A further investigation of category learning by inference

Categories are learned in many ways besides by classification, for example, by making inferences about classified items. One hypothesis is that classifications lead to the learning of features that distinguish categories, whereas inferences promote the learning of the internal structure of categories, such as the typical features. Experiment 1 included single-feature and full-feature classification tests following either classification or inference learning. Consistent with predictions, inference learners did better on the single tests but worse on the full tests. Experiment 2 further showed that inference learners, unlike classification learners, were no better at classifying items that they had seen at study compared with equally typical items they had not seen at study. Experiment 3 showed that features queried about during inference learning were classified better than ones not queried about, although even the latter features showed some learning on single-feature tests. The discussion focuses on how different types of category learning lead to different category representations.     

Learning about the internal structure of categories through classification and feature inference

Previous research on category learning has found that classification tasks produce representations that are skewed toward diagnostic feature dimensions, whereas feature inference tasks lead to richer representations of within-category structure. Yet, prior studies often measure category knowledge through tasks that involve identifying only the typical features of a category. This neglects an important aspect of a category's internal structure: how typical and atypical features are distributed within a category. The present experiments tested the hypothesis that inference learning results in richer knowledge of internal category structure than classification learning. We introduced several new measures to probe learners' representations of within-category structure. Experiment 1 found that participants in the inference condition learned and used a wider range of feature dimensions than classification learners. Classification learners, however, were more sensitive to the presence of atypical features within categories. Experiment 2 provided converging evidence that classification learners were more likely to incorporate atypical features into their representations. Inference learners were less likely to encode atypical category features, even in a “partial inference” condition that focused learners' attention on the feature dimensions relevant to classification. Overall, these results are contrary to the hypothesis that inference learning produces superior knowledge of within-category structure. Although inference learning promoted representations that included a broad range of category-typical features, classification learning promoted greater sensitivity to the distribution of typical and atypical features within categories.     

Learning and retention through predictive inference and classification

Work in category learning addresses how humans acquire knowledge and, thus, should inform classroom practices. In two experiments, we apply and evaluate intuitions garnered from laboratory-based research in category learning to learning tasks situated in an educational context. In Experiment 1, learning through predictive inference and classification were compared for fifth-grade students using class-related materials. Making inferences about properties of category members and receiving feedback led to the acquisition of both queried (i.e., tested) properties and nonqueried properties that were correlated with a queried property (e.g., even if not queried, students learned about a species' habitat because it correlated with a queried property, like the species' size). In contrast, classifying items according to their species and receiving feedback led to knowledge of only the property most diagnostic of category membership. After multiple-day delay, the fifth-graders who learned through inference selectively retained information about the queried properties, and the fifth-graders who learned through classification retained information about the diagnostic property, indicating a role for explicit evaluation in establishing memories. Overall, inference learning resulted in fewer errors, better retention, and more liking of the categories than did classification learning. Experiment 2 revealed that querying a property only a few times was enough to manifest the full benefits of inference learning in undergraduate students. These results suggest that classroom teaching should emphasize reasoning from the category to multiple properties rather than from a set of properties to the category.     

Learning nonlinearly separable categories by inference and classification

Previous research suggests that learning categories by classifying new instances highlights information that is useful for discriminating between categories. In contrast, learning categories by making predictive inferences focuses learners on an abstract summary of each category (e.g., the prototype). To test this characterization of classification and inference learning further, the authors evaluated the two learning procedures with nonlinearly separable categories. In contrast to previous research involving cohesive, linearly separable categories, the authors found that it is more difficult to learn nonlinearly separable categories by making inferences about features than it is to learn them by classifying instances. This finding reflects that the prototype of a nonlinearly separable category does not provide a good summary of the category members. The results from this study suggest that having a cohesive category structure is more important for inference than it is for classification.     

类别学习的阻碍效应与双机制理论

通过对类别学习中的阻碍效应进行系统研究,尝试性的提出了类别学习的双机制理论。三个实验分别考察：当样例特征随机呈现时;定义特征固定呈现在样例首位时;以及刺激材料为知觉图形材料时,类别学习中的阻碍效应。三个实验的研究结果都发现：在类别学习中存在一定程度的阻碍效应,支持类别学习同时存在联结学习机制和认知学习机制的双机制观点。     

两种学习模式下类别学习的结果：原型和样例

利用“学习－迁移”的任务范式和单一特征类别判断技术,探讨了分类和推理两种类别学习模式的结果,比较了两种学习模式的效果和策略。研究表明：两种学习模式产生了不同的结果,分类学习的结果是样例,推理学习的结果是原型;在学习效果方面,分类学习比推理学习在达标比例上更高,但在进度上差异不显著;在策略运用方面,分类学习比推理学习更快地使用单维度策略,而在高水平策略的运用上,两者差异不显著     

When Categorization Is Ambiguous: Factors That Facilitate the Use of a Multiple Category Inference Strategy

Prior research has established that categorization plays a central role in new product learning. Very little is known, however, about category‐based learning under conditions of categorization ambiguity. Of particular interest is whether and under what circumstances consumers might employ a multiple‐ (vs. single‐) category strategy to generate inferences about ambiguous products. In this research, we identified 2 factors—category familiarity and the nature of the category cue—that are responsible for determining whether inferences are based on a single category or multiple, competing categories. The results of 3 studies suggest that when an ambiguous product is described in terms of conflicting conceptual and perceptual category cues, a single category inference strategy is employed when the perceptually cued category is more familiar than the conceptually cued category. In particular, inferences are based largely on the perceptually cued category under these circumstances. However, when the perceptually cued category is less than or equal to the conceptually cued category in familiarity, a multiple category inference strategy is employed and inferences are based on both the perceptually and conceptually cued categories.     

