Spontaneous Analogical Transfer Research Articles

Promoting spontaneous analogical transfer by idealizing target representations.

Recent results demonstrate that inducing an abstract representation of target analogs at retrieval time aids access to analogous situations with mismatching surface features (i.e., the late abstraction principle). A limitation of current implementations of this principle is that they either require the external provision of target-specific information or demand very high intellectual effort. Experiment 1 demonstrated that constructing an idealized situation model of a target problem increases the rate of correct solutions compared with constructing either concrete simulations or no simulations. Experiment 2 confirmed that these results were based on an advantage for accessing the base analog, and not merely an advantage of idealized simulations for understanding the target problem in its own terms. This target idealization strategy has broader applicability than prior interventions based on the late abstraction principle because it can be achieved by a greater proportion of participants and without the need to receive target-specific information. We present a computational model, SampComp, that predicts successful retrieval of a stored situation to understand a target based on the overlap of a random, but potentially biased, sample of features from each. SampComp is able to account for the relative benefits of base and target idealization, and their interaction.

Preventing inert knowledge: Category status promotes spontaneous structure-based retrieval of prior knowledge.

Analogical comparison of 2 provided cases promotes spontaneous analogical transfer by encouraging a more abstract representation of a target principle. This is widely understood as a process of schema abstraction that aids retrieval from memory in the absence of superficial similarity. The category status hypothesis states that if knowledge about a target principle is represented as a relational category, it is easier to activate as a result of categorizing (as opposed to cue-based reminding). To investigate these 2 pathways to spontaneous transfer (schema retrieval vs. categorization), participants were assigned to different study conditions: (a) standard comparison of 2 analogs; (b) standard comparison followed by a second comparison of 2 new analogs; or (c) a guided Category-building task based on a foundation of sequential summarization with additional categorization supports. Experiment 1 showed improved spontaneous transfer in the Category-building task relative to Single-comparison-the gold standard for encouraging spontaneous transfer. Experiment 2 demonstrated that the Category-building task led to more frequent spontaneous structure-based retrieval than either comparison-based task. This suggests that the transfer improvements observed in Experiment 1 are attributable to the Category-building task making superficially dissimilar prior knowledge more accessible. Experiments 3a and 3b tested alternative explanations of this finding and provided evidence that the effectiveness of the Category-building task arises from encouraging the construal of a target principle as a relational category. These findings support categorization as a critical factor in explaining successful spontaneous analogical retrieval and toward instructional approaches that promote portable rather than inert knowledge. (PsycInfo Database Record (c) 2021 APA, all rights reserved).

Both attentional control and the ability to make remote associations aid spontaneous analogical transfer.

Given the widespread belief that analogical processing is an important mechanism for creative problem solving, despite the rarity of spontaneous transfer in laboratory studies, a critical direction for future research is to address which abilities may allow for the spontaneous analogizing between distant (superficially dissimilar) sources and targets. This study explores the role of individual differences in attentional control and the ability to make remote associations and their possible combined effects on spontaneous analogical transfer. Participants attempted to solve Duncker's radiation problem after having been exposed to a distant source as part of an earlier task. Results indicated that both measures of attentional control and the ability to make remote associations uniquely predicted spontaneous transfer between a superficially dissimilar source and target. Further, a critical role was seen for the quality of the representation of the source analog on the likelihood of transfer. The present results affirm that the likelihood of spontaneous transfer depends critically on the quality of the representation for the source, but also suggest that individual differences in the ability to make remote associations may be more conducive to constructing a broader representation of that source than individual differences in attentional control.

Enabling spontaneous analogy through heuristic change

Despite analogy playing a central role in theories of problem solving, learning and education, demonstrations of spontaneous analogical transfer are rare. Here, we present a theory of heuristic change for spontaneous analogical transfer, tested in four experiments that manipulated the experience of failure to solve a source problem prior to attempting a target problem. In Experiment 1, participants solved more source problems that contained an additional financial constraint designed to signal the inappropriateness of moves that maximized progress towards the goal. This constraint also led to higher rates of spontaneous analogical transfer to a superficially similar problem. Experiments 2 and 3 showed that the effects of this constraint extend to superficially and structurally different analogs. Experiment 4 generalized the finding to a non-analogous target problem that also benefitted from inhibiting maximizing moves. The results indicate that spontaneous transfer can arise through experience during the solution of a source problem that alters the heuristic chosen for solving both analogical and non-analogical target problems.

