Shana K. Carpenter’s research while affiliated with Oregon State University and other places

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Publications (68)


Constructive retrieval: Benefits for learning, motivation, and metacognitive monitoring
  • Article

December 2024

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109 Reads

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2 Citations

Learning and Instruction

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Shana Carpenter

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Aims: We tested whether combining constructive learning prompts with retrieval practice (constructive retrieval) positively affects delayed learning outcomes (factual knowledge, comprehension), metacognitive accuracy, and motivation. Sample & methods: Undergraduate students (N = 152) learned from a video-recorded lecture, and then engaged in follow-up learning activities involving retrieval practice, restudy, elaboration, or a combination of retrieval practice with elaboration. We ensured that initial retrieval success was high and that all groups had the same expectations about the nature of content to be tested. We assessed both factual knowledge and comprehension, as well as the respective indicators of metacognitive-monitoring accuracy (metamemory, metacomprehension). We assessed self-efficacy and situational interest as motivational variables. Results: In a one-week-delayed posttest, elaboration improved factual knowledge and comprehension. This pattern held whether learners just elaborated or additionally engaged in retrieval practice. Having students self-generate their own examples during retrieval practice improved comprehension, but merely letting students retrieve experimenter-provided examples did not. Students' self-reported mental effort mediated the factual knowledge benefits of retrieval practice. The number of students' self-generated elaborations mediated comprehension benefits. Students engaging in constructive retrieval while learning revealed the highest metacognitive-monitoring accuracy in factual knowledge and comprehension. We found no differences between conditions regarding situational interest and self-efficacy. Motivation to reuse the respective learning strategies was higher in all conditions compared to restudy. Conclusion: Constructive retrieval seems advantageous when considering its benefits on learning outcomes and metacognition. When working on retrieval tasks, students only profited from self-generated, but not from provided , examples with respect to comprehension.



Two common approaches for investigating the effects of pre-instruction testing on learning. In the upper panel, participants engage in practice testing prior to a learning opportunity or engage in that learning opportunity without any practice testing at all. This approach is commonly used with relatively information-rich materials such as text passages. In the lower panel, participants engage in practice testing with immediate correct answer feedback or study correct information without any practice testing at all. This approach is commonly used with simpler materials such as word pairs or facts. With both approaches, learning is assessed on a subsequent posttest
Example implementation of interpolated pre-instruction testing versus a non-testing control condition. Participants engage in practice testing or a non-testing control activity prior to each of several segments of a text passage, video, or lecture. Learning is then assessed on a subsequent posttest
Example pre-instruction testing effects on memory for text passages, trivia facts, and video lectures. Results reproduced from Richland et al., (2009, experiment 1), Kornell (2014, experiment 3a), and Carpenter and Toftness (2017)
Three-stage theoretical framework showing three potential routes to improved posttest performance. (a) Taking a practice test triggers a general psychological process or state, such as enhanced curiosity, that affect subsequent learning behaviors indirectly. (b) Taking a practice test causes memories to be formed (e.g., for a particular question) that drive specific learning behaviors (e.g., answer search). (c) Taking a practice test causes memories to be formed that act as retrieval cues on a subsequent posttest (largely but not entirely bypassing the second stage)
Prequestioning and Pretesting Effects: a Review of Empirical Research, Theoretical Perspectives, and Implications for Educational Practice
  • Article
  • Full-text available

September 2023

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492 Reads

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13 Citations

Educational Psychology Review

Testing students on information that they do not know might seem like a fruitless endeavor. After all, why give anyone a test that they are guaranteed to fail because they have not yet learned the material? Remarkably, a growing body of research indicates that such testing—formally known as prequestioning or pretesting—can benefit learning if there is an opportunity to study the correct answers afterwards. This prequestioning effect or pretesting effect has been successfully demonstrated with a variety of learning materials, despite many erroneous responses being generated on initial tests, and in conjunction with text materials, videos, lectures, and/or correct answer feedback. In this review, we summarize the emerging evidence for prequestioning and pretesting effects on memory and transfer of learning. Uses of pre-instruction testing in the classroom, theoretical explanations, and other considerations are addressed. The evidence to date indicates that prequestioning and pretesting can often enhance learning, but the extent of that enhancement may vary due to differences in procedure or how learning is assessed. The underlying cognitive mechanisms, which can be represented by a three-stage framework, appear to involve test-induced changes in subsequent learning behaviors and possibly other processes. Further research is needed to clarify moderating factors, theoretical issues, and best practices for educational applications.

