Predicting and Explaining Individual Performance in Complex Tasks Marsha Lovett, Lynne Reder, Christian Lebiere, John Rehling, Baris Demiral This project is sponsored by the Department of the Navy, Office of Naval Research Multi-Tasking • A single person can perform multiple tasks. A single model should be able to capture performance on those multiple tasks. • A single person brings to bear the same fundamental processing capacities to perform all those tasks. A single model should be able to predict that person’s performance across tasks from his/her capacities. A way to keep the multiple-constraint advantage offered by unified theories of cognition while making their development tractable is to do Individual Data Modeling. That is, to gather a large number of empirical/experimental observations on a single subject (or a few subjects analysed individually) using a variety of tasks that exercise multiple abilities (e.g., perception memory, problem solving), and then to use these data to develop a detailed computational model of the subject that is able to learn while performing the tasks. Gobet & Ritter, 2000 ZERO PARAMETER PREDICTIONS! Basic Goals of Project • Combine best features of cognitive modeling – Study performance in a dynamic, multi-tasking situation (albeit less complex than real world) – Explain not only aggregate behavior but variation (using individual difference variables) – Predict (not fit/postdict) complex performance • Use cognitive architecture and fixed parameters • Employ off-the-shelf models whenever possible • Plug in individual difference params for each person How to predict task performance • Estimate each individual’s processing parameters – Measure individuals’ performance on “standard” tasks – Using models of these tasks, estimate participant’s corresponding architectural parameters (e.g., working memory capacity, perceptual/motor speed) • Build/refine model of target task • Select global parameters for model of target task (e.g., from previously collected data) • Plug into model of target task each individual’s parameters to predict his/her target task performance Example: Memory Task Performance • Fit task A to estimate individuals’ parameters Subject 610 W = 0.8 1.0 0.9 0.8 0.7 0.6 0.5 0.4 0.3 0.2 0.1 0.0 Subject 619 W = 0.9 1.0 0.9 0.8 0.7 0.6 0.5 0.4 0.3 0.2 0.1 0.0 3 4 5 6 Memory Set Size Subject 613 W = 1.0 Subject 623 W = 1.1 1.0 0.9 0.8 0.7 0.6 0.5 0.4 0.3 0.2 0.1 0.0 1.0 0.9 0.8 0.7 0.6 0.5 0.4 0.3 0.2 0.1 0.0 3 4 5 6 Memory Set Size 3 4 5 6 Memory Set Size Data Model 3 4 5 6 Memory Set Size Zero-Parameter Predictions • Plug those parameters into model of task B Subject 610 W = 0.8 1.00 0.95 0.90 0.85 0.80 0.75 0.70 0.65 0.60 0.55 0.50 Subject 619 W = 0.9 1.00 0.95 0.90 0.85 0.80 0.75 0.70 0.65 0.60 0.55 0.50 0 1 2 3 Memory Load (n-back) Subject 613 W = 1.0 Subject 623 W = 1.1 1.00 0.95 0.90 0.85 0.80 0.75 0.70 0.65 0.60 0.55 0.50 0 1 2 3 Memory Load (n-back) 1.00 0.95 0.90 0.85 0.80 0.75 0.70 0.65 0.60 0.55 0.50 0 1 2 3 Memory Load (n-back) 0 1 2 3 Memory Load (n-back) Data Model (Lovett, Daily, & Reder, 2000) Challenges of Complex Tasks • Modeling the target task is harder • More than one individual difference variable likely impacting target task • Possibility of knowledge/strategy differences What about knowledge differences? • Develop tasks that reduce their relevance • Train participants on specific procedures • Measure skill/knowledge differences in another task and incorporate them in model • Use model to predict variation in relative use of strategies by way of estimates of individuals’ processing capacities Individual Differences in ACT-R • Most ACT-R models don’t account for impact of individual differences on performance, but the potential is there • There are many parameters with particular interpretations related to individual difference variables • Most ACT-R modelers set parameters to universal or global values, i.e., defaults or values that fit aggregate data ACT-R & Individual Differences P1, P2, P3, … M1, M2, M3, … W1, W2, W3, … Overview of Talk • Review tasks we are studying • Illustrate methodology • Highlight key results – Visual search vs. memory strategies trade off in final performance => complex task modeling offers best constraint with fine-grained analysis Modified Digit Span (MODS) a j 2 1st string T b i I M E e 6 2nd string c f 8 3rd string recall _ _ _ Modified Digit Span (MODS) a j 2 1st string T b i I M E e 6 2nd string c f 8 3rd string recall _ _ _ P/M Tasks • In our earlier studies, initial training phase of target task was used to collect data on individuals’ perceptual/motor speed. – e.g., Time to find object “A7” and click on it • In later studies, separate task used to measure perceptual and motor speed. How to predict task performance • Estimate each individual’s processing parameters – Measure individuals’ performance on MODS, PercMotor – Using models of these tasks, estimate participant’s corresponding architectural parameters (e.g., working memory capacity, perceptual/motor speed) • Build/refine model of target task • Select global parameters for model of target task (e.g., from previously collected data) • Plug into model of target task each individual’s parameters to predict his/her target task performance W affects Performance • W is the ACT-R parameter for source activation, which impacts the degree to which activation of goal-related facts rises above the sea of other facts’ activations • Higher W => goal-related facts relatively more activated => faster and more accurately retrieved => better MODS performance Estimating W • Model of MODS task is fit to individual’s MODS performance by varying W • Best fitting value of W is taken as estimate Subject 610 W = 0.8 1.0 0.9 0.8 0.7 0.6 0.5 0.4 0.3 0.2 0.1 0.0 Subject 619 W = 0.9 1.0 0.9 0.8 0.7 0.6 0.5 0.4 0.3 0.2 0.1 0.0 3 4 5 6 Memory Set Size Subject 613 W = 1.0 Subject 623 W = 1.1 1.0 0.9 0.8 0.7 0.6 0.5 0.4 0.3 0.2 0.1 0.0 1.0 0.9 0.8 0.7 0.6 0.5 0.4 0.3 0.2 0.1 0.0 3 4 5 6 Memory Set Size 3 4 5 6 Memory Set Size Data Model 3 4 5 6 Memory Set Size Estimating PM • For simplicity, we estimated a combined PM parameter directly from each individual’s perceptual/motor task performance. • This PM parameter was then used to scale the timing of the target task’s perceptual-motor productions. Joint Distribution of W and P/M Pm 1.60 1.00 0.40 0.40 1.00 1.60 W W and P/M are tapping distinct characteristics ACT-R & Individual Differences P1, P2, P3, … M1, M2, M3, … W1, W2, W3, … Specifics of our Approach • Estimate each individual’s processing parameters – Measure individuals’ performance on modified digit span, spatial span, perceptual/motor speed – Using models of these tasks, estimate participant’s W, P, M • Build/refine model of air traffic control task–AMBR • Select global parameters for AMBR model • Plug in individuals’ parameters to predict performance across different AMBR scenarios AMBR: Air Traffic Control Task • Complex and dynamic task • Spatial and verbal aspects • Multi-tasking • Testbed for cognitive modeling architectures AMBR Task AC=aircraft, ATC=air traffice controller • As ATC, you communicate with AC and other ATC to handle all AC in your airspace • Six commands with different triggers: • First ACCEPT, then WELCOME incoming AC (these two separated by short interval) • First TRANSFER, then order a CONTACT message from outgoing AC (these two separated by short interval) • Decide to OK or REJECT requests for speed increase • When a command is not handled before AC reaches zone boundary, this is a HOLD (error) Issuing an AMBR Command • • • • • Text message or radar cues particular action Click on Command Button Click on Aircraft (in radar screen) Click on Air Traffic Controller (if nec’y) Click on SEND Button General Methods • Empirical Methods – Day 1: Collect MODS and P/M data and train on AMBR plus AMBR practice – Day 2: Review AMBR instructions, battery of AMBR scenarios • Modeling Methods – Use MODS & PM data to estimate W and PM for each subject – Plug individual W and PM values into AMBR model – Compare individuals’ AMBR performance with model predictions Experiments 1 & 2 • AMBR Scenario Design – Experiment 1: alternating 5 easy, 5 hard – Experiment 2: 9 scenarios of varying difficulty • AMBR Dependent Measures – Total time to handle each command – Number of hold errors Off-the-shelf ACT-R Model of AMBR • Scan for something to do: Radar, Left, Right, Bottom text windows • When an action cue is noticed, determine if it has been handled or not: scan/remember • If the cue has not been handled, click command, AC, [ATC], SEND • Resume scanning Model Captures Range of Performance 25 # Hold Errors 20 Subject 1 Subject 2 Subject 3 Subject 4 LoLo Model HiHi Model 15 10 5 0 1 2 3 4 5 Scenario 6 7 8 9 Model Predictions • Prediction of whether a subject commits an error in a scenario, based on scenario details and individual’s W & P/M Subject scenarios with errors Subject scenarios with no errors Model scenarios with errors 205 4 Model scenarios with no errors 21 70 Ind’l Diffs’ Impact on Hold Errors • Hold errors only weakly dependent on W, more strongly on P/M and scenario difficulty 50 45 40 35 30 # Hold Errors