Working memory does not dissociate between different perceptual categorization tasks

Working memory is crucial for many higher level cognitive functions, ranging from mental arithmetic to reasoning and problem solving. Likewise, the ability to learn and categorize novel concepts forms an indispensable part of human cognition. However, very little is known about the relationship between working memory and categorization. This article reports 2 studies that related people's working memory capacity (WMC) to their learning performance on multiple rule-based and information-integration perceptual categorization tasks. In both studies, structural equation modeling revealed a strong relationship between WMC and category learning irrespective of the requirement to integrate information across multiple perceptual dimensions. WMC was also uniformly related to people's ability to focus on the most task-appropriate strategy, regardless of whether or not that strategy involved information integration. Contrary to the predictions of the multiple systems view of categorization, working memory thus appears to underpin performance in both major classes of perceptual category-learning tasks.     

Are there representational shifts during category learning?

Early theories of categorization assumed that either rules, or prototypes, or exemplars were exclusively used to mentally represent categories of objects. More recently, hybrid theories of categorization have been proposed that variously combine these different forms of category representation. Our research addressed the question of whether there are representational shifts during category learning. We report a series of experiments that tracked how individual subjects generalized their acquired category knowledge to classifying new critical transfer items as a function of learning. Individual differences were observed in the generalization patterns exhibited by subjects, and those generalizations changed systematically with experience. Early in learning, subjects generalized on the basis of single diagnostic dimensions, consistent with the use of simple categorization rules. Later in learning, subjects generalized in a manner consistent with the use of similarity-based exemplar retrieval, attending to multiple stimulus dimensions. Theoretical modeling was used to formally corroborate these empirical observations by comparing fits of rule, prototype, and exemplar models to the observed categorization data. Although we provide strong evidence for shifts in the kind of information used to classify objects as a function of categorization experience, interpreting these results in terms of shifts in representational systems underlying perceptual categorization is a far thornier issue. We provide a discussion of the challenges of making claims about category representation, making reference to a wide body of literature suggesting different kinds of representational systems in perceptual categorization and related domains of human cognition.     

Dual-task interference in perceptual category learning

The effect of a working-memory-demanding dual task on perceptual category learning was investigated. In Experiment 1, participants learned unidimensional rule-based or information integration category structures. In Experiment 2, participants learned a conjunctive rule-based category structure. In Experiment 1, unidimensional rule-based category learning was disrupted more by the dual working memory task than was information integration category learning. In addition, rule-based category learning differed qualitatively from information integration category learning in yielding a bimodal, rather than a normal, distribution of scores. Experiment 2 showed that rule-based learning can be disrupted by a dual working memory task even when both dimensions are relevant for optimal categorization. The results support the notion of at least two systems of category learning a hypothesis-testing system that seeks verbalizable rules and relies on working memory and selective attention, and an implicit system that is procedural-learning based and is essentially automatic.     

Working memory capacity and categorization: individual differences and modeling

Working memory is crucial for many higher-level cognitive functions, ranging from mental arithmetic to reasoning and problem solving. Likewise, the ability to learn and categorize novel concepts forms an indispensable part of human cognition. However, very little is known about the relationship between working memory and categorization, and modeling in category learning has thus far been largely uninformed by knowledge about people's memory processes. This article reports a large study (N = 113) that related people's working memory capacity (WMC) to their category-learning performance using the 6 problem types of Shepard, Hovland, and Jenkins (1961). Structural equation modeling revealed a strong relationship between WMC and category learning, with a single latent variable accommodating performance on all 6 problems. A model of categorization (the Attention Learning COVEring map, ALCOVE; Kruschke, 1992) was fit to the individual data and a single latent variable was sufficient to capture the variation among associative learning parameters across all problems. The data and modeling suggest that working memory mediates category learning across a broad range of tasks.     

Information–integration category learning and the human uncertainty response

The human response to uncertainty has been well studied in tasks requiring attention and declarative memory systems. However, uncertainty monitoring and control have not been studied in multi-dimensional, information-integration categorization tasks that rely on non-declarative procedural memory. Three experiments are described that investigated the human uncertainty response in such tasks. Experiment 1 showed that following standard categorization training, uncertainty responding was similar in information-integration tasks and rule-based tasks requiring declarative memory. In Experiment 2, however, uncertainty responding in untrained information-integration tasks impaired the ability of many participants to master those tasks. Finally, Experiment 3 showed that the deficit observed in Experiment 2 was not because of the uncertainty response option per se, but rather because the uncertainty response provided participants a mechanism via which to eliminate stimuli that were inconsistent with a simple declarative response strategy. These results are considered in the light of recent models of category learning and metacognition.     

