Typicality effects in contingency-shaped generalized equivalence classes

Two experiments were conducted using match-to-sample methodologies in an effort to model lexical classes, which include both arbitrary and perceptual relations between class members. Training in both experiments used a one-to-many mapping procedure with nonsense syllables as samples and eight sets of abstract stimuli as comparisons. These abstract stimuli differed along a number of dimensions, four of which were critical to the experimenter-defined class membership. Stimuli in some comparison sets included only one of the class-defining features, but stimuli in other sets included two, three, or all four of the critical features. After mastery of the baseline training, three types of probe tests were conducted: symmetry, transitivity/equivalence, and novel probe tests in which the training nonsense syllables served as samples, and comparisons were novel abstract stimuli that included one or more of the class-defining features. Symmetry and transitivity/equivalence probe tests showed that the stimuli used in training became members of equivalence classes. The novel stimuli also became class members on the basis of inclusion of any of the critical features. Thus these probe tests revealed the formation of open-ended generalized equivalence classes. In addition, typicality effects were observed such that comparison sets with more critical features were learned with fewer errors, responded to more rapidly, and judged to be better exemplars of the class. Contingency-shaped stimulus classes established through a match-to-sample procedure thus show several important behavioral similarities to natural lexical categories.     

The effects of nodality on the formation of equivalence classes

A four-member equivalence class (A → B → C → D) can be formed by training AB, BC, and CD. The nodal stimuli, B and C, mediate all of the derivative (transitive and equivalence) relations in the class. The derivative relations AC, CA, BD, and DB are separated by one node, whereas AD and DA are separated by two nodes. How do the number of nodes that separate the stimuli in a derivative relation influence the induction of stimulus control exerted by that relation? Seven college students learned two four-member classes made up of nonsense syllables. After training, all derivative relations were presented repeatedly without informative feedback. Stimulus control exerted by each derivative relation was assessed concurrently. For the 7 subjects, control exerted by the derivative relations increased gradually with repeated presentations. With 6 of the 7 subjects, the one-node relations exerted more control than the two-node relations during the process. However, the disparity between the one- and two-node relations decreased with repeated presentations. Eventually, all derivative relations exerted complete control. The control exerted by derivative relations during induction was inversely related to the number of nodes separating the terms in the derivative relations. These results demonstrate that nodal distance is a determinant of the relatedness of stimuli in equivalence classes. The findings are discussed in terms of remote association, semantic memory networks, and the study of transitive inference.     

The structure of equivalence classes

THE STRUCTURE OF EQUIVALENCE CLASSES CAN BE COMPLETELY DESCRIBED BY FOUR PARAMETERS: class size, number of nodes, the distribution of "singles" among nodes, and directionality of training. Class size refers to the number of stimuli in a class. Nodes are stimuli linked by training to at least two other stimuli. Singles are stimuli linked by training to only one other stimulus. The distribution of singles refers to the number of singles linked by training to each node. Directionality of training refers to the use of stimuli as samples and as comparison stimuli in training. These four parameters define the different ways in which the stimuli in a class can be organized, and thus provide a basis for systematically characterizing the properties of stimuli in a given equivalence class. The four parameters can also be used to account for the development of individual differences that are commonly characterized in terms of "understanding" and connotative meaning.Methods are described for generating all possible combinations of parameter values, and a formula is introduced which specifies all of the parameter values for an equivalence class. Its utility for interrelating experimental procedures is demonstrated by analyzing a number of representative experiments that have addressed equivalence-class formation.     

Functional classes and equivalence relations

Three adult subjects were taught a set of two-choice simultaneous discriminations, with three positive and three negative stimuli; all possible combinations of positive and negative stimuli yielded nine different pairs. The discriminations were repeatedly reversed and rereversed, the former positive stimuli becoming negative and the former negative stimuli becoming positive. With all subjects, a reversal of the contingencies for one pair of stimuli became sufficient to change their responses to all of the other pairs. The reversals had produced functional stimulus classes. Then, all subjects showed conditional discriminations emerging between members of a functional class; given a sample from one class and comparisons from both classes, they selected the comparison that was in the same class as the sample. Next, 2 of the subjects showed that the within-class conditional relations possessed the symmetric and transitive properties of equivalence relations; after having been taught to relate new stimuli to existing class members, the subjects then matched other class members to the new stimuli. Subsequent tests of two-choice discriminations showed that the conditional discriminations had transferred functional class membership to the new stimuli. The 3rd subject, who did not show equivalence relations among functional class members, was also found to have lost the within-class conditional relations after the equivalence tests.     

