CREATIVITY AND PROBLEM SOLVING SKILLS AS A FUNCTION OF LEARNING TRANSFER by Benjamin Saltsman Submitted to the System Design and Management Program in Partial Fulfillment of the Requirements for the Degree of Master of Science in Engineering and Business Management at the Massachusetts Institute of Technology February 2002 ( Benjamin Saltsman. All rights reserved. The author hereby grants to MIT and Ford Motor Company permission to reproduce and to distribute publicly paper and electronic copies of this document in whole or in part. Signatures of Author Benjamin Saltsman Certified by Of Dan Ariely Thesis Supervisor Associate Professor, Sloan School of Management, MIT Accepted by GM LFM Professo Steven D. Eppinger Co-Director, LFM/SDM Co-Director, CIPD Management Science and Engineering Systems Accepted by Paul A. Lagace Co-Director, LFM/SDM Professor of Aeronautics & Astronautics and Engineering Systems MASSACHUSETTS INSTITUTE OF TECHNOLOGY JUL 1 8 2002 LIBRARIES ACKNOWLEDGMENTS The author wishes to thank Ford Motor Company for giving him the opportunity to be part of this exciting program at MIT thus fulfilling a long-time dream. This extraordinary learning experience has given me precious insights and allowed to make new friends. The author wishes to thank his thesis advisor, Professor Dan Ariely, for suggesting this interesting topic, and his invaluable guidance and assistance throughout this project. The author would like to thank his classmates for providing a challenging, stimulating and competitive environment and setting sky-high standards. I would like to thank the SDM staff for their hard work and dedication. Last, but not least, I would like to express my profound gratitude to my parents for instilling in me the values of good education and providing the moral and operational support throughout this journey. Page 2 of 2 ABSTRACT Processes of learning and the transfer of learning are central to understanding how people develop important competencies. Since early childhood people are exposed to various types of learning experiences: instruction, tutoring, selfdiscovery, etc. Knowledge and skills acquired through these various types of experiences lead to varying levels of proficiency. The focus of this thesis is to answer the question which type of learning experience not only provides adequate learning, but also positively affects learning transfer, defined as the ability to extend what has been learned in one context to new contexts. This positive learning transfer is the foundation of effective problem solving skills highly sought out in today's environment. While the topic of learning transfer is discussed extensively in the literature, the link between learning transfer on the one hand and creativity and problem solving ability on the other hand remains largely unexplored. Experiment was conducted in which the data was analyzed from 84 engineers, students and professionals. These individuals were randomly assigned to one of the three groups. Each of the groups received varying levels of instructions and asked to solve the same set of puzzles. The respondents were measured on several parameters (speed, correctness, etc.). The results of this study show that while the instructions help narrow the scope of the solution space by focusing the effort and steering the respondents away from the erroneous directions, if the instructions do not fit the problem formulation well, or are not transparent to the respondent, they become a liability. Instructions stifled creativity in this experiment and adversely affected the problem solving skills of the respondents. Page 3 of 3 TABLE OF CONTENTS CHAPTER 1.......................................................................................................8 CREATIVITY............................................................................................... 8 DEFINING CREATIVITY ......................................................................... 8 LEVELS OF INVENTION .................................................................................. 9 Two MODELS OF INNOVATION AND INVENTION: INDIVIDUAL VS CULTURAL ........................................................................................................................ CREATIVITY PROCESS..................................................................................... Can people be taught to be more creative?.......................................... StructuredCreativity Techniques ........................................................ TRIZ Overview ................................................................................ Structured Inventive Thinking Overview.......................................... Summary of Structured Creativity Techniques................................. Creativity Barrier................................................................................... How to reduce the creativity barrier ................................................. 10 11 11 12 12 14 16 17 21 CHAPTER 2.................................................................................................22 TRANSFER OF LEARNING.....................................................................22 WHAT IS LEARNING TRANSFER ......................... PROMOTING POSITIVE LEARNING TRANSFER............................................. 22 24 What Affects Learning Transfer?......................................................... 24 Effects of the InstructionalTypes on Learning Transfer...................... 25 CHAPTER 3.................................................................................................27 HYPOTHESES............................................................................................27 CHAPTER 4.................................................................................................29 EXPERIMENTAL APPROACH ............................................................. 29 BRIEF DESCRIPTION OF THE EXPERIMENT.................................29 SELECTION OF THE INDIVIDUALS FOR THE STUDY..................32 DEVELOPING THE SURVEY..................................................................32 Page 4 of 4 LIST OF REQUIREMENTS FOR THE SURVEY................................................. DESIGNING PROBLEMS FOR THE SURVEY................................................... 32 Puzzle Answers and Explanations........................................................ Section 1 ............................................................................................ 33 36 36 Section 2 ............................................................................................ 36 PROTOTYPE OF THE SURVEY ...................................................................... DEVELOPING THE INSTRUCTIONS ................................................................ 37 37 DATA ANALYSIS........................................................................................40 TRANSFER FORMULA................................................................................... COMPARISON OF FORMULAS ...................................................................... SELECTING THE FORMULAS FOR THE DATA ANALYSIS............................... 40 43 43 CHAPTER 5.................................................................................................45 RESULTS ..................................................................................................... 45 SUMMARY OF THE SURVEY RESULTS.............................................45 EXPERIMENTAL LIMITATION .......................................................... 47 VARIABLE TEST CONDITIONS..................................................................... SELF-SELECTION ........................................................................................ 47 48 CHAPTER 6.................................................................................................50 DISCUSSION...............................................................................................50 DISCUSSION OF THE SURVEY RESULTS........................................ 50 EFFECT OF THE INSTRUCTIONS ON TIME .................................................... 50 EFFECT OF INSTRUCTIONS ON THE RATE OF CORRECT ANSWERS..............51 EFFECT OF THE INSTRUCTIONS ON NUMBER OF ATEMPTS ........................ 53 EFFECT OF THE INSTRUCTIONS ON NUMBER OF GIVE UPS.........................54 EFFECTS OF INSTRUCTIONAL TYPES ON LONG-TERM MEMORY RETENTION 54 CHAPTER 7.....................................................................................................55 CONCLUSIONS..........................................................................................55 BIBLIOGRAPHY........................................................................................58 APPENDIX - COMPLETE RESULTS OF THE EXPERIMENT..........60 Page 5 of 5 LIST OF TABLES Number Page TABLE 1. ANTICIPATED EFFECTS OF INSTRUCTIONAL TYPES ON KEY LEARNING TRANSFER PARAMTERS.................................................... TABLE 2. PRIORITY OF THE REQUIREMENTS............................................... TABLE 3. COMPARISON OF PERCENTAGE TRANSFER OBTAINED BY THREE TRANSFER FORMULAS.......................................................................... TABLE 4. SUMMARY OF SURVEY RESULTS................................................... TABLE 5. BREAKDOWN OF TIE ANALYZED OUTPUT FILES BY THE GROUP TYPE ..................................................................................................... Page 6 of 6 6 28 33 44 46 48 LIST OF FIGURES FIGURE 1. LEVELS OF INVENTION .................................................................. 9 FIGURE 2. SIMPLIFIED ARIZ DIAGRAM ...................................................... 14 FIGURE 3. FLOWCHART OF THE SIT PROCESS [26] .................................. 15 FIGURE 4. TRIZ SOLUTION - GRIPPING COMPLEX PARTS WITH A VISE .... 16 FIGURE 5. EFFECT OF THE CREATIVITY BARRIER ON THE SOLUTION PATH 18 FIGURE 6. FUNCTIONAL DECOMPOSITION OF THE CREATIVITY BARRIER .. 20 FIGURE 7. DIAGRAM OF THE SURVEY PROCESS ........................................ 31 FIGURE 8. FIRST PUZZLE OF THE NUMBER SERIES AS PRESENTED TO THE CONTROL G ROUP .................................................................................. 38 FIGURE 9. FIRST PUZZLE OF THE NUMBER SERIES AS PRESENTED TO THE GROUP 1 (GENERIC INSTRUCTIONS) .................................................... 39 FIGURE 10. FIRST PUZZLE OF THE NUMBER SERIES AS PRESENTED TO THE GROUP 2 (SPECIFIC INSTRUCTIONS) .................................................... 39 FIGURE 11. EFFECT OF THE INSTRUCTIONS ON TIME, SECTION 1. .......... 50 FIGURE 12. EFFECT OF THE INSTRUCTIONS ON TIME. SECTION 2 ............ 50 FIGURE 13. EFFECT OF THE INSTRUCTIONS ON THE RATE OF CORRECT A NSW ERS, SECTION 1........................................................................... 51 FIGURE 14. EFFECT OF THE INSTRUCTIONS ON THE RATE OF CORRECT A NSW ERS, SECTION 2 ............................................................................ 51 FIGURE 15. EFFECT OF THE INSTRUCTIONS ON NUMBER OF ATTEMPTS, SECTION 1.............................................................................................. 53 FIGURE 16. EFFECT OF THE INSTRUCTIONS ON NUMBER OF CORRECT ANSW ERS, SECTION 2........................................................................... 53 FIGURE 17. EFFECT OF THE INSTRUCTIONS ON NUMBER OF GIVE UPS, SECTION 1.............................................................................................. 54 FIGURE 18. EFFECT OF THE INSTRUCTIONS ON NUMBER OF GIVE UPS, SECTION 2.............................................................................................. 54 FIGURE 19. SOLUTION PROCESS FOR SELF-DISCOVERY.............................56 FIGURE 20. SOLUTION PROCESS WITH INSTRUCTIONS .............................. 