Adaptive and qualitative changes in encoding strategy with experience: evidence from the test-expectancy paradigm

Three experiments demonstrated learners' abilities to adaptively and qualitatively accommodate their encoding strategies to the demands of an upcoming test. Stimuli were word pairs. In Experiment 1, test expectancy was induced for either cued recall (of targets given cues) or free recall (of targets only) across 4 study-test cycles of the same test format, followed by a final critical cycle featuring either the expected or the unexpected test format. For final tests of both cued and free recall, participants who had expected that test format outperformed those who had not. This disordinal interaction, supported by recognition and self-report data, demonstrated not mere differences in effort based on anticipated test difficulty, but rather qualitative and appropriate differences in encoding strategies based on expected task demands. Participants also came to appropriately modulate metacognitive monitoring (Experiment 2) and study-time allocation (Experiment 3) across study-test cycles. Item and associative recognition performance, as well as self-report data, revealed shifts in encoding strategies across trials; these results were used to characterize and evaluate the different strategies that participants employed for cued versus free recall and to assess the optimality of participants' metacognitive control of encoding strategies. Taken together, these data illustrate a sophisticated form of metacognitive control, in which learners qualitatively shift encoding strategies to match the demands of anticipated tests.     

When does testing enhance retention? A distribution-based interpretation of retrieval as a memory modifier

Tests, as learning events, can enhance subsequent recall more than do additional study opportunities, even without feedback. Such advantages of testing tend to appear, however, only at long retention intervals and/or when criterion tests stress recall, rather than recognition, processes. We propose that the interaction of the benefits of testing versus restudying with final-test delay and format reflects not only that successful retrievals are more powerful learning events than are re-presentations but also that the distribution of memory strengths across items is shifted differentially by testing and restudying. The benefits of initial testing over restudying, in this view, should increase as the delay or format of the final test makes that test more difficult. Final-test difficulty, not the similarity of initial-test and final-test conditions, should determine the benefits of testing. In Experiments 1 and 2 we indeed found that initial cued-recall testing enhanced subsequent recall more than did restudying when the final test was a difficult (free-recall) test but not when it was an easier (cued-recall) test that matched the initial test. The results of Experiment 3 supported a new prediction of the distribution framework: namely, that the final cued-recall test that did not show a benefit of testing in Experiment 1 should show such a benefit when that test was made more difficult by introducing retroactive interference. Overall, our results suggest that the differential consequences of initial testing versus restudying reflect, in part, differences in how items distributions are shifted by testing and studying.     

Utilization of base-rate information during feeling-of-knowing judgments.

We examined whether subjects use base-rate information about item difficulty when making feeling-of-knowing judgments for items they failed to recall. First, the subjects attempted to recall the answers to general-information questions. Then, for those items they recalled incorrectly, half of the subjects received information about the normative probability of recall of each item while judging their feeling of knowing. The other subjects made their feeling-of-knowing judgments without receiving any base-rate information. Finally, all subjects had a forced-choice recognition test on those items to validate the accuracy of their feeling-of-knowing judgments. Relative to the no-base-rate information group, the base-rate group had lower feelings of knowing for normatively difficult items and higher feelings of knowing for normatively easier items. Subjects who had received base-rate information during the judgment state had greater feeling-of-knowing accuracy than subjects who did not receive base-rate information. However, even the predictions from subjects who received base-rate information were not significantly more accurate for predicting subsequent recognition than were the predictions derived from normative information alone.     

The effect of forced recall on illusory recollection in younger and older adults

The effect of an initial forced recall test on later recall and recognition tests was examined in younger and older adults. Subjects were presented with categorized word lists and given an initial test under standard cued recall instructions (with a warning against guessing) or forced recall instructions (that required guessing); subjects were later given a cued recall test for the original list items. In 2 experiments, initial forced recall resulted in higher levels of illusory memories on subsequent tests (relative to initial cued recall), especially for older adults. Older adults were more likely to say they remembered rather than knew that forced guesses had occurred in the original study episode. The effect persisted despite a strong warning against making errors in Experiment 2. When a source monitoring test was given, older adults had more difficulty than younger adults in identifying the source of items they had originally produced as guesses. If conditions encourage subjects to guess on a first memory test, they are likely to recollect these guesses as actual memories on later tests. This effect is exaggerated in older adults, probably because of their greater source monitoring difficulties. Both dual process and source monitoring theories provide insight into these findings.     

