Pl: FCH/SPH KB008-12 P2: FCH KB008-Staudinger August12,2002 of Aging' 12 Interrelations Knowledge,and Cognitive Performance TimothY A. Salthouse VA, U'S'A' Universityof Virginia,Charlottesville, Abstract the relationbetweenage This chapterreviewsthe researchliteratureconcemedwith betweenageandcogand knowledgeand with the role of knowledgeon the relations of experience thataccumulation Althoughit is generallyassumed nitiveperformance. withageleadstogreaterquantityorqualityofknowledge,theempiricalevidencefrom large-scalestudieswithrepresentativesamplesofresearchparticipantsSuSgeststhat age 18 to aboutage40 or wh]le thereappearsto be un increasein knowledgefrom of eitherstabilityor decline' 50, the dominanttrendin lateryearsof adulthoodis one Amongthehypothesesdiscussedtoaccountforthelackofcontinuousgrowthinknowlgains'an asymptoteon edgearegenerationalconfoundsin education,lossesoffsetting of one'sknowledge'Each ""po.ur" to new information,andincreasedspecialization hypothesishassomeplausibility,butitisconcludedthatthereasonsforthefailure tofindcontinuousage-relatedincreasesinknowledgearestillnotwellunderstood. relationsbetweenageand severalconceptualmodelsof the role of knowledgeon the cognitionarediscussed,includingmoderation,mediation'andmigration'Becauseinteractionsofageandknowledgehanebe"ninconsistent,andbecauseStatisticalcontrol ofknowledgetendstoincreaseratherthandecreasethenegativerelationsbetween ageand,n"uru."rofcognitiveperformance,theavailableempiricalevidenceseemsto on cognitionappearto be favorthemigrationinterpretation.That is, age-relatedeffects reducedamongpeoplewithhighlevelsofknowledgebecausepeopletendto..migrate'' into higherknowledgegroupswith increasingage' different agetrendsdatesback The realizationthat differentcognitivevariableshave totheearliestempiricalstudiesonaging.Forexample,severalstudiespublishedinthe measuresof memory and reasoning 1920sfound larger age-relateddifferencesfor (e.g',Foster& Taylor' 1920; thanfor measuresof vocabularyandgeneralinformation beenusedto characterize have labels Hollinsworth,1927;Willougniv, DtT)' Many 26s P1: FCH/SPH K8008-12 P2: FCH August12,2002 KB008-Staudinger Understanding H uman D eveIoPment 266 0.2 Generalinformation E o o a -o.2 E o E a o (\t o q) ..\ \ l^**-*f/\t \4-';/' \1----.J 0.0 Vocabulary(opposites) \ -0.4 \-\., \t--\-..-- -uo Analogies -0.8 -1.0 IE Age Chronological Figure 12.1 Sample Age Relations on Three Different Cognitive Variables in a of 678 adults' DatafromtheJonesandConrad(1933)study' on stored information' the two types of cognition (such as new learning versus reliance and mechanics abilities, educativeversusreproductiveabilities,fluid versuscrystallized descriptive most the be may versus pragmatics), but the terms process and product assessment, of time at the because the first term refers to the efficiency of processing andthesecondtermref-erstothecumulativeproductsofpastprocessing(seealso P. Baltes, this volume; Wellman, this volume)' by Jones and conrad The different age trends can be illustrated with data collected (1933)onthreesubtestsfromtheArmyAlphatestbattery(seeFigure12.1).(The performance in standard vertical axis in most of the figures in this chapter represents and studies' sometimes variables score or z-score units to facilitate comparison across as in this figure, and distribution a sample of young adults will be used as the reference In either case' distribution' reference the other times the entire sample will be used as and distribution' relevant the of the units along the verticafaxis are standard deviations the to relative difference age the of thus the scale is infbrmative about the magnitude distribution of scores in the reference sample') 55 years of age the measures Notice in Figure 12. I that across the range from 20 to but that increased age stable remain to tend of general information and vocabulary same general pattem This measure. is associated with lower scores on the analogies different types of that accepted widely now has been reported many times, and it is trends' age cognitive measures can have quite different Therearetwomajorimplicationsofthesefindings.Thefirstimplicationisthat age relations, no single number because the constituent variables exhibit different ability across all of adulthood' cognitive will be meaningful as an index of overall Thatis,ifcognitiveabilityiscomposedofbothproductandprocessaspects,then Pl: FCH/SPH K8008-12 P2: FCH KB008-staudinger August 12' 2002 Interrelations of AginT, Knowledge, and Cognitive Performance 261 Jones and it is not meaningful to refer to a single age trend in cognitive functioning' Conrad(1933)expressedthispointelegantlybystatingthattheolderadult than do young derives more intellectual power from accumulated stocks of information adults. are at least The second major implication of the different age trends is that there ageaging-the cognitive of field the in explain to phenomena two quite distinct or increase with stability either and cognition of process aspects in related decline aging research has age in product aspects of cognition. The majority of cognitive in remediating interest of an part because in cognition, of focused on pro.rr. aspects focus on two I chapter' in this However, decline. cognitive or prevenung age-related The first cognition. of aspects knowledge or product and aging with issuesconcemed knowledge' of quantity of the measures and age between relation issue concerns the presumably derives from which might be expectedto be positive becauseknowledge with advancing experienceand experienceis often assumedto increasecontinuously relations between age age. The second issue is the role played by knowledge on the greater knowledge to offset and cognitive performance and particularly the ability of theconsequencesofage-relateddeclineinprocessaspectsofcognition.Thisissue (1990) selective optimization is particularly relevant to the P. Baltes and M. Baltes that optimizing one's with compensatron(SOC) framework becauseof the possibility that may be occurring in knowledge in select domains might compensatefor declines carstensen' this volume; other aspectsof cognitive functioning (see also M. Baltes & P. Baltes, this volume; cf. Lemer, Dowling, & Roth' this volume)' of the RoIeof Knowledgeon Conceptualizn'tions Age- Cognition Relations J alternativepossibilities Before reviewing the relevantliterature,it is important to clarify fortheroleofknowledgeonagedifferencesincognitiveperformanceandwaysthat little researchfocusing they might be distinguished.Becausethere has been relatively most of the conperformance, cognitive and on the interrelations of age, knowledge, ofresearch on context in the discussed ceptualizationsto be describedwere originally models' all of or possibilities, Five relations. the role of experienceon age-cognition are performance' cognitive on knowledge of which assumethat there are positive effects to dilTerent correspond figure each in functions (The three in Figure 12.2. 