56 Page 7 of 7 Chapter 1 CREATIVITY DeEning Creativhit Many definitions of the word "creativity" exist and are being used. The Wordsmyth.net [30] dictionary gives the following definition for creativity: "the capability of inventing or producing original or imaginative work". Roget's II [21] definition is even briefer: "the power or ability to invent". Researchers often give their own definition to this term. For example, D. Feldman, M. Csikszentmihalyi and H. Gardner in their 1994 book Changingthe World: A Frameworkfor the Study of Creafiti [10] produce the following definition: "creativity is the achievement of something remarkable and new, something which transforms and changes a field of endeavor in a significant way". Under such a definition only "high" creativity is given consideration. Only when something of a very high caliber, like a transistor, is created, the authors argue the creativity is exercised. I would disagree with such a narrow definition. Creativity is much more common is our society and, furthermore, it is even required of "ordinary" people, like students, engineers, scientists, managers, etc. on a daily basis. For example, students display their creativity in various contests (i.e. MIT 50K Entrepreneurship Competition, http://50k.mit.edu), coursework (i.e. building race cars as part of the course 2.810, http://me.mit.edu/2.810), infamous hacks (http://hacks.mit.edu/), and in many other ways. Creativity in other areas of human activity is also quite common: creative ad campaigns are often used in marketing to attract consumers and make the message more Page 8 of 79 memorable. We will limit our discussion however to the realm of science and engineering. In these disciplines, the patent database reflects the creative effort of many thinkers. Levels of Invention Based on his patent research, G. Altshuller [1] differentiated between five levels of inventions. According to his classification, Level 1 problems are the easiest ones and Level 5 problems are the most difficult. He gives the following explanation: "In problems of the first level the object (device or method) does not change (for example, the heat insulation already present is strengthened). At the second level, the object is changed but not substantially (high reflective surface is added to the heat shielding device). At the third level the object is changed essentially and at the fourth level the object is changed entirely; in the fifth level the entire technical system is changed in which the object fits." The study of the patent database points at the following breakdown of patents by the levels of inventions. 1% 4% Level 1 - Apparent Solution 32% 18% J Level 2 -Improvement Level 3 - Invention inside Paradigm 45% Level 4- invention outside Paradigm Level 5- Discovery Figure 1. Levels of Invention Page 9 of 79 Altshuller classifies creativeness by the type of the solution. This is a more open and useful approach. Under Feldman et al definition of creativity only problems of Levels 3 through 5 are being considered. This leaves out the vast majority of problems (Levels 1 and 2 account for 77%) that most individuals encounter in their lives. Two Models of Innovation and Invention: Individual vs Cultural Two different theories or explanations of the discovery process are often discussed. One explanation is the "great inventive genius" model of discovery. The proponents of this paradigm maintain that the inherent creative genius of some individual's mind is responsible for the discoveries. The other theory relies on the hypothesis that the discovery is "in the air" at that time - that the cultural conditions are ripe for the discovery. These two explanations of discovery stem from two opposing views of human behavior: an individualistic explanation versus a group or social view. Robert Haskell [15] compares the great inventive genius model to "the great man" theory in history. According to this theory, it's the great individual who changes history. The contrary view is that historical conditions create the "great man". The sociocultural model of inventions includes such factors as economics, opportunity, and support systems for promoting transfer. There is little doubt that historical conditions are often responsible for great innovations, but not always. One has only to examine the ideas of Leonardo da Vinci (1452-1519), for example, his inventing the helicopter, to see that "the times" often have little to do with creative genius. But often they probably do. However, even when sociocultural or historical conditions are necessary, they are not sufficient. Page 10 of 79 R. Haskell quotes Stanford Ovshinsky, the inventor of amorphous semiconductors: "There are a lot of people who may be smarter than I - so what is it that makes me a successful inventor? It's got to be that I process my information differently and draw upon my store, my environment, differently". Let's examine the creativity process in more detail. Creativity Process While no one can draw an exact diagram of what is going in one's mind when exercising creativity, the following approach may be useful in an attempt to frame the issue. Consider an individual faced with a problem P. At some point in time, a solution S may be developed. P-S This framework schematically represents that a certain stimulus P (problem) yields a defined and expected solution S. However, it is often the case that many individuals may come up with different solutions. This means that the "-" represents the creative process within the individual. The "-" may also characterize how well the individual knows the background information, how extensive his/her knowledge it, how widely it spreads into the other domains, what problem solving techniques are used, etc. "-" Analysis of what is behind the may also help understand why some people seem to find the solution and others don't. Canpeople be taught to be more creative? Ever since serious efforts to study creativity had begun the question of increasing one's creativity was lingering in the air. Psychologists spent a great deal of effort studying creative people (both deceased and alive) in an attempt to deduce Page 11 of 79 common trends in their upbringing, education, habits, likes and dislikes, etc. as if one can imitate a creative person's diet to stimulate his/her creativity. Over the years many approaches have been proposed ranging from recommendations on how to be more open-minded (Csikszentmihalyi) to detailed algorithms advocated by the TRIZ [1, 29] and SIT practitioners [16, 23, 26]. StructuredCreativi Techniques TRIZ Overview TRIZ (Russian acronym for Theory of Solving Inventive Problem) is a technique that helps approach inventive problems in a structured manner [1]. Derived on the basis of extensive analysis of the patent database, the TRIZ methodology encompasses a set of tools useful for engineers and others dealing with problems of technical nature. Attempts have been made to expand TRIZ principles into management techniques, creativity education for the children [29], etc., but they are less successful than the core discipline. Several notions lie at the heart of TRIZ. The principle of idealiy (defined at the sum of all useful functions of the system divided by the sum of all harmful functions of the system) states that all systems evolve in the direction of increased ideality. For example, today's automobiles have more useful functions (higher reliability and durability, better comfort, more features, etc.) and fewer harmful functions (cleaner emissions, lower noise, lower content of non-recyclable materials, etc.) than the vehicles produced even 10-15 years ago. Taken to an extreme, an ideal system from the TRIZ point of view performs the function, but does not itself exist. This maybe difficult or impossible to achieve in real life, but it is a good "stretch goal". To help illustrate this point, the following example may be useful. Suppose a set of samples of several alloys need to be tested for their resistance to a corrosive Page 12 of 79 environment. The alloy samples are made into small cubes, deposited into vials with acid solution and are subjected to heat and vibration to accelerate the test. Unfortunately, the glass vials tend to crack. samples? What can be done to test the Traditionally engineers will try to upgrade the vials to a higher performing material so that they survive the test or may try to find an environemt less aggressive to the vials. From the TRIZ point of view, however, the vial is only needed to contain the acid solution. It does not help to test the alloy samples. The actual test occurs at the interface of the alloy sample and the acid solution. Ideally the vial needs to be absent, but the acid solution needs to be retained in some manner. How can this be accomplished? A simple way to do this is to drill a round hole in the alloy sample and fill it with the acid solution. Now the vial is gone and the acid solution is retained right where it needs to be. The notion of ideality is quite general and somewhat philosophical in nature, but it can drive the system architect to closely evaluate each component in the system, define their useful and harmful characteristics, attempt to combine components in order to reduce complexity, increase system reliability, etc. Several other tools are more prescriptive in nature. For example, ARIZ (Russian acronym for the Algorithm of Solving Inventive Problems) provides a step-by step guide to define the problem, the ultimate desirable outcome, describe the contradictions' that prevent one from reaching the solution and, finally, resolve them without violating the ideality principle. 1A contradiction is such a situation in which improving a desired parameter leads to deterioration of some other parameter. For example, one may want to make a certain part stronger, but that makes it heavier at the same time. Page 13 of 79 Yes ItNo Figure 2. Simplified ARIZ diagram The tools of resolving contradictions are probably the most useful. According to the TRIZ methodology, contradictions can be resolved in one of the four following ways: in time, in space, between the parts of the object and the object in whole, and upon a condition. For example, resolution upon a condition would suggest speed sensitive steering efforts in an automobile (steering effort is low when the vehicle is moving with low speed and steering effort is higher when the vehicle is moving faster). StructuredInventive Thinking Overview Developed on the basis of TRIZ methodology, Structured Inventive Thinking (SIT), grew in its own methodology. A student of Altshuller brought the method to Israel, where it was extensively revised and simplified, enabling the method to be learned in a significantly shorter time, and with less reliance on external databases. Page 14 of 79 The SIT methodology deals with conceptual solutions to technological problems. Its purpose is to focus the problem solver on the essence of the problem, to enable the discovery of inventive solutions, and to make the process an efficient one. It does this by guiding the user through either of two algorithms (see Figure 3) which structure the problem in such a way as to allow the user to bring to bear various techniques that have been found to be helpful in inspiring creative solutions. SIT has been taught to over 3000 engineers in Israel, and is being used by a number of companies there, including Motorola and Intel. Ford is the first company to introduce the method in the U.S. It is currently being taught at Ford Design Institute. The courses, 24 contact hours in length, have been given so far to over 1000 Ford engineers and scientists in the U.S. and Europe. Collect Information Select Objects Draw Closed-World Diagram Determine Detemine Initial & Final States Closed World Method Draw QualitativeChange Graphs Draw Apply Da pply And/Or Particles Tree Particles Method Dimensionality Solution Concepts - Pluralization Redistribution Figure 3. Flowchart of the SIT Process [26] Page 15 of 79 Unique" ness Summary of Structured Creativit Techniques Structured creativity techniques, are useful tools to help engineers and scientists develop creative solutions. Commercially available software products simplify database searches and provide pictorial examples of creative solutions to problems similar in nature. For example, if someone is trying to solve the problem of gripping parts of complex shape with a vise, the software tool called Innovation WorkbenchTM distributed by Ideation International Inc, will suggest the adding intermediary elements that can conform to the complex shapes, yet effectively transfer the gripping force as illustrated in Figure 4. Figure 4. TRIZ Solution - Gripping Complex Parts with a Vise A product utilizing a similar principle appeared recently on the market. The Gator-Grip@ socket (http://www.gator-grip.com) claims to grip "anything that isn't round"! Typically the user will benefit greatly from attending a