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Course Description

 

 

COGÌ 109 Analogy

 

1. Aims

- to study a highly interesting phenomenon which seems to be in the core of human cognition and to bring students to the cutting edge research in the field; this particular field is far from becoming rigid and dogmatic, there are more open questions than answers, there are alternative models and a lot of controversial opinions.

- to present an in-depth example of modelling a particular cognitive process, starting with psychological data, proceeding with developing theoretical and computer models, performing simulation and psychological experiments for validation of the models

- to present examples of symbolic, connectionist, and hybrid models

- to develop skills in reading scientific papers, writing commentaries on them, giving presentations at seminars, planing experiments and simulations which would test the models and theories.

2. Objectives

On completion of the course students should be able to:

- demonstrate familiarity with various models of analogy as well as with the central concepts and ideas in analogy modelling

- debate and discuss theoretical issues and concepts as well as evaluate the psychological validity of models

- demonstrate a detailed and critical understanding of research papers — both theoretical and experimental, identify and explain significant developments and contradictions

- present arguments and evidence coherently in verbal and written form

- critically evaluate particular models of analogy

- plan experiments and simulations which would test particular models and theories

3. Learning strategies

Guided reading, tutor-led and student-led group discussions, essay writing, experimental design proposal writing, Web-based discussion forum.

4. Overall duration and format

A one semester (15 weeks) course with 2 hours seminars and 1 hour preparatory work.

5. Credit hours: 3

6. Instructor: Boicho Kokinov

7. Literature (general)

 

Kokinov, B., French, R. (in press). Computational Models of Analogy-Making. In: Lynn Nadel (ed.) Encyclopedia of Cognitive Science. Macmillan, Nature Publishing Group.

Gentner, D., Holyoak, K., Kokinov, B., eds. (2001). The Analogical Mind: Perspectives from Cognitive Science. Cambridge, MA: MIT Press.

Holyoak, K., Gentner, D., Kokinov, B., eds., (1998). Advances in Analogy Research: Integration of Theory and Data from the Cognitive, Computational, and Neural Sciences. Sofia: NBU Press,

Holyoak, Thagard, P. – Mental Leaps. MIT Press, 1995

Hofstadter, D. — Fluid Concepts and Creative Analogies. Basic Books, NY, 1995

Holyoak, BarndenAdvances in Connectionist and Neural Computation Theory,  vol. 2 and vol. 3. Analogical Connections, Ablex, 1994

Vosniadou, S., Ortony, A. (eds.) Similarity and Analogical Reasoning, New York, NY: Cambridge Univ. Press, 1989

Goswami, U. (1992) Analogical Reasoning in Children. Erlbaum, Hilsdale.

Holland, J., Holyoak, K., Nisbett, R., Thagard, P. R. (1986) Induction, Cambridge, MA: MIT Press

Mitchell, M. (1994) Analogy as Perception, MIT Press, 1994

French, R. Tabletop: An Emergent, Stochastic Computer Model of Analogy-Making. MIT Press, 1995

Keane, M. (1988) Analogical Problem Solving. Chichester: Ellis Horwood Limited

HelmanAnalogical Reasoning. Kluwer, 1988

Prieditis A. (ed.) Analogica, London: Pitman, 1988

Halford, G. (1993) Children’s Understanding: The Development of Mental Models. Hillsdale, NJ: Erlbaum.

 

 

8. Course outline

The course is divided into the following sections:

* the analogy phenomenon — types and components of analogy

* models of analogy components— discussing various classical models of mapping and retrieval and related psychological experiments

* psychological experiments— experiments on types of similarity, priming and context effects

* integrated models of analogy— discussing various models of analogy-making and related psychological experiments

* analogy-making in the real world— discussing the role analogy plays in animals, children, scientists, politicians, journalists

* concluding discussions — comparative analysis of the models, what is missing in analogy models?

9. Class by class breakdown

 

The Analogy Phenomenon

 Discussion Forum

 

Class 1.           Examples of Analogy. Types of Analogy. Basic components of Analogy-Making.          Discussion Forum

Required readings:

Holyoak, K., Gentner, D., Kokinov, B. (2001). The Place of Analogy in Cognition. In: Gentner, D., Holyoak, K., Kokinov, B., eds. The Analogical Mind: Perspectives from Cognitive Science. Cambridge, MA: MIT Press.

Hofstadter, D. (2001). Analogy as the Core of Cognition. In: Gentner, D., Holyoak, K., Kokinov, B., eds. The Analogical Mind: Perspectives from Cognitive Science. Cambridge, MA: MIT Press.

 

Additional readings:

Kokinov, B. – Analogy-Making: Psychological Data and Computational Models. In: Kokinov, B. (ed.) Perspectives on Cognitive Science, vol. 2, NBU Press, 1996

Kokinov, B., French, R. (in press). Computational Models of Analogy-Making. In: Lynn Nadel (ed.) Encyclopedia of Cognitive Science. Macmillan, Nature Publishing Group.