'l----fu',tesented are (A) moderation' lJ"iNnowledgel) The five models and their main characreristics (C) decline' negeffects; age no (B) stability, interaction between age and knowledge; between age and relation negative but effects no age ative age effects; (D)Lediation, positive relation between age knowledge; and (E) migration, negative age effects but andknowledge.Thisclassificationschemeisnotexhaustivebecausetherecouldbe relations between age and positive age eff-ects,as well as different combinations of five models portrayed in this figure knowledge with stability or decline. However, the possibilities to account for appear to be the most plausible and theoretically interesting theroleofknowledgeonage.cognitionrelationsatthecurrenttime. Pl: FCH/SPH K8008-12 P2:FCH ---1V-/h KB008-staudinger 268 August12,2002 Understanding Human Development Knowledge d) o C 6 E ! il) o .z g o ChronologicalAge (B) Knowledge o o o o c 6 E F E 6 High E Mod. o Low o ! o 0) .z .z = c o C) O ChronologicalAge ChronologicalAge Knowledge o o o o C o E E o o E o o 0) o o c o) o ! Ch16nologicalAge Figure 12.2 Chronological Age SchematicIllustrationsof Five AlternativeModels of the Joint Effects of Age and Experienceor Knowledgeon Cognitive Performance. PanelA representsthe moderationmodel.This is the view that knowledgemoderatesthe relationsbetweenageand cognitiveperformance,suchthat thereare large negativeagerelationsamongpeoplewith little relevantknowledgebut small to nonexistentagerelationsamongpeoplewith greateramountsof relevantknowledge.Some versionof the moderationmodelis the most frequentlymentionedpossibilityin the researchliteratureconcernedwith experience,andthe searchfor the predictedage-byexperience(or age-by-knowledge) interactionhasbeeneitheran explicit or an implicit goal in many studies. Pl: FCH/SPH K8008-12 P2: FCH KB0O8-Staudinger August12,2002 Interrelations of Aging, Knowledge, and Cognitive Performance 269 There are some cases,as with certain measures of reading or aspects of language comprehension or production, in which an interaction may occur that is attributable to an absolute or a functional measurement ceiling, in which almost everyone eventually achieves nearly the same high level of proficiency. However, because of the restricted range of assessment,the absence of age differences in these situations may be of only limited interest. That is, if the criterion activity can be mastered by virtually everyone, then there will likely be little or no sensitivity of the performance measuresto variables such as age or additional knowledge. As an illustration, consider possible criterion variables reflecting proficiency in aspectsof walking or talking. Because these tasks are masteredby most normal people, the range of variability would likely be highly restricted, and consequently it may be unrealistic to expect them to have relations with other variables. The moderation interpretation is more interesting when one can be confident that the interactions are not attributable to measurement artifacts, and yet peoplewith high levelsof knowledge still have smaller age-relateddeclinesthan people with lower levels of knowledge. Panel B represents positive knowledge effects but no age effects (stability), and Panel C represents positive knowledge effects with negative age effects (decline). In both cases, the age and knowledge effects are additive, and it is assumed that there is no relation between age and amount of knowledge. The same age trends are therefore expected at each level of knowledge. Panel D represents a mediation model in which lack of knowledge is presumed to be responsiblefor the observedage-relateddecline. The flat lines signify that there is no relation between age and cognitive performance at any level of knowledge, but the ellipse indicates that increased age is typically associatedwith lower levels of knowledge within the population. When the emphasis is on experience instead of knowledge,this interpretationis known asthe disuseperspectivebecauseit is frequently postulated that disuse functions as a mediator of age-relateddecline, as indicated by "use it or lose it." The model in Panel D predicts main effects of the admonition to experience(or knowledge)but no age-by-experience(or age-by-knowledge)interaction and a negative relation between age and experience (or there would be no evidence of disuse).Furthermore,this model implies that if a measureof the amount of experience (or knowledge) is statisticallycontrolled, then the age effectson measuresof cognitive performance should be substantially reduced. That is, if there is no disuse (in this case, because of statistical control), then little or no age-relateddecline would be expected. According to the mediation model, therefore, negative age-cognition relations are attributable to a negative relation between age and amount of relevant experience (or knowledge). The mediation model differs from the other models under consideration because it assertsthat Iack of knowledge (or experience) mediates age-related decline observed in certain measures of cognitive performance. However, it should be noted that this interpretation is plausible only if there is a negative relation between age and relevant knowledge (or experience). Pl: FCH/SPH KB008-12 P2: FCH KBO08-Staudinger August12,2002 270 Understanding Human D evelopment Panel (E) represents what can be termed a migration model. This model predicts a main effect of knowledge but with no interaction of age and knowledge, implying that the effects of knowledge are similar at all ages (or equivalently, that the age effects are similar across all levels of knowledge). The distinguishing feature of this model is that there is frequently a positive relation between age and knowledge (represented by the ellipse superimposed on the functions for each level of knowledge), as if with advancing age there is a "migration" of many of the individuals from lower to higher levels of knowledge. Because knowledge is positively related to many aspects of cognitive performance, no overall relation may be evident between age and measures of cognitive perfoffnance if the benefits of greater knowledge function to counteract the effects of any age-related declines that might have occurred in basic aspectsof cognitive functioning. The migration model thereforeimplies that statistical control of knowledge would result in an increasein negativeage differencesbecause the greater knowledge effectively serves to offset any declines in basic processing efficiency that the individuals may be experiencing. In other words, the migration model attributes the absence of strong negative age relations in certain measures of cognitive performance to positive age-knowledgerelations.This model may be the closest to what P. Baltes and M. Baltes (1990) refer to as optimization with compensation if the migration into higher knowledge levels is viewed as optimization and the greater knowledge is interpreted as compensating for declines in other aspectsof cognitive functioning. The mediation and migration models are similar in that in neither case is an interaction predicted betweenage and knowledge on cognitive performance,but