Individual differences in category learning: sometimes less working memory capacity is better than more

We examined whether individual differences in working memory influence the facility with which individuals learn new categories. Participants learned two different types of category structures: rule-based and information-integration. Successful learning of the former category structure is thought to be based on explicit hypothesis testing that relies heavily on working memory. Successful learning of the latter category structure is believed to be driven by procedural learning processes that operate largely outside of conscious control. Consistent with a widespread literature touting the positive benefits of working memory and attentional control, the higher one’s working memory, the fewer trials one took to learn rule-based categories. The opposite occurred for information-integration categories - the lower one’s working memory, the fewer trials one took to learn this category structure. Thus, the positive relation commonly seen between individual differences in working memory and performance can not only be absent, but reversed. As such, a comprehensive understanding of skill learning - and category learning in particular - requires considering the demands of the tasks being performed and the cognitive abilities of the performer.     

Whichever way you choose to categorize, working memory helps you learn

There has been growing interest in the relationship between the capacity of a person's working memory and their ability to learn to categorize stimuli. While there is evidence that working memory capacity (WMC) is related to the speed of category learning, it is unknown whether WMC predicts which strategies people use when there are multiple possible solutions to a categorization problem. To explore the relationship between WMC, category learning, and categorization strategy use, 173 participants completed two categorization tasks and a battery of WMC tasks. WMC predicted the speed of category learning, but it did not predict which strategies participants chose to perform categorization. Thus, WMC does not predict which categorization strategies people use but it predicts how well they will use the strategy they select.     

Instance memorization and category influence: Challenging the evidence for multiple systems in category learning

A class of dual-system theories of categorization assumes a categorization system based on actively formed prototypes in addition to a separate instance memory system. It has been suggested that, because they have used poorly differentiated category structures (such as the influential “5-4” structure), studies supporting the alternative exemplar theory reveal little about the properties of the categorization system. Dual-system theories assume that the instance memory system only influences categorization behaviour via similarity to single isolated instances, without generalization across instances. However, we present the results of two experiments employing the 5-4 structure to argue against this. Experiment 1 contrasted learning in the standard 5-4 structure with learning in an even more poorly differentiated 5-4 structure. In Experiment 2, participants memorized the 5-4 structure based on a five minute simultaneous presentation of all nine category instances. Both experiments revealed category influences as reflected by differences in instance learnability and generalization, at variance with the dual-system prediction. These results have implications for the exemplars versus prototypes debate and the nature of human categorization mechanisms.     

Differential brain responses when applying criterion attribute versus family resemblance rule learning

Subsystems of category learning have been identified on the basis of general domains of content (e.g., tools, faces). The present study examined categories from the standpoint of internal structure and determined brain topography associated with expressing two fundamentally different category rule structures (criterion attribute, CA, and family resemblance, FR). CA category learning involves processing stimuli by isolated features and classifying by properties held by all members. FR learning involves processing stimuli by integral wholes and classifying on overall similarity among members without sharing identical features. fMRI BOLD response to CA and FR categorization was measured with pseudowords as stimuli. Category knowledge for both tasks was mastered prior to brain imaging. Areas of activation emerged unique to the structure of each category and followed from the nature of the rule abstraction procedure. CA categorization was implemented by strong target monitoring and expectation (medial parietal), rule maintenance in working memory, feature selection processes (inferior frontal), and a sensitivity to high frequency components of the stimulus such as isolated features (anterior temporal). FR categorization, consistent with its multi-featural nature, involved word-level processing (left extrastriate) that evoked articulatory rehearsal (medial cerebellar). The data suggest category structure is an important determinant of brain response during categorization. For instance, anterior temporal structures may help attune visual processing systems to high frequency components to support the learning of criterial, highly predictive rules.     

Memory storage and retrieval processes in category learning

The detailed course of learning is studied for categorization tasks defined by independent or contingent probability distributions over the features of category exemplars. College-age subjects viewed sequences of bar charts that simulated symptom patterns and responded to each chart with a recognition and a categorization judgment. Fuzzy, probabilistically defined categories were learned relatively rapidly when individual features were correlated with category assignment, more slowly when only patterns carried category information. Limits of performance were suboptimal, evidently because of capacity limitations on judgmental processes as well as limitations on memory. Categorization proved systematically related to feature and exemplar probabilities, under different circumstances, and to similarity among exemplars of categories. Unique retrieval cues for exemplar patterns facilitated recognition but entered into categorization only at retention intervals within the range of short-term memory. The findings are interpreted within the framework of a general array model that yields both exemplar-similarity and feature-frequency models as special cases and provides quantitative accounts of the course of learning in each of the categorization tasks studied.     