course or workshop where the basic principles of these methodologies are reviewed. Page 16 of 79 Creativity Barrier Problem solving is sometimes hindered by the Creatioiy Barrier, which prevents the individuals from choosing the direct path to the solution. Figure 5A illustrates the problem solving process influenced by such a creativity barrier: the efforts of the individual to solve this problem are halted by the creativity barrier. Depending on the difficulty of the problem, this can be a more or less permanent position. Research shows that the more difficult the problem, the more attempts are required in order to solve it. Often after many trials and failures, a solution path is finally found. This is shown in Figure 5B where the solution path goes around the creativity barrier. This process is characterized by extended time and fruitless trials. If the individual is successful in breaking the creativity barrier, he/she is able to attain the solution much more directly and faster (Figure 5C). The difference between the approach in Figure 5B and Figure 5C is in the fundamental level of understanding the challenge and in the ability to face the root cause. The approach depicted in Figure 5B is usually referred to as trail-anderror. Typically multiple solution attempts will be emanating in various directions from the node P and one of them may eventually yield solution S. Figure 5C shows the process of someone who can pinpoint the root cause of the problem and attack it directly. We will attempt to measure this process. In the experiment described in more detail in Chapter 4, we will ask a group of individuals to solve a series of puzzles, while taking measurements of time, the number of attempts, the rate of give ups, and, of course, the success rate. Page 17 of 79 Solution Creafivi_* |e . Creativiy 4 Solution0 Q~r 0 Barrier Solution Solution Solution u -. Barrier path t 4 0 attempt Problem Problem Problem C) Break through B) Solution path found around A) Creativity process the Creativio Barrier the CreativioBarrier hindered by the Creativity Barrier Figure 5. Effect of the Creativity Barrier on the Solution Path Page 18 of 79 The notion of the Creativity Barrier can be illustrated with the help of this familiar example. The task is to connect all the nine dots with four straight lines, without lifting the pen from the paper. * 0 0 * 0 0 Zander [31] describes the experience of someone solving this puzzle for the first time: "...you will most likely find yourself struggling to solve the puzzle inside the space of the dots, as though the outer dots constituted the outer limit of the puzzle." We look at the dots and all we can see is a square. We then make a typical mistake. This situation is similar to the one shown graphically in Figure 1A. Of course, this is not the right solution. What's needed to solve this puzzle is to abstract from the outer dots and expand the solution space. We need to move ourselves from the hopeless situation in Figure 1A to a desirable situation in Figure 1C. As soon as one realizes that the instructions did not contain anything about fitting the lines nithin the area staked out by the outer dots, and the entire white sheet can be used, the creativity barrier begins to crumble. The reader is encouraged to attempt to solve this puzzle before proceeding to the next page, where one of the possible solutions is shown. Page 19 of 79 It is thought that creative people are less affected by the creativity barrier and, therefore, are capable of arriving at the solutions faster and more reliably than others. Of course, the other way to look at the so-called "creative" people is to say that they are more capable of expanding their solution space. So, it follows that the lower one's creativity barrier or the more one is capable of consciously destroying it, the more creative the person is. But what affects one's creativity barrier and how does one go about lowering it? The creativity barrier can be viewed as composed of two primary ingredients: personalinhibiionsand the context. Creativity Barrier Individual Inhibitions Context Groove-in Setting Practice Pressure Type of transfer Expectations Fear of failure Risk aversion Other Other Figure 6. Functional Decomposition of the Creativity Barrier Page 20 of 79 To enhance the understanding of the notion of the creativity barrier it is important to figure out how the two building blocks interact, what is the balance between them, does this balance have a dynamic nature, what may be the circumstances that cause this balance to shift in one direction or another. The individual inhibition is a function of one's prior experience (groove-in), practice with similar type of problems, type of knowledge transfer, fear of failure or its consequences, etc. The context has to do with the environment, the setting and pressure that may come from the desire to fulfill the expectations of others, fear of saying or doing something that may cause others to not accept it or, even worse, judge or make fun of you, etc. In this thesis I will focus on the individual inhibitors and, in particular, on what can be done to improve the knowledge transfer. I will use the terms "knowledge transfer" and "learning transfer" interchangeably. How to reduce the creativity barrier While many ways to address each and every one of the elements shown in Figure 6 may be devised, this thesis centers on the investigation on how the creativity barrier can be lower by influencing just a single factor - the transfer of learning. From that point of view, I will examine how the three primary mechanisms of learning transfer, namely self-discovery, instruction and tutoring, affect creativity and problem solving skills. Page 21 of 79 Chapter 2 TRANSFER OF LEARNING Processes of learning and the transfer of learning are central to understanding of the development of important competencies. Since early childhood people are exposed to various types of learning experiences: instruction, tutoring, selfdiscovery, etc. Knowledge and skills acquired through these various types of experiences leads to varying levels of proficiency. What is Learning Transfer? Transfer of learning means that experience or performance on one task influences performance on some subsequent task. Transfer of learning may take three different forms: (1) performance on one task may aid or facilitate performance on a second task, which represents positive transfer, (2) performance on one task may inhibit or disrupt performance on a second task, which represents negative transffer, and (3) finally, there may be no effect of one task on another, in which case we have an instance of Zero transffer [9]. His study showed that "students who have thoroughly mastered the principles of algebra find it easier to grasp advanced work in mathematics such as calculus." Another study [2], compared students learning LISP as a first programming language to students learning LISP after having learned Pascal. The Pascal students learned LISP much more effectively, in part because the appreciated the semantics of various programming concepts. For effective positive transfer to take place [19]: Page 22 of 79 1. The student must understand that the learned behavior can be generalized to other domains 2. It is necessary for the student to mindfully abstract or decontextualize the schema from the learned behavior so that it can be modified and applied 3. The student needs to recognize the relevant sameness between the instructional situation and a transfer situation. Ability for abstract thinking as an important ingredient for problem solving and creativity. Negative transfer may also take place. In the case of the negative learning transfer the previously acquired skill will prevent the individual from performing well on the new task. This may be a result of overleaming leading to lack of flexibility in thinking. Extensive experience in a certain field may give rise to such a dichotomy. For example, those visiting the U.K. for the first time often have difficulty navigating through traffic. The power of habit of first looking to the left and then to the right when crossing the street does not work well when the traffic moves in the opposite direction than one is used to coming from the U.S. or continental Europe. In psychology this is referred to as automaticity. Even though in problem solving we are dealing with a higher order cognitive functions, the basic principle still applies. On the one hand deep expertise may be required to perform the task well, but on the other hand, the same experience may tend to lock the individual in a particular frame of mind, thus contributing to negative transfer. To counter this, the "fresh eyes look" approach is often called into action, which entails bringing a less experienced person to analyze the same problem. In this case the less experienced person, who is not as constrained by conventional wisdom, may offer new perspectives and help the situation. Page 23 of 79 Promoting Positive Learning Transfer What Affects Learning Transfer? Leaming transfer has been studied extensively since early 1900's. Here I present a very brief summary of the key points. Much of this is based on [4]. Several critical features of learning affect people's abilities to transfer what they have learned. The amount and kind of initial learning is a key determinant of the development of expertise and the ability to transfer knowledge. While time on task is necessary for learning, it is not sufficient for effective learning. Time spent learning for understanding has different consequences for transfer than time spent simply memorizing facts or procedures from textbooks or lectures. The context in which one learns is also important for promoting transfer. Knowledge that is taught in only a single context is less likely to support flexible transfer than knowledge that is taught in multiple contexts. With multiple contexts, students are more likely to abstract the relevant features of concepts and develop a more flexible representation of knowledge. The use of well-chosen contrasting cases can help students learn the conditions under which new knowledge is applicable. Abstract representations of problems can also facilitate transfer. Transfer between tasks is related to the degree to which they share common elements, although the concept of elements must be defined cognitively. All new learning involves transfer. Previous knowledge can help or hinder the understanding of new information. For example, knowledge of everyday counting-based arithmetic can make it difficult to deal with rational numbers; assumptions based on everyday physical experiences (e.g., walking upright on a Page 24 of 79 seemingly flat earth) can make it difficult for learners to understand concepts in astronomy and physics and so forth. Effects of the InstructionalTypes on Learning Transfer In this thesis we will demonstrate that the knowledge transfer is also affected by the instructional type. Specifically, three various approaches will be considered. 1. Generic instructions. If the individuals are instructed to apply certain knowledge in a hypothetical situation, it is hopeful that when they encounter the situation similar to the "designated" one, they will apply the knowledge and achieve a successful result. To achieve the successful outcome however, the individuals must: 1) recognize that the situation is of the type when this particular knowledge must be applied; 2) invoke the particular instructions in their mind that relate to this situation; and 3) apply knowledge in the correct way. The likelihood of the success depends on how well the instructions were received, how explicit they were, how extensive the knowledge is (this is particularly important if the encountered situation is somewhat different from the 'textbook' version and a certain amount of knowledge manipulation is required) and how proficient the individual is with the actual knowledge application. It is possible the individuals will generate creative solutions in this situation, however, following specific instructions is likely to yield a predictable result. 