instead there is either a negative (mediation) or a positive (migration) relation between age and knowledge that servesto alter the age-performance relations. Howeveq the prediction from the migration interpretation is opposite that of the mediation interpretation becausethe age-knowledgerelation is positive rather than negative,and thus control of knowledge should increase,rather than decrease,the magnitude of the negative age differences in measures of cognitive performance. Stated somewhat differently, in mediation the presence of a negative age relation is caused by a lack of knowledge, whereas in migration the absence of a negative age relation is caused by an abundance of knowledge. The moderation and migration models are also similar in that both models predict high levels of cognitive performance among older adults with high levels of relevant knowledge. However, the underlying mechanisms in the two cases are quite different. In the moderation model, knowledge serves as a moderator of the age-cognition relations becausethe interaction indicates that people with high levels of knowledge exhibit smaller age-related declines in cognitive performance than people with low levels of knowledge. This model therefore implies that the impact of aging on certain aspects of cognitive functioning can be altered as a function of the amount of relevant knowledge. In contrast, the migration model attributes high cognitive functioning in certain samples of older adults to their higher levels of knowledge offsetting the Pl: FCH/SPH K8008-12 P2: FCH KBo08-Staudinger August12,2002 Intenelations of Aging, Knowledge, and Cognitive Performance Z'/l consequences of declines in basic abilities. Unlike the moderation model, in the migration model knowledge does not have a moderating or interactive role on the agecognition relations, but rather age and knowledge are "confounded" such that increased age tends to be associated with higher levels of knowledge. To summarize, the key features of the five perspectives, all of which assume positive effects of knowledge on measures of cognitive performance, are as follows: (A) moderation-interaction of age and knowledge, smaller age relations at high levels of knowledge; (B) stability-no age effects, no age-knowledge relation; (C) decline-negative age effects, no age-knowledge relation; (D) mediation-negative age-experience (age-knowledge) relations, control of experience (knowledge) reduces negative age differences; and (E) migration-positive of knowledge increases negative age differences. age-knowledge relations, control In all except the moderation model, the effectsof age and knowledge on cognitive performance are additive, and therefore to account for the age relations on measures of cognitive performance it is only necessaryto explain the main effects of age and knowledge and any relation that might exist between age and knowledge. However, if the evidence were to support the moderation model, it would also be necessaryto explain why the age-related effects differ as a function of amount of knowledge. Age - Know ledge Relations Before examining the researchresults concerning age and knowledge, it is useful to briefly describe how knowledge has been assessedin studies of aging and cognition. The most common method is by various tests of word knowledge, or vocabulary, in which the examinee is required to either produce or select an appropriate definition of a target word such as pofiirtcatu or virulent. When the questionsrefer to different types of information, the tests are assumed to assess general information. A number of specialized knowledge tests have also been used in which the questions refer to particular domains of knowledge, such as science, social science, or humanities. Examples of questionsin these specializedtests are "What is the function of the kid"What ney?" is a regressive tax?" and "Who was the composer of the Brandenburg Concertos?" Many studies investigating age-relatedeffects in cognition have administered some type of vocabulary test in small conveniencesamples. The typical finding in these studies is that the older adults in the sample tend to have higher vocabulary scores than the young adults. Although it is tempting to infer from these results that knowledge increasescontinuously with age, this conclusion may not be warranted becausethe samples in these studies are usually small and may not be representative of the general population becausethey often include only young college students and highly motivated older adults. Problems of unrepresentative samples also plague studies involving age comparisons with other measuresof knowledge. For example, Stanovich, West, and Harrison Pl: FCH/SPH K8008-12 P2: FCH KB0O8-Staudinger August12,2002 212 Understanding Human Development (1995) reported that older adults were higher in measuresof general knowledge (based on tests involving the recognition of authors, magazine titles, and so on) than college students. However, 737o of the older adults in their sample had college degrees, and 45Vo had advanced graduate degrees, and thus the two groups were almost certainly not equally representative of their respective age cohorts. In a recent report, Ackerman and Rolfhus (1999) compared college students and adults between 30 and 59 years of age on several specially constructed knowledge tests. The adults had higher knowledge scores than the students, but within the adult sample the age correlations for the tests ranged from -.13 to .19 with a median of -.015. Their resultsthus provide no evidenceof greaterknowledge with increasedage among the nonstudentadults in the sample.A small positive correlation of .19 between age and a composite measure of knowledge based on these same tests was reported in a later study by Ackerman (2000). However, the sample in that study was relatively young (mean age of 34.2 years) and unrepresentative of the population with respect to education(all participantshad acquireda bachelor'sdegree,and 25Vohadalso received advanced degrees). One project with relatively large samplesis Schaie's (1996) SeattleLongitudinal Study. Results from two vocabulary measuresadministered to new cross-sectional samplesinthe 1984andl99l wavesof thatprojectrevealedanincreaseintheaveragescore from the twenties to the forties, then a period of stability, and a decreasearound age 70. The most informative data on age relations are those derived from nationally representative samples, typically stratified on age, gender, ethnic group, educational attainment, and geographical region. The normative samples for standardized tests of cognitive ability possess these characteristics, and therefore they are particularly valuable for determining true age trends in relevant variables. Figure 12.3 illustrates the age relations for the information and vocabulary subtest scores from the normative samplesin the 1955, 1981, and 1997 revisions of the Wechsler battery. Notice that the mean scores increase from age 20 to about age 40 or 50 and decreasebeyond age 50. The Kaufman Adolescent and Adult