Event-related fMRI of category learning: differences in classification and feedback networks

Eighteen healthy young adults underwent event-related (ER) functional magnetic resonance imaging (fMRI) of the brain while performing a visual category learning task. The specific category learning task required subjects to extract the rules that guide classification of quasi-random patterns of dots into categories. Following each classification choice, visual feedback was presented. The average hemodynamic response was calculated across the eighteen subjects to identify the separate networks associated with both classification and feedback. Random-effects analyses identified the different networks implicated during the classification and feedback phases of each trial. The regions included prefrontal cortex, frontal eye fields, supplementary motor and eye fields, thalamus, caudate, superior and inferior parietal lobules, and areas within visual cortex. The differences between classification and feedback were identified as (i) overall higher volumes and signal intensities during classification as compared to feedback, (ii) involvement of the thalamus and superior parietal regions during the classification phase of each trial, and (iii) differential involvement of the caudate head during feedback. The effects of learning were then evaluated for both classification and feedback. Early in learning, subjects showed increased activation in the hippocampal regions during classification and activation in the heads of the caudate nuclei during the corresponding feedback phases. The findings suggest that early stages of prototype-distortion learning are characterized by networks previously associated with strategies of explicit memory and hypothesis testing. However as learning progresses the networks change. This finding suggests that the cognitive strategies also change during prototype-distortion learning.     

Development of implicit and explicit category learning

We present two studies that examined developmental differences in the implicit and explicit acquisition of category knowledge. College-attending adults consistently outperformed school-age children on two separate information-integration paradigms due to children’s more frequent use of an explicit rule-based strategy. Accuracy rates were also higher for adults on a unidimensional rule-based task due to children’s more frequent use of the irrelevant dimension to guide their behavior. Results across these two studies suggest that the ability to learn categorization structures may be dependent on a child’s ability to inhibit output from the explicit system.     

Analyzing the RULEX model of category learning

Recent approaches to human category learning have often (re)invoked the notion of systematic search for good rules. The RULEX model of category learning is emblematic of this renewed interest in rule-based categorization, and is able to account for crucial findings previously thought to provide evidence in favor of prototype or exemplar models. However, a major difficulty in comparing RULEX to other models is that RULEX is framed in terms of a stochastic search process, with no analytic expressions available for its predictions. The result is that RULEX predictions can only be found through time consuming simulations, making model-fitting very difficult, and all but prohibiting more detailed investigations of the model. To remedy this problem, this paper describes an algorithmic method of calculating RULEX predictions that does not rely on numerical simulation, and yields some insight into the behavior of the model itself.     

Study preferences for exemplar variability in self-regulated category learning

Increasing exemplar variability during category learning can enhance classification of novel exemplars from studied categories. Four experiments examined whether participants preferred variability when making study choices with the goal of later classifying novel exemplars. In Experiments 1–3, participants were familiarised with exemplars of birds from multiple categories prior to making category-level assessments of learning and subsequent choices about whether to receive more variability or repetitions of exemplars during study. After study, participants classified novel exemplars from studied categories. The majority of participants showed a consistent preference for variability in their study, but choices were not related to category-level assessments of learning. Experiment 4 provided evidence that study preferences were based primarily on theoretical beliefs in that most participants indicated a preference for variability on questionnaires that did not include prior experience with exemplars. Potential directions for theoretical development and applications to education are discussed.     

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.     

Eyetracking and selective attention in category learning

An eyetracking version of the classic Shepard, Hovland, and Jenkins (1961) experiment was conducted. Forty years of research has assumed that category learning often involves learning to selectively attend to only those stimulus dimensions useful for classification. We confirmed that participants learned to allocate their attention optimally. We also found that learners tend to fixate all stimulus dimensions early in learning. This result obtained despite evidence that participants were also testing one-dimensional rules during this period. Finally, the restriction of eye movements to only relevant dimensions tended to occur only after errors were largely (or completely) eliminated. We interpret these findings as consistent with multiple-systems theories of learning which maximize information input in order to maximize the number of learning modules involved, and which focus solely on relevant information only after one module has solved the learning problem.     

