Psychology of Planning, Proof, Insight & Choice
NOTES – The Psychology of Planning:
Example: Mendeleev’s Periodic System
Used as an analogy to illustrate problem decomposition, constraints, and search processes.
Problem-solving strategies include laying cards to maximize progress and using heuristics (mental shortcuts) to guide decisions.
Problem Decomposition
Sub-goal specification: Breaking down complex problems into smaller, manageable tasks.
Orders of Decomposition:
Breadth-first: Makes minimal commitments to each part of the problem.
Depth-first: Provides immediate feedback but requires more cognitive effort.
Opportunistic: Capitalizes on the current state to make decisions.
The Problem Space (Newell & Simon, 1972)
The problem space represents all possible paths between the initial and goal states.
The larger the problem space, the harder it is to find the solution due to the vast number of possible states.
Bounded Rationality: Humans cannot process all information, so they use satisficing (choosing an option that is good enough) to make decisions.
Task Environment
Problem Representation: The way a problem is presented to a solver influences how they approach it (Zhang & Norman, 1994).
Format: The visual or organizational layout of the problem.
Thematic Content: Familiarity with the problem topic or scenario.
Conditions: External factors, like risk or urgency, that affect decision-making.
Information Processing System
Working Memory: Limited capacity to hold information and plan.
Example: In chess, players must consider approximately 35 possible moves per turn.
Long-Term Memory: Stores knowledge of operators, solutions, and constraints, which aids problem-solving.
Expertise: The more expertise an individual has, the better their ability to search and apply appropriate heuristics.
Search Using Heuristics
Means-Ends Analysis: Breaking down problems by setting sub-goals and applying operators to reduce the distance between the initial and goal states (e.g., fixing a car tire step by step).
Other Heuristics:
Hill-Climbing: Always move towards the goal with each step.
Trial and Error: Testing various solutions without a clear plan.
Sampling Heuristics: Using strategies like anchoring and representativeness to guide decisions.
Consequences of Not Planning
Study on Problem Solving (Ormerod et al., 2013): Demonstrated the impact of acting without proper planning. Solutions often suffer from maximization and minimization effects, leading to suboptimal results.
N-Ball Problem: Demonstrates the cost of improper planning by weighing balls in a problem-solving scenario, showing how first weighs can influence solution rates.
Why Planning Matters (Example: Essay Writing)
Time on Task: Proper planning ensures time is well-distributed across tasks.
Macro and Micro-structure: Planning both the overall structure and the finer details of tasks (e.g., writing an essay) is crucial for success.
Key Concepts
Bounded Rationality: Humans are limited by the information they can process at any one time.
Problem-Space Search: Heuristic-based searches reduce cognitive load and help find solutions.
Sub-goals and Decomposition: Breaking problems into manageable parts is crucial for solving complex tasks.
NOTES – The Psychology of Planning:
Overview of Proof and Inference
1. Definition of Proof: Proof is the process of establishing a fact or truth through argument or inference. This involves tasks like explanation, diagnosis, prediction, and imagination.
2. Types of Inference:
o Deduction: Drawing specific conclusions from general premises.
o Induction: Forming general conclusions from specific instances.
o Abduction: Inferring the best explanation for an observed phenomenon.
Cognitive Processes in Deduction
1. Structure/Form: Deductive reasoning relies on the logical structure to validate conclusions.
2. Semantics: Meaning influences reasoning by making conclusions appear plausible or implausible.
3. Statistics: The frequency of events affects our perception of probable outcomes.
Inference as Logical Reasoning
1. Classical Syllogisms: These are deductive arguments with two premises leading to a conclusion.
o Example: "All orange mammals are Orangutans. Trump is an orange mammal. Therefore…?"
2. Conditional Inferences: Reasoning based on "if-then" statements, often seen in hypothetical situations.
3. Transitive Inferences: Using comparisons to infer relationships indirectly.
Conditional Syllogisms
Modus Ponens: If A, then B. A is true; therefore, B is true.
Modus Tollens: If A, then B. B is false; therefore, A is false.
Affirming the Consequent and Denying the Antecedent are logical fallacies that often lead to incorrect conclusions.
Structural View and the Selection Task
1. Formal Logic: This approach argues that syntactic structure is essential in determining an argument’s validity, e.g., Piaget's stages of cognitive development.
2. The Selection Task (Wason & Evans, 1975): Participants test logical rules through a card selection game, demonstrating common errors in human logic.