Intelligence Test (Kaufman & Horn, 1996) is another standardized test with norms from a large nationally representative sample. Figure 12.4 portrays the age trends on two measures of vocabulary from that test battery, double meanings and definitions. Once again, there is a slight increaseto about age 50 followed by a decline. Finally, the Woodcock-Johnson Psycho-EducationalBattery-Revised (1989, 1990) is unique becauseit includes three tests of specialized knowledge (in the topics of science,social science,and humanities). Figure 12.5 portrays the age trends for the three measures of knowledge in the normative sample for this battery. The mean scores in all of these data sets exhibit a similar pattern-namely, an increase from the twenties to the forties or fifties, followed by a gradual decline totaling between one-half and one standard deviation from about age 50 to 80. Although not represented in these data, results from studies focusing on adults above the age of 70 indicate that there may be an acceleration in the decline of measures of vocabulary Pl: FCH/SPH P2:FCH ---\P-aK K8008-12 KB008-StaudingerAugustl2.2002 Interrelations of Aging, Knowledge, and Cognitive performance Zj3 A. Vocabulary 1.0 z\ E 8 o.s r a E (E o o 6 \ .// \- -.--* --- ^ .^U U .{ (\I I o C\ o o) --.- WAIS(195s) ---v- WAIS-R(1981) --{ - WAIS-lll(1997) -0.5 - t.u 40 50 60 70 ChronologicalAge B. Information g O o U) n - ' -c E (E g U) s \ 0.0 \._, C\l I o (\l or -.- wAls(195s) ---q- wAts-R(1981) --{ - wAts-n(1997) -u'3 -1.0 20 30 40 50 60 70 80 90 Chronological Age Figure 12.3 Age Relationson theVocabulary(A) andInformation(B) Variables from the Normative Samplesin Three Versionsof the Wechsler Battery. Datafrom Wechsler(1955,1981,1997) Pl: FCH/SPH P2:FCH --tp- ,-k K8008-12 KBO08-StaudingerAugust12,2002 a1 A Understanding Human Development 1.00 o u./c a 0.50 Y Definitions (u o.25 o a 0.00 o o b- -o.25 -0.50 .E (tt -0.75 f, ut -1.00 20 30 40 50 60 70 80 90 Chronological Age Figure 12.4 Age relationson VariablesAssessingWord Knowledgefrom the NormativeSample(N : 1,500)in the KaufmanAdult Intelligence Test. Data from Kaufmanand Horn (1996). -a-f---+ --o Scien@ (r = -.24) Social siene (r= .02) Humanities(r = -.'lE) 0.5 l .9 .g 0.0 o o (u -o.s E (l' a -1.0 20 30 40 50 60 70 80 90 Chronological Age Figure 12.5 Age Relationson ThreeTestsof Specialized Knowledgefor 1,184 Individualswith More ThanNine Yearsof Educationfrom the NormativeSamplein the Woodcock-Johnson Testof CognitiveAbilities. Bars aroundeachpoint are standardenors. Data from Salthouse(l 998). Pl: FCH/SPH KB008-12 P2: FCH KB008-Staudinger August12,2002 Interrelations of Aging, Knowledge, and Cognitive Performance 2j5 andknowledgeat olderages(e.g.,Hultsch,Hertzog,Dixon, & Small, 1998;Lindenberger& Reischies,1999). Assessmentsof other types of knowledgereveal broadly similar pattems.For example,Demmingand Pressey(1957)developedthreetestsof what they termed practical knowledge.The tests,and samplequestionsin each,wereas follows. Yellowpages Where in the yellow pagesof the telephonedirectory would you look if you wantedto buy an Airedale-under heatingequipment,kennels,shoe stores,real estate,dairy equipment? lzgal terms A documentcontrollingdispositionof one'spropertyat deathis calleda bond,title, contract,will, equity. Occupations The personto baptizea babyis a naturalist,notarypublic, nurseryman,magistrate, clergyman. These tests were administered to two nonrepresentative samples-namely, inmates in a penitentiary and students attending evening classes. In both samples, the average scores increased to about age40, but very few adults in either sample were above the age of 50, and thus there was no information in this study about the trend at older ages. However, a later study by Gardner and Monge (1977) found that the age funcrions for scores on specially constructed tests of knowledge of transportation, finance, and disease peaked in the fifties and then declined, which is the same pattem found with measures of vocabulary and general information. Tacit knowledgerelevantto managementwas recently assessed by Colonia-Willner (1998) in a unique sample of 157 midlevel bank managersbetween 24 and,56 years of age. The measuresof tacit knowledge in this study were based on ratings of the desirability of alternativeresponsesto various scenarios,which were scored in terms of how closely an individual's ratings resembledthe ratings of "experts." Becausethe scores were deviations, lower values correspond to better performance (smaller deviations represent ratings that are closer to the expert ratings). All correlations between the tacit knowledge measures and age were positive, with a .28 correlation between age and the overall tacit knowledge score, indicating that increased age was associated with less tacit knowledge (a larger discrepancy from the experts). A third example of a specializedtype of knowledge concernsthe concept of wisdom, which is often assumed to be a domain in which older adults have an advantage over young adults. Unfortunately, this assumption has been difficult to evaluate because of a lack ofconsensus about how wisdom might be assessed.One approach to the assessmentof wisdom-related knowledge has involved tests of the comprehension or interpretation of proverbs because they are often considered to reflect fundamental principles of human existence. However, research on proverb interpretation has revealed either a pattem of stability across the adult years (e.g., Sorenson, 1938) or a pattern of age-related declines (e.g., Aftanas & Royce, 1969; Albert, Duffy, & Naeser, 1987; Bromley, 1957; Hamsher & Benton, 1978). Baltes and his colleaguesadopted Pl: FCH/SPH KB008-12 P2: FCH KB008-Staudinger 276 Augustl2,2002 Understanding Human D evelopment another approach to the assessmentof wisdom by proposing that an individual's level of wisdom could be assessedby his or her responsesto selected life dilemmas, scored according to several theoretically determined criteria. This method of assessmenthas been used in a number of independent studies, and in none ofthem have there been significant age differences favoring older adults (Baltes, Staudinger, Maercker, & Smith, 1995; Smith & Baltes, 1990; Staudinger,1999). To many researchers working in the area of aging and cognition, a discovery of stability across most of the adult years is a welcome finding, particularly when contrasted with the widespread declines found in variables reflecting process aspects of cognition. Nevertheless, the absence of more dramatic and sustained increases in knowledge is puzzling becauseincreasedage is presumably associatedwith greater cumulative exposure and opportunities to acquire information, and thus one might expect knowledge to increasecontinuously acrossmost, if not all, of the adult years.r Several hypotheses have been proposed to account for the lack of continuous agerelated increasesin knowledge, but it should be recognizedat the outset that they are probably not mutually exclusiveand almost certainly are not exhaustiveof the possible explanationsfor this phenomenon. One