2. Specific Instructions (Tool). Another method of invoking knowledge transfer is through the use of a specialized tool. Such a tool could be in the form of detailed, step-by-step instructions or a software product, cue cards, etc. Evidence suggests that a tool can be highly effective in the hands of a well trained individual and will allow him or her to produce a large number of solutions in a quick manner. The tool is much less effective for individuals lacking training. In both instances, however, over reliance on the tool is possible. Another drawback Page 25 of 79 of using a tool is for non-standard type situations when the effectiveness of the tool is substantially diminished. 3. Self-discovery will require the most creativity from the individual and it is, probably, the least certain method. Success in self-discovery stems from the most in depth understanding of the subject matter, an insight and/or discovery of an underlying trend. This in depth understanding is achieved through experimentation with a wide range of solution directions and a deeper dive into them. If the individual is successful in achieving the solution, it is likely to remain in memory the longest. Even if the individual forgets the solution after a period of time, he/she is likely to develop this solution once again if required as long as the knowledge of the subject matter remains active. Page 26 of 79 Chapter 3 HYPOTHESES 1. It is hypothesized that the learning transfer is affected by the method by which the individuals acquire the skills needed to solve the problem. Three distinctive methods are identified and compared in this study: 1) selfdiscovery, 2) generic or process level instructions and 3) a tool or very narrow and specific level instructions. 2. It is hypothesized that the quality of learning transfer can be measured by the speed and the correctness of the responses. a. The individuals using the self-discovery approach will require more time initially, but as they acquire the fundamental understanding of the subject matter through a more thorough investigation of a wider range of appraoches, will take progressively less time. When presented with a problem of a slightly different nature, but utilizing the same underlying principle, they will recognize the fundamental similarity and will be well poised to apply their knowledge to solve this problem. These individuals will solve the non-standard problem faster and with a higher percentage of correct answers than those using methods 2 and 3, described above. b. The individuals using generic instructions will take less time initially than those using the self-discovery approach as the fundamental principle is already extracted for them. If the application of this distilled and readily available fundamental principle is clear to them, they solve the initial problem faster than those practicing the selfdiscovery approach. They are also likely to get a higher percentage of the correct answers on the first attempt. When presented with a Page 27 of 79 problem of a different nature, but utilizing the same fundamental principle, these individuals will be less likely to apply their knowledge than those using the self-discovery approach since the creative step needed for this exercise was not practiced by them with the previous problems. c. The individuals using the tool, or specific instructions, will perform well when the application of the tool is transparent. They will exhibit the fastest time on the first problem and the highest percentage of the correct answers on the first problem. However, their performance on the problem of a different nature, but utilizing the same fundamental principle, will be markedly worse than of those practicing the self-discovery or those receiving the specific instructions. The creativity of the individuals using the tool will be hindered by the excessive reliance on the tool. 3. It is hypothesized that the method of skill acquisition also affects the longterm memory retention. Those practicing the self-discovery will have better long-term memory retention than those receiving specific instructions, with those receiving generic instructions falling between the other two categories. However, this aspect of learning transfer is not a subject of this thesis. The following table will help summarize the hypotheses described above. SelfDiscovery Generic Instructions Specific Instructions High Medium Low Thought flexibility High Medium Low Speed Low Medium High Learning Transfer Parameter Level of understanding of the subject Matter Table 1. Anticipated Effects of Instructional Types on Key Learning Transfer Paramters Page 28 of 79 Chapter 4 EXPERIMENTAL APPROACH BriefDesciption of the Experiment The experiment was devised to quantify the effect of the method by which the learning skills are acquired. This experiment involved three groups of respondents: 1) Control group. The individuals in this group received no instructions on how to solve the problems. These individuals were forced to use the selfdiscovery approach, although it was not communicated to them. 2) Test Group 1. The individuals in this group received generic instructions on how to solve the first problem in each of the series. 3) Test Group 2. The individuals in this group received spedfic instructions on how to solve the first problem in each of the series. It is important to note that in the Groups 2 and 3 the respondents received instructions for only the first problem in each of the two series. The performance of each of the respondents was measured using several key parameters for each of the puzzles (a total of 9 puzzles arranged in two series were presented to each of the respondent): 1) Time. The time to solve the puzzle was measured and recorded to the output file based on the computer internal clock. Page 29 of 79 2) Success rate on the first attempt. If the respondent was able to develop the correct answer on the first attempt, the value of 1 was recorded to the output file. If the respondent entered a wrong answer on the first attempt the value of 0 was recorded to the output file. 3) Ultimate success rate. If the respondent was able to develop and enter the correct answer the value of 1 was recorded to the output file. If the respondent was not able to develop the correct answer and gave up the value of 0 was recorded to the output file. 4) Number of attempts undertaken in a quest to develop the final correct answer. 5) Give up rate. If the respondent opted out of solving the problem and hit the "Give Up" button, the value of 1 was recorded to the output file. The individuals were contacted via e-mail. The e-mail contained a request to download the attached file, run the program and e-mail the results back for compilation of the data and analysis. The flowchart of the process is shown on page 31. The individuals had several opportunities to opt out of the survey. For example, they may have disregarded the initial e-mail all together. A variety of reasons may have led the person to this decision: too busy, not interested in helping out, etc. The next opportunity to drop out was after the start of the program. When the respondents got the first glimpse of the puzzles, they made a decision on whether to proceed or quit. Some people found the puzzles of mathematical nature of little interest or they may have disliked them based on the prior experience. Yet another opportunity to opt out was any time throughout the survey process. The respondents may have thought that the problems were too difficult, or they have Page 30 of 79 already spent enough time, or it simply required more time commitment from them than they originally anticipated. The last decision point on whether to go through with the survey or to opt out arose upon completion of the survey. The respondents had an opportunity to view their output file and make a decision on whether to send this file for analysis or not. Individual is contacted by e-mail ---- ------------ + Opt out Individual runs the program Random assignment -----------------+ Control group (No Instructions) Opt out Group 1 Group 2 Instructions) Instructions) (Generic (Specific opt out O---------------+ Individual solve the puzzles -------------------+ Opt out Individual emails results file for analysis Figure 7. Diagram of the Survey Process Page 31 of 79 Selection of the Individuals for the Study Since the goal of the study was to teach the participants a certain skill using three distinctive methods and then to gauge how effectively they learned this skill, it was important to select the individuals open to learning. At the same time, it was important to select a relatively homogeneous group of people, so that no significant advantage can be gained from having prior knowledge and or skill. Based on these considerations, it was decided that graduate students at MIT Sloan and Engineering Schools, Haas Business School at University of California at Berkeley, and engineering professional at Ford Motor Company and a several other organizations, would be targeted. It was decided that approximately 100 output files need to be collected and analyzed to ensure statistical power of the data. Developing the Survey Applying the principles learned in System and Project Management as well as in Systems Engineering, the first item of priority was to define the requirements for the survey. List of Requirements for the Survey The following set of the requirements was identified and prioritized based on the available resources, timing and expected level of commitment on the part of the respondents. Page 32 of 79 Assessment of learning transfer Gauge the effectiveness of learning transfer High Teach a skill in the course of the survey High Measure the effectiveness of the learning transfer of a somewhat different task High Repeat previous two steps for another set of problems High Measure respondent on at least two scales High Time High Correctness of the response High Ease of use Provide fun and excitement for the respondent Takes no more than 10 minutes to complete Save data for analysis Run on PC, Mac or Unix platform High Medium High High Provide information about the respondents Demographics Low Education level Low Educational background Low Table 2. Priority of the Requirements Designing Problems for the Survey Selecting the problems for the study was the crucial task. The problems have to have a certain amount of commonality between them so that the respondents could practice with them while acquiring the skill, and, at the same time one of the problems needs to be of a similar type, yet different enough to allow the respondents a chance to transfer the learning. So, the series of the such problems was represented as follows: A, A', A", A', B. In this series the problems A, A', A", and A"' share common features, while the problem B although based upon the same underlying principle, is substantially different. Page 33 of 79 A number of various problems were considered. In the end, it was decided that a the first set of problems will comprise of a number series and the second set of problems will be more graphical and involve a series of triangles with numbers forming a certain pattern arranged at the peaks of the triangle and in the center. In the number series of the puzzles the respondents were asked to determine the next number in each of the strings. The following puzzles were used (Part 1 of the survey): A) What is the next number in this series? 2, 5, 14, 41 B) What is the next number in this series? 84, 80, 72, 60 C) What is the next number in this series? 39, 50, 63, 78 D) What is the next number in this series? 55, 74, 57, 72, 59 E) What is the next number in this series? 144, 12, 120, 10 Puzzles were presented one by one to the respondents so that they couldn't easily cross-reference them. The respondents were informed whether the entered solution was either correct or wrong; they were not allowed to go back to a particular puzzle once they either entered the correct answer or gave up. Page 34 of 79 In the triangle series of the puzzles the respondents were asked to determine the value in the center of the last triangle in each of the strings (Part 2 of the survey): A) 3 7 4 A2 2 A 2 3 5 9 A2 2 B) 2 4 6 A 3 2 A 1 3 5 3 C) 3 2 D) 4 4 3 2 G D E 2 5A 7 D AF F A C Page 35 of 79 E G PuZZle Answers and Explanations Section 1 A) The difference between the numbers in this series represents a power series of 3 (5-2=3; 14-5=9, 41-14=27 or 31, 32, 3). So, the difference between 41 and the last number in the series should be 34=81, making the last number 41+81= 122 B) The difference between the numbers in this series is: 4, 8, 12. Clearly, this a arithmetic progression, increasing by 4. So, the next delta should equal 16. This makes the last number in the series: 60-16=44. C) Similarly to B, the delta between the numbers in the series is 11, 13, 15. The next odd number is 17, making the last number in the series 78+17=95. D) There are two series embedded into this string of numbers. One series is 55, 57, 59 which is increasing by 2. The other series is: 74, 72, ?, which is decreasing by 2. So, the last number in the series is 72-2=70. E) This series can be solved in the following manner: 144 divided by 12 (a constant) is 12, which is the next number in the series after 144. If the result of the division operation is then multiplied by 10, it yields 120, which is the next number in the series. Similarly, 120 divided by 12 (same constant) yields 10 - next number in the series. 