Compensatory processing during rule-based category learning in older adults

Healthy older adults typically perform worse than younger adults at rule-based category learning, but better than patients with Alzheimer’s or Parkinson’s disease. To further investigate aging’s effect on rule-based category learning, we monitored event-related potentials (ERPs) while younger and neuropsychologically typical older adults performed a visual category-learning task with a rule-based category structure and trial-by-trial feedback. Using these procedures, we previously identified ERPs sensitive to categorization strategy and accuracy in young participants. In addition, previous studies have demonstrated the importance of neural processing in the prefrontal cortex and the medial temporal lobe for this task. In this study, older adults showed lower accuracy and longer response times than younger adults, but there were two distinct subgroups of older adults. One subgroup showed near-chance performance throughout the procedure, never categorizing accurately. The other subgroup reached asymptotic accuracy that was equivalent to that in younger adults, although they categorized more slowly. These two subgroups were further distinguished via ERPs. Consistent with the compensation theory of cognitive aging, older adults who successfully learned showed larger frontal ERPs when compared with younger adults. Recruitment of prefrontal resources may have improved performance while slowing response times. Additionally, correlations of feedback-locked P300 amplitudes with category-learning accuracy differentiated successful younger and older adults. Overall, the results suggest that the ability to adapt one’s behavior in response to feedback during learning varies across older individuals, and that the failure of some to adapt their behavior may reflect inadequate engagement of prefrontal cortex.     

Differential effects of regulatory fit on category learning

Motivation affects the degree to which people engage in tasks as well as the processes that they bring to bear. We explore the proposal that a fit between a person’s situationally induced self-regulatory focus and the reward structure of the task that they are pursuing supports greater flexibility in processing than does a mismatch between regulatory focus and reward structure. In two experiments, we prime regulatory focus and manipulate task reward structure. Our participants perform a rule-based learning task whose solution requires flexible strategy testing as well as an information-integration task for which flexible strategy use hinders learning. Across two experiments, we predict and obtain a three-way interaction between regulatory focus, reward structure, and task. Relative to a mismatch, a match leads to better rule-based task performance, but worse performance on the information-integration task. We relate these findings to other work on motivation and choking under pressure.     

Gaze and informativeness during category learning: Evidence for an inverse relation

In what follows, we explore the general relationship between eye gaze during a category learning task and the information conveyed by each member of the learned category. To understand the nature of this relationship empirically, we used eye tracking during a novel object classification paradigm. Results suggest that the average fixation time per object during learning is inversely proportional to the amount of information that object conveys about its category. This inverse relationship may seem counterintuitive; however, objects that have a high-information value are inherently more representative of their category. Therefore, their generality captures the essence of the category structure relative to less representative objects. As such, it takes relatively less time to process these objects than their less informative companions. We use a general information measure referred to as representational information theory (Vigo, 2011a, 2013a) to articulate and interpret the results from our experiment and compare its predictions to those of three models of prototypicality.     

A note on DeCaro, Thomas, and Beilock (2008): Further data demonstrate complexities in the assessment of information-integration category learning

DeCaro et al. [DeCaro, M. S., Thomas, R. D., & Beilock, S. L. (2008). Individual differences in category learning: Sometimes less working memory capacity is better than more. Cognition, 107(1), 284-294] explored how individual differences in working memory capacity differentially mediate the learning of distinct category structures. Specifically, their results showed that greater working memory capacity facilitates the learning of novel category structures that are verbalisable and discoverable through logical reasoning processes. Conversely, however, greater working memory was shown to impede the learning of novel category structures thought to be non-verbalisable, inaccessible to conscious reasoning and discoverable only through implicit (procedural) learning of appropriate stimulus-category responses. The present paper calls into question the specific nature of the category learning tasks used, in particular their ability to discriminate between different modes of category learning.     

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.     

Restructuring partitioned knowledge: the role of recoordination in category learning

Knowledge restructuring refers to changes in the strategy with which people solve a given problem. Two types of knowledge restructuring are supported by existing category learning models. The first is a relearning process, which involves incremental updating of knowledge as learning progresses. The second is a recoordination process, which involves novel changes in the way existing knowledge is applied to the task. Whereas relearning is supported by both single- and multiple-module models of category learning, only multiple-module models support recoordination. To date, only relearning has been directly supported empirically. We report two category learning experiments that provide direct evidence of recoordination. People can fluidly alternate between different categorization strategies, and moreover, can reinstate an old strategy even after prolonged use of an alternative. The knowledge restructuring data are not well fit by a single-module model (ALCOVE). By contrast, a multiple-module model (ATRIUM) quantitatively accounts for recoordination. Low-level changes in the distribution of dimensional attention are shown to subsequently affect how ATRIUM coordinates its modular knowledge. We argue that learning about complex tasks occurs at the level of the partial knowledge elements used to generate a response strategy.     

Contrasting rule-based and similarity-based category learning: The effects of mood and prior knowledge on ambiguous categorization

This study adopts a dual-system view of category learning. The findings suggest that consumers who learn a dominant feature as a verbal rule for a product category will classify a new ambiguous product according to that feature even if it more closely resembles a different product category. The findings also demonstrate that dominant features can bias categorization toward a less prototypical category in the event that the new product breaks the rule. We refer to this phenomenon as criterial inferencing. Lastly, we offer unique empirical evidence to suggest that mood influences category learning and thus attenuates the criterial inferencing bias.     