interpretation of the failure to find age-related increases in knowledge is that there have been generational shifts in the average amount ofeducation, and amount of education is usually positively correlated with knowledge. It has therefore been argued that age trends in knowledge might be altered if adjustments were made for the age differencesin either the quantity or quality ofeducation. There aretwo issuesto consider when evaluatingthis interpretation-what is actually achievedby control of education, and the empirical consequenceson age-knowledgerelations of controlling amount of education. With respectto the first issue,there are at least three possibilities for how education might be related to level of knowledge acrossadulthood. One is that education has a direct influence on amount ofknowledge by the increased opportunities to acquire knowledge during the period of formal schooling.A secondpossibility is that education hasan indirecteffect on level of knowledgeby stimulatingknowledge-seekingactivities at later periods in one's life. Finally, it is also possible that amount of education is a proxy for general intellectual ability in that greater amounts of intellectual ability are presumably neededto gain accessto higher levels of education.To the extent that this latter possibility is valid, then the results of controlling for amount of education may not be readily interpretable because education may actually be a surrogate measure of the efficiency with which knowledge can be acquired. At the current time, there is little relevantevidencethat would allow thesepossibilitiesto be unequivocallydistinguished, and it is likely that severalof them are operating simultaneously. Fortunately, at least some empirical results suggestthat difficulties ofinterpretation may not be serious because control of education often has little effect on the relations between age and knowledge. For example, this is true in the nationally representative sample used in the norms for the Woodcock-Johnson Psycho-Educational Battery, even though the correlations between amount of education and the measures of knowledge Pl: FCH/SPH K8008-12 P2: FCH KBO08-Staudinger August12,2002 Interrelations of Aging, Knowledge, and Cognitive Performance 217 were in the .4 to .5 range. That is, the education-partialed correlations between age and knowledge were nearly identical to the unpartialed correlations (science, partial, r : -.26, original r : -.24; social science, partial r : .02, original r : .03; and humanities,partial r - -.18, original r : -.19). A second interpretation ofthe lack ofconsistent age-relatedincreasesin knowledge is that losses offset gains, in the sense that the acquisition of new information may be accompanied by the forgetting of old information. The combination of the two opposing processescould lead to stability in measures of overall knowledge if the effects of the two processesare close to equilibrium. Unfortunately, this interpretationis difficult to investigatewithout detailed assessmentsover time of the same types of information in the same individuals. A third interpretation is that after a certain point, increased age may be associated with progressively more restricted exposure to new and different experiences.This view suggests that there may be something analogous to an asymptote, perhaps around the period of middle adulthood, on opportunities to acquire new information. That is, some time after formal schooling is completed, there may be a decrease in the diversity of one's experiences,and consequentlyexposureto new types of information may become progressively more limited. This interpretation therefore implies that the reason for the lack of continuous increasesin knowledge with advancing age is not becauseof any factors operating within the individual but rather becauseof a gradual constriction in the rangeofnovel experiencesas peoplegrow older. It should be possibleto investigatethis interpretation by attempting to relate measuresof the diversity or novelty of information exposureto measuresof available knowledge, but researchof this type has apparently not yet been conducted.Perhapsthe closestresearchis the Kohn and Schooler project (e.g., Kohn & Schooler, 1983; Schooler, Mulatu, & Oates, 1999), in which relations between substantivecomplexity of work and measuresof cognitive functioning were examined, but their assessmentsdid not include measuresof knowledge. A fourth interpretation ofthe lack ofcontinuous age-relatedincreasesin knowledge is based on the idea that one's knowledge becomes progressively more specialized with age and experience. That is, tests designed for the general population are necessarily broad and relatively superficial rather than highly specific and detailed, or else they would have very limited applicability. However, when an individual pursues vocational and avocationalinterests,much of his or her knowledge is likely to becomeincreasingly more specialized,and these broad tests would probably fail to detect any increasesin specialized knowledge that may be occurring. The idea that it may not be possible for a single test to assessall facets of one's knowledge because of its specialized and idiosyncratic nature has been recognized by several writers, including recently by Ackerman (1996) and Cattell (1972, 1998). The specialized-knowledge interpretation is challenging to investigate because on the one hand, it is assumed that if tests could be specialized to the individual, then they might exhibit increases with age, but on the other hand, if the tests are too highly specialized,then it may be impossible to make any across-personcomparisons. Pl: FCH/SPH K8008-12 P2: FCH KBOO8-Staudinger August12,2002 278 Understanding H uman D evelopment Nevertheless, two typesofevidenceseemrelevantto the selectivespecializationinterpretation.The first consistsof theexaminationof relationsbetweenageandspecialized knowledgetestsamonghigh performers,or experts,within a givendomain.That is, in somestudies,the individualswereselectedspecificallybecausetheyhad considerable experiencewith the relevantactivity,andconsequentlytheycan be consideredexperts in that domain. Thereare only a few studiesof this type, andthe samplesare typically small,but theresultsarenevertheless informative.In anearlystudyof 20 bridgeplayers,chamess ( 1979)found a smallpositivecorrelationbetweenageandscoreon a bridgeknowledge test (r:.16), but in a later study(Chamess,1983)with 45 bridgeplayersranging from 2l to 71 yearsof age,the age-knowledge correlationwas -.40. pfau andMurphy (1988)reporteda correlationof -.12 betweenage(acrossa rangefrom 17 to 75) and chessknowledgein a sampleof 59 chessplayers.Finally,Meinz andSalthouse ( 1998) administered a testof musicalnotationknowledgeto 128 individualswho variedin amountof musicalexperienceandfounda correlationof - . I 7 betweenageandmusical knowledge.The correlationsbetweenageandthe measures of knowledgearetherefore small and are more often negativethanpositive.Furthermore,it is importantto point out that the failureto find strongpositivecorrelationsis