Age differences in collaborative memory: the role of retrieval manipulations

In two experiments, we examined age differences in collaborative inhibition (reduced recall in pairs of people, relative to pooled individuals) across repeated retrieval attempts. Younger and older adults studied categorized word lists and were then given two consecutive recall tests and a recognition test. On the first recall test, the subjects were given free-report cued recall or forced-report cued recall instructions (Experiment 1) or free recall instructions (Experiment 2) and recalled the lists either alone or in collaboration with another subject of the same age group. Free-report cued recall and free recall instructions warned the subjects not to guess, whereas forcedreport cued recall instructions required them to guess. Collaborative inhibition was obtained for both younger and older adults on initial tests of free-report cued recall, forced-report cued recall, and free recall, showing that the effect generalizes across several tests for both younger and older adults. Collaborative inhibition did not persist on subsequent individual recall or recognition tests for list items. Older adults consistently falsely recalled and recognized items more than did younger adults, as had been found in previous studies. In addition, prior collaboration may exaggerate older adults’ tendency toward higher false alarms on a subsequent recognition test, but only after a free recall test. The results provide generality to the phenomenon of collaborative inhibition and can be explained by invoking concepts of strategy disruption and source monitoring.     

Encoding differences in recognition and recall

After practice consisting of the free recall of five blocked categorized lists, Ss were presented a sixth list and then unexpectedly tested for recognition. After practice at recognition of the same five lists, Ss were unexpectedly tested for recall following presentation of the sixth test. Recognition performance was superior when items were encoded in anticipation of a recognition test. Intracategory serial position functions for Ss anticipating recall tests were different from those anticipating recognition tests regardless of the retention test employed. The role of control processes in recall and recognition testing is discussed     

Encoding in anticipation of various tests of retention

Abstract.— Subjects learned a pictorial material in anticipation of either free recall (FR), serial recall (SR), or recognition tests. A design containing all possible combinations of anticipated test and test actually given was used. SR and recognition performance was best when subjects anticipated these tests, respectively, whereas FR performance was best when an SR test was anticipated. Anticipation of recognition tended to interfere with SR performance, and vice versa. The results indicate that subjects encode pictorial material differently in anticipation of different retention tests; that this serves to facilitate or to impair performance on the anticipated and/or other retention tests in a predictable manner; and that subjects tend to use different information from the stimuli to pass recognition tests and to pass recall (FR or SR) tests.     

Implicit and explicit memory without awareness

Summary Three experiments are reported which investigate the conscious status of subjects during an implicit-memory test. In all experiments the subjects either named each visually presented target item or generated each item from an anagram in a first phase of incidental learning. In a second phase, they were either given a visual word-stem completion task as an implicit-memory test or given a recognition task (Experiment 1), or a cued-recall task (Experiments 2 and 3) as explicit-memory tests. Finally, in a third phase the subjects were required to make decisions about the input status (i. e., they had to decide whether the item was present in the first phase) as well as about the output status of information (i. e., they had to decide whether the item had been completed, recognized or recalled in the second phase). A generation effect (i. e., generated items were remembered better than named items) was evident in the recognition and recall data, but only for items whose recognition or recall was accompanied by conscious recollection of their previous occurrence in the study list. Judgments about the input status were more precise, given that items had been consciously recognized or recalled rather than completed. The same pattern of findings was observed for judgments about the output status. The results are interpreted as evidence that subjects in implicit-memory tests are less aware of the fact that some of their productions are relevant to prior experiences. In addition, they are less aware of the fact that they are retrieving information from their memories. However, the same state of nonawareness may be present in explicit-memory tests, as was revealed by the performance of subjects on those items whose recognition or recall was not accompanied by conscious recollection.     

Examining the contributions of desirable difficulty and reminding to the spacing effect

Although substantial evidence indicates that spacing repeated study events with intervening material generally enhances memory performance relative to massing study events, the mechanism underlying this benefit is less clear. Two experiments examined the role of reminding difficulty during the acquisition of material in modulating final memory performance for spaced repetitions utilizing recognition (Experiment 1) and recall tests (Experiment 2). Specifically, participants studied a list of words presented one or two times separated by one or five items. On each trial participants reported whether the item had been previously presented (i.e., repetition detection judgment), and the response latency served as a proxy for reminding difficulty such that longer response latencies reflected more difficult reminding. A third experiment extended this paradigm with the inclusion of a massed condition and novel lag conditions (three and ten items). Results revealed significant lag effects in final test performance across experiments despite comparable repetition detection difficulty between lag conditions during acquisition. Moreover, results from within-participant point-biserial analyses and mediation analyses converged on overall performance measures in suggesting that repetition detection difficulty failed to modulate final test performance in the current paradigm. Discussion considers the implications of the current results for mechanisms proposed to underlie the benefits of spaced study and spaced retrieval practice.     