Individual differences in spontaneous analogical transfer.

Research on analogical problem solving has shown that people often fail to spontaneously notice the relevance of a semantically remote source analog when solving a target problem, although they are able to form mappings and derive inferences when given a hint to recall the source. Relatively little work has investigated possible individual differences that predict spontaneous transfer, or how such differences may interact with interventions that facilitate transfer. In this study, fluid intelligence was measured for participants in an analogical problem-solving task, using an abridged version of the Raven's Progressive Matrices (RPM) test. In two experiments, we systematically compared the effect of augmenting verbal descriptions of the source with animations or static diagrams. Solution rates to Duncker's radiation problem were measured across varying source presentation conditions, and participants' understanding of the relevant source material was assessed. The pattern of transfer was best fit by a moderated mediation model: the positive impact of fluid intelligence on spontaneous transfer was mediated by its influence on source comprehension; however, this path was in turn modulated by provision of a supplemental animation via its influence on comprehension of the source. Animated source depictions were most beneficial in facilitating spontaneous transfer for those participants with low scores on the fluid intelligence measure.

Multiple paths to transfer and constraint relaxation in insight problem solving

In two experiments participants received various training methods designed to relax constraints present in the Four-Tree problem (deBono, 1967), a difficult insight problem. Geometry misconceptions were corrected via direct instruction. Participants’ difficulty with developing three-dimensional representations was addressed via spontaneous analogical transfer (Experiment 1) or via cued analogical transfer (Experiment 2). We found that, while both training methods were effective, alleviating multiple constraints was more effective than the alleviation of single constraints via training programmes (c.f. Kershaw & Ohlsson, 2004). Providing single difficulty hints was ineffective in promoting solution. Implications for multiple paths to transfer (Nokes, 2009; Nokes & Ohlsson, 2005) and multiple constraints are discussed.

Analogical transfer from a simulated physical system.

Previous research has consistently found that spontaneous analogical transfer is strongly tied to concrete and contextual similarities between the cases. However, that work has largely failed to acknowledge that the relevant factor in transfer is the similarity between individuals' mental representations of the situations rather than the overt similarities between the cases themselves. Across several studies, we found that participants were able to transfer strategies learned from a perceptually concrete simulation of a physical system to a task with very dissimilar content and appearance. This transfer was reflected in better performance on the transfer task when its underlying dynamics were consistent rather than inconsistent with the preceding training task. Our data indicate that transfer in these tasks relies on the perceptual and spatial nature of the training task but does not depend on direct interaction with the system, with participants performing equally well after simply observing the concrete simulation. We argue that participants generated a spatial, dynamic, and force-based mental model while interacting with the training simulation and tended to spontaneously interpret the transfer task according to this primed model. Unexpectedly, our data consistently show that transfer was independent of reported recognition of the analogy between tasks: Although such recognition was associated with better overall performance, it was not associated with better transfer (in terms of applying an appropriate strategy). Together, these findings suggest that analogical transfer between overtly dissimilar cases may be much more common--and much more relevant to our cognitive processing--than is generally assumed.

Change in spontaneous analogical transfer in young children: a microgenetic study

AbstractThis study assessed the development of spontaneous analogical transfer from story problems to physical tasks by examining the effects of practice alone, without intervention or explicit prompting. Participants were 216 children aged 5–8 years. The microgenetic technique was incorporated with each age group by following them for six consecutive sessions of three trails each. The role of practice and age was investigated, not only on children's task behaviour, but also on their explanations of their actions. The results indicated that the ability to use analogy spontaneously improves over time with practice regardless of age, and that it develops over a protracted age range, with some children showing competence early, while others show poor performance at the age of 8 years. Furthermore, the study found development of analogical transfer to involve within‐participant variability, as children showed competence on some trials but not on others. Although not a focus of the study, the results revealed intra‐individual utilization deficiency in the domain of analogical transfer. It is concluded that there is strong evidence for gradual rather than step‐like change in the development of analogical transfer. Copyright © 2007 John Wiley & Sons, Ltd.