not becausethe knowledge testswerenot valid in the domainsbecausethe correlations betweenthe knowledge scoresand measures of skill or performance in the domainwerequite high, ranging from .63 to .86. The apparentimplicationof theseresultsis thathigh levelsof specialization can be achievedin a domainwithout evidenceof age-relatedincreasesin relevantknowledge.This is surprisingbecauseone of the factorsthat might havebeenpresumedto contributeto the older adults'expertiseandhigh performancein the domainin greater knowledge. A secondmethodof investigating the specialized-knowledge interpretation consistsof examiningknowledgein topicsgroupedaccordingto the individual'sselfratedinterest.The rationaleis that if as peoplegrow older they tend to specializein a relativelysmall numberof topics,then the relationsbetweenage and knowledge would be expectedto be more positivefor topics that the individualsrate as high in interest. This prediction was examinedin two recent studies in my laboratory (Study 3 in Hambrick,Salthouse,& Meinz, 1999,andan unpublishedstudy).Individuals in both studieswererecruitedto participatein a projectinvestigating determinants of crossword-puzzle skill, and the quantityof knowledgein differenttopic areaswashypothesized to be onepotentialdeterminant of puzzle-solving ability.The participants in the studieswere first askedto rate (on a five-point scale)their levels of interest in 10 different topics (American history American literature,art, geography,music, mythology,science,sports,world history, and world literature),and then their level of knowledgein eachareawas assessed with both multiple-choiceand short-answer recallquestions. Pl: FCH/SPH K8008-12 P2: FCH KBO08-Staudinger Augustl2,2002 Interrelations of Aging, Knowledge, and Cognitive Performance 219 If selective specialization is operating, then we would expect main effects of interest (higher levels of interest associated with greater amounts of knowledge), and, most important, an interaction of age and interest in the direction of larger age-related increases in knowledge for high-interest topics. The first study involved 195 adults between 18 and 87 years of age. Figure 12.6 portrays the age relations in this study, with the different panels containing data from the different topics. The three lines in each panel correspond to the average age function across the entire sample, and separate lines represent the functions for the subsets of individuals rating their self-interestin the topic as high or as low. It is apparent that despite main effects of interest in each topic (higher interest associatedwith greater knowledge), the three setsofage relations were nearly parallel. Furthermore, regression analyses in which age and interest were both treated as continuous variables revealed that none of the cross-product interactions between age and self-rated interest were statistically significant. The results of this study are therefore inconsistent with the selective specialization interpretation because they suggest that the relation between age and knowledge was the same regardless of the level of self-reported interest. The second study involved 206 adults between l8 and 84 years ofage. This was a replication of the previous study except that now the participants were also asked to rate their interests in the 10 topics for each decade of their life from age 15 to the current time. We hypothesized that there might be a different outcome with measures of cumulative or peak interest instead of current interest, but in fact the patterns for each type of interest measurewere actually quite similar and nearly identical to that found in the first study. Scores on the knowledge tests were greater when self-rated interest was high, but there were no interactionsof age and self-rated interest. Once again, then, there was no trend for greater age-related increasesin knowledge for topics in which the individual reports the highest levels of interest. The results of thesetwo studies,along with those from the studiesinvolving people with specific types of experience,are obviously not consistentwith the specialized knowledge interpretationof the lack of continuousage-relatedincreasesin knowledge. Because the differential education interpretation does not appear plausible and there is no evidence relevant to the gain-loss equilibrium and the restricted exposure interpretations, there is not yet a convincing resolution of the puzzle of why knowledge does not increasecontinuously with advancingage. Role of Knowledge on Cognitive Functioning Although the evidenceis mixed with respectto a positive relation betweenage and knowledge,thereare severalreasonsfor expectingpositiverelationsbetweenknowledgeand cognitiveperformance.That is, prior researchsuggestsat leastfive possible consequences of greaterknowledgeon aspectsof cognitiveperformance:( I ) enhanced memoryandothercognitiveprocesses throughricherandmoreelaborateencodingand moreeffectiveretrievalcuesbecauseof thepresenceof an organizationalstructureand Pl: FCH/SPH KB008-12 P2: FCH /f.. KBO08-staudinger Augustl2,2002 280 Understanding Human D evelopment Y ; i i l - o e o N i t l l r l l , l ; l .c. (I, o E o r t a : : g B ! u o) o - @ a * o N @ O * O N - O @ N @ n t O N - d - O o x d a 6 E 6 l (! -/i o -_ c '= E @ N @ @ h $ O N F O O N @ 6 + o N F --':z F.E.; Y I o o o o) q < @ N @ 6 $ O N F .O o ) O - = a : - . = 5 b i s E € E E ; x EaH € ' F ^ v o o o o < = ! o :; ao g i t : > E r o i T sg , 6 tr 4* V !E:. o E '-{, E O F a X 4 E E i d O @ N ( O 6 . + O N F O N @ O + O N - O @ N @ n * t O , N r O 6 . Y O o c o r F FCE '6 E f O N @ b + O N - O N c O t - @ ( ) . + o N F O d 5 €6 ?0 .t g r p : '-i s q E -i 6 H ! F 5 o a Ho > - F.9 a Eit ( . ) _ - o * E ? . = S S E q v N 13? @ -cc ) 3 t O 6 - # iyY * = 9 E o J= E o . * ' ; 6 =3 ; ' t :r 6RgHE9 O 5 o o) o 6 9 E b'E e F o o 9 o g,h o 3 A N e a \o ci 0) bo ?: A q i Pl: FCH/SPH K8008-12 Y2:FCH KB008-Staudinger August12,2002 Interrelations of Aging, Knowledge, and Cognitive Performance 281 the ability to chunkinformationin termsof familiar groupings;(2) facilitatedsolutions of problemsby quickeraccessto relevantinformation(suchaspattemrecognition)and betterorganizedrepresentations of the problem,which may allow a greateramountof information to be consideredwhen making decisions;(3) more accurateprediction of future outcomesby capitalizingon expectationsabouteventsthat generallyoccur; (4) more efficient modesof functioning,such as relianceon knowledge-based direct retrievalor compiledalgorithmsinsteadof slow,controlledprocesses; and (5) reduced processingrequirements(suchasattentionandworking memory)whenprior solutions for familiar problemscanbe easilyaccessedandthe needfor resource-intensive computationcan be minimized.Moreover,in somecases,a greateramountof knowledge hasbeenfound to be associatedwith performancein cognitivetasksthat is equivalent to (Walker,1987)or evengreaterthan(Chi, 1987)thatof individualswith higherlevels of basiccognitiveabilities. positiverelationsbetweenknowledgeandmeasures In light ofthe expected