Test expectancy and question answering in prose processing

Two experiments were conducted to study the effects of expectanices about test format (recall versus recognition) upon the retention of information from prose. In each study subjects expecting recall recalled better than those expecting a multiple-choice test. Serial position analysis in Experiment 1 suggested differential use of study time in groups expecting different types of test. Examination of study time use in Experiment 2 indicated that subjects expecting multiple-choice showed greater variability in the use of time spent reading prose segments. They were also more likely to employ idiosyncratic orders of reading segments. In general the results seem compatible with the theoretical model of Gillund and Shiffrin (1984) emphasizing the ratio of two types of coding.     

Cognitive effort and recollective experience in recognition memory

The difficulty of the cognitive operations required to process study items was manipulated in two experiments investigating recollective experience. In subsequent recognition tests, subjects indicated whether their recognition judgements for items processed in these tasks were based on recollection ("remember" responses) or on familiarity ("know" responses). In Experiment 1 target items were presented in the context of a category decision task. It was found that remember responses increased with the difficulty of the category decision. For positive instances, remember responses were greater for items of low instance frequency than for items of high instance frequency, while for negative instances remember responses were greater for items from similar categories than for items from dissimilar categories. These effects were not present in know responses. In Experiment 2, remember responses were more frequent when study items had been presented in the form of anagrams to be solved than when they had been presented in the form of words to be read aloud. The incidence of know responses was not affected by the format in which study items were presented. Source judgements were also more accurate when recognition was based on recollection. It is argued that the type of conscious awareness experienced during recognition is determined by the knowledge activated by items presented in the recognition test, which in turn is determined by the nature of the operations engaged at encoding.     

Short-term memory in autism spectrum disorder

Three experiments examined verbal short-term memory in comparison and autism spectrum disorder (ASD) participants. Experiment 1 involved forward and backward digit recall. Experiment 2 used a standard immediate serial recall task where, contrary to the digit-span task, items (words) were not repeated from list to list. Hence, this task called more heavily on item memory. Experiment 3 tested short-term order memory with an order recognition test: Each word list was repeated with or without the position of 2 adjacent items swapped. The ASD group showed poorer performance in all 3 experiments. Experiments 1 and 2 showed that group differences were due to memory for the order of the items, not to memory for the items themselves. Confirming these findings, the results of Experiment 3 showed that the ASD group had more difficulty detecting a change in the temporal sequence of the items.     

On the development of encoding in anticipation of various tests of retention

Abstract.— Seven, 9, 12–13, and 18–21-year-old subjects learned a pictorial material in anticipation of free recall (FR), serial recall (SR), or recognition tests. Type of anticipated test and test actually given were factorially combined, retention being tested after 2 min or after 2 weeks. Recall performance improved with age but recognition performance did not improve after CA 9. Differential anticipation had little effect on the performance of the youngest children. For older subjects the effects were clear-cut and similar at all age levels and at both retention intervals. SR and recognition performance was best when subjects anticipated these tests, respectively; anticipation of recognition interfered with recall performance, and vice versa. The main age-related improvement occurred between age levels 7 and 9.     

No Benefit of Eye-Closure Rehearsal in a Unimodal Recognition Memory Test for Word Items

Recent studies have suggested that closing the eyes helps memory retrieval in recall tests for audiovisual clips that contain multimodal information. In two experiments, we examined whether eye-closure improves recognition memory performance for word lists presented unimodally (i.e., visually or aurally). In the encoding phase, participants saw or heard a list of unrelated, meaningful word items. After a fixed retention interval of 1 week (Experiment 1, n = 110) and 5 min (Experiment 2, n = 44), the participants were asked to mentally rehearse the items with their eyes open or closed, and then they performed a recognition test. The results revealed no effect of eye-closure rehearsal on recognition performance. We discuss the possible reasons why no eye-closure benefit was found in recognition memory tests for unrelated word items.     

The role of the physical context in supporting young children's use of spatiotemporal organization in recall

Four experiments were conducted to investigate the role of the physical context in supporting 3‐ to 5‐year‐olds' use of spatiotemporal organization in recall. Children were familiarized with several target items and their corresponding landmarks arranged along a path in a model park. After familiarization, an experimenter removed the target items from the park. In Experiment 1, 3‐ and 4‐year‐olds recalled the missing items with the park either in view or out of view. When the park model was in view, 4‐ year‐olds used the order of the items along the path to structure their recall. In Experiment 2, 4‐ and 5‐year‐olds recalled the missing items with the landmarks arranged either in the same order as in familiarization or in a new order. Children used the order of landmarks along the path at test to structure their recall, even though the order of landmarks changed from familiarization to test. Experiment 3 was identical to Experiment 2, except that the path was removed from the park. Five‐year‐olds used the order of landmarks along the path at test to structure their recall when the order of landmarks remained the same from familiarization to test, but had much more difficulty doing so when the order of landmarks changed from familiarization to test. Using a more difficult task, Experiment 4 revealed that spatiotemporal organization was positively related to amount recalled. Together, these findings suggest that the structure of the physical environment plays an important role in supporting young children's use of spatiotemporal organization in recall.     