Test of a potential link between analytic and nonanalytic category learning and automatic, effortful processing

The link between automatic and effortful processing and nonanalytic and analytic category learning was evaluated in a sample of 29 college undergraduates using declarative memory, semantic category search, and pseudoword categorization tasks. Automatic and effortful processing measures were hypothesized to be associated with nonanalytic and analytic categorization, respectively. Results suggested that contrary to prediction strong criterion-attribute (analytic) responding on the pseudoword categorization task was associated with strong automatic, implicit memory encoding of frequency-of-occurrence information. Data are discussed in terms of the possibility that criterion-attribute category knowledge, once established, may be expressed with few attentional resources. The data indicate that attention resource requirements, even for the same stimuli and task, vary depending on the category rule system utilized. Also, the automaticity emerging from familiarity with analytic category exemplars is very different from the automaticity arising from extensive practice on a semantic category search task. The data do not support any simple mapping of analytic and nonanalytic forms of category learning onto the automatic and effortful processing dichotomy and challenge simple models of brain asymmetries for such procedures.     

非监控类别学习的分类策略与表征

类别学习是人类对不同类别加以归类的过程。类别信息的表征、分类策略运用的特点一直是类别学习研究的重点。非监控类别学习可分为直接的非监控类别学习和间接的非监控类别学习。直接的非监控类别学习(非限制任务, 限制任务)中被试的分类策略具有分类“单维度倾向”策略特点,类别变异程度会影响类别表征; 间接的非监控类别学习更倾向形成相似性表征, 直接的非监控类别学习则为基于规则表征。现有的非监控类别学习的理论对分类策略和表征的解释仍显薄弱, 不同学习任务下类别迁移和知识效应的研究还存在不足, 未来研究还需要进一步验证知识效应对非监控类别学习的认知加工过程的影响、探索影响类别表征形成的因素等问题。     

嵌套范式下视空工作记忆对基于规则类别学习

基于COVIS模型与认知加工阶段假设,通过2个实验探讨嵌套范式下, 视空工作记忆对基于规则类别学习的影响。实验1采用类别学习中嵌套视空工作记忆的范式,结果发现视空工作记忆削弱基于规则类别学习成绩,与COVIS模型预测相一致。实验2则采用视空工作记忆中嵌套类别学习任务的范式,结果却发现视空工作记忆对基于规则类别学习的影响消失。实验结果表明嵌套范式下视空工作记忆的位置影响基于规则类别学习,初步验证了类别学习存在多个认知加工阶段的假设,视空工作记忆主要影响基于规则类别学习中规则的发现和检验阶段。     

Whichever way you choose to categorize,working memory helps you learn

There has been growing interest in the relationship between the capacity of a person's working memory and their ability to learn to categorize stimuli. While there is evidence that working memory capacity (WMC) is related to the speed of category learning, it is unknown whether WMC predicts which strategies people use when there are multiple possible solutions to a categorization problem. To explore the relationship between WMC, category learning, and categorization strategy use, 173 participants completed two categorization tasks and a battery of WMC tasks. WMC predicted the speed of category learning, but it did not predict which strategies participants chose to perform categorization. Thus, WMC does not predict which categorization strategies people use but it predicts how well they will use the strategy they select.     

Category induction in autism: Slower,perhaps different,but certainly possible

Available studies on categorization in autism indicate possibly intact category formation, performed through atypical processes. Category learning was investigated in 16 high-functioning autistic and 16 IQ-matched nonautistic participants, using a category structure that could generate a conflict between the application of a rule and exemplar memory. Same–different and matching-to-sample tasks allowed us to verify discrimination abilities for the stimuli to be used in category learning. Participants were then trained to distinguish between two categories of imaginary animals, using categorization tests early in the training and at the end (160 trials). A recognition test followed, in order to evaluate explicit exemplar memory. Similar discrimination performance was found in control tasks for both groups. For the categorization task, autistic participants did not use any identifiable strategy early in the training, but used strategies similar to those of the nonautistic participants by the end, with the same level of accuracy. Memory for the exemplars was poor in both groups. Our findings confirm that categorization may be successfully performed by autistics, but may necessitate longer exposure to material, as the top-down use of rules may be only secondary to a guessing strategy in autistics.     