3. Pragmatic Reasoning Schemas (Cheng & Holyoak, 1985): These schemas (permission and obligation) help us apply rules about how the world works practically, as shown in tasks like checking immigration rules.
Mental Models Theory (Johnson-Laird, 1983)
1. Mental Models: Reasoners draw conclusions by considering all possible outcomes that do not contradict their premises.
2. Constraints:
o Principle of Truth: Only truth-based models are used in reasoning.
o Working Memory Capacity: Limits how many models can be maintained simultaneously.
o Procedural Semantics: Understanding based on experience, not strict logic.
Information Gain and Bayesian Reasoning
1. Bayesian Probability: Helps assess the likelihood of a hypothesis based on prior probabilities.
2. Information Gain (Oaksford & Chater, 1994; 2007): Reasoning is driven by maximizing information gain, reducing uncertainty by assessing the rarity of events.
3. Selection Task Variation: Adjusting task structure (e.g., frequency of certain cards) to study the impact of information gain.
Dual-System Theory
1. System 1: Fast, intuitive, heuristic-driven, often error-prone (e.g., firefighters’ quick decisions).
2. System 2: Slow, logical, analytic, less prone to heuristics but may overlook simpler solutions.
3. Interplay Between Systems: Different types of reasoning (logic, mental models, statistics) engage System 1 or System 2 depending on context.
Conclusion
The theory concludes that the reasoning process is multifaceted:
Logic (System 2): Focuses on form and syntactic structure.
Mental Models (System 1 → System 2): Driven by semantics and plausible possibilities.
Statistics (System 1): Based on the frequency and utility of information.
NOTES – The Psychology of Insight:
The Nature of Insight
Example Problem: The 9-dot problem showcases insight.
Phenomena:
Fixation: Functional fixedness limits one's ability to see new solutions.
Impasse: Reaching a mental block in problem-solving.
‘Aha’ Moment: Sudden realization that leads to the solution.
Gestalt Accounts: Suggests that perception of a ‘whole’ can restrict potential moves.
Theories on the Importance of Insight
Key Concepts:
Consciousness: Questions whether we control our thinking.
Determinism: Explores productive (creative) vs. reproductive (routine) thought.
Modularity: Debates if insight represents a unique mental process.
Three Theories of Insight
1. Representational Change Theory (Knoblich et al., 1999):
o Insight is difficult due to knowledge constraints.
o Experiment: Problems like “IV = V + II” are easier than “III = III + III,” showing that mental representations affect ease of problem-solving.
2. Criterion of Satisfactory Progress (MacGregor, Ormerod & Chronicle, 2001):
o Difficulty stems from action constraints, not just knowledge.
o Matchstick Algebra: Shifts mental approach in puzzles by adjusting representations and limiting moves.
3. Knowledge and Strategy Integration:
o Example: The eight-coin problem, where a visual or verbal hint can improve solution rates.
o Results show that specific hints increase insight by enabling new conceptual groupings.
Enhancing Insight through Analogy
Analogy: Applying known solutions from similar situations to new problems.
Example: Fortress Problem to Radiation Problem transfer, with successful solution rates significantly higher when hints are provided (92% with hints vs. 20% without).
Enhancing Insight through Incubation
Incubation: A break from the problem, shown to help in problem-solving across different types of thinking:
Divergent Thinking: Broad incubation benefits.
Linguistic Insight: Incubation aids under low cognitive load.
Visual Insight: Requires extensive preparation for incubation to assist effectively.
Enhancing Insight through Sleep
Sleep’s Role: Facilitates analogical transfer in problem-solving.
Study by Monaghan et al.: Demonstrates sleep’s positive effect on analogical reasoning and problem-solving.
Application: Suggests completing exercises before sleep to leverage sleep benefits.
Key Takeaways
Valuing sleep can enhance problem-solving ability.
Suggested routine: Solve an initial problem before sleep and revisit or solve a similar problem after waking.
NOTES – The Psychology of Choice:
Lecture Overview
Focus: Examines types of choice, decision-making models (normative and descriptive), and choice phenomena.
Models Discussed:
Normative Models: Focus on "rational" decision-making aimed at optimizing outcomes (e.g., expected value and expected utility).
Descriptive Models: Include theories like prospect theory that explain real-life deviations from rational decision-making.
Types of Choice
Choice Situations:
Often initiated by instructions or prompts.
Can involve uncertainty reduction, hypothesis testing, predictions, or selecting among alternatives.