SUSTAIN: a network model of category learning

SUSTAIN (Supervised and Unsupervised STratified Adaptive Incremental Network) is a model of how humans learn categories from examples. SUSTAIN initially assumes a simple category structure. If simple solutions prove inadequate and SUSTAIN is confronted with a surprising event (e.g., it is told that a bat is a mammal instead of a bird), SUSTAIN recruits an additional cluster to represent the surprising event. Newly recruited clusters are available to explain future events and can themselves evolve into prototypes-attractors-rules. SUSTAIN's discovery of category substructure is affected not only by the structure of the world but by the nature of the learning task and the learner's goals. SUSTAIN successfully extends category learning models to studies of inference learning, unsupervised learning, category construction, and contexts in which identification learning is faster than classification learning.     

Category learning with a goal: how goals constrain conceptual acquisition

A novel task was used to examine the roles that goals play in concept acquisition. In Experiment 1, we varied the type of interaction, and thus the task goal, of participants working in a novel domain. Following those interactions, participant responses showed that they had organized their knowledge in terms of goal-relevant features. Using a variation of the same methodology, Experiment 2 provided evidence that the goal relevance also played a role in how the participants structured their knowledge of the items, specifically what information about the items was associated with differentiating the categories encountered. The results suggest that the goals not only highlighted particular features, they determined the centrality of those features in the conceptual knowledge. We discuss the results in terms of the goal-framework hypothesis; the idea that goals structure information and provide coherence to the acquired concepts. We discuss how this approach informs category learning research.     

Exploring the conjunction fallacy within a category learning framework

The literature presents two major theories on the cause of the conjunction fallacy. The first attributes the conjunction fallacy to the representativeness heuristic. The second suggests that the conjunction fallacy is caused by people combining p(A) and p(B) into p(A&B) in an inappropriate manner. These two theories were contrasted in two category‐learning experiments. As predicted by the latter theory, data showed that participants that could assess p(A&B) directly made fewer conjunction fallacies than participants who had to compute p(A) and p(B) separately and then combine them into p(A&B). Least conjunction fallacies were observed in the cases where the representativeness heuristic was applicable. Overall, data showed that an inability to appropriately combine probabilities is one of the key cognitive mechanisms behind the conjunction fallacy. Copyright © 2008 John Wiley & Sons, Ltd.     

Metacognitive monitoring during category learning: how success affects future behaviour

The purpose of this study was to see how people perceive their own learning during a category learning task, and whether their perceptions matched their performance. In two experiments, participants were asked to learn natural categories, of both high and low variability, and make category learning judgements (CLJs). Variability was manipulated by varying the number of exemplars and the number of times each exemplar was presented within each category. Experiment 1 showed that participants were generally overconfident in their knowledge of low variability families, suggesting that they considered repetition to be more useful for learning than it actually was. Also, a correct trial, for a particular category, was more likely to occur if the previous trial was correct. CLJs had the largest increase when a trial was correct following an incorrect trial and the largest decrease when an incorrect trial followed a correct trial. Experiment 2 replicated these results, but also demonstrated that global CLJ ratings showed the same bias towards repetition. These results indicate that we generally identify success as being the biggest determinant of learning, but do not always recognise cues, such as variability, that enhance learning.     

Unsupervised category learning with integral-dimension stimuli

Despite the recent surge in research on unsupervised category learning, the majority of studies have focused on unconstrained tasks in which no instructions are provided about the underlying category structure. Relatively little research has focused on constrained tasks in which the goal is to learn predefined stimulus clusters in the absence of feedback. The few studies that have addressed this issue have focused almost exclusively on stimuli for which it is relatively easy to attend selectively to the component dimensions (i.e., separable dimensions). In the present study, we investigated the ability of participants to learn categories constructed from stimuli for which it is difficult, if not impossible, to attend selectively to the component dimensions (i.e., integral dimensions). The experiments demonstrate that individuals are capable of learning categories constructed from the integral dimensions of brightness and saturation, but this ability is generally limited to category structures requiring selective attention to brightness. As might be expected with integral dimensions, participants were often able to integrate brightness and saturation information in the absence of feedback—an ability not observed in previous studies with separable dimensions. Even so, there was a bias to weight brightness more heavily than saturation in the categorization process, suggesting a weak form of selective attention to brightness. These data present an important challenge for the development of models of unsupervised category learning.