类别学习中的分类和推理

该文介绍了类别学习中的分类和推理两种任务,并从学习的条件、过程、结果和发展等方面的归纳了当前研究的最新进展。表明了类别的分类学习和推理学习有相同的形式,但学习的信息处理过程和学习的结果不同。分类学习关注类别间的区分性信息,更可能是样例学习结果;推理学习更为关注单个类别内部的共同性信息,更可能是原型学习结果。这方面的结论强化了基于解释的观点。     

Disrupting feedback processing interferes with rule-based but not information-integration category learning

The effect of a sequentially presented memory scanning task on rule-based and information-integration category learning was investigated. On each trial in the short feedback-processing time condition, memory scanning immediately followed categorization. On each trial in the long feedback-processing time condition, categorization was followed by a 2.5-sec delay and then memory scanning. In the control condition, no memory scanning was required. Rule-based category learning was significantly worse in the short feedback-processing time condition than in the long feedback-processing time condition or control condition, whereas information-integration category learning was equivalent across conditions. In the rule-based condition, a smaller proportion of observers learned the task in the short feedback-processing time condition, and those who learned took longer to reach the performance criterion than did those in the long feedback-processing time or control condition. No differences were observed in the information integration task. These results provide support for a multiple-systems approach to category learning and argue against the validity of single-system approaches.     

类别学习和分类运用的神经机制

从类别学习和分类运用(包括非人类对象分类和社会分类)两个方面阐述了分类的神经机制。类别学习主要与新皮层、内侧颞叶、基底神经节、中脑多巴胺能系统有关, 不同类别的学习会激活这些神经系统间不同的连接。对非人类对象分类时, 不同类型、级别、熟悉度及相似度类别分类的神经机制不同, 分类对象的清晰度、类别不确定性会影响分类的神经机制, 在分类进程的不同时段会出现对应的ERP指标。社会分类时个体先注意到外群体再加工内群体, 且对内群体的加工更深, P200和N200是对内、外群体区分的特异性波, 内外群体分类时, 内群体激活梭状回和扣带回后部, 外群体激活杏仁核。文章最后比较了人类和灵长类动物分类神经机制的异同, 并指出社会分类和非人类对象分类神经机制的整合以及人类和灵长类动物分类神经机制的比较是今后研究需要关注的问题。     

One-back reinforcement dissociates implicit-procedural and explicit-declarative category learning

The debate over unitary/multiple category-learning utilities is reminiscent of debates about multiple memory systems and unitary/dual codes in knowledge representation. In categorization, researchers continue to seek paradigms to dissociate explicit learning processes (yielding verbalizable rules) from implicit learning processes (yielding stimulus–response associations that remain outside awareness). We introduce a new dissociation here. Participants learned matched category tasks with a multidimensional, information-integration solution or a one-dimensional, rule-based solution. They received reinforcement immediately (0-Back reinforcement) or after one intervening trial (1-Back reinforcement). Lagged reinforcement eliminated implicit, information-integration category learning but preserved explicit, rule-based learning. Moreover, information-integration learners facing lagged reinforcement spontaneously adopted explicit rule strategies that poorly suited their task. The results represent a strong process dissociation in categorization, broadening the range of empirical techniques for testing the multiple-process theoretical perspective. This and related methods that disable associative learning—fostering a transition to explicit-declarative cognition—could have broad utility in comparative, cognitive, and developmental science.     

Declarative strategies persist under increased cognitive load

When humans simultaneously execute multiple tasks, performance on individual tasks suffers. Complementing existing theories, this article poses a novel question to investigate interactions between memory systems supporting multi-tasking performance: When a primary and dual task both recruit declarative learning and memory systems, does simultaneous performance of both tasks impair primary task performance because learning in the declarative system is reduced, or because control of the primary task is passed to slower procedural systems? To address this question, participants were trained on either a perceptual categorization task believed to rely on procedural learning or one of three different categorization tasks believed to rely on declarative learning. Task performance was examined with and without a simultaneous dual task thought to recruit working memory and executive attention. To test whether the categories were learned procedurally or declaratively, the response keys were switched after a learning criterion had been reached. Large impairments in performance after switching the response keys are taken to indicate procedural learning, and small impairments are taken to indicate declarative learning. Our results suggest that the declarative memory categorization tasks (regardless of task difficulty) were learned by declarative systems, regardless of whether they were learned under dual-task conditions.