10 multiplied by 10 (equals 100) produces the answer to the puzzle. Section 2 A) Adding the numbers at the comers of the triangle yields the solution: 14. B) Multiplying the numbers at the corners of the triangle yields the solution: 15. Page 36 of 79 C) Multiplying the number at the top of the triangle by the number at the bottom right hand comer and subtracting the number at the lower left comer yields the solution: 12. D) Converting the letters into numbers and manipulating the numbers as described in C), yields the answer: W. Prototype of the Survey Two main platforms for conducting the survey were considered: the web-based and a stand alone program. Each has its own advantages and disadvantages. For example, the web-based survey is easy to create, easy access and it allows automatic data compilation. The main challenge with the web-based approach, however, is that the variations in network traffic density can substantially affect the time calculation. Since the time is one of the main measures of the learning transfer, it was decided to use the stand alone program to ensure the high quality of the time data, even though this approach does not allow for as easy of an access or automatic data compilation. The web-based prototype was used early in the development (beta testing 1). The goal was to ensure that the respondents can solve the puzzles in the reasonable amount of time and that the instructions were clear. Developing the Instructions The importance of this step should not be underestimated. The instructions for Group 2 should be such that they convey the general principle useful to solve any of the problems in the given series. On the other hand they can't be specific too specific because then the difference between the Groups 2 and 3 will disappear. Page 37 of 79 The following screen captures illustrate the varying levels of instructions used for the Control Group and Groups 2 and 3. Conskier the sequence of numbers below- By conducting mathematical manipulations (addition, subtractin, multiplication, etc.) deduce the formula that links the numbers. Apply this formula to determine the next number in each of the series Please type In the number (and press the return key) Figure 8. First puzzle of the number series as presented to the Control Group Page 38 of 79 Think at the misakig number in terms of a trend of numbers. Is the trend bntre n or de"'Ing? Can you determlne anotlw p*tnm? If t etnd is kh", how apidty do the numbws incen? Now think of the mattwinaical functions tht can egain such a behavior. For example, i the trendnates a rapi 1inCRfse, It could te explned by muApltatot, pOer lvw, etc, while a slower nscxdIng trend could be explained by sumrntict Dedue thefvmula that IkfS the numbers and determine the net number r the series. For exampte, coside the nqwnce of numnt beow 2, 5, 14, 41,7 This s a rapidy ascending trend; the diference between the numbers repst* a P4*we srist Apply tis ormula to d the net number wi each o# the senws m*W e Please type in the number (anid pre the return key) Figure 9. First puzzle of the number series as presented to the Group 1 (Generic Instructions) Consider the sequence of nurabets WeOW By COMdWC~ng tna#t4&mAIc manopulatian" (addifion, wsbion, mutlilcatlwn, etcj deduce ttw- formula that links the numbers. Appty this tforula to determine te nrxA numbef In each of the wsft, The dstmnoe bybwlen the numbeTs iM this series repsents a powe series of 3 (5-2=3=; 14-5=9=32 41-14=27=3J So the dfrence between the last number ki the senes and 41 should equal 34 (3 to Ine pownr 4) 0r81 lTau the answr to the put.l is z-41=41 or =122 5, 14, 41, Piveae type thea number t(nd press the return ky) Figure 10. First puzzle of the number series as presented to the Group 2 (Specific Instructions) Page 39 of 79 Data Analysis Approximately 250 individuals were contacted by e-mail and 90 output files were collected. Transfer Formula The amount and direction (positive or negative) of transfer is determined by employing one of several formulas. The three transfer formulas described below are similar in that they involve making comparisons between the experimental and control groups on performance on the transfer task. In order to apply a transfer formula to a given set of data, some measure of performance must have been taken. Measures frequently used include: (1) the number of trials required to reach a given level of mastery; (2) the amount of time required to reach a given level of mastery; (3) the level of mastery reached after a given mount of time or number of trials, such as the number of correct responses; and (4) the number of errors made in reaching a given criterion of mastery. A simple transfer formula is described below. Let E represent the mean performance of the experimental group on the transfer task (Task B) and let C represent the mean performance of the control group on the transfer task (Task B). By comparing the difference between E and C groups with C itself a percentage transfer formula can be expressed as follows: Percentage of Transfer = C * 100 (1a) This formula is appropriate if the measure of performance is such that the larger the value of the measure, the better the performance. For example, if the measure of performance is the number of correct responses, then the formula is Page 40 of 79 appropriate because the number of correct responses becomes larger with better performance. Formula (1a) will be illustrated with a simple example. Suppose we conduct a transfer experiment in which we measure the effect of taking French this year on the taking of German next year. In other words, we want to know if taking French will aid or interfere in the subsequent learning of German. We employ two groups: an experimental group that studies French for a year and then takes German the following year and a control group that studies only German. In this instance, Design I is employed. A measure of performance is taken on the first test on German and we discover that the E group averages ninety correct responses whereas the C group averages only seventy-five correct responses on the test. Applying Formula (1a) and substituting the values for E and C, we obtain: 9075* 100 = 75 * 100 = 20percent transfer 75 The E group shows 20 per cent transfer, which means that the E group performs 20 per cent better in German compared with the C group. Of course, we do not know if the positive transfer is a result of the specific features of French or of learning to learn; it is likely a mixture of both. Formula (1a) must be modified by reversing the numerator to C - E if the measure of performance is such that the smaller the value of the measure, the better the performance. In this case, the formula becomes: Percentage of transfer = CE* C 10 0 Page 41 of 79 (1b) This formula is appropriate with such measures as errors, trials to reach some criterion, or time. It is obvious that as errors, trials, or time are reduced in value, performance improves. A second type of transfer formula was proposed by Gagne et al. (1948). This procedure compares the difference between the E and C groups with the maximum amount of improvement possible on the transfer task. The maximum improvement possible is indicated by the difference between the total possible score on Task B and the performance of the C group on Task B. If the measure of learning is one such as number of correct responses, as in Formula (la) , and T stands for the total possible score, the formula is Percentage of transfer = E-C * 100 T-C (2a) The denominator and numerator are reversed if the measure of learning is one such as time, trials or errors, as in Formula (1b). Percentage of transfer = CE* 100 C-T (2b) A chief difficulty with using either Formula (2a) or Formula (2b) is that we do not always know the total possible score T, and its determination may be difficult or impossible. Murdock (1957) has suggested a third type of transfer formula which has a distinct advantage over the first two described. The maximum amount of positive transfer which can be obtained is 100 per cent transfer and the maximum amount of negative transfer is -100 per cent; in other words, the upper and lower limits are equal, and positive and negative transfer are symmetrical. This is Page 42 of 79 accomplished by making the denominator of the formula include the performance of the E group as well as the G group. The formula is: Percentage of transfer = F-C * 100 E+C (3a) Like Formula (1a), Formula (3a) is appropriate if the measure of performance is such that the larger the value of the measure, the better the performance. If the measure of performance is such that the smaller the value of the measure, the better the performance, the formula must be modified to read: Percentage of transfer= CF *10 0 E+C (3b) Comparison of Formulas A comparison of Formulas (la), (2a), and (3a) is shown in Table 3, p. 44. Hypothetical values for E, G, and T are listed along with the percentage transfer obtained with each formula. Because different percentages of transfer are obtained with each formula, the importance of knowing what transfer formula was used in a particular study becomes obvious, especially if one wishes to compare the magnitude and direction of transfer obtained in different studies. This latter point has been strongly emphasized by both Gagne et, al. (1948) and Murdock (1957). Selecting the Formulas for the Data Analysis Since the total possible score (T) is unknown in the types of problems used for the study in this thesis, the application of formulas 2(a) and 2(b) is not possible. Also, since we are interested in determining the relative performance of the three groups (Control Group and Groups 1 and 2), and not in establishing the upper Page 43 of 79 and lower control limits, the choice of formula becomes quite obvious. The Formulas 1(a) and 1(b) will help us quantify the effect of learning transfer. Table 3. Comparison of Percentage Transfer Obtained by Three Transfer Formulas Number of Correct Responses Percentage Transfer from Formula E C T (1a) (24) (3a) 50 0 50 +Infinity +100 +100 25 15 50 +67 +29 +25 15 15 50 0 0 0 15 25 50 -40 -40 -25 0 50 50 -100 -Infinity -100 Page 44 of 79 Chapter 5 RESULTS Summary of the Survey Results The complete set of survey results can be found in Appendix. The survey output files were received from 90 respondents. Individual output files were examined and the outliers excluded from the analysis (see Experimental Limitation section, p. 47). After the outliers were excluded, 84 "good" output files were analyzed. The tables below summarize the learning transfer for the first and the last puzzles in Sections 1 and 2. The learning transfer values for time, number of attempts and give ups were calculated according to the formulas 1(b) since the lower value points at a better outcome. The values for number of correct answers on the first trial and the ultimate number of correct responses were calculated using formula 1(a). The following abbreviations are used in the tables below: C - Control Group using self-discovery El (G) - Experimental Group 1, using Generic instruction E2 (S) - Experimental Group 2, using Specific instruction Transfer 1 - Learning transfer for El Transfer 2 - Learning transfer for E2. Page 45 of 79 Section 1, Question 1 Transfer 1 Transfer 2 C El (G) E2 (S) Time, sec 93.000 121.000 91.000 -30% 2% Correct 1 0.625 0.667 0.778 -24% Correct 0.818 0.909 0.926 -27% -5% 2% # attempts 1.152 1.333 1.185 -16% -3% Give ups 0.030 0.042 0.000 -40% 100% Section 1, Question 5 Transfer 1 Transfer 2 C El (G) E2 (S) Time, sec 98.456 59.653 47.043 39% 52% Correct 1 Correct 0.545 0.848 0.333 0.625 0.407 0.667 -39% -26% # attempts Give ups 1.545 0.121 1.958 2.000 -27% -25% -21% -29% 0.250 0.296 -107% -145% Section 2, Question 1 Time, sec Correct 1 C 24.157 0.970 El (G) 65.007 0.958 E2 (S) 30.227 0.963 Correct # attempts Give ups 1.000 1.061 0.042 0.958 1.000 0.000 0.963 1.000 Transfer 1 Transfer 2 -25% -169% -1% -1% -4% -4% 6% 6% 0.000 100% 100% Section 2, Question 4 Transfer 1 Transfer 2 C El (G) E2 (S) Time, sec Correct 1 Correct # attempts 95.673 0.273 0.515 1.788 121.099 0.250 0.417 3.542 123.115 0.296 0.667 2.519 -27% -8% -19% -98% -29% 8% 30% -41% Give ups 0.364 0.458 0.148 -26% 59% Table 4. Summary of Survey Results Page 46 of 79 The values in the columns C, El and E2 represent the mean values based on the analysis of output files falling into the respective categories. Learning transfer for experimental Group 1 (Transfer 1) - those using Generic instructions - is mostly negative with the single exception of time (speed) for the last puzzle in Section 1 (negative transfer for number of attempts and give ups indicates more attempts and give ups respectively). Learning transfer for the experimental Group 2 (Transfer 2) - those using specific instructions - appears to be more ambiguous. The instructions helped the Group 2 solve the puzzles faster than the control group in the first section, but served as a detriment in other measured attributes (time, number of correct responses on the first trail, ultimate number of correct responses, number of attempts and number of give ups). The situation changed for the second section where the instructions adversely affected the speed and number of attempts, but improved the rate of correct responses and allowed for fewer give ups. Expermental Limitation Variable Test Conditions The nature of the experiment required that the respondents take the survey at in the environment of their choice. Varying ambient noise level, and other conditions may have affected the level of focus on the part of the respondents. Among the outliers were those output files in which the time for a particular question was substantially longer than anticipated or than it took this respondent to answer a similar question in the survey. For example, in one of the files it took the responded nearly 27 minutes to answer question number 3 in part 1. Such an extended time may be explained by a distraction on the part of the respondent. In fact, one of the respondents mentioned to me that as he was taking the survey Page 47 of 79 in his office, he received a visitor who engaged him in a conversation, thus distracting the respondent from the survey. This particular respondent did not read the instruction carefully enough to realize that he was being timed. Self-Selection As indicated in Figure 7, the respondents had several opportunities in the course of the survey to opt out. Every decision point contributed to the self-selection. The last decision point was probably the most critical. Looking at their results, the individuals assessed their own performance on the survey. Their selfassessment at this point was very subjective as they had no reference point and didn't know the average results or results of others who tool the survey. Nevertheless some respondents may have decided that their results are not adequate and may have elected not to send them in for analysis. The fact the author of the thesis personally knew most of the respondents exerted further pressure on them. Those who decided to refrain from returning the surveys, may have felt embarrassed about their performance and preferred not to reveal it so that the author of this thesis does not think negatively of them. This type of selfselection may have affected the data set, decreasing the population of poor performers. It is hard to tell now which one of the three groups had the largest number of the dropouts. The table below provides the breakdown of the 84 analyzed output files by the Group type. Group Control Group Experimental Group 1 Experimental Group 2 Count 33 24 27 Table 5. Breakdown of the Analyzed Output Files by the Group Type Page 48 of 79 Curiously enough, the most surveys returned came from the Control Group. The obvious question arises: is such an outcome a result of the random nature of the process of assigning the respondents to one of the three groups or is this distribution affected by the self-selection? In other words, assuming that equal number of people got assigned to each of the three groups, it is possible that the individuals in the Control Group are more likely to return their output files than those in the experimental groups? To answer this question from the statistical point of view, one needs to compare the actual count numbers to the expected value. If a total of 84 surveys were assigned randomly to three groups, one would expect to see 28 surveys in each of the groups. However, in our case, we end up with a distribution of 33, 24 and 27. So, what is the probability of getting 33 when 28 is expected? The analysis shows that such a probability is approximately 10%. Similarly, the probability of getting 24 when expecting 28, is approximately 15% (probability of getting 28 is 50%). Although the probability of such a distribution is still within the random nature of the process, the slight shift in favor of the control group is obvious. This leads to the conclusion that the individuals in the control group feel somewhat better about their result and are more likely to return their output files. One possible explanation to this is that the expectations of solving the puzzles among the respondents in this group are closer to the reality than for those in the experimental groups, even though the latter ones were not told that they belong to the experimental groups. The only way to get around this issue is to conduct the experiment in the controlled environment, were all the respondents must return their output files. Page 49 of 79 Chapter 6 DISCUSSION Discussionof the Survey Results The survey results once again demonstrate that the problem solving activity is a multidimensional process. Effect of the Instructions on Time The two plots below show time normalized with respect to the control group. 3.0- 3.0 Group 2 (Specific Instructions) . 1.5 - - - - - - - - 2.0 . 1.5 - - - - - i - - - - - - - - - -*- - -- - -- - - 2.5- - 2.5 - - - - - - - - - - - - - - - - - -4-Control Group j: 2.0 -Group 1 (Generic Instructions) - - - - 0.5 - - 0.5 0.0 0.01 Puzzle 1 Puzzle 1 Puzzle 5 Figure 11. Effect of the Instructions on Time, Section 1. -4- Control Group -U-w-Group 1 (Generic Instructions) --Group 2 (Specific Instructions) - 1.0 ---- Puzzle 4 Figure 12. Effect of the Instructions on Time. Section 2 It can be seen that respondents in the Experimental Groups spend more time thinking about the puzzles initially. However, when they get to the last puzzle in the series, they spend much less time than before. In fact, in Section 1 they spend less time than those on the Control Group and the Section 2, even though Page 50 of 79 they spend more time than the Control Group, they have cut down very significantly on their time allocation. NOTE: The time data may be confounded by the fact that the respondent in the Experimental Groups had to spend the time on reading the instructions, while the respondents in the Control Group did not have to do that. Since it is unclear how much time on average the respondents in the Experimental Groups spent reading and thinking over the instructions, the actual solution time cannot be extracted from this data set. To get around this, a more detailed analysis of time spent on each of the problems in series may be required. Effect of Instructions on the Rate of Correct Answers 1.4 1 0 1.2 2 S 1.0- 0 00 - - - - - - 0 1.4 1.2 - - - - - - - - - - - - -- s0.8---S4 0.2 Z 0.0 - - - - - - - - -4- Control Group - Group 1 (Generic Instructions) -Group 2 (Specific Instructions) - 0 .6 - 0 0.2 l Puzzle 1 0. -4- Control Group -0.4- Group 1 (Generic Instructions) -*- Group 2 (Specific Instructions) 0.0 Puzzle 5 Figure 13. Effect of the Instructions on the Rate of Correct Answers, Section 1 Puzzle 1 Puzzle 4 Figure 14. Effect of the Instructions on the Rate of Correct Answers, Section 2. Here we present the effect of the instructions on the rate of the ultimate correct answers. The data is very similar to the effect of the instructions on the rate of correct answers achieved on the first attempt. This says that the respondents are equally likely to produce the ultimate correct answer as the correct answer on the first attempt. Page 51 of 79 The general instructions had a neutral effect on the performance of Group 1 in Section 1 and hindered the performance of the same group in Section 2. The negative effect of the Generic instructions in the Section 2 may be explained by the fact that the Puzzle 4 was more difficult than the previous puzzles in this series and the instructions were not readily available. So, the respondents in this group found themselves in a situation when they had to resort to the selfdiscovery mode, which they have not practiced. The effect of the instructions on Group 2 is more complex. While the specific instructions hindered the performance of this group in Section 1, they turned out beneficial in Section 2. One of the reasons why the respondents practicing self-discovery were able to outperform those who received instructions, could be due to the fact that they developed a better thinking flexibility. In the first puzzle the respondents in the control group had to examine multiple solution paths before finding the one that yielded the correct result. This more extended search served two purposes: open the scope of potential solutions and increase the expertise by trying the approach on other solution paths. Page 52 of 79 Effect of the Instructions on Number of Attempts - 2.0 -- - -4- Control Group -1U-Group 1 (Generic Instructions) 1. 0 1.5 0 .5 -ar- Group 2 (Specific Instructions) --- - - - - - - - - - - _ _ _ _ _- 0 Z 0 .0 P Puzzle 1 j2.5 E 0 2.0 1 :N 1.5 - - 1.0 - - - - - - - - - - - - - -- --- Control Group 0.5 -Group 1 (Generic Instructions) -*- Group 2 (Specific Instructions) Puzzle 5 Figure 15. Effect of the Instructions on Number of Attempts, Section 1 - - - - - - - - - - 2.5 -- E - ( Puzzle 1 Puzzle 4 Figure 16. Effect of the Instructions on Number of Correct Answers, Section 2 If the number of attempts is considered together with the time, it can be seen that the respondents in the experimental Groups 1 and 2 spend progressively less time on generating a solution and trying it out. Unfortunately for them, their rate of finding the correct solution is not as high as for those in the Control Group and they need to try again. It appears that the instructions promote the trail and error mode of operation, while the respondents in the Control Group "aim and shoot" more precisely. Page 53 of 79 Effect of the Instructions on Number of Give Ups 3.0- 3.0- 2.5 -- - - - - - - - - - - -A - - - CL 2.5 - -4-Control Group -a- Group 1 (Generic Instructions) 2~ 2.00 *, Group 2 (Specific Instructions) * 1.0 0 0.50.0 ~1.5 N - -- _ _ _ _ _ _ _ --- -4- Control Group -- Group 1 (Generic Instructions) -A-- Group 2 (Specific Instructions) 1.5 - 0 ------------- - - -- -- - 2.0 -- - - ~1.5- 0.5--------- -- 0.0 Puzzle 1 Puzzle 5 Figure 17. Effect of the Instructions on Number of Give Ups, Section 1 Puzzle 1 Puzzle 4 Figure 18. Effect of the Instructions on Number of Give Ups, Section 2 The respondents in the Groups 1 and 2 are also more likely to give up. It suggests that the reliance on the tool adversely affects the persistence of the respondents. May need a button to invoke the instructions and stop time or provide a hard copy of the instructions for continuous reference in the course of the experiment. Effects of Instructional Types on Long-Term Memory Retention Another effect of instructional type - retention in memory - was not examined in this thesis. Although hypothesis can be made that the self-discovery will lead to a better retention in memory since those practicing it discover the underlying principle of the puzzle, the time frame of the thesis project is not sufficient to conduct a time-delayed experiment to assess the long-term memory retention. Page 54 of 79 Chapter 7 CONCLUSIONS As hypothesized in Chapter 3, the