The impact of category structure and training methodology on learning and generalizing within-category representations

When interacting with categories, representations focused on within-category relationships are often learned, but the conditions promoting within-category representations and their generalizability are unclear. We report the results of three experiments investigating the impact of category structure and training methodology on the learning and generalization of within-category representations (i.e., correlational structure). Participants were trained on either rule-based or information-integration structures using classification (Is the stimulus a member of Category A or Category B?), concept (e.g., Is the stimulus a member of Category A, Yes or No?), or inference (infer the missing component of the stimulus from a given category) and then tested on either an inference task (Experiments 1 and 2) or a classification task (Experiment 3). For the information-integration structure, within-category representations were consistently learned, could be generalized to novel stimuli, and could be generalized to support inference at test. For the rule-based structure, extended inference training resulted in generalization to novel stimuli (Experiment 2) and inference training resulted in generalization to classification (Experiment 3). These data help to clarify the conditions under which within-category representations can be learned. Moreover, these results make an important contribution in highlighting the impact of category structure and training methodology on the generalization of categorical knowledge.     

Classification versus inference learning contrasted with real-world categories

Categories are learned and used in a variety of ways, but the research focus has been on classification learning. Recent work contrasting classification with inference learning of categories found important later differences in category performance. However, theoretical accounts differ on whether this is due to an inherent difference between the tasks or to the implementation decisions. The inherent-difference explanation argues that inference learners focus on the internal structure of the categories—what each category is like—while classification learners focus on diagnostic information to predict category membership. In two experiments, using real-world categories and controlling for earlier methodological differences, inference learners learned more about what each category was like than did classification learners, as evidenced by higher performance on a novel classification test. These results suggest that there is an inherent difference between learning new categories by classifying an item versus inferring a feature.     

类别学习中两种学习模式的比较研究：分类学习与推理学习

采用学习迁移任务范式,使用基于单一特征的类别判断技术,比较了非线性分离结构下,分类学习和推理学习的学习效率、学习过程与策略和学习结果。结果表明：在学习效率上,分类学习比推理学习更好地习得了含有较多样例的类别知识,分类学习的速度上显著快于推理学习。在学习的过程与策略上,推理学习比分类学习更为关注类别内不同特征的相关,但在分类策略的运用上不如分类学习灵活。在学习的结果上,推理学习倾向于原型记忆,分类学习倾向于进行样例记忆,分类学习比推理学习更好地掌握了类别原型     

Learning categories by making predictions: An investigation of indirect category learning

Categories are learned in many ways, but studies of category learning have generally focused on classification learning. This focus may limit the understanding of categorization processes. Two experiments were conducted in which participants learned categories of animals by predicting how much food each animal would eat. We refer to this as indirect category learning, because the task andthe feedback were not directly related to category membership, yet category learning was necessary for good performance in the task. In the first experiment, we compared the performance of participants who learned the categories indirectly with the performance of participants who first learned to classify the objects. In the second experiment, we replicated the basic findings and examined attention to different features during the learning task. In both experiments, participants who learned in the prediction-only condition displayed a broader distribution of attention than participants who learned in the classification-and-prediction condition did. Some participants in the prediction-only group learned the family resemblance structure of the categories, even when a perfect criterial attribute was present. In contrast, participants who first learned to classify the objects tended to learn the criterial attribute.     

Working memory supports inference learning just like classification learning

Recent research has found a positive relationship between people's working memory capacity (WMC) and their speed of category learning. To date, only classification-learning tasks have been considered, in which people learn to assign category labels to objects. It is unknown whether learning to make inferences about category features might also be related to WMC. We report data from a study in which 119 participants undertook classification learning and inference learning, and completed a series of WMC tasks. Working memory capacity was positively related to people's classification and inference learning performance.     

The development of category learning strategies: What makes the difference?

Category learning can be achieved by identifying common features among category members, distinctive features among non-members, or both. These processes are psychologically and computationally distinct, and may have implications for the acquisition of categories at different hierarchical levels. The present study examines an account of children’s difficulty in acquiring categories at the subordinate level grounded on these distinct comparison processes. Adults and children performed category learning tasks in which they were exposed either to pairs of objects from the same novel category or pairs of objects from different categories. The objects were designed so that for each category learning task, two features determined category membership whereas two other features were task irrelevant. In the learning stage participants compared pairs of objects noted to be either from the same category or from different categories. Object pairs were chosen so that the objective amount of information provided to the participants was identical in the two learning conditions. We found that when presented only with object pairs noted to be from the same category, young children (6 ? YO ? 9.5) learned the novel categories just as well as older children (10 ? YO ? 14) and adults. However, when presented only with object pairs known to be from different categories, unlike older children and adults, young children failed to learn the novel categories. We discuss cognitive and computational factors that may give rise to this comparison bias, as well as its expected outcomes.     