Case-Mixing Effects on Spelling Recognition: The Importance of Test Format

In a multiple-choice spelling recognition test, 56 university students were more accurate on more regular than irregular words, and on lower-case than mixed-case words, with the case mixing effect greater for irregular than regular words. In Experiment 2, the same words were presented singly in correct or incorrect spellings and distortion of word shape was achieved by case mixing (32 subjects) or by alternating the size of lower-case letters within a word (32 subjects). The main effects of regularity and distortion were replicated and the effect of distortion was greater for incorrect than correct stimuli, with correctly spelled words suffering a decrement in accuracy of less than 5 percentage points. Case mixing had a greater effect than size mixing on response latencies. In Experiment 3, with comparable test procedures, case mixing interacted with regularity in the subjects analysis for the multiple choice format, but not the single presentation format. This result indicates that comparisons based on visual configuration may be an artifact of multiple-choice tests.     

Repeated retrieval practice and item difficulty: Does criterion learning eliminate item difficulty effects?

A wealth of previous research has established that retrieval practice promotes memory, particularly when retrieval is successful. Although successful retrieval promotes memory, it remains unclear whether successful retrieval promotes memory equally well for items of varying difficulty. Will easy items still outperform difficult items on a final test if all items have been correctly recalled equal numbers of times during practice? In two experiments, normatively difficult and easy Lithuanian–English word pairs were learned via test–restudy practice until each item had been correctly recalled a preassigned number of times (from 1 to 11 correct recalls). Despite equating the numbers of successful recalls during practice, performance on a delayed final cued-recall test was lower for difficult than for easy items. Experiment 2 was designed to diagnose whether the disadvantage for difficult items was due to deficits in cue memory, target memory, and/or associative memory. The results revealed a disadvantage for the difficult versus the easy items only on the associative recognition test, with no differences on cue recognition, and even an advantage on target recognition. Although successful retrieval enhanced memory for both difficult and easy items, equating retrieval success during practice did not eliminate normative item difficulty differences.     

The picture-superiority effect in category-association tests

In two experiments we examined the picture-superiority effect in the framework of the transfer-appropriate processing approach recently advocated by Roediger, Weldon, and Challis (1989). For the first time conceptual implicit-memory task is used, i.e., category association. In Experiment 1, subjects study a mixed list of pictures and words and then receive either a category-association test or a category-cued recall test, followed by a recognition test. The results show that performance on category-cued recall, recognition, and category-association tests are better when the material is studied in picture format. In Experiment 2, we show that producing a sentence with the material studied (picture or word) eliminates the picture-superiority effect in the implicit test, but does not eliminate picture superiority in the category-cued recall test. These results suggest that conceptually driven processing plays a critical role in category association and explicit tests of memory. The results are discussed in the framework of the transfer-appropriate processing approach to memory.     

Test difficulty and judgment bias

Two experiments tested the hypothesis that overconfidence in performance judgments is due to test- and person-driven errors. In Experiment 1, test difficulty accounted for the vast majority of variation in overconfidence when individuals judged items of varying difficulty within a homogeneous test. In Experiment 2, the severity of overconfidence did not differ between three unrelated tests once test difficulty was controlled. Both experiments supported the view that over-confidence is due largely to test difficulty. Some degree of overconfidence also occurred because individuals adopted a normatively high success criterion for judging their own test performance.     

Hypermnesia occurs in recall but not in recognition

Two experiments investigated the effect of encoding conditions and type of test (recall vs. recognition) on the phenomenon of hypermnesia (improved performance across repeated tests). Subjects in Experiment 1 studied a list of words using either imaginal or semantic elaboration strategies and then received three successive tests. Different groups of subjects received either free recall, four-alternative forced-choice recognition, or yes/no recognition tests. Reliable hypermnesia was found only in the recall conditions, with the recognition conditions showing either no change in performance levels across tests (forced-choice tests) or significant forgetting (yes/no tests). In Experiment 2, subjects studied a list of words, and encoding was manipulated using three orienting tasks. Once again, hypermnesia was found with the recall tests but not with the forced choice recognition tests. Finding hypermnesia in recall but not in recognition indicates that retrieval processes in recall play a major role in producing hypermnesia. Also, the finding that the magnitude of the recall hypermnesias increased with an increase in total cumulative recall levels across study conditions suggests that cumulative recall levels are an important factor in determining the presence or absence of recall hypermnesia.