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Encouraging Students to Use Retrieval Practice: a Review of Emerging Research from Five Types of Interventions

September 2023

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324 Reads

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6 Citations

Educational Psychology Review

Over 100 years of research shows that retrieval practice is highly effective for enhancing student learning. When managing their own study behaviors, however, students tend to avoid using retrieval practice as a way of learning. Understanding and improving students’ study decisions is important given the increasingly autonomous nature of educational experiences that require students to initiate and regulate their own learning. This review summarizes the emerging research on interventions designed to increase students’ decisions to use retrieval practice. Informing students about the benefits of retrieval, and even providing opportunities to directly experience retrieval, are not sufficient for getting students to engage with retrieval when they have the choice. However, reducing the effort and errors involved in retrieval, and providing students direct performance feedback on their own learning benefits associated with retrieval, can increase students’ decisions to use it. The small but growing literature on multifaceted interventions also shows some promise for increasing students’ decisions to use retrieval practice in their courses as a result of learning about its benefits, planning how to use it, practicing it over time, and reflecting on the outcomes. Suggestions are offered for how this research informs straightforward ways that teachers might encourage students to use retrieval practice in their own learning.


Pre-Instruction Testing Effects on Memory Across Short Versus Extended Retention Intervals
Pan & Carpenter (2023) Prequestioning and Pretesting Effects: A Review of Empirical Research, Theoretical Perspectives, and Applications

August 2023

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413 Reads

Testing students on information that they do not know might seem like a fruitless endeavor. After all, why give anyone a test that they are guaranteed to fail because they have not yet learned the material? Remarkably, a growing body of research indicates that such testing—formally known as prequestioning or pretesting—can benefit learning if there is an opportunity to study the correct answers afterwards. This prequestioning effect or pretesting effect has been successfully demonstrated with a variety of learning materials, in various settings, despite many erroneous responses being generated on initial tests, and in conjunction with text materials, videos, lectures, and/or correct answer feedback. In this review, we summarize the emerging evidence for prequestioning and pretesting effects on memory and transfer of learning. Uses of pre-instruction testing in the classroom, theoretical explanations, metacognitive factors, and other considerations are addressed. The evidence to date indicates that prequestioning and pretesting can often enhance learning, but the extent of that enhancement may vary due to differences in procedure or how learning is assessed. The underlying cognitive mechanisms, which can be represented by a three-stage framework, appear to involve test-induced changes in subsequent learning behaviors and possibly other processes. Further research is needed to clarify moderating factors, theoretical issues, and best practices for educational applications.


Scatter plot of students’ gamma correlations as a function of prior knowledge for the football domain (top) and cooking domain (bottom) in Experiment 1. The line represents the regression equation based on the analysis presented in-text
Scatter plot of students’ gamma correlations as a function of prior knowledge for the football domain (top) and cooking domain (bottom) in Experiment 2. The line represents the regression equation based on the analysis presented in-text
Scatter plot of students’ gamma correlations between study phase JOLs and initial test performance as a function of prior knowledge for the football domain (top) and cooking domain (bottom) in Experiment 3. The line represents the regression equation based on the analysis presented in-text
Scatter plot of students’ gamma correlations between post-test JOLs and final test performance as a function of prior knowledge for the football domain (top) and cooking domain (bottom) in Experiment 3. The line represents the regression equation based on the analysis presented in-text
Visual representation of the relationship between prior knowledge and recall of items given “yes” and “no” predictions for the football domain (top) and the cooking domain (bottom). Each point represents a students’ proportion recalled for that item type. The solid lines represent the regression outcomes reported in-text for items given a “no” prediction and the dashed lines represent the regression outcomes for items given a “yes” prediction
Exploring the relationship between prior knowledge and metacognitive monitoring accuracy