instructions clearly affected the performance of the two Experimental Groups with respect to the Control Group. While the trends are not entirely consistent for all the experiments, some important conclusions can still be drawn from this experiment. Parameters measured in the experiment, such as time and rate of correct answers give a good indication of the quality of learning transfer, while the other parameters - namely the number of attempts and give ups - are good indicators of the persistency and determination on the part of the respondents. Instructions clearly affected the respondents on both dimensions. Close examination of the measured parameters reveals that not all the variables are truly independent. In fact, the rate of correct answers (ROC) is proportional to time spent and inversely proportional to the number of attempts and give ups. ROC - Time Number of Attempts * Give ups The individuals in the Control Group, who received no instructions and thus were forced to practice self-discovery, on the average spent more time, exercised fewer attempts and gave up less. This demonstrates a higher level of commitment and the drive to deliver the correct solution on the first attempt (drive for quality of result). Page 55 of 79 The individuals receiving instructions, spent less time developing the solutions, but tried more. Unfortunately, their level of commitment suffered as well (more give ups), leading to worse overall result. Instructions narrow the scope of the solution space by focusing the effort and steering the respondents away from the erroneous directions. Solution Solution 0 0 Instructions Problem Problem Figure 19. Solution Process for Self-Discovery Figure 20. Solution Process with Instructions However, instead of thinking about how to solve the problem, the respondents think about how to apply the instructions. The respondent engages in the iterative process of understanding the instructions and figuring out how the instructions relate to the problem at hand. In the case of generic instructions, more iterations (solution attempts) may be required to connect the consolidated and more abstract knowledge in the instructions to the problem than in the case of specific instructions, where the instructions are so simple that they serve to provide a quick glimpse or insight into the problem. For the relatively simple puzzles presented in the survey, the simple and quick specific instructions may be a better approach. However, for a more difficult problem, generic instruction will Page 56 of 79 probably be a better method, as they will serve to both educate the user and assist with finding the solution. If the instructions do not fit the problem formulation well, or are not transparent to the respondent, they become a liability. The respondent tries applying the instructions, giving it less thought then probably needed, receives an incorrect result and gives up. He or she might be thinking: "I was given this tool and told that it should work. I tried it several times and it obviously does not work. I give up". The respondents in the Experimental Groups are not conditioned to think through the puzzles in the same way as those in the Control Group, who received no instructions and were required to deduce the solutions from the very beginning. Instructions stifled creativity in this experiment and adversely affected the problem solving skills of the respondents. Page 57 of 79 BIBLIOGRAPHY 1. Altshuller G.S., Creativi as an Exact Science, Gordon and Breach Science Publishers Inc., 1984 2. Anderson J.R., Farrell R., Sauer R., Learningto Programin LISP, Cognitive Science, Vol., pp. 87-129, 1984 3. Blissett S.E., McGrath R.E., The relationship belween creativit and interpersonal problem-solving skills in adults, Journal of Creative Behavior, 1996, pp 173182 4. Bransford J.D., Brown A.L., Cocking R.R., How People Learn, National Research Council, 1999 5. Cohen W.M., Levinthal D.A., Absorptive Capacit:A New Perspective on Learningand Innovation, Administrative Science Quarterly, Vol. 2, pp. 128152, 1990 6. Cormier, S. & Hagman, J., Transfer ofLearning. San Diego, CA: Academic Press, 1987. 7. Csikszentmihalyi M., Creativio:Flow and the Psychology of Discovery and Invention, HarperCollins, New York, NY 1996 8. Drabkin S., Enhancingcreativit when solving contradictogtechnicalproblem, Journal of Professional Issues In Engineering Education and Practice, Apr 1996, pp 78-82 9. Ellis H.C., The TransferofLearning, The Macmillan Company, NY, 1965 10. Feldman D.H., Csikszentmihalyi M., Gardner H., Changing the World: A Frameworkforthe Study of Creativiy, Praeger, Westport, CT, 1994 11. Fontenot N.A., Effects of trainingin creativit and creativeproblemfindingupon businesspeople, Journal of Social Psychology, Feb 1993, pp 11-22 12. Fulton J., MENSA The Genius Test, Carlton Books, London, UK, 1999 13. Gardner H., Creating Minds 14. Grose, R. & Bimey, R., Transfer Of Learning. Princeton, NJ: Van Nostrand, 1963 15. Haskell, R., ReengineeringCorporate Training Intellectual Capitaland Trans/erof Iearning, Quorum Books, Westport, CT, 1998 Page 58 of 79 16. Horowitz, R., Maimon, 0., CreativeDesign Methodology and the SIT Metohd, ASME Design Engineering Technical Conference, Sacramento, CA, 1997 17. Leonard D, Sensiper S, The Role of Tacit Knowledge in group innovation, California Management Review, 40 (3): 112-+, Spr 1998 18. Marakas G.M., Elam J.J., Creativit enhancement in problem solving: Through software orprocess?, Management Science, Aug 1997, pp 1136-1146 19. Niedelman, M., Problem Solving and Transfer, Journal of Learning Disabilities, Vol. 24, 1991 20. Pinker S., How the Mind Works, W.W. Norton & Company, New York, NY, 1997 21. Roget's IH: The New Thesaurus, Third Edition by the Editors of the American Heritage® Dictionary, Houghton Mifflin Company, 1995 22. Ruscio A.M., Amabile T.M., Effects of instructionalsyle on problem-solving creativity, Creativity Research Journal, 1999, pp 251-266 23. Sickafus, E., Unfied StructuredInventive Thinking, Ntelleck, LLC, 1998 24. Simon H.A., The Sciences oftheArtzficial, The MIT Press, Cambridge, MA, 1996 25. Smith P.G., Reinertsen D. G., DevelopingProductsin Hafthe Time, John Wiley & Sons, 1998 26. Stefan, C., StructuredInventive Thinking, http://www.srl.ford.com/sitteam/sit.htm 27. Steiner C, A rolefor individuality andmysteg in "managing"change, Journal of Organizational Change, 14(2): 150-167, 2001 28. Treffinger D.J., Creativeproblem-solving- overview and educationalimplication, Educational Psychology Review, Sep 1995, pp 301-312 29. TRIZ Journal, www.triz-journal.com 30. www.Wordsmyth.net 31. Zander, Rosamund Stone and Zander, Benjamin. The Art ofPossibiliy, Harvard Business School Press, Boston, MA, 2000 Page 59 of 79 Appendix - Complete Results of the Experiment ANOVA Table for RT Inclusion criteria: Question IS 'Typel Q1" from Ben.Stat DF Cond Sum of Squares Mean Square 2 14756.813 7378.406 Residual 181 750102.500 9260.525 F-Value P-Value .797 Means Table for RT Effect: Cond Inclusion criteria: Question IS "Type1Q1" from Ben.Stat Count Mean Std. Dev. Std. Err. Generic 24 121.583 144.144 29.423 Self-discovery 33 93.298 76.443 13.307 Specific 27 91.111 57.253 11.018 Fisher's PLSD for RT % Effect: Cond Significance Level: 5 Inclusion criteria: Question IS "Type1Q1" from Ben.Stat Mean Diff. Crit. Diff. P-Value Generic, Self-discovery 28.285 51.366 .2765 Generic, Specific 30.472 53.716 .2623 2.187 49.687 .9304 Self-discovery, Specific Interaction Bar Plot for RT Effect: Cond Inclusion criteria: Question IS "Typel Q1" from Ben.Stat 140 120 100 (D 80 ~'60 40 CeU 20 0 Generic Self-discovery Cell Specific Page 60 of 79 .4543 Lambda Power 1.594 .176 ANOVA Table for Correct1? Inclusion criteria: Question IS "Type1Q1" from Ben.Stat DF Cond Sum of Squares 2 Residual Mean Square .549 1 15.201 1 1811 F-Value P-Value .275 1 1.463 1 .188 1 I Means Table for Correcti? Effect: Cond Inclusion criteria: Question IS "Type1Q1" from Ben.Stat Count Mean Std. Dev. Std. Err. Generic 24 .625 .495 .101 Self-discovery 33 .818 .392 .068 Specific 27 .7781 .424 .082 Fisher's PLSD for Correcti? Effect: Cond % Significance Level: 5 Inclusion criteria: Question IS "Type1Q1" from Ben.Stat Mean Diff. Generic, Self-discovery Generic, Specific Self-discovery, Specific Crit. Diff. P-Value -.193 .231 .1003 -.153 .242 .2123 .224 .7202 .040 Interaction Bar Plot for Correct1? Effect: Cond Inclusion criteria: Question IS "Type1Q1" from Ben.Stat .9 .8 .7 .6 .5 ( .4 .3 .2 .1 0 Generic Self-discovery Cell Specific Page 61 of 79 .2375 Lambda 1 I 2.927 Power 1 I .293 I ANOVA Table for Giveup? Inclusion criteria: Question IS 'ypelQl" from Ben.Stat DF Cond Sum of Squares 2 Residual Mean Square 1 81 1 F-Value .012 1 .024 1 1.928 1 .512 P-Value 1 II .024 1 Means Table for Giveup? Effect: Cond Inclusion criteria: Question IS "Type1Q1" from Ben.Stat Count Mean Std. Dev. Std. Err. 24 33 27 Generic Self-discovery Specific .042 .030 0.000 .204 .174 0.000 .042 .030 0.000 Fisher's PLSD for Giveup? Effect: Cond % Significance Level: 5 Inclusion criteria: Question IS "Type1Q1" from Ben.Stat Mean Diff. Generic, Self-discovery .011 Crit. Diff. P-Value .082 .7844 Generic, Specific .042 .086 .3386 Self-discovery, Specific .030 .080 .4513 Interaction Bar Plot for Giveup? Effect: Cond Inclusion criteria: Question IS 'ype1Q1" from Ben.Stat .045 - .035 - .04 - - .03 .025 - .01 .005 - .015 - - > .02 0 - U Generic Self-discovery Specific Cell Page 62 of 79 .6015 Lambda Power 1 II 1.023 1 II .128I1 .128 II ANOVA Table for # of attempt Inclusion criteria: Question IS "Type1Q1" from Ben.Stat Cond 1 DF Sum of Squares 2 .493 Residual 1811 Mean Square .247 41.650 1 P-Value F-Value .479 1 .514 1 I Means Table for # of attempt Effect: Cond Inclusion criteria: Question IS "Type1Q1" from Ben.Stat Count Mean Std. Dev. Std. Err. Generic 24 1.333 1.049 .214 Self-discovery 33 1.152 .566 .098 Specific 27 1.185 .483 .093 Fisher's PLSD for # of attempt Effect: Cond % Significance Level: 5 Inclusion criteria: Question IS "Type1Q1" from Ben.Stat Mean Diff. Crit. Diff. P-Value Generic, Self-discovery .182 .383 .3474 Generic, Specific .148 .400 .4636 -.034 .370 .8569 Self-discovery, Specific Interaction Bar Plot for # of attempt Effect: Cond Inclusion criteria: Question IS "Type1Qi" from Ben.Stat 1.4 1.2 1 .8 0 .6 .4 .2 0 Generic Self-discovery Cell Specific Page 63 of 79 .6209 Lambda Power 1 I .959 1 .123 1 I I ANOVA Table for Final Correct? Inclusion criteria: Question IS "Type1Q1" from Ben.Stat DF Sum of Squares Cond I 2I1.076 I Residual 81 19.912 Mean Square F-Value .538 1.122 I 4.395 P-Value I .0154 1 Effect: Cond Inclusion criteria: Question IS "Type1Q1" from Ben.Stat Mean Std. Dev. Std. Err. Generic 24 .667 .482 .098 Self-discovery 33 .909 .292 .051 Specific 27 .926 .267 .051 Fisher's PLSD for Final Correct? % Effect: Cond Significance Level: 5 Inclusion criteria: Question IS "Type1Q1" from Ben.Stat Mean Diff. Generic, Self-discovery Generic, Specific Self-discovery, Specific Crit. Diff. P-Value -.242 .187 .0116 S -.259 .195 .0099 S -.017 .181 .8533 Interaction Bar Plot for Final Correct? Effect: Cond Inclusion criteria: Question IS "Type1Q1" from Ben.Stat - .2 - - - .4 .3 .1 - o - Q .6 2.5 - - .8 .7 - 1.9 0Generic 8.790 11 Means Table for Final Correct? Count Lambda Power Specific Page 64 of 79 .74 ANOVA Table for RT Inclusion criteria: Question IS "TypelQ5" from Ben.Stat DF Sum of Squares Mean Square F-Value Cond 43460.505 Residual 81 961258.279 11867.386 I2 I P-Value I21730.253 I1.831 I.1668 I3.662 I.359 Means Table for RT Effect: Cond Inclusion criteria: Question IS 'ypelQ5" from Ben.Stat Count Mean Std. Dev. Std. Err. Generic 24 59.653 57.867 11.812 Self-discovery 33 98.456 162.261 28.246 Specific 27 47.043 40.061 7.710 Fisher's PLSD for RT Effect: Cond % Significance Level: 5 Inclusion criteria: Question IS 'ypelQ5" from Ben.Stat Mean Diff. Generic, Self-discovery Crit. Diff. P-Value -38.803 58.148 .1880 Generic, Specific 12.610 60.808 .6810 Self-discovery, Specific 51.413 56.247 .0727 Interaction Bar Plot for RT Effect: Cond Inclusion criteria: Question IS "TypelQ5" from Ben.Stat - 40 - 20 - 60 - 80 2 - 120 100 Lambda Power 0Generic Self-discovery Specific Cell Page 65 of 79 ANOVA Table for Correct1? Inclusion criteria: Question IS "TypelQ5" from Ben.Stat DF Cond Sum of Squares 2 Mean Square .669 1 20.034 1 Residual 1811 F-Value .334 1 P-Value 1.352 1 I .247 1 Means