Facilitation and analogical transfer in the THOG task

This study was concerned with Wason's THOG task, a hypothetico-deductive reasoning problem for which performance is typically very poor (<20% correct). Recently, however, Needham and Amado (1995) and Koenig and Griggs (2004) have observed both facilitation and spontaneous analogical transfer effects for the Pythagoras version of this task. Based on their findings, Koenig and Griggs concluded that in addition to the separation of the data (the properties of the designated THOG) from the hypotheses that need to be generated (the possible combinations of properties written down), an explicit request to generate these hypotheses is necessary to obtain significant analogical transfer. In the present study we extended the generalisability of this conclusion in three experiments with 214 undergraduate participants using O'Brien et al.'s (1990) Blackboard version of the task. We discuss the relationship of the results to dual process theories of reasoning and propose that analogical transfer may be a better criterion than task facilitation for judging participants' task understanding.

Spontaneous analogical transfer in 4-year-olds: A microgenetic study

The purpose of the current microgenetic study was to examine children’s spontaneous application of analogical problem solving from story problems to physical tasks. Thirty-six 4-year-olds ( M=54.7 months), randomly assigned to an experimental or a control condition, participated. The results indicate that 4-year-old children did, with varying success, spontaneously apply analogical solutions to physical problems across sessions. A positive effect over time on children’s spontaneous analogical problem solving was found. Additionally, a few children even gave an analogical strategy-related explanation for their own physical behavior. There was much inter- and intra-individual variability, which may indicate that 4 years of age is a period of change in the development of analogical reasoning.

Training for Facilitating Spontaneous Analogical Transfer

Two experiments were conducted to investigate the availability of training for solving a problem spontaneously by analogy where necessary and what kinds of requirements should be fulfilled in order to realize such training. In Experiment 1, the repetition of analogical transfer and the tasks for abstraction were examined and the significant effect of repetition were found. Experiment 2, revising the experimental design and developing some new tasks for enhancing training, was carried out to reexamine the repetition method, focusing on the effect of mapping processing and the solving problem alone. The results showed the repetition training with noticing the structural correspondence between the source and the target have some effects. These findings are discussed in terms of the recent studies of analogical transfer.

Problem-oriented training promotes spontaneous analogical transfer: Memory-oriented training promotes memory for training

Spontaneous analogical transfer is the use of information from one problem to solve another problem, without an explicit hint to use the previous information. The results of five experiments were that if subjects tried to solve a training problem before hearing its solution, or tried to explain a training story's solution before hearing the correct explanation, spontaneous transfer was more likely than it was if subjects had studied the same training passage for memory before hearing its solution or explanation. The advantage of problem-oriented processing over memory-oriented processing occurred even though solution attempts nearly always failed, and the advantage was not reduced if the target problem was tested 15 min later rather than immediately after training. We propose that problem-oriented processes performed at study are appropriate processes to use at test. Further support for the account comes from subjects' memory for the training passages; the advantage for problem-oriented processing on solution tasks was mirrored by an equally substantial advantage for the memory-oriented subjects on a recall task.

Surface and structural similarity in analogical transfer.

Two experiments investigated factors that influence the retrieval and use of analogies in problem solving, Experiment 1 demonstrated substantial spontaneous analogical transfer with a delay of several days between presentation of the source and target analogues. Experiment 2 examined the influence of different types of similarity between the analogues. A mechanism for retrieval of source analogues is proposed, based on summation of activation from features shared with a target problem. The results of Experiment 2 indicated that both structural features, which play a causal role in determining possible problem solutions, and salient surface features, which do not have a causal role, influence spontaneous selection of an analogue. Structural features, however, have a greater impact than do surface features on a problem solver’s ability to use an analogue once its relevance has been pointed out.

The effect of a diagram retrieval cue on spontaneous analogical transfer.

The effect of a diagram retrieval cue on spontaneous analogical transfer.