Range between rational and irrational decisions.
Normative/Prescriptive Models
Rational Decision-Making: Defined as choosing the optimal outcome.
Expected Value (EV): Measures the highest resource value by multiplying objective value and probability.
Expected Utility (EU): Focuses on the highest psychological value, determined by subjective utility and probability.
Example of EU Calculation: The EU of a choice depends on probability and utility, where an act (A) gives an outcome (o) with probability PA(o)PA(o) and utility U(o)U(o).
Violations of Expected Utility Theory
Certainty and Framing Effects: People often make different choices based on how options are presented (Kahneman & Tversky, 1981).
Prospect Theory (Descriptive Model)
Developed by Kahneman & Tversky (1979): Accounts for irrational decision-making patterns.
Editing Phase: Simplifies options by using heuristics (e.g., availability, anchoring).
Evaluation Phase: Calculates anticipated outcomes by weighting probabilities.
Phenomena Explained by Prospect Theory:
Loss Aversion: People prefer certain gains over risky ones but become risk-seeking to avoid certain losses.
Probability Weighting: Overestimating unlikely events and underestimating likely ones (e.g., fear of rare events like shark attacks).
System 1 and System 2 in Decision-Making
Dual Processes: Decision-making can involve quick, intuitive judgments (System 1) or slow, deliberate reasoning (System 2).
Hypothesis Testing & Pseudodiagnosticity
Bayesian Influence: Rational choice theory applies Bayesian principles but often falters in real-world decisions.
Pseudodiagnosticity: Tendency to prioritize confirming a hypothesis rather than testing alternatives.
Preference Reversals
Lichtenstein and Slovic (1971): People often reverse preferences when the framing changes (e.g., choosing a low-risk bet but assigning higher value to a high-risk one when selling).
Testing Prospect Theory: Ball et al. (2012) observed preference reversals attributed to shifts between System 1 and System 2 but noted that other factors (like transparency or treatment type) didn’t significantly impact results.
Key Biases and Effects
Anchoring: Initial information (e.g., credit card minimum payments) heavily influences subsequent judgments and decisions.
Disjunction Effect and Delay Discounting: Investigated in studies by Tversky & Shafir (1992) and Matta et al. (2012), these biases relate to decision-making under uncertainty and time preferences.
NOTES – The Psychology of Planning:
Example: Mendeleev’s Periodic System
Used as an analogy to illustrate problem decomposition, constraints, and search processes.
Problem-solving strategies include laying cards to maximize progress and using heuristics (mental shortcuts) to guide decisions.
Problem Decomposition
Sub-goal specification: Breaking down complex problems into smaller, manageable tasks.
Orders of Decomposition:
Breadth-first: Makes minimal commitments to each part of the problem.
Depth-first: Provides immediate feedback but requires more cognitive effort.
Opportunistic: Capitalizes on the current state to make decisions.
The Problem Space (Newell & Simon, 1972)
The problem space represents all possible paths between the initial and goal states.
The larger the problem space, the harder it is to find the solution due to the vast number of possible states.
Bounded Rationality: Humans cannot process all information, so they use satisficing (choosing an option that is good enough) to make decisions.
Task Environment
Problem Representation: The way a problem is presented to a solver influences how they approach it (Zhang & Norman, 1994).
Format: The visual or organizational layout of the problem.
Thematic Content: Familiarity with the problem topic or scenario.
Conditions: External factors, like risk or urgency, that affect decision-making.
Information Processing System
Working Memory: Limited capacity to hold information and plan.
Example: In chess, players must consider approximately 35 possible moves per turn.
Long-Term Memory: Stores knowledge of operators, solutions, and constraints, which aids problem-solving.
Expertise: The more expertise an individual has, the better their ability to search and apply appropriate heuristics.
Search Using Heuristics
Means-Ends Analysis: Breaking down problems by setting sub-goals and applying operators to reduce the distance between the initial and goal states (e.g., fixing a car tire step by step).
Other Heuristics:
Hill-Climbing: Always move towards the goal with each step.
Trial and Error: Testing various solutions without a clear plan.
Sampling Heuristics: Using strategies like anchoring and representativeness to guide decisions.
Consequences of Not Planning
Study on Problem Solving (Ormerod et al., 2013): Demonstrated the impact of acting without proper planning. Solutions often suffer from maximization and minimization effects, leading to suboptimal results.
N-Ball Problem: Demonstrates the cost of improper planning by weighing balls in a problem-solving scenario, showing how first weighs can influence solution rates.
