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

Recent research suggests that managers often make strategic decisions in novel situations by utilizing past experiences to reason by analogy. However, there is substantial evidence that decision makers often fail to identify and apply knowledge about one situation to a similarly structured situation. Two experimental studies investigated the mechanisms impacting knowledge transfer from one managerial situation (the source) to an analogous situation. The results show that exposure to variation in the source situation improves transfer performance. Variation decreases performance in the short term but improves learning and increases analogical transfer. Higher performance on and systematic search of the source situation also increase transfer performance. These results yield important implications for enhancing analogical transfer in strategic decision making and for future research on reasoning by analogy.

Who provides better inputs to new product ideation tasks, problem solvers with expertise in the area for which new products are to be developed or problem solvers from \"analogous\" markets that are distant but share an analogous problem or need? Conventional wisdom appears to suggest that target market expertise is indispensable, which is why most managers searching for new ideas tend to stay within their own market context even when they do search outside their firms' boundaries. However, in a unique symmetric experiment that isolates the effect of market origin, we find evidence for the opposite: Although solutions provided by problem solvers from analogous markets show lower potential for immediate use, they demonstrate substantially higher levels of novelty. Also, compared to established novelty drivers, this effect appears highly relevant from a managerial perspective: we find that including problem solvers from analogous markets versus the target market accounts for almost two-thirds of the well-known effect of involving lead users instead of average problem solvers. This effect is further amplified when the analogous distance between the markets increases, i.e., when searching in far versus near analogous markets. Finally, results indicate that the analogous market effect is particularly strong in the upper tail of the novelty distribution, which again underscores the effect's practical importance. All of this suggests that it might pay to systematically search across firm-external sources of innovation that were formerly out of scope for most managers. Data, as supplemental material, are available at http://dx.doi.org/10.1287/mnsc.2013.1805. This paper was accepted by Lee Fleming, entrepreneurship and innovation.

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

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

The present study investigates how the quality of knowledge representations contributes to rule transfer in a problem-solving context and how working memory capacity (WMC) might contribute to the subsequent failure or success in transferring the relevant information. Participants were trained on individual figural analogy rules and then asked to rate the subjective similarity of the rules to determine how abstract their rule representations were. This rule representation score, along with other measures (WMC and fluid intelligence measures), was used to predict accuracy on a set of novel figural analogy test items, of which half included only the trained rules, and half were comprised of entirely new rules. The results indicated that the training improved performance on the test items and that WMC largely explained the ability to transfer rules. Although the rule representation scores did not predict accuracy on the trained items, rule representation scores did uniquely explain performance on the figural analogies task, even after accounting for WMC and fluid intelligence. These results indicate that WMC plays a large role in knowledge transfer, even when transferring to a more complex problem-solving context, and that rule representations may be important for novel problem solving.

Research on analogical thinking has devised several ways of promoting an abstract encoding of base analogs, thus rendering them more retrievable during later encounters with similar situations lacking surface similarities. Recent studies have begun to explore ways of facilitating transfer at retrieval time, which could facilitate the retrieval of distant analogs learned within contexts that were not specially directed to emphasize their abstract structure. Such studies demonstrate that comparing a target problem to an analogous problem helps students retrieve base analogs that lack surface similarities. To devise more portable ways of enhancing analogical transfer, Experiment 1 replicated Kurtz and Loewenstein’s ( Memory & Cognition, 35 , 334–341, 2007 ) target-comparison procedure with an additional condition in which participants compared the target to a nonanalogous problem before attempting to reach its solution. Although comparing two analogous targets outperformed the standard transfer condition in promoting analogical transfer, comparing nonanalogous problems did not yield a transfer advantage. Based on prior studies that showed that the activity of creating analogous problems during their initial encoding elicits a more abstract representation of base analogs, in Experiment 2 we assessed whether constructing a second analogous target problem at retrieval time helps participants retrieve superficially dissimilar base analogs. As predicted, target invention increased the retrieval of distant sources. In both experiments we found an association between the quality of the generated schemas and the probability of retrieving a distant base analog from memory.

While patterning was commonly seen as evidence of mathematical thinking, interdisciplinary interest has recently increased due to pattern-recognition applications in artificial intelligence. Within two empirical studies, we analyze the analogical-transfer capability of primary school students when completing three types of bi-dimensional patterns, namely, numerical, discrete geometric, and continuous geometric. We found that the mechanisms involved in analogical transfer for continuing sequential patterns are based on two complementary cognitive processes: decoding and adapting. In addition, at a basic level of processing, students activate one of the operational tools of shape recognition or counting, and based on it, they find a surface analogy that leads them to use isometric transformations or one-dimensional development for continuing the given pattern. At a more complex level of processing, students activate both shape recognition and counting and are thus able to apply a filter of processing that uncovers a deep-structure analogy, which allows cognitive framing of the problem and leads to coherent 2D developments within the understood conceptual frame. At a more advanced level of processing, students can use a refined filter not only to uncover a deep-structure analogy but also to use an external language to verbalize that analogy, and consequently, to find 2D developments that trigger changes in cognitive framing, showing that pattern generation is a creative activity. Teaching and learning implications are discussed.

We compared students' learning gains in authentic seventh-grade classrooms (N = 144) in 4 different interventions that incorporated a computer game that aims to teach players to solve linear equations. Significantly higher learning gains were measured in the implementations that were specifically designed to mediate the attribution of algebraic meaning to objects, actions, and rules in the game by engaging students in analogical mapping between these constructs and their algebraic counterparts and an exploration of the boundaries of this isomorphism. These findings suggest that learning disciplinary content and skills from a digital game requires learners to attribute disciplinary meaning to objects, actions, and rules in the game. Moreover, this process does not necessarily occur spontaneously and benefits from instructional mediation.

Flexible problem solving, the ability to deal with currently goal-irrelevant information that may have been goal-relevant in previous, similar situations, plays a prominent role in cognitive development and has been repeatedly investigated in developmental research. However, this research, spanning from infancy to the school years, lacks a unifying framework, obscuring the developmental timing of flexible problem solving. Therefore, in this review paper, previous findings are gathered, organized, and integrated under a common framework to unveil how and when flexible problem solving develops. It is showed that the development of flexible problem solving coincides with increases in executive functions, that is, inhibition, working memory and task switching. The analysis of previous findings shows that dealing with goal-irrelevant, non-salient information received far more attention than generalizing in the presence of goal-irrelevant, salient information. The developmental timing of the latter can only be inferred from few transfer studies, as well as executive functions, planning and theory of mind research, to highlight gaps in knowledge and sketch out future research directions. Understanding how transfer in the presence of seemingly relevant but truly irrelevant information develops has implications for well-balanced participation in information societies, early and lifespan education, and investigating the evolutionary trajectory of flexible problem solving.