April 2023

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153 Reads

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5 Citations

Metacognition and Learning

Prior knowledge is often strongly related to students’ learning. In the present research, we explored the relationship between prior knowledge and the accuracy of students’ predictive monitoring judgments (judgments of learning; JOLs) and postdictive monitoring judgments (confidence judgments). In four experiments, students completed prior knowledge tests over two domains (football and cooking), learned new items from those domains, and completed a test over those items. To ensure the learning was new, the items that students learned and were tested over consisted of made-up facts from each domain. In Experiments 1–3, students made JOLs predicting the likelihood that they would remember each item on the test. In Experiments 2 and 3, students also made confidence judgments in the accuracy of their response after answering each question on the final test. Prior knowledge was negatively related to the accuracy of students’ JOLs, but unrelated to the accuracy of their confidence judgments. Exploratory analyses revealed that the relationship with JOLs was likely driven by high knowledge students giving relatively lower JOLs to items that they later remembered. Experiment 4 directly tested this possibility by having students make binary memory predictions about whether they would remember each item. Outcomes were consistent with the exploratory analyses. Thus, the negative relationship between prior knowledge and JOL accuracy appears to be driven by the greater tendency of high knowledge students, relative to low knowledge students, to remember items that they thought they would forget.


Broader benefits of the pretesting effect: Placement matters

March 2023

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31 Reads

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8 Citations

Psychonomic Bulletin & Review

Taking a test before learning new information in a lesson improves memory for that information - pretesting effect. Although the specific memory benefit of a pretest on pretested information has been well documented, it remains unclear what the circumstances necessary for the broader memory benefit are - that is, the benefit of a pretest on memory of information in the lesson that was not pretested. Sometimes this broader benefit is present, but other times it disappears or reverses. We investigated if manipulating where the non-pretested information appears in a lesson - either before or after the pretested information - affects broader memory benefits. Participants read a text passage (Experiment 1) or watched a video lecture (Experiment 2) after completing a pretest on half of the lesson content. The pretested information appeared either at the beginning (prior to the non-pretested information) or at the end (after the non-pretested information) of the lesson. The final test assessed memory of both pretested and non-pretested information. We hypothesized that pretests trigger an attentional window that opens during the lesson and closes after pretested information has been identified. Any information, including non-pretested information, will benefit from being in this window because it is more likely to be processed. We found that memory of non-pretested information is better if the non-pretested information is presented at the beginning versus at the end of a lesson, regardless of delivery modality. These results indicate that the presentation order of pretested versus non-pretested information contributes to the broader memory benefits associated with pretesting.


The effects of retrieval versus study on analogical problem solving

March 2023

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39 Reads

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1 Citation

Psychonomic Bulletin & Review

We report four experiments, wherein subjects engaged in either problem-solving practice or example study. First, subjects studied an example problem. Subjects in the example study condition then studied two more analogous problems, whereas subjects in the problem-solving practice conditions solved two such problems, each followed by correct-answer feedback. In Experiment 1, subjects returned 1 week later and completed a posttest on an analogous problem; in Experiments 2–4, subjects completed this posttest immediately after the learning phase. Additionally, Experiment 3 consisted of a control condition, wherein subjects solved these same problems, but did not receive feedback. Experiments 3 and 4 also included a mixed study condition, wherein subjects studied two examples and then solved one with feedback during the learning phase. Across four experiments, we found that the training conditions (i.e., problem-solving practice, mixed, and example study) performed equally well on the posttest. Moreover, subjects in the training conditions outperformed control subjects on the posttest, indicating that the null findings were due to the training conditions learning and transferring their knowledge equally well. After the posttest in Experiment 4, subjects were asked to solve repeated problems from the learning phase. Subjects in the problem-solving practice and mixed study conditions performed better on repeated problems than subjects in the example study condition, indicating that they better learned the solution strategies for these problems than subjects in the example study condition. Nevertheless, this benefit was insufficient to produce differential transfer of learning among the training conditions on the posttest.