Why Planning Matters (Example: Essay Writing)
Time on Task: Proper planning ensures time is well-distributed across tasks.
Macro and Micro-structure: Planning both the overall structure and the finer details of tasks (e.g., writing an essay) is crucial for success.
Key Concepts
Bounded Rationality: Humans are limited by the information they can process at any one time.
Problem-Space Search: Heuristic-based searches reduce cognitive load and help find solutions.
Sub-goals and Decomposition: Breaking problems into manageable parts is crucial for solving complex tasks.
NOTES – The Psychology of Planning:
Overview of Proof and Inference
1. Definition of Proof: Proof is the process of establishing a fact or truth through argument or inference. This involves tasks like explanation, diagnosis, prediction, and imagination.
2. Types of Inference:
o Deduction: Drawing specific conclusions from general premises.
o Induction: Forming general conclusions from specific instances.
o Abduction: Inferring the best explanation for an observed phenomenon.
Cognitive Processes in Deduction
1. Structure/Form: Deductive reasoning relies on the logical structure to validate conclusions.
2. Semantics: Meaning influences reasoning by making conclusions appear plausible or implausible.
3. Statistics: The frequency of events affects our perception of probable outcomes.
Inference as Logical Reasoning
1. Classical Syllogisms: These are deductive arguments with two premises leading to a conclusion.
o Example: "All orange mammals are Orangutans. Trump is an orange mammal. Therefore…?"
2. Conditional Inferences: Reasoning based on "if-then" statements, often seen in hypothetical situations.
3. Transitive Inferences: Using comparisons to infer relationships indirectly.
Conditional Syllogisms
Modus Ponens: If A, then B. A is true; therefore, B is true.
Modus Tollens: If A, then B. B is false; therefore, A is false.
Affirming the Consequent and Denying the Antecedent are logical fallacies that often lead to incorrect conclusions.
Structural View and the Selection Task
1. Formal Logic: This approach argues that syntactic structure is essential in determining an argument’s validity, e.g., Piaget's stages of cognitive development.
2. The Selection Task (Wason & Evans, 1975): Participants test logical rules through a card selection game, demonstrating common errors in human logic.
3. Pragmatic Reasoning Schemas (Cheng & Holyoak, 1985): These schemas (permission and obligation) help us apply rules about how the world works practically, as shown in tasks like checking immigration rules.
Mental Models Theory (Johnson-Laird, 1983)
1. Mental Models: Reasoners draw conclusions by considering all possible outcomes that do not contradict their premises.
2. Constraints:
o Principle of Truth: Only truth-based models are used in reasoning.
o Working Memory Capacity: Limits how many models can be maintained simultaneously.
o Procedural Semantics: Understanding based on experience, not strict logic.
Information Gain and Bayesian Reasoning
1. Bayesian Probability: Helps assess the likelihood of a hypothesis based on prior probabilities.
2. Information Gain (Oaksford & Chater, 1994; 2007): Reasoning is driven by maximizing information gain, reducing uncertainty by assessing the rarity of events.
3. Selection Task Variation: Adjusting task structure (e.g., frequency of certain cards) to study the impact of information gain.
Dual-System Theory
1. System 1: Fast, intuitive, heuristic-driven, often error-prone (e.g., firefighters’ quick decisions).
2. System 2: Slow, logical, analytic, less prone to heuristics but may overlook simpler solutions.
3. Interplay Between Systems: Different types of reasoning (logic, mental models, statistics) engage System 1 or System 2 depending on context.
Conclusion
The theory concludes that the reasoning process is multifaceted:
Logic (System 2): Focuses on form and syntactic structure.
Mental Models (System 1 → System 2): Driven by semantics and plausible possibilities.
Statistics (System 1): Based on the frequency and utility of information.
NOTES – The Psychology of Insight:
The Nature of Insight
Example Problem: The 9-dot problem showcases insight.
Phenomena:
Fixation: Functional fixedness limits one's ability to see new solutions.
Impasse: Reaching a mental block in problem-solving.
‘Aha’ Moment: Sudden realization that leads to the solution.
Gestalt Accounts: Suggests that perception of a ‘whole’ can restrict potential moves.
Theories on the Importance of Insight
Key Concepts:
Consciousness: Questions whether we control our thinking.
Determinism: Explores productive (creative) vs. reproductive (routine) thought.
Modularity: Debates if insight represents a unique mental process.