ofcognitive performance,it is meaningfulto considertherole of knowledgeon age-cognition relations.Relevantresearchfrom my laboratorywill thereforebe discussedto attempt to determinewhich of thepossibilitiesportrayedin Figure12.2is mostplausible. I refer to the first study,an unpublishedstudy conductedwith a former graduate student,ElizabethMeinz,asthe City MemoryStudy.In this study,we testedmemory with namesof streets,shoppingdistricts,residentialareas,andotherinformationrelevantto oneof two cities.Ttvomemorylistswerepresented, eachcontainingeightitems from Atlanta,thecity of residence, andeightitemsfrom St.Louis,whichwaspresumThe itemswerepresented sequentially and ably unfamiliarto mostof theparticipants. werefollowedimmediatelyby writtenrecall. The samplein this studyconsistedof 125adultsrangingfrom 18 to 83 yearsof age.The participantshad lived in Atlanta between0 and 68 years,with an average but we assumedthat therewas of 19 years.No testof knowledgewas administered, greaterknowledgefor items from the more familiar city and possibly more so with increased agebecause of a correlationof .38betweenageandthenumberof yearsthe individual reportedhaving lived in Atlanta. As expected,moreitemswerecorrectlyrecalledfrom thefamiliar city (mean59Vo correct)than from the unfamiliar city (mean23Voconect).If knowledgecontributes to the preservationof memory performanceacrossadulthood,an age-by-familiarity interactionmight havebeenpredictedin the directionof smallerage-relateddeclines for familiar items.However,this wasnot found,and insteadtherewerenearlyparallel for familiar (agecorrelation: -.25) and unfamiliar (agecorreage-relateddecreases -.24) items.In otherwords,theresultsindicatethatalthoughfamiliaritywas lation: beneficial(becauseof the main effect of the city on memoryperformance),it was not differentially so for older adults. Thesefindingsareobviouslyinconsistentwith the moderationhypothesisbecause decline therewasno interactionof ageandfamiliarity or knowledge,andtheage-related was similar for the high-knowledgeand low-knowledgematerials.Becauseno direct Pl: FCWSPH K8008-12 P2: FCH KB008-Staudinger 282 August12,2002 UnderstandinI Human D evelopment measureof knowledgewasavailable,it wasnot possibleto examinethe age-knowledge relation or the effects of statisticalcontrol of knowledgeon the age relations,and consequentlytheresultsmay or maynot be consistentwith themigrationinterpretation. A secondstudy,alsoconducted with ElizabethMeinz (Meinz& Salthouse, 1998), involvedtwo comparisonsof the role of knowledgeon the relationsbetweenageand memory.The participantsin this studywererecruitedto representconsiderablevariation in musicalexperience,and the amountof experiencerangedfrom noneto many yerusasa professional musician.Onecomparison in this studyconsisted of a contrast betweenmemory for musicalmaterial(notesfrom a melody on a staff) and for nonmusical material (symbolson concentriccircles).The assumptionwas that most of the participantswould be very familiar with the musicalstimuli but would havelittle or no familiarity with the nonmusicalstimuli. Following the samerationaleas in the City Memory Study,therefore,it waspredictedthat the age-relateddeclinesmight be much smaller for the more familiar material.However,this prediction was not confirmedbecausethe agetrendsweresimilarfor the musicstimuli (r - -.31) and for the nonmusicstimuli(r : -.35). ( 1998)studyconsisted Thesecondcomparison in theMeinzandSalthouse of contrastingthe age relationsfor the music stimuli amongpeoplewith different amounts of musicalknowledge.Levelof musicalknowledgewasassessed by a testof musical notationinformation that was administeredto all participantsin the study.Although thereweremaineffectsof age(negative)andof knowledge(positive)on themeasureof music memoryperformance,therewas no interactionof ageand knowledge.Instead, (r : -.67), medium-knowledge theagerelationsweresimilarfor thehigh-knowledge -.38) -.52) (r: (r : andlow-knowledge individuals. The lackof an interaction is with themoderationview.However,therewasalsolittle evidence clearlyinconsistent for themigrationinterpretationin this studybecauseeventhoughtherewasa high positive correlation(r : .8I ) betweentheknowledgescoreandthemeasureof musicmemory performance,therelationbetweenageandknowledgewasactuallyslightly negative (r : - .17) ratherthanpositive.At leastin this study,therefore,therewasno evidence for a migrationto higherlevelsof domain-specificknowledgewith increasedage. The next set of studiesinvolveda varietyof verbalfluencytasksin which the individual was allowed a limited time to generateas many words as possiblethat satisfiedspecificcriteria,suchas beginningwith a particularletteror being a member of a particularcategory.Becausetheitemsin thesetasksarewords,relevantknowledge can be assessed with a testof vocabulary. The outcomesof particularinterestin thesecomparisonswere the age-by-knowledgeinteraction(aspredictedby themoderationhypothesis)andtheamountofincrease in the negativeage relation after control of the measureof knowledge(as predicted by the migration hypothesis).Data were availablefrom four separatestudy and task combinationsinvolving differentfluencytasksor samplesof researchparticipants.In eachcase,thesamplesconsisted ofbetween120and250adultsspanninga widerange of ages. Pl: FCH/SPH KB008-12 P2: FCH KBO08-Staudinger August12,2002 Interrelations of Aging, Knowledge, and Cognitive Performance 283 Table 12.1 Au:; Please provloe TT. Proportion of Variance Study Variable Age* Knowledge Age Age.Knowledge h LIf" 002 .038 .100 lxr lqu' i, llot*. 1t .\,,.0,, .\h \ .v vi' v' 1u''L't .{'' Salthouse,Fristoe,and Rheo (1996),N = 259 Letter fluency Salthouse,Toth, Hancock,and Woodard(1997),N: 124 Letter fluency CategoryFluency Hambrick, Salthouse,and Meinz (1999),Study 1, 1,1: 201 Letter fluency ( 1993) Salthouse Study l, N = 100young,100old Nouns S-words Anagrams Word switch Study2, N = 77 young,77 old Word beginnings Word endings Make words Scrabble .5 .,.}t c) oJ ,,".c\1 .004 .002 .016 .018 .067 .072 .000 .058 .204 .020 .000 .000 .000 .067 .080 .o25 .316 .ll2 .145 .080 .4t2 .001 .011 .006 .040 .t20 .2r3 .265 .055 .1'75 .283 .343 .094 The top portion of Table l2.l summarizesthe proportionsof varianceassociated with the age-by-knowledgeinteractionand the age-relatedvariancebefore and after control of the measureof knowledge.The absenceof any interactionsof age and It can alsobe seen with the moderationhypothesis. knowledgeis clearlyinconsistent that in eachcasestatisticalcontrolof the knowledgemeasuresincreasedthe magnitude of the age-relatedvarianceby making the age relationsmore negative.This result, with greater togetherwith thefindingthatin thesesamplesincreasedagewasassociated knowledge,is consistentwith themigrationinterpretation.In otherwords,thesefindings suggestthat knowledgedoesnot appearto moderatethe negativerelationsbetweenage and various measuresof cognitive performancebut rather that the negativeeffects with with increasing agecanbe attenuatedwhenincreasedageis associated associated greateramountsof relevantknowledge. The sametypesof analyseswerealsoconductedon datafrom eightdifferentverbal ( 1993).Therewere100young in two studiesin a projectby Salthouse tasksinvestigated adultsand 100olderadultsin Study1 and77 youngadultsand77 olderadultsin Study2. Table12.l inthesame thesestudiesarereportedinthebottomportionof Theresultsof manneraswith thefluencyvariables.As canbe seen,thesevariablesexhibitedthesame pattem as the fluency variables.Only one of the eight possibleinteractionsbetween t a,u\u-F.,--r'\ " \,1 \oV\ O - \ "N'\J i,h' I o'" .