, feedback is received at the end of an action sequence. This creates a credit-assignment problem where the learner must associate the feedback with earlier actions, and the interdependencies of actions require the learner to remember past choices of actions. In two studies, we investigated the nature of explicit and implicit learning processes in the credit-assignment problem using a probabilistic sequential choice task with and without a secondary memory task. We found that when explicit learning was dominant, learning was faster to select the better option in their first choices than in the last choices. When implicit reinforcement learning was dominant, learning was faster to select the better option in their last choices than in their first choices. Consistent with the probability-learning and sequence-learning literature, the results show that credit assignment involves two processes: an explicit memory encoding process that requires memory rehearsal and an implicit reinforcement-learning process that propagates credits backwards to previous choices.     

The value of action and inference in dynamic decision making

The use of action- versus judgment-oriented decision strategies in a dynamic decision task is investigated. Subjects engaged in a simulated medical decision-making task, where the goal is to select treatments in order to cure patients suffering from an unknown disease. The experiment manipulated two task factors that were predicted to influence the effectiveness and efficiency of action- and judgment-oriented strategies: (1) the availability of a decision aid that promotes the interpretability of outcome feedback in the task and (2) the level of risk associated with treatment choices, which influences the opportunity for corrective actions to compensate for earlier decision errors. Results indicated that these manipulations did in fact influence performance. However, most subjects did not use action-oriented strategies even when they would have led to superior performance. Possible explanations for this finding are discussed and the implications for theoretical accounts of strategy acquisition and selection are considered.     

Cognitive niches: an ecological model of strategy selection

How do people select among different strategies to accomplish a given task? Across disciplines, the strategy selection problem represents a major challenge. We propose a quantitative model that predicts how selection emerges through the interplay among strategies, cognitive capacities, and the environment. This interplay carves out for each strategy a cognitive niche, that is, a limited number of situations in which the strategy can be applied, simplifying strategy selection. To illustrate our proposal, we consider selection in the context of 2 theories: the simple heuristics framework and the ACT-R (adaptive control of thought-rational) architecture of cognition. From the heuristics framework, we adopt the thesis that people make decisions by selecting from a repertoire of simple decision strategies that exploit regularities in the environment and draw on cognitive capacities, such as memory and time perception. ACT-R provides a quantitative theory of how these capacities adapt to the environment. In 14 simulations and 10 experiments, we consider the choice between strategies that operate on the accessibility of memories and those that depend on elaborate knowledge about the world. Based on Internet statistics, our model quantitatively predicts people's familiarity with and knowledge of real-world objects, the distributional characteristics of the associated speed of memory retrieval, and the cognitive niches of classic decision strategies, including those of the fluency, recognition, integration, lexicographic, and sequential-sampling heuristics. In doing so, the model specifies when people will be able to apply different strategies and how accurate, fast, and effortless people's decisions will be.     

Explaining inappropriate strategy selection in a simple reasoning task

People's strategy selections appear to reflect attempts to maximize performance by selecting the most effective option for a particular task or format. Theories that account for such behaviour will be named rational models of strategy selection. However, it is possible to find instances where people are apparently biased towards using less effective strategies, and such behaviour appears to go against these models. Two experiments are reported in which participants were instructed to use first one, and then the other of two possible strategies for solving a compass point directions task (the instructed phase), and were subsequently permitted to use any strategy (the free‐choice phase). A substantial minority of participants selected the less effective spatial strategy during the free‐choice phase. Overall, it was found that people who rely on the spatial strategy when given a free‐choice tend to be those who: (1) have not been given particular incentive to perform as well as possible; (2) have difficulty executing the better alternative, cancellation and (3) are particularly prone to making errors at the spatial strategy. Hence, although evidence was found in support of rational models of strategy selection, it is also suggested that these must additionally take account of the motivational and conceptual difficulties that people may have with a task.     

Influence of denial (situation redefinition) and projection on anxiety associated with threat to self-esteem.

Subjects in a threat condition were informed that they had failed an important test while subjects in a nonthreat condition were not told that they had failed. To manipulate the use and timing of coping strategies for dealing with threat, subjects were told to (a) redefine the nature and importance of the test before receiving feedback, (b) redefine the nature and importance of the test after feedback, or (c) estimate the performance of their friends on the test (i.e., project) after receiving feedback. Repeated measures of subjective anxiety and pulse rate indicated that (a) the threat manipulation was effective in increasing stress, (b) redefinition occurring before the onset of threat was effective in eliminating stress, and (c) redefinition occuring after the onset of threat was ineffective in reducing stress. Projection reduced the report of subjective anxiety. The results revealed factors that influence coping strategy effectiveness and resolved conflicts in previous findings.     

On knowing how well one is remembering: The persistence of strategy use during transfer

A potential cause for children's failure to transfer learning strategies was explored in the present study. A self-monitoring process was suggested to be essential for evaluating one's own level of performance and the effectiveness of various mnemonic strategies. Matched on free recall scores in this study's first sort-and-recall phase, first, third, and fifth graders (ages 7, 9, and 11 years, respectively) were assigned to one of three treatment groups or a control group. During Phase II, the treatment groups received instruction in sorting pictures according to semantic similarities in preparation for future recall. In addition, Groups 3 and 4 later received feedback indicating their Phase II improvement in performance. A cause-and-effect relationship between strategy use and enhanced recall was further suggested to Group 4. Among third graders, only those provided with feedback and strategy instruction continued to rely upon the input organization strategy when faced with transfer tasks in Phase III. Both enhanced recall and improved sorting styles were observed for these subjects in Phase III. Some first graders also showed improved sorting styles and improved recall following feedback, while fifth graders showed enhanced recall even without experimenter-provided feedback. Subject's responses to a metamemory interview provided additional support for the hypothesis that the self-monitoring of memory performance is more likely to be part of fifth graders' (than first graders') memory abilities.