Reorganization of equivalence classes: effects of preliminary training and meaningful stimuli

In Condition 1, adults learned the baseline relations for the three equivalence classes A1‐B1‐C1‐D1‐E1, A2‐B2‐C2‐D2‐E2, and A3‐B3‐C3‐D3‐E3. Classes contained abstract shapes in the ABS and four preliminary training groups. Each class in the PIC group contained one picture and four abstract shapes. Before class formation for four other groups, preliminary training involved establishing identity (CC) or arbitrary (CX) relations either with or without a delay. Without preliminary training, classes formed with low and high likelihoods in the ABS and PIC groups, respectively. Preliminary training with no delay produced modest increases in class formation, while preliminary training with delay produced large increases in class formation. Condition 2 replicated Condition 1 but with training of reassigned BC and CD relations that linked C from one class to B and D from another class: B1‐C2, B2‐C3, B3‐C1, C2‐D1, C3‐D2, and C1‐D3. Subsequent tests assessed the emergence of the reorganized classes A1‐B1 ‐C2 ‐D1‐E1, A2‐B2‐ C3 ‐D2‐E2, and A3‐B3‐ C1 ‐D3‐E3. All preliminary training procedures increased likelihood of forming the reorganized classes to the level seen in the PIC group. Greater gains were produced by preliminary training with no delays than with delays. Test performances also showed how preliminary training influenced baseline acquisition speed and participant‐defined relations.     

Predicting the extension of equivalence classes from primary generalization gradients: the merger of equivalence classes and perceptual classes.

In Experiment 1, 6 college students were given generalization tests using 25 line lengths as samples with a long line, a short line, and a “neither” option as comparisons. The neither option was to be used if a sample did not go with the other comparisons. Then, four-member equivalence classes were formed. Class 1 included three nonsense words and the short line. Class 2 included three other nonsense words and the long line. After repeating the generalization test for line length, additional tests were conducted using members of the equivalence classes (i.e., nonsense words and lines) as comparisons and intermediate-length lines as samples. All Class 2 comparisons were selected in the presence of the test lines that also evoked the selection of the long line in the generalization test that had been given before equivalence class formation. Class 1 yielded complementary findings. Thus, the preclass primary generalization gradient predicted which test lines acted as members of each equivalence class. Regardless of using comparisons that were nonsense words or lines, the post-class-formation gradients overlapped, showing the substitutability of class members. Experiment 2 assessed the discriminability of the intermediate-length test lines from the Class 1 (shortest) and Class 2 (longest) lines. The test lines that functioned as members of an equivalence class were discriminable from the line that was a member of the same class by training. Thus, these test lines also acted as members of a dimensionally defined class of “long” or “short” lines. Extension of an equivalence class, then, involved its merger with a dimensionally defined class, which converted a close-ended class to an open-ended class. These data suggest a means of predicting class membership in naturally occurring categories.     

The transfer of contextual control over equivalence classes through equivalence classes: a possible model of social stereotyping.

In Experiment 1, subjects acquired conditional equivalence classes controlled by three male and three female names as contextual stimuli. When equivalence relations were tested using new names not used in training (three male and three female), contextual control remained intact. Thus, generalized control of the composition of conditional equivalence classes by characteristically gender-identified names was shown. A basic analysis of this finding was tested in Experiment 2. Contextual equivalence classes were established using as contextual stimuli nonrepresentational visual figures that were members of additional pretrained three-member equivalence classes. When other stimuli in the pretrained equivalence classes were used as contextual stimuli, the conditional equivalence classes remained intact. Control subjects showed that this effect depended on the equivalence relations established in pretraining. The results show that contextual control over equivalence classes can transfer through equivalence classes. The implications of this phenomenon for social stereotyping are discussed.     

Some tests of response membership in acquired equivalence classes

Pigeons were trained on many-to-one matching in which pairs of samples, each consisting of a visual stimulus and a distinctive pattern of center-key responding, occasioned the same reinforced comparison choice. Acquired equivalence between the visual and response samples then was evaluated by reinforcing new comparison choices to one set of samples, and examining generalization of these choices to the other samples. Three separate experiments found no evidence of such generalization, as indexed by performance on class-consistent versus class-inconsistent tests. Other tests showed that the pigeons' center-key response patterns during training had indeed served as a conditional cue for choice. These results do not support the hypothesis that different defined responses can become members of acquired equivalence classes.     