The science of effective learning with a focus on spacing and retrieval practice

August 2022

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12,038 Reads

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61 Citations

Nature Reviews Psychology

[Full text link: https://rdcu.be/cSXY3] Research on the psychology of learning has highlighted some straightforward ways of enhancing learning. However, effective learning strategies are underutilized by learners. In this Review, we discuss key research findings on two specific learning strategies: spacing and retrieval practice. We focus on how these strategies enhance learning in a variety of domains across the lifespan, with an emphasis on research in applied educational settings. We also discuss key findings from research on metacognition—learners’ awareness and regulation of their own learning. Learners’ underutilization of effective learning strategies could stem from false beliefs about learning, lack of awareness of effective learning strategies, or the counter-intuitive nature of these strategies. Findings in learner metacognition highlight the need for improving learners’ subjective mental models of how to learn effectively. Overall, the research discussed in this Review has important implications for the increasingly common situations in which learners must effectively monitor and regulate their own learning. [Nature Reviews Psychology, August 2022]


Long-Term Hypercorrection, Return Errors, and the Transfer of Learning in the Classroom

June 2022

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17 Reads

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1 Citation

Journal of Applied Research in Memory and Cognition

General Audience Summary Students often develop misconceptions about what they learn, which can persist and interfere with learning. Instructors thus have considerable interest in methods that help students correct their misconceptions. One promising phenomenon is known as the hypercorrection effect, wherein misconceptions are more likely to be corrected (after receiving feedback) when learners have higher confidence that those misconceptions are correct. Although it has been proposed that this effect has educational applications, studies typically explore hypercorrection effects using simple materials (e.g., trivia facts) and immediate tests that can be completed through pure memorization of previous answers. However, in real classes, students must often apply and transfer what they learn to novel situations, long after the material is learned, at which point their misconceptions might return. We report three classroom studies that address these issues. Studies 1–2 test whether students’ misconceptions that have been corrected return 10–15 weeks later: Students completed a pretest over course concepts, wherein they rated their confidence in the correctness of each response and were then shown the correct answer. Students then completed an immediate posttest (identical to the pretest) and at the end of the term completed a delayed posttest with novel questions that tested identical concepts as the pretest. Both studies found a hypercorrection effect on the immediate posttest, but approximately 20% of misconceptions that were initially corrected returned on the delayed posttest, particularly those that students were originally highly confident about. Study 3 only included an immediate posttest, which consisted of novel questions over the same concepts that were tested in the pretest, and once again revealed a hypercorrection effect. Thus, the hypercorrection paradigm may indeed help students correct many of their misconceptions and transfer this knowledge to novel, analogous scenarios in which this knowledge is applicable, but some misconceptions seem to eventually return.


Citations (64)


... Motivasi dan minat belajar adalah dua konsep penting dalam psikologi pendidikan yang berperan signifikan dalam menentukan efektivitas dan keberhasilan proses pembelajaran (Almia, 2019;Barlia, 2010). Meskipun sering digunakan secara bersamaan, keduanya memiliki makna yang berbeda dan berkontribusi secara unik terhadap pengalaman belajar seseorang (Endres et al., 2024;Maulani et al., 2022). Motivasi belajar merujuk pada dorongan internal atau eksternal yang memengaruhi seseorang untuk terlibat dalam aktivitas belajar dan berusaha mencapai tujuan pendidikan. ...

Reference:

Faktor-Faktor yang Memengaruhi Minat dan Motivasi Belajar Numerasi Mahasiswa Pendidikan Guru Sekolah Dasar
Constructive retrieval: Benefits for learning, motivation, and metacognitive monitoring
  • Citing Article
  • December 2024

Learning and Instruction

... Interleaving, wherein learners alternate between different concepts or topics, can improve learning compared to the traditional approach of focusing on one concept at a time (blocking). This improvement, known as the interleaving effect, is most often observed in inductive category learning (i.e., learning from examples) and especially when the to-be-learned categories are highly similar and confusable (for reviews, see Brunmair & Richter, 2019;Carpenter & Pan, 2024;Carvalho & Goldstone, 2019;S. H. K. Kang, 2017;Rohrer, 2012). ...

Spacing effects in learning and memory
  • Citing Chapter
  • January 2024

... This is not to say that we encourage students to adopt a wholly errorless approach to learning. For example, studies on the prequestioning effect have shown that asking participants questions before they watch an educational video can improve their learning of the material (Carpenter et al., 2023). In such studies, participants are asked to answer questions about a topic before they have studied it, meaning that their answers are almost inevitably wrong, and yet such guessing still improves subsequent cued-recall performance. ...