Three Theories of Insight
1. Representational Change Theory (Knoblich et al., 1999):
o Insight is difficult due to knowledge constraints.
o Experiment: Problems like “IV = V + II” are easier than “III = III + III,” showing that mental representations affect ease of problem-solving.
2. Criterion of Satisfactory Progress (MacGregor, Ormerod & Chronicle, 2001):
o Difficulty stems from action constraints, not just knowledge.
o Matchstick Algebra: Shifts mental approach in puzzles by adjusting representations and limiting moves.
3. Knowledge and Strategy Integration:
o Example: The eight-coin problem, where a visual or verbal hint can improve solution rates.
o Results show that specific hints increase insight by enabling new conceptual groupings.
Enhancing Insight through Analogy
Analogy: Applying known solutions from similar situations to new problems.
Example: Fortress Problem to Radiation Problem transfer, with successful solution rates significantly higher when hints are provided (92% with hints vs. 20% without).
Enhancing Insight through Incubation
Incubation: A break from the problem, shown to help in problem-solving across different types of thinking:
Divergent Thinking: Broad incubation benefits.
Linguistic Insight: Incubation aids under low cognitive load.
Visual Insight: Requires extensive preparation for incubation to assist effectively.
Enhancing Insight through Sleep
Sleep’s Role: Facilitates analogical transfer in problem-solving.
Study by Monaghan et al.: Demonstrates sleep’s positive effect on analogical reasoning and problem-solving.
Application: Suggests completing exercises before sleep to leverage sleep benefits.
Key Takeaways
Valuing sleep can enhance problem-solving ability.
Suggested routine: Solve an initial problem before sleep and revisit or solve a similar problem after waking.
NOTES – The Psychology of Choice:
Lecture Overview
Focus: Examines types of choice, decision-making models (normative and descriptive), and choice phenomena.
Models Discussed:
Normative Models: Focus on "rational" decision-making aimed at optimizing outcomes (e.g., expected value and expected utility).
Descriptive Models: Include theories like prospect theory that explain real-life deviations from rational decision-making.
Types of Choice
Choice Situations:
Often initiated by instructions or prompts.
Can involve uncertainty reduction, hypothesis testing, predictions, or selecting among alternatives.
Range between rational and irrational decisions.
Normative/Prescriptive Models
Rational Decision-Making: Defined as choosing the optimal outcome.
Expected Value (EV): Measures the highest resource value by multiplying objective value and probability.
Expected Utility (EU): Focuses on the highest psychological value, determined by subjective utility and probability.
Example of EU Calculation: The EU of a choice depends on probability and utility, where an act (A) gives an outcome (o) with probability PA(o)PA(o) and utility U(o)U(o).
Violations of Expected Utility Theory
Certainty and Framing Effects: People often make different choices based on how options are presented (Kahneman & Tversky, 1981).
Prospect Theory (Descriptive Model)
Developed by Kahneman & Tversky (1979): Accounts for irrational decision-making patterns.
Editing Phase: Simplifies options by using heuristics (e.g., availability, anchoring).
Evaluation Phase: Calculates anticipated outcomes by weighting probabilities.
Phenomena Explained by Prospect Theory:
Loss Aversion: People prefer certain gains over risky ones but become risk-seeking to avoid certain losses.
Probability Weighting: Overestimating unlikely events and underestimating likely ones (e.g., fear of rare events like shark attacks).
System 1 and System 2 in Decision-Making
Dual Processes: Decision-making can involve quick, intuitive judgments (System 1) or slow, deliberate reasoning (System 2).
Hypothesis Testing & Pseudodiagnosticity
Bayesian Influence: Rational choice theory applies Bayesian principles but often falters in real-world decisions.
Pseudodiagnosticity: Tendency to prioritize confirming a hypothesis rather than testing alternatives.
Preference Reversals
Lichtenstein and Slovic (1971): People often reverse preferences when the framing changes (e.g., choosing a low-risk bet but assigning higher value to a high-risk one when selling).
Testing Prospect Theory: Ball et al. (2012) observed preference reversals attributed to shifts between System 1 and System 2 but noted that other factors (like transparency or treatment type) didn’t significantly impact results.
Key Biases and Effects
Anchoring: Initial information (e.g., credit card minimum payments) heavily influences subsequent judgments and decisions.
Disjunction Effect and Delay Discounting: Investigated in studies by Tversky & Shafir (1992) and Matta et al. (2012), these biases relate to decision-making under uncertainty and time preferences.