Formation of new stimulus equivalence classes by exclusion

This study presents three experiments that aimed to show the formation of stimulus equivalence relations among stimuli that had been previously related only by exclusion. In Experiment 1, participants were trained on baseline conditional discriminations to establish two 3‐member equivalence classes. Then, they were exposed to exclusion trials, without feedback, in which undefined stimuli had to be matched by rejecting the defined baseline stimuli. Finally, participants responded to test trials evaluating the emergence of symmetry and transitivity among the undefined stimuli from the exclusion trials. For half of the participants, the stimuli related by exclusion were introduced as S‐ stimuli in the baseline trials, whereas for the other half they were not. Further, half of the participants were assessed for emergent relations with stimuli from all the classes, whereas the other half was assessed for emergent relations with only the stimuli related by exclusion. In Experiment 2, the S‐ comparisons in the emergent relations test trials with stimuli only related by exclusion were stimuli from a null class. In Experiment 3, the number of exclusion trials was doubled. Across experiments, most participants showed emergence of equivalence relations among the stimuli related by exclusion. Some conditions of stimulus control associated with exclusion learning and the emergence of equivalence relations are discussed.     

Nodal structure and the partitioning of equivalence classes

By definition, all of the stimuli in an equivalence class have to be functionally interchangeable with each other. The present experiment, however, demonstrated that this was not the case when using post-class-formation dual-option response transfer tests. With college students, two 4-node 6-member equivalence classes with nodal structures of A-->B-->C-->D-->E-->F were produced by training AB, BC, CD, DE, and EF. Then, unique responses were trained to the C and D stimuli in each class. The responses trained to C generalized to B and A, while the responses trained to D generalized to E and F. Thus, each 4-node 6-member equivalence class was bifurcated into two 3-member functional classes: A-->B-->C and D-->E-->F, with class membership precisely predicted by nodal structure. A final emergent relations test documented the intactness of the underlying 4-node 6-member equivalence classes. The coexistence of the interchangeability of stimuli in an equivalence class and the bifurcation of such a class in terms of nodal structure was explained in the following manner. The conditional discriminations that are used to establish a class also imposes a nodal structure on the stimuli in the class. Thus, the stimuli in the class acquire two sets of relational properties. If the format of a test trial allows only one response option per class, responding on those trials will be in accordance with class membership and will not express the effects of nodal distance. If the format of a test trial allows more than one response option per class, responding on those trials will be determined by the nodal structure of the class. Thus, the relational properties expressed by the stimuli in an equivalence class are determined by the discriminative function served by the format of a test trial.     

Sea lions and equivalence: expanding classes by exclusion

Experiments have shown that human and nonhuman subjects are capable of performing new arbitrary stimulus-stimulus relations without error. When subjects that are experienced with matching-to-sample procedures are presented with a novel sample, a novel comparison, and a familiar comparison, most respond by correctly selecting the novel comparison in the presence of the new sample. This exclusion paradigm was expanded with two California sea lions that had previously formed two 10-member equivalence classes in a matching-to-sample procedure. Rather than being presented with a novel sample on a given trial, the sea lions were presented with a randomly selected familiar member of one class as the sample. One of the comparisons was a randomly selected familiar member of the alternative class, and the other was a novel stimulus. When required to choose which comparison matched the sample, the subjects reliably rejected the familiar comparison, and instead selected the unfamiliar one. Next, the sea lions were presented with transfer problems that could not be solved by exclusion; they immediately grouped the new stimuli into the appropriate classes. These findings show that exclusion procedures can rapidly generate new stimulus relations that can be used to expand stimulus classes.     

The effects of a training package to teach note taking on the formation of equivalence classes

Effective note taking may enhance learning outcomes for students and serve as a directly observable form of mediation within a test context. Frampton et al. (2023) used stimulus fading to teach note taking in the form of a graphic organizer (GO) during matching-to-sample baseline relations training (MTS-BRT). Moderately high yields were observed with young adults despite the use of linear series training, abstract stimuli, and five-member classes. The present study taught the same note taking strategy using an intervention package including video illustration, voice-over instructions, and feedback to eight college students. Participants were taught to construct the GO during MTS-BRT with three three-member classes of familiar stimuli. Then the effects of MTS-BRT alone with three five-member classes of abstract stimuli was evaluated. Participants efficiently completed training with familiar stimuli and passed the posttest on the first attempt. With the abstract stimuli, participants engaged in GO construction during MTS-BRT and the six participants that demonstrated high levels of fidelity to the trained note taking strategy passed the posttest on the first attempt. These results replicate findings from Frampton et al. while using a more efficient intervention package. Benefits of teaching overt mediation responses are discussed as well as future directions for translation to applied contexts.     

