Finding formulas: Does active search facilitate appropriate generalization?

BACKGROUND: One criterion of adaptive learning is appropriate generalization to new instances based on the original learning context and avoiding overgeneralization. Appropriate generalization requires understanding what features of a solution are applicable in a new context and whether the new context requires modifications or a new approach. In a series of three experiments, we investigate whether searching for an algebraic formalism before receiving direct instruction facilitates appropriate generalization. RESULTS: (1) Searching buffers against negative transfer: participants who first searched for an equation were less likely to overgeneralize compared to participants who completed a tell-and-practice activity. (2) Likelihood of creating a correct new adaptation varied by performance on the searching task. (3) Asking people to sketch alleviated some of the negative effects of tell-and-practice, but sketching did not augment the effect of searching. (4) When participants received more elaborate tell-and-practice instruction, the advantages of searching were less notable. CONCLUSIONS: Searching for an algebraic formula prior to direct instruction may be a productive way to help learners connect a formula to its referent and avoid overgeneralization. Tell-and-practice instruction that only described the mathematical procedures led to the greatest levels of overgeneralization errors and worst performance. Tell-and-practice instruction that highlighted connections between the mathematical structure of the formula and the visual referent performed at similar or marginally worse levels than the search-first conditions.