-/ 'w" P1: FCH/SPH KB008-12 P2: FCH KB0o8-Staudinger August12,2002 284 Understanding Human D evelopment age and knowledge was statistically significant (the Scrabble variable in Study 2), and therefore the results are inconsistent with the moderation hypothesis. In contrast, the relation between age and knowledge was positive in each study, and the negative effects of age on the performance variables increased after control of knowledge, both findings consistent with the predictions from the migration hypothesis. Another type of analysis is also relevant to the role of knowledge on age-cognition relations. This analysis examines two possibilities for how knowledge might contribute to age-related effects on cognitive performance. First, older adults could have a higher quantity of knowledge than young adults but have the same pattem of utilization of knowledge. And second, compared to young adults, older adults might exhibit a greater reliance on knowledge relative to other determinants of performance. The distinction between these two altematives can be expressedin terms of a regression equation, P:a(K)+b(A), whereP is performanceon thecriteriontask,K is knowledge,andA is generalabilities (or processaspects ofcognition). The interestingquestionwithin this frameworkis, Wherearethe ageeffects?The levelof relevantabilities,A, is likely to be lower for older adultsbecauseit reflects processaspects of the of cognition,whereasK may be higherfor olderadultsbecause evidenceof increasesin vocabularyknowledge,at leastfrom the twentiesto the fifties. Finally, agedifferencesmay be evidenton a and b, which would indicatedifferential relianceon the performancedeterminants,as though there is a shift with age in the methodusedto perform the task.In particular,older adultsmight havelower values of b (reflectingreducedrelianceon processabilities)but highervaluesof a (reflecting greaterrelianceon knowledge). If measuresof P, K, and A are How can thesepossibilitiesbe investigated? available,then regressionequationscan be constructed,and the resultingparameters can be comparedacrossindividualsof differentages.Ideally,analysesof this type would be carriedout at the level of individuals.However,this would not only require that eachindividual perform severaldifferent criterion tasks,but different sets ofpredictors for eachtask would alsobe neededto ensurevariationin both predictors analysescould be conducted.Data suchas theseat and criteriasuchthat regression the level of individualsare not yet available,but relevantdata at the group level are containedin the two studiesin the Salthouse(1993)project.Knowledgecan be aswith measures sessedwith testsof vocabulary,other typesof ability can be assessed of perceptualspeed,and scoreson the simple verbal taskscan serveas the criterion variables. ofolder adultsin knowledge(olderadults The analysesrevealeda slight advantage were superiorto young adultsin K), a largeadvantageof young adultsin perceptual speed(youngadultsweresuperiorto older adultsin A), andrelativelysmall agedifferencesin the criterion tasks(the two groupswere nearlyequivalentin P). Of greatest Pl: FCH/SPH I K8008-12 P2: FCH KB008-Staudinger August12,2002 Interrelations of Aging, Knowledge, and Cognitive Performance 285 interest were the regression coefficients. No significant differences were apparent in the regression parameters across the two age groups. In other words, although there were significant age differences in the level of knowledge and in the level of speed, there was no age difference in the relation of these variables to the criterion measures. The findings therefore imply that there was a similar weighting, or "importance;' of knowledge and ability in the samplesof young and old adults. These results led to the conclusion that'Age differencesare reduced in tasks with moderate to large knowledge involvement not becauseof changesin the predictive value of different factors at different ages but because the average level of one performance determinant (knowledge) tends to increase with age at the same time that the average level of the other performance determinant (speed) tends to decrease" (Salthouse, I 993, p. 35). This conclusion is obviously more consistentwith the migration interpretation than with the moderation interpretation. It therefore appears that greater knowledge does not alter the relation between age and relevant measuresofcognitive performance when people of different ages have similar levels of knowledge but rather that the consequencesof age-relateddeclines in other cognitive abilities can be minimized when increased age is associatedwith greater amounts of knowledge. Knowledge might therefore function as an attenuating factor in age-cognition relations, but only when it is positively correlated (or confounded) with increased age (see also Staudinger & Lindenberger,this volume). Summary First,although mostresearch I will finishwith two simpleconclusions. concerned with aging and cognition has focused on processaspectsof cognition, I believe I have shown that there are many important and interesting issues related to product aspects of cognition. And second, although it is still not clear why it has been difficult to find evidence of continuous age-related increases in knowledge in moderately large representative samples, there is evidence that when older adults have high levels of knowledge, their performance in tasks where that knowledge is relevant can equal or possibly even surpass the performance of young adults. Note l. As an aside,it is interestingto note that the relation of cumulativeexperienceto testsof knowledgehas beenrecognizedfor decades.In fact, Conrad(1930, p. 594) suggestedthat becauseof greaterexposure opportunitieswith advancingage,stability of performanceon most knowledgetestsactually implied the presenceof decline.Furthermore,becauseof the presumedconfoundingof age and experience,Conrad However,this proposal recommendedagainstthe inclusionof knowledgetestsin cognitiveassessments. wascounteredby Sorenson( 1933),who claimedthat informationandknowledgetestsshouldnot only be included in cognitive test batteriesbut in fact should be emphasized.His argumentwas that knowledge testswere actually fairer to older adultsthan othertypesof cognitivetestsbecausethey did not introduce a penaltyfor disuse,as he suggestedwas the casefor other typesoftests. Pl: FCH/SPH KB008-12 P2: FCH KB008-staudinger 286 /t-. Augustl2,2002 Understqnding Human Development References Ackerman, P L. (1996). 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