Using the simultaneous protocol to study equivalence class formation: the facilitating effects of nodal number and size of previously established equivalence classes

The emergence of equivalence classes in college students is unlikely when all baseline relations are trained concurrently and all probes for emergent relations are then introduced concurrently (the simultaneous protocol). This experiment showed how the number of nodes and the size of previously established equivalence classes enhanced the emergence of new equivalence classes under the simultaneous protocol. First, one-node three-, five-, or seven-member classes or three-node five- or seven-member classes were established with college students. A sixth group received no pretraining. Then, the simultaneous protocol was used to establish new three-node five-member equivalence classes with all students. The speed and variability with which the baseline relations were established in the simultaneous protocol were inverse functions of number of nodes in the previously established classes, but not of their size. The percentage of subjects who showed the emergence of new equivalence classes under the simultaneous protocol was a direct function of number of nodes and size of pretrained classes. The additional time spent for pretraining greatly reduced the total training time needed to produce individuals who showed the emergence of classes under the simultaneous protocol. The total time saved was a direct function of number of nodes and number of stimuli in the pretrained classes.     

Formation of partially and fully elaborated generalized equivalence classes

Most complex categories observed in real-world settings consist of perceptually disparate stimuli, such as a picture of a person's face, the person's name as written, and the same name as heard, as well as dimensional variants of some or all of these stimuli. The stimuli function as members of a single partially or fully elaborated generalized equivalence class when they occasion the mutual selection of each other after the establishment of some subset of relations among the stimuli. Indeed, it is these generalized relations among stimuli that enable an individual to respond appropriately to the inevitable flux of natural environments. The present experiments involved procedures for producing both types of generalized equivalence class and for evaluating their retention. Granting the formal and functional similarities that exist between generalized equivalence classes and natural categories, natural kinds, and fuzzy superordinate classes, the variables responsible for the emergence of the former might also account for the emergence of the latter three phenomena. In Experiment 1, After forming an A'-B' class, a B'-C relation was trained and generalization tests were conducted with B'-C, C-B', A'-C, and C'-A. Two of 5 participants passed the tests documenting the formation of A'-B'-C classes. Failures occurred in the A'-C and C-A' tests but not the B'-C and C-B' tests. Failures were also correlated with time between A'-B' class formation and C-based testing and with the absence of baseline confirmation when training and testing were separated by about one week. Experiment 2 replicated Experiment 1 but presented baseline confirmation probes immediatley prior to testing when training and testing were separated by one week; all participants then formed partially elaborated generalized equivalence classes. In Experiment 3, 5 of 6 participants formed fully elaborated generalized equivalence classes, represented as A' = B' = C'.     

A new approach to the formation of equivalence classes in pigeons

Four pigeons were given simultaneous discrimination training with visual patterns arbitrarily divided into two sets, with the stimuli in one set designated A1, B1, C1, and D1 and those in the other set designated A2, B2, C2, and D2. In sequentially introduced training phases, the pigeons were exposed to a series of reversals to establish AB and then CD equivalences. In subsequent testing sessions, a subset of stimuli from one set served as positive stimuli and those from the other set as negative stimuli on training trials, and transfer of the reinforced relation to other members of the sets was tested with nonreinforced probe trials. The pigeons were trained further on AC and BD equivalences and then were tested for the emergence of untrained AD and BC equivalences. Two of the 4 pigeons exhibited the emergence of one of these untrained equivalences, evidence for the emergence of transitive relations. This finding suggests that the pigeons established three-member functional equivalence classes by incorporating separately trained multiple equivalence relations. Repeated reversal training and probe testing enabled us to explore the formation and expansion of functional equivalence classes in pigeons.     

Transfer of a conditional ordering response through conditional equivalence classes

Eight adult humans were taught conditional discriminations in a matching-to-sample format that led to the formation of two four-member equivalence classes. When subjects were taught to select one comparison stimulus from each class in a set order, they then ordered all other members of the equivalence classes without explicit training. When the ordering response itself was brought under conditional control, conditional sequencing also transferred to all other members of the two equivalence classes. When the conditional discriminations in the matching-to-sample task were brought under higher order conditional control, the eight stimulus members were arranged into four conditional equivalence classes. Both ordering and conditional ordering transferred to all members of the four conditional equivalence classes; for some subjects this occurred without a typical test for equivalence. One hundred twenty untrained sequences emerged from eight trained sequences for all subjects. Transfer of functions through equivalence classes may contribute to a behavior-analytic approach to semantics and generative grammar.     