Blocking in category learning

Many theories of category learning assume that learning is driven by a need to minimize classification error. When there is no classification error, therefore, learning of individual features should be negligible. The authors tested this hypothesis by conducting three category-learning experiments adapted from an associative learning blocking paradigm. Contrary to an error-driven account of learning, participants learned a wide range of information when they learned about categories, and blocking effects were difficult to obtain. Conversely, when participants learned to predict an outcome in a task with the same formal structure and materials, blocking effects were robust and followed the predictions of error-driven learning. The authors discuss their findings in relation to models of category learning and the usefulness of category knowledge in the environment.     

Non‐Bayesian Noun Generalization in 3‐ to 5‐Year‐Old Children: Probing the Role of Prior Knowledge in the Suspicious Coincidence Effect

It is unclear how children learn labels for multiple overlapping categories such as “Labrador,” “dog,” and “animal.” Xu and Tenenbaum (2007a) suggested that learners infer correct meanings with the help of Bayesian inference. They instantiated these claims in a Bayesian model, which they tested with preschoolers and adults. Here, we report data testing a developmental prediction of the Bayesian model—that more knowledge should lead to narrower category inferences when presented with multiple subordinate exemplars. Two experiments did not support this prediction. Children with more category knowledge showed broader generalization when presented with multiple subordinate exemplars, compared to less knowledgeable children and adults. This implies a U‐shaped developmental trend. The Bayesian model was not able to account for these data, even with inputs that reflected the similarity judgments of children. We discuss implications for the Bayesian model, including a combined Bayesian/morphological knowledge account that could explain the demonstrated U‐shaped trend.     

Learning and transfer of category knowledge in an indirect categorization task

Knowledge representations acquired during category learning experiments are ‘tuned’ to the task goal. A useful paradigm to study category representations is indirect category learning. In the present article, we propose a new indirect categorization task called the “same”–“different” categorization task. The same–different categorization task is a regular same–different task, but the question asked to the participants is about the stimulus category membership instead of stimulus identity. Experiment 1 explores the possibility of indirectly learning rule-based and information-integration category structures using the new paradigm. The results suggest that there is little learning about the category structures resulting from an indirect categorization task unless the categories can be separated by a one-dimensional rule. Experiment 2 explores whether a category representation learned indirectly can be used in a direct classification task (and vice versa). The results suggest that previous categorical knowledge acquired during a direct classification task can be expressed in the same–different categorization task only when the categories can be separated by a rule that is easily verbalized. Implications of these results for categorization research are discussed.     

What's behind different kinds of kinds: effects of statistical density on learning and representation of categories

This research examined how differences in category structure affect category learning and category representation across points of development. The authors specifically focused on category density--or the proportion of category-relevant variance to the total variance. Results of Experiments 1-3 showed a clear dissociation between dense and sparse categories: Whereas dense categories were readily learned without supervision, learning of sparse categories required supervision. There were also developmental differences in how statistical density affected category representation. Although children represented both dense and sparse categories on the basis of the overall similarity (Experiment 4A), adults represented dense categories on the basis of similarity and represented sparse categories on the basis of the inclusion rule (Experiment 4B). The results support the notion that statistical structure interacts with the learning regime in their effects on category learning. In addition, these results elucidate important developmental differences in how categories are represented, which presents interesting challenges for theories of categorization.     

特征概率影响多维和少维类别的分类学习和特征学习

探讨了特征概率对多维和少维类别的分类学习和特征学习的效果及策略的影响。结果表明高特征概率条件下,多维比少维类别的分类学习更容易,而且学到更多的特征知识,多维条件下人们更倾向于整体性加工策略,而少维条件下人们倾向于分析性加工策略。低特征概率条件下,多维比少维类别的分类学习和特征学习都困难,且两种条件下人们都倾向于采取分析性加工策略。     

Feature distribution and background knowledge in category learning

Three experiments examined the interactions of category structure and prior knowledge in category learning.Experiment 1 examined the distribution of atypical or 'crossover' features in category learning. In real categories, crossover features may be unevenly distributed found primarily in very unusual examples of a category (like whales or ostriches). In contrast, in many psychology experiments, each item has exactly one crossover feature. Even versus uneven distribution of crossover features did not affect category learning when the features were neutral. However, when the features were connected by prior knowledge, it was much harder for subjects to learn the structure with the uneven distribution of crossover features. Experiments 2 and 3 found similar results with a slightly less uneven condition. We conclude that learning is a function of the interaction of category structure and prior knowledge rather than either one alone. Furthermore, knowledge benefits learning even when the category contains contradictions of the knowledge, so long as the contradictions are not very salient.