Prequestioning and Pretesting Effects: a Review of Empirical Research, Theoretical Perspectives, and Implications for Educational Practice

Educational Psychology Review

... For example, the current set of Prolific participants might be more inclined to follow instructions and engage in retrieval practice. However, in a real classroom, simply informing learners about the benefits of retrieval practice for both easy and difficult items will likely not lead to consistent use (Carpenter, 2023). McDaniel and Einstein (2020) recently proposed the Knowledge, Belief, Commitment, and Planning (KBCP) framework, which emphasizes the importance of implementing these four components together to guide the training of effective learning strategies. ...

Encouraging Students to Use Retrieval Practice: a Review of Emerging Research from Five Types of Interventions

Educational Psychology Review

... Diverse prior knowledge results in heterogeneity and becomes a challenge in learning (Hailikari, 2009;Kosiol et al., 2019). Additionally, the quality of learning and learning outcomes may be impacted by this diversity (Hailikari, 2009;Thurn et al., 2022;Witherby et al., 2023). There are at least two impacts of prior knowledge in learning: (1) the direct influence of prior knowledge in facilitating learning and (2) the influence of the qualities inherent in prior knowledge, for example, misconceptions and the incomplete structure of prior knowledge itself (Hailikari, 2009;Lee et al., 2019). ...

Exploring the relationship between prior knowledge and metacognitive monitoring accuracy

Metacognition and Learning

... Elaboration and the attention accounts do not contradict each other since, for instance, pretests may trigger both elaboration processes and increases in attention directed towards the target information once it is presented during feedback. Recent research indeed has yielded evidence that both types of processes may play a central role for the pretesting effect (e.g., Bartl et al., 2024;Huelser & Metcalfe, 2012;Potts et al., 2019;Sana & Carpenter, 2023). The present study was not designed to test whether elaboration or attention processes are the main cause of the benefit of interpolated pretesting. ...

Broader benefits of the pretesting effect: Placement matters
  • Citing Article
  • March 2023

Psychonomic Bulletin & Review

... Learning tasks encouraging retrieval practice are well-suited to achieve the goal of factual knowledge retention, as indicated by many reviews and meta-analyses (see Adesope et al., 2017;Carpenter et al., 2020;Rowland, 2014). However, the effects of retrieval on more complex forms of learning are less clear, with some studies showing much weaker effects of retrieval on learning outcomes related to comprehension or knowledge application (e.g., Carpenter et al., 2020;Corral et al., 2023). On the other hand, learning tasks encouraging learners to construct knowledge are well suited for promoting comprehension. ...

The effects of retrieval versus study on analogical problem solving
  • Citing Article
  • March 2023

Psychonomic Bulletin & Review

... This is consistent with a review of retrieval practice more broadly that found consistent positive effects on learning [2]. Retrieval practice can be leveraged alongside strategies such as spaced repetition [11]. This technique involves reviewing information at various intervals to enhance longterm retention. ...

The science of effective learning with a focus on spacing and retrieval practice

Nature Reviews Psychology

... Through process-level information, students begin to independently recognize patterns and gain a deeper understanding of the underlying concepts (Nicol & McCallum, 2022;Ryan et al., 2024). They can then apply this new knowledge in similar but novel contexts (Corral & Carpenter, 2023). Once students begin making such connections across contexts, instructors can prompt metacognition through guided problem solving on complex tasks that explicitly incorporate different components of previous content. ...

Long-Term Hypercorrection, Return Errors, and the Transfer of Learning in the Classroom

Journal of Applied Research in Memory and Cognition

... It is essential to highlight that FCs heavily rely on technology for effective implementation (Holmes et al., 2015;Hung, 2015). In our study, the course was conducted online, prompting us to consider students' digital readiness and its potential impact on their perception of learning and course evaluation Witherby & Carpenter, 2022). In similar settings, digital readiness has been found to vary based on student's characteristics, such as the amount of time spent online outside of class (Althubaiti et al., 2022). ...

The Impact of Lecture Fluency and Technology Fluency on Students’ Online Learning and Evaluations of Instructors

Journal of Applied Research in Memory and Cognition