Evidence of precurrent responses expanding equivalence classes in a delayed matching-to-sample task

Delayed matching to sample (DMTS) increases the probability of equivalence class formation. Precurrent responses can mediate the retention interval in DMTS trials and control the selection of comparisons. In human participants, precurrent responses usually consist of naming the experimental stimuli based on their similarities to meaningful stimuli with preexperimental history. We tested whether precurrents expand classes by serving as nodes between experimental and meaningful stimuli. A DMTS (2 s) was used throughout the entire experiment. Eleven undergraduates learned A1B1 and A2B2 relations and then were submitted to ArC trials that required them to answer math problems presented during the DMTS interval: when the sample was A1, the problems resulted in 12 and C1 was correct; when the sample was A2, they resulted in 9 and C2 was correct. Response-as-node tests assessed whether participants would relate B1 and C1 to the printed number 12 and B2 and C2 to the printed number 9. Ten participants responded accordingly to this pattern, showing that the responses to the problems expanded the classes. Parity tests using the words “even” and “odd” further confirmed this hypothesis. These results contribute to understanding why DMTS enhances equivalence performances. Implications of using this procedure in stimulus-equivalence studies are discussed.     

Nodal structure and stimulus relatedness in equivalence classes: post-class formation preference tests

Three experiments used postclass formation within-class preference test performances to evaluate the effects of nodal distance on the relatedness of stimuli in equivalence classes. In Experiment 1, two 2-node four-member equivalence classes were established using the simultaneous protocol in which all of the baseline relations were trained together, after which all emergent relations probes were presented together. All training and testing was done using match-to-sample trials that contained two comparisons. After class formation, the effects of nodal distance were evaluated using within-class preference tests that contained samples and both comparisons from the same class. These tests yielded inconsistent performances for most participants. Experiment 2 replicated Experiment 1, but a third null comparison was used on all trials during class formation. Thereafter, virtually all of the within-class probes, for all participants, evoked performances that were consistent with the predicted effects of nodal distance, that is, the selection of comparisons that were nodally closer to the samples. It appears, then, that the establishment of the equivalence classes with a third null comparison induced control by nodal structure of the classes. Experiment 3 demonstrated the generality of these findings with larger classes that contained more nodal separations, that is, three-node five-member classes. Emergent-relations tests conducted immediately after the within-class tests showed the classes to be intact. Thus, the differential relatedness of stimuli in a class or their interchangeability depended on the content of a test trial: within-class probes occasioned responding indicative of differential strength among the stimuli in the class, while cross-class tests occasioned responding indicative of interchangeability of stimuli in the same class.     

The role of instructions in the transfer of ordinal functions through equivalence classes

In two experiments, adult subjects completed match-to-sample training and testing to establish four equivalence classes of four figures each. Then the subjects were taught one three-position sequence consisting of one stimulus from Class 1, one from Class 2, and one from Class 3. Inclusion of Class 4 stimuli in sequences was never reinforced, but two different stimuli from Class 4 appeared as distractors on each sequence trial. Tests assessed whether subjects would produce novel three-position sequences composed of members of Classes 1 through 3 that had not been used in sequence training. Three subjects in Experiment 1 received instructions about the match-to-sample and sequencing tasks, in addition to training contingencies. All 3 demonstrated equivalence class formation after match-to-sample training. After they were taught one sequence with one member of Classes 1 through 3, none of these subjects produced untrained sequences with other equivalence class members reliably. One additional sequence was trained directly; thereafter 1 subject showed some evidence of transfer of the trained ordinal functions across the remaining members of the equivalence classes, but the other 2 did not. Following a review of equivalence class training and testing and a review of the original sequence training, all 3 subjects produced most of the predicted, untrained sequences on tests. Experiment 2 replicated Experiment 1 with 2 adults but omitted all instructions except the minimal ones necessary to initiate responding. Unlike the subjects in Experiment 1, both of these subjects demonstrated virtually complete transfer of ordinal functions through the equivalence classes after direct training on just one sequence composed of one member of Classes 1 through 3.