Pm W 25 20 15 10 5 0 0.7 0.8 0.9 1 1.1 1.2 Parameter Value 1.3 1.4 Scenario Difficulty 250 # aircraft * aircraft speed 200 150 Experiment 1 Experiment 2 100 50 0 Scenario Mean Errors by Scenario 18 16 Mean # Hold Errors 14 12 10 Experiment 1 Experiment 2 8 6 4 2 0 Scenario Be Careful What (DM) you Model • Error data too coarse to constrain model • Even total RT/command data insufficient • Model predicts that scanning strategy plays a large role in performance. • This is consistent with participant reports who may be doing any combination of visual search or memory retrieval Observable Behaviors Subject T 0.0 Cue: Accept T6? T 3.6 ACCEPT button T 5.9 AC “T6” T 6.7 ATC “EAST” T 7.7 SEND button Model T 0.0 Cue: Accept T6? T 3.7 ACCEPT button T 5.7 AC “T6” T 7.0 ATC “EAST” T 8.2 SEND button Stochastic variation on the single-action level is part of subject and model behavior The Details Are Inside Model I/O T 0.0 Cue: Accept T6? T 3.7 ACCEPT button T 5.7 AC “T6” T 7.0 ATC “EAST” T 8.2 SEND button Model Trace T 1.5 Notice cue T 2.5 Subgoal task T 3.7 Mouse click T 3.8 Start AC search T 4.9 Find AC T 5.7 Mouse click T 7.0 Mouse click T 8.2 Mouse click Conclusion thus far… • Visual search vs. memory strategies trade off in final performance => even when modeling a complex task, coarse dependent measures (accuracy, total RT) hide important details • Previous AMBR model fit group data well • Only by seeking extra constraint of modeling individual participants were important gaps in model fidelity revealed Modifications for Experiment 3 • Use more fine-grained measures: Action RT & Clicks • Modify the ATC task to increase memory demand – – – – More interesting for our purposes More realistic Lengthen scenario length so same planes are in play Hide AC names until click, then only after delay • Use model to bracket appropriate difficulty level Raw Characteristics of Data Experiment 3 • Action RT 12.1 sec, Holds 3.3 / subject • Action RT correlates with W (r = -0.314) and Pm (r = 0.485) • Holds correlates with W (r = -0.444) and Pm (r = 0.508) Model Modifications • Search not only can give the answer sought (a specific AC’s location) but an additional rehearsal of that information • In slack times, possible strategy of studying radar screen to rehearse AC names (called “exploratory clicks”) Model Predicts Hold Errors • Predicts errors per subject, r = 0.81 • Hold errors depend more on W (compared to previous version of task) but still mostly dependent on PM and scenario difficulty • Move to modeling more fine-grained aspects of data… Model Predicts Number of Clicks Mean AC Clicks Clicks 3 2.5 2 1.5 1 0.5 Subjects Model 0 ep c Ac t e W om lc e a Tr r fe s n t ac t n o C Command Type ee p S d 3.5 2.5 3.0 # AC Clicks # AC Clicks 3.0 2.0 1.5 1.0 0.5 2.5 2.0 1.5 1.0 0.5 0.0 0.0 Accept Welcome Transfer Contact Speed Accept 3.0 3.5 2.5 3.0 2.0 1.5 1.0 0.5 Contact Speed 2.5 2.0 1.5 1.0 0.5 0.0 0.0 Accept Welcome Transfer Contact Speed Accept Command Type Welcome Transfer Contact Speed Command Type 3.0 3.5 2.5 3.0 # AC Clicks # AC Clicks Transfer Command Type # AC Clicks # AC Clicks Command Type Welcome 2.0 1.5 1.0 0.5 2.5 2.0 1.5 1.0 0.5 0.0 0.0 Accept Welcome Transfer Contact Command Type Speed Accept Welcome Transfer Contact Command Type Speed W, P/M affect RT click by click Hi-Hi Model & Subject Cumulative RT 12000 10000 8000 data model 6000 4000 2000 0 Comm AC ATC Send Click Type Lo-Lo Model & Subject 14000 12000 Cumulative RT • Set W-P/M parameters in model corresponding to participants (e.g., hihi & lo-lo) • Run model to produce RT predictions click by click (for 2 commands: Accept and Contact) 14000 10000 8000 data model 6000 4000 2000 0 Comm AC ATC Click Type Send W, P/M affect RT click by click 14000 12000 10000 Model RTs • Set W-P/M parameters in model corresponding to participants • Run model to produce RT predictions click by click (for 2 commands: Accept and Contact) 8000 6000 4000 2000 0 0 5000 10000 Subject RTs 15000 20000 Conclusion thus far • Modeling more fine-grained measures required task and model modifications, but this produced individual participant predictions that were very promising. • Clicking on correct AC the first time ranges from 69% to 96% – Akin to remember vs. scan strategies – Higher number -> more (accurate) remembering – This detailed aspect of performance relates to W Theoretical Interlude: Spatial vs. Verbal WM • Our working assumption (parsimoniously) posits a single source activation parameter, W • W modulates the degree to which goal-relevant facts are activated above the sea of unrelated facts • …regardless