Table for Correct1? Effect: Cond Inclusion criteria: Question IS "TypelQ5" from Ben.Stat Count Mean Std. Dev. Self-discovery Std. Err. I.. 33 .545 .506 .088 27 .407 .501 .096 24 1.3331 Generic Specific .482 1 .0981 Fisher's PLSD for Correct1? Effect: Cond % Significance Level: 5 Inclusion criteria: Question IS "Type1Q5" from Ben.Stat Mean Diff. Generic, Self-discovery -.212 Generic, Specific Crit. Diff. P-Value .265 .1158 -.074 .278 .5969 .138 .257 .2879 Self-discovery, Specific Interaction Bar Plot for Correct1? Effect: Cond Inclusion criteria: Question IS 'ypelQ5" from Ben.Stat .5 - .6 S.4- .2 - .1 - 2.3- - 0 Generic Self-discovery Specific Cell Page 66 of 79 Lambda Power .2645 1 I 2.704 .273 I I ANOVA Table for Giveup? Inclusion criteria: Question IS "TypelQ5" from Ben.Stat DF Cond Mean Square Sum of Squares 1 .478 .249 .498 1 1 2 Residual 1811 .2341 I .168 1 13.645 Means Table for Giveup? Effect: Cond Inclusion criteria: Question IS "TypelQ5" from Ben.Stat Count Mean Generic 24 .250 Self-discovery 33 Specific 27 Std. Dev. Std. Err. .442 .090 .121 .331 .058 .296 .465 .090 Fisher's PLSD for Giveup? Effect: Cond % Significance Level: 5 Inclusion criteria: Question IS "TypelQ5" from Ben.Stat Mean Diff. Crit. Diff. P-Value .2456 .129 .219 Generic, Specific -.046 .229 .6887 Self-discovery, Specific -.175 .212 .1041 Generic, Self-discovery Interaction Bar Plot for Giveup? Effect: Cond Inclusion criteria: Question IS "TypelQ5" from Ben.Stat .3 - .25 - .35 a) .15 .1 .05 0Generic Self-discovery Cell Specific Page 67 of 79 Lambda P-Value F-Value 1 I Power 2.957 1 I .296 1 I ANOVA Table for # of attempt Inclusion criteria: Question IS "TypelQ5" from Ben.Stat Cond DF Sum of Squares 2 3.812 Residual 1811 Mean Square F-Value P-Value .913 .4055 1.906 169.140 1 I 2.088 2.088 Means Table for # of attempt Effect: Cond Inclusion criteria: Question IS "TypelQ5" from Ben.Stat Count Mean Std. Dev. Std. Err. Generic 24 1.958 2.010 .410 Self-discovery 33 1.545 .754 .131 Specific 27 2.000 1.494 .287 Fisher's PLSD for # of attempt Effect: Cond % Significance Level: 5 Inclusion criteria: Question IS "TypelQ5" from Ben.Stat Mean Diff. Crit. Diff. .413 .771 .2900 Generic, Specific -. 042 .807 .9184 Self-discovery, Specific -.455 .746 .2290 Generic, Self-discovery P-Value Interaction Bar Plot for # of attempt Effect: Cond Inclusion criteria: Question IS "TypelQ5" from Ben.Stat 2.25 2 - 1.5 1.25 - 1.75 - .5 - .25 - 1- .75 0Generic Self-discovery Cell Specific Page 68 of 79 Lambda 1.826 I Power .196 ANOVA Table for Final Correct? Inclusion criteria: Question IS "TypelQ5" from Ben.Stat DF Sum of Squares Mean Square F-Value P-Value Cond 2 I .12F,~ .835 I ..417 I 2 .131 Residual 811 15.867 I .196 1 I Means Table for Final Correct? Effect: Cond Inclusion criteria: Question IS "TypelQ5" from Ben.Stat Count Mean Std. Dev. Std. Err. Generic 24 .625 .495 .101 Self-discovery 33 .848 .364 .063 Specific 27 .667 .480 .092 Fisher's PLSD for Final Correct? % Effect: Cond Significance Level: 5 Inclusion criteria: Question IS "Type1Q5" from Ben.Stat Generic, Self-discovery Generic, Specific Self-discovery, Specific Mean Diff. -.223 -.042 .182 Crit. Diff. .236 .247 .229 P-Value .0634 .7381 .1173 Interaction Bar Plot for Final Correct? Effect: Cond Inclusion criteria: Question IS "Type1Q5" from Ben.Stat .9 .8 .7 c .6 ~5 a).4 U.3 .2 .1 0 Generic Self-discovery Cell Specific Page 69 of 79 Lambda Power I 42~i2 ..I1AI I-I--I I 412 I ANOVA Table for RT Inclusion criteria: Question IS "Type2Q1" from Ben.Stat DF I2 I Sum of Squares Cond Residual 81 875054.624 25456.488 Mean Square F-Value P-Value I12728.244 I1.178 I.3131 I2.356 I.242 10803.144 Means Table for RT Effect: Cond Inclusion criteria: Question IS "Type2Q1" from Ben.Stat Count Mean Std. Dev. Std. Err. Generic 24 65.007 192.719 39.339 Self-discovery 33 24.157 18.589 3.236 Specific 27 30.227 19.381 3.730 Fisher's PLSD for RT Effect: Cond % Significance Level: 5 Inclusion criteria: Question IS "Type2Q1" from Ben.Stat Mean Diff. Crit. Diff. P-Value Generic, Self-discovery 40.850 55.480 .1468 Generic, Specific 34.781 58.017 .2364 Self-discovery, Specific -6.070 53.666 .8225 Interaction Bar Plot for RT Effect: Cond Inclusion criteria: Question IS 'Type2Q1" from Ben.Stat 70 60 50 40 0D 30 20 10 0 Generic Lambda Power Self-discovery Cell Specific Page 70 of 79 ANOVA Table for Correct1? Inclusion criteria: Question IS "Type2Q1" from Ben.Stat Cond DF Sum of Squares 2 .002 Residual 1 81 1 Mean Square F-Value .001 2.891 P-Value ~.72 .026 .0361 1 Means Table for Correcti? Effect: Cond Inclusion criteria: Question IS "Type2Q1"from Ben.Stat Count Mean Std. Dev. Std. Err. Generic 24 .958 .204 .042 Self-discovery 33 .970 .174 .030 Specific 27 .963 .192 .037 Fisher's PLSD for Correct1? % Effect: Cond Significance Level: 5 Inclusion criteria: Question IS 'ype2Q1" from Ben.Stat Mean Diff. Crit. Diff. P-Value Generic, Self-discovery -.011 .101 .8232 Generic, Specific -.005 .105 .9306 .007 .098 .8911 , Self-discovery, Specific .6 .2 - o 4- 0 - ( - .8 - Interaction Bar Plot for Correcti? Effect: Cond Inclusion criteria: Question IS "Type2Q1" from Ben.Stat Generic Self-discovery Specific Cell Page 71 of 79 Lambda 52 Power .054 Cond I .030 2 Residual 181 1 P-Value I .015 I1.258 . II .012I .012 .958 | ..2898 Means Table for Giveup? Effect: Cond Inclusion criteria: Question IS "Type2Q1" from Ben.Stat Count Mean Std. Dev. 24 .042 33 0.000 27 10.000 1 Generic Self-discovery Specific [ Std. Err. .204 0.000 0.000 1 .042 0.000 0.000 Fisher's PLSD for Giveup? Effect: Cond % Significance Level: 5 Inclusion criteria: Question IS "Type2Q1" from Ben.Stat Mean Diff. Crit. Diff. P-Value Generic, Self-discovery .042 .058 .1572 Generic, Specific .042 .061 .1759 0.000 .056 Self-discovery, Specific Interaction Bar Plot for Giveup? Effect: Cond Inclusion criteria: Question IS "Type2Q1" from Ben.Stat - - .03 .015 - & .02 - .025 - .04 .035 - .045 .005 - i.12 ANOVA Table for Giveup? Inclusion criteria: Question IS "Type2Q1" from Ben.Stat DF Sum of Squares Mean Square F-Value 0 Generic Self-discovery Cell Specific Page 72 of 79 Lambda Power 256 I2516 II II II ANOVA Table for # of attempt Inclusion criteria: Question IS "Type2Q1" from Ben.Stat Cond DF Sum of Squares 2 .074 Residual 181 1 Mean Square F-Value .037 3.879 P-Value Lambda .4671 1.537 .768 .048 1 I I Means Table for # of attempt Effect: Cond Inclusion criteria: Question IS "Type2Q1" from Ben.Stat Count Generic Self-discovery I. Specific Mean Std. Dev. Std. Err. 24 1.000 0.000 33 1.061 .348 .061 27 1.000 0.000 0.000 0.000 1 Fisher's PLSD for # of attempt Effect: Cond % Significance Level: 5 Inclusion criteria: Question IS "Type2Q1" from Ben.Stat Mean Diff. Generic, Self-discovery Generic, Specific Self-discovery, Specific L Crit. Diff. P-Value -.061 .117 .3050 0.000 .122 2 .061 .113 .2890 Interaction Bar Plot for # of attempt Effect: Cond Inclusion criteria: Question IS 'Type2Q1" from Ben.Stat 1.2 I a .8 0) .6 U .4 .2 0 Generic Self-discovery Specific Cell Page 73 of 79 Power .171 II II ANOVA Table for Final Correct? Inclusion criteria: Question IS "Type2Q"from Ben.Stat Cond DF Sum of Squares 2 .031 Residual 181 1 Mean Square F-Value .016 1.921 1 P-Value .655 .5220 1 .I .024 1 Means Table for Final Correct? Effect: Cond Inclusion criteria: Question IS "Type2Q1" from Ben.Stat Count Generic Self-discovery L Specific Mean Std. Dev. Std. Err. .958 .204 33 1.000 0.000 0.000 27 .963 .192 .037 241 .042 1 Fisher's PLSD for Final Correct? Effect: Cond % Significance Level: 5 Inclusion criteria: Question IS "Type2Q1" from Ben.Stat Mean Diff. Crit. Diff. P-Value Generic, Self-discovery -.042 .082 .3162 Generic, Specific Self-discovery, Specific -.005 .037 .086 .080 .9149 .3568 Interaction Bar Plot for Final Correct? Effect: Cond Inclusion criteria: Question IS "Type2Q1"from Ben.Stat 1.2 .8 - - 1 .6U- .4.20Generic Self-discovery Specific Cell Page 74 of 79 Lambda Power I 1.310 .152 I I ANOVA Table for RT Inclusion criteria: Question IS "Type2Q4" from Ben.Stat DF Cond Sum of Squares 2 Residual 1 81 1 Mean Square 14114.446 7057.223 1018775.104 12577.470 F-Value .561 P-Value 1 I Means Table for RT Effect: Cond Inclusion criteria: Question IS 'ype2Q4" from Ben.Stat Count Mean Std. Dev. Std. Err. 24 121.099 134.434 1 27.441 Self-discovery 33 95.673 97.965 1 17.053 Specific 27 1 123.115 1 106.699 1 20.534 , Generic Fisher's PLSD for RT Effect: Cond % Significance Level: 5 Inclusion criteria: Question IS "Type2Q4" from Ben.Stat Mean Diff. Crit. Diff. P-Value Generic, Self-discovery 25.426 59.863 Generic, Specific -2.016 62.601 .9491 -27.442 57.905 .3485 Self-discovery, Specific .4006 Interaction Bar Plot for RT Effect: Cond Inclusion criteria: Question IS "Type2Q4" from Ben.Stat 140 120 100 C 80 CO) 60 40 20 0 Generic Self-discovery Specific Cell Page 75 of 79 .5728 Lambda Power 1 I 1.122 .137 I I ANOVA Table for Correct1? Inclusion criteria: Question IS "Type2Q4" from Ben.Stat DF Cond Sum of Squares Mean Square .027 2 Residual 181 1 16.675 F-Value .014 1 P-Value .066 .9359 I .206 1 Means Table for Correcti? Effect: Cond Inclusion criteria: Question IS "Type2Q4" from Ben.Stat Count Mean Std. Dev. Std. Err. Generic 24 .250 .442 .090 Self-discovery 33 .273 .452 .079 Specific 27 .296 .465 .090 Fisher's PLSD for Correct1? Effect: Cond % Significance Level: 5 Inclusion criteria: Question IS "Type2Q4" from Ben.Stat Mean Diff. Crit. Diff. P-Value Generic, Self-discovery -.023 .242 .8524 Generic, Specific -.046 .253 .7170 Self-discovery, Specific -.024 .234 .8418 Interaction Bar Plot for Correcti? Effect: Cond Inclusion criteria: Question IS "Type2Q4" from Ben.Stat .25 - .3 - .35 .~2 Q .15 .05 - .1- 0Generic Self-discovery Specific Cell Page 76 of 79 Lambda Power 1 I .133 1 II .060 1 ANOVA Table for Giveup? Inclusion criteria: Question IS "Type2Q4" from Ben.Stat DF Sum of Squares Mean Square F-Value Cond 1 2 Residual 1811 1.319 1 .660 1 17.002 1 .210 P-Value 3.143 1 I I I Means Table for Giveup? Effect: Cond Inclusion criteria: Question IS "Type2Q4" from Ben.Stat Count Mean Std. Dev. Std. Err. Generic 24 .458 .509 .104 Self-discovery 33 .364 .489 .085 Specific 27 .148 .362 .070 % Fisher's PLSD for Giveup? Effect: Cond Significance Level: 5 Inclusion criteria: Question IS "Type2Q4"from Ben.Stat Mean Diff. Crit. Diff. P-Value Generic, Self-discovery .095 .245 .4433 Generic, Specific .310 .256 .0181 Self-discovery, Specific .215 .237 .0736 Interaction Bar Plot for Giveup? Effect: Cond Inclusion criteria: Question IS "Type2Q4" from Ben.Stat .5 .45 .4 .35 ( .3 2.25 o .2 .15 .1 .05 0 Generic Self-discovery Cell Specific Page 77 of 79 Lambda .0485 1 S 6.285 Power 1 I .581 1 _j ANOVA Table for # of attempt Inclusion criteria: Question IS "Type2Q4" from Ben.Stat Cond DF Sum of Squares 2 42.738 Residual I181 1 Mean Sauare F-Value 21.369 1 1552.214 1.115 P-Value P-Value .3329 19.163 Means Table for # of attempt Effect: Cond Inclusion criteria: Question IS "Type2Q4" from Ben.Stat Count Mean Std. Dev. Std. Err. Generic 24 3.542 6.467 1.320 Self-discovery 33 1.788 1.139 .198 Specific 27 2.519 4.594 .884 Fisher's PLSD for # of attempt Effect: Cond % Significance Level: 5 Inclusion criteria: Question IS "Type2Q4" from Ben.Stat Mean Diff. Crit. Diff. P-Value Generic, Self-discovery 1.754 2.337 .1392 Generic, Specific 1.023 2.444 .4072 Self-discovery, Specific -.731 2.260 .5219 Interaction Bar Plot for # of attempt Effect: Cond Inclusion criteria: Question IS "Type2Q4" from Ben.Stat 4 3.5 3 2.5 2 U1.5 1 .5 0 Generic Self-discovery Specific Cell Page 78 of 79 Power Lambda Lambda Power 2.230 .231 ANOVA Table for Final Correct? Inclusion criteria: Question IS "Type2Q4" from Ben.Stat DF Cond Sum of Squares 2 Mean Square .817 1 20.076 1 Residual 181 1 F-Value .409 1 1.648 P-Value I .248 1 II Means Table for Final Correct? Effect: Cond Inclusion criteria: Question IS "Type2Q4" from Ben.Stat Count Mean Std. Dev. Std. Err. Generic 24 .417 .504 .103 Self-discovery 33 .515 .508 .088 Specific 27 .667 .480 .092 Fisher's PLSD for Final Correct? Effect: Cond % Significance Level: 5 Inclusion criteria: Question IS "Type2Q4"from Ben.Stat Mean Diff. Crit. Diff. P-Value Generic, Self-discovery -.098 .266 .4630 Generic, Specific -.250 .278 .0772 Self-discovery, Specific -.152 .257 .2443 Interaction Bar Plot for Final Correct? Effect: Cond Inclusion criteria: Question IS "Type2Q4"from Ben.Stat .7 .6 .5 . (D .2 0 Generic .1987 Specific Page 79 of 79 Lambda Power 3.297 1 .326