of spatial/verbal representation • This perspective still allows for spatial/verbal distinctions in performance but explains them as a function of differences in spatial/verbal skills etc. Opportunity to Test in Current Work • AMBR task has spatial and verbal aspects • Included verbal and spatial working memory tasks in battery, starting with Experiment 3 • Which span task produces W estimates that best predict individuals’ AMBR performance? • Spatial Span task from Miyake and Shah (1996): “normal” “reversed” “normal” Opportunity to Test in Current Work • Result – Experiments 3 & 4: Spatial Span-based W predicts AMBR performance better than MODS-based W • Possible explanations: – Spatial format more relevant for this task? – Spatial Span shows more variability -> more sensitive? – Spatial Span variability taps other sources of variation? – Are there separate W’s for verbal and spatial WM? Opportunity to Test in Current Work • Result – Experiments 3 & 4: Spatial Span-based W predicts AMBR performance better than MODS-based W • Possible explanations: – Spatial format more relevant for this task? – Spatial Span shows more variability -> more sensitive? – Spatial Span variability taps other sources of variation? – Are there separate W’s for verbal and spatial WM? Spatial Span taps speed as well… • Another study, spawned by this issue, shows relationship between individuals’ mental rotation speed and Spatial Span • Pattern of correlations with PM: – MODS: r=.25 Spatial Span: r=.65 • Pattern of correlations with AMBR components: MODS SS PM Mem+Mouse SpeedReq-AC -.62 -.55 -.39 Mouse Welcome-AC -.20 -.61 -.53 Mouse Welcome-Tot -.16 .-56 -.70 Theoretical Interlude Conclusion • Studying verbal vs. spatial memory resources in context of AMBR task moves theoretical debate to more realistic arena – This complements work with laboratory tasks and allows greater potential for generalization of results Strategic Variation Emerges • Experiment 4 also revealed several sources of strategic variation, explored further in Experiment 5 • Waiting for AC name: ranges from 42% to 100% – May reflect lack of confidence in memory, utility of checking one’s memory – Somewhat negatively correlated with W • Initiating “welcome” and “contact” commands in anticipation of text cue (ranges from 0% to 100%) • Making exploratory clicks on ACs during slack time (ranges from never to > 5 per scenario) Experiment 5 Details • Scenarios designed to have low (6 ACs) vs. high memory load (total 12 ACs) • Speed requests most common command – Most interesting for model predictions – Least susceptible to snowball effects • Dependent measures include RTs for individual clicks and strategy use as a function of scenario difficulty and command Modeling Specific AMBR Components 1.2 1 0.8 Hard Scenarios 0.6 0.4 0.2 0 SPEED REQUEST C ONTAC T AC C EPT WELC OME Antic WELC OME Antic Accuracy of first AC click 1.2 1 0.8 Easy Scenarios 0.6 0.4 0.2 0 SPEED REQUEST C ONTAC T AC C EPT Accuracy of first AC click Modeling Specific AMBR Components 25000 20000 Hard Scenarios 15000 10000 5000 0 -5000 SPEED REQUEST C ONTAC T AC C EPT WELC OME RT to Correct AC click 8000 6000 Easy Scenarios 4000 2000 0 -2000 SPEED REQUEST C ONTAC T AC C EPT -4000 RT to Correct AC click WELC OME Model Predictions Match Data • Main effects of scenario difficulty amplified for low W individuals • Main effects of command type (more/less memory-demanding) amplified for low W • Wait-for-AC-name strategy varied as a function of command type • Exploratory clicks strategy varied as a function of scenario difficulty Summary of Conclusions • Complex tasks are not a modeling panacaea! Only by seeking extra constraint of modeling individual participants were important gaps in model’s fidelity revealed. • Studying verbal vs. spatial memory resources in context of AMBR task moves theoretical debate to more realistic arena. • Variability in performance -- from different use of strategies and/or from differences in processing capacities -- is there for the looking. Studying performance on average offers incomplete understanding. Features of Our Approach • Our approach aims to jointly provide – – – – Predictions that are accurate and detailed At the individual participant level Generated in real time (or faster) Based on an interpretable model with variation in meaningful individual difference parameters – That generalize to variants of the target task Joint Distribution of W and P/M 2.5 Estimated PM Value 2 1.5 1 0.5 0 -0.5 -1 -1.5 -2 0.8 0.9 1 1.1 1.2 1.3 1.4 1.5 Estimated W Value W and P/M are tapping distinct characteristics 1.6