Hall, R. (1989) Computational Approaches to Analogical Reasoning: A Comparative Analysis, AI, vol. 39, pp. 39-120

Holyoak, K., Thagard, P. – Mental Leaps. MIT Press, 1995, Chapters 6-9

Clement, J. (1988) Observed Methods for Generating Analogies in Scientific Problem Solving. Cognitive Science, vol. 12, pp. 563-586

 

Models of Analogy Components

Class 2.           Mapping: Structure-Mapping Theory           Discussion Forum

Required readings:

Gentner, D. (1983) Structure-Mapping: A Theoretical Framework for Analogy, Cognitive Science 7(2), pp. 155-170

Gentner, D. (1989) The Mechanisms of Analogical Learning. In: Vosniadou, S., Ortony, A. (eds.) Similarity and Analogical Reasoning, New York, NY: Cambridge Univ. Press

 

Additional readings:

Forbus, K. (2001). Exploring Analogy in the Large. In: Gentner, D., Holyoak, K., Kokinov, B., eds. The Analogical Mind: Perspectives from Cognitive Science. Cambridge, MA: MIT Press.

Falkenhainer, B., Forbus, K., Gentner, D. (1986) The Structure Mapping Engine, AAAI-86, Los Altos, CA: Morgan-Kaufman

Gentner, D. & Markman, A. (1997). Structure Mapping in Analogy and Similarity. American Psychologist, 52 (1), 45-56.

Clement, C., Gentner, D. (1991). Systematicity as a Selection Constraint in Analogical Mapping. Cognitive Science, 15, pp. 89-132

 

Class 3.           Mapping: Constraint-Satisfaction Theory          Discussion Forum

Required readings:

Holyoak, K. & Thagard, P. (1989b) Analogical Mapping by Constraint Satisfaction. Cognitive Science, vol. 13, pp. 295-355

Additional readings:

Holyoak, Thagard, P. – Mental Leaps. MIT Press, 1995 Chapters 2 and 10

 

Class 4.           Mapping: Incremental Analogy Machine          Discussion Forum

Required readings:

Keane, M. (1994). Constraints on Analogical Mapping: A Comparison of Three Models. Cognitive Science, 18, pp. 387-438

Additional readings:

Keane, M. (1988) Analogical Problem Solving. Chichester: Ellis Horwood Limited

 

Class 5.           Retrieval: ARCS and MAC/FAC          Discussion Forum

Required readings:

Thagard, P., Holyoak, K., Nelson, G., Gochfeld, D. (1990). Analog Retrieval by Constraint Satisfaction. Artificial Intelligence, vol. 46, pp. 259-310.

Forbus K., Gentner D. & Law, K (1995). MAC/FAC: A Model of Similarity-Based Retrieval. Cognitive Science, 19, pp. 141-205.

 

Additional readings:

Gick, M. & Holyoak, K. (1980), Analogical Problem Solving, Cognitive Psychology 12(3), pp. 306-356

Wharton, C., Holyoak, K., Lange, T. (1996). Remote Analogical Reminding. Memory & Cognition, 24 (5), 629-643.

Gentner, D. & Landers, R. (1985). Analogical Reminding: A Good Match is Hard to Find. In: Proceedings of the International Conference on Systems, Man, and Cybernetics, Tucson AR.

 

Psychological Experiments

 

Class 6.           Structural and Surface Similarity  in Mapping and Retrieval          Discussion Forum

Required readings:

Holyoak, K. & Koh, K. (1987) Surface and Structural Similarity in Analogical Transfer. Memory and Cognition, vol. 15(4), pp. 332-340

Ross, B. (1987). This is Like That: The Use of Earlier Problems and the Separation of Similarity Effects. JEP: Learning, Memory, and Cognition, 13 (4), 629-639.

Ross, B. (1989). Distinguishing Types of Superficial Similarities: Different Effects on the Access and Use of Earlier Problems. JEP: Learning, Memory, and Cognition, 15 (3), 456-468.

 

Additional readings:

 

Class 7.           Priming and Context Effects on Retrieval and Mapping          Discussion Forum

Required readings:

Kokinov, B. (1990) Associative Memory-Based Reasoning: Some Experimental Results. Proceedings of the Cognitive Science Conference, Lawrence Erlbaum

Kokinov, B., Yoveva, M. – Context Effects on Problem Solving. In: Proceedings of the 18th Annual Conference of the Cognitive Science Society. Erlbaum, Hillsdale, NJ, 1996.

Kokinov, B., Hadjiilieva, K., Yoveva, M. – Explicit vs. Implicit Hint: Which one is more Useful?. In: Kokinov, B. (ed.) – Perspectives on Cognitive Science. Vol. 3. NBU Press, Sofia, 1997.

Schunn, C., Dunbar, K. (1996). Priming, Analogy, and Awareness in Complex Reasoning. Memory and Cognition, vol. 24(3), pp. 271-284

 

Additional readings:

Kokinov, B. (1999). Dynamics and Automaticity of Context: A Cognitive Modelling Approach. In: Bouquet, P., Serafini, L., Brezillon, P., Benerecetti, M., Castellani, F. (eds.) Modeling and Using Context. Lecture Notes in Computer Science (Lecture Notes in Artificial Intelligence), vol. 1688, Springer Verlag.

Kokinov, B. – A Dynamic Theory of Implicit Context. In: Proceedings of the 2nd European Conference on Cognitive Science. Univ. of Manchester Press, 1997.

Kokinov, B. – A Dynamic Approach to Context Modeling. In: P. Brezillon & S. Abu-Hakima (eds.) Proceedings of the IJCAI-95 Workshop on Modeling Context in Knowledge Representation and Reasoning. LAFORIA 95/11, 1995.

Spencer, R., Weisberg, R. (1986). Context-Dependent Effects on Analogical Transfer. Memory and Cognition, vol. 14(5), pp. 442-449

Catrambone, R., Holyoak, K. (1989). Overcoming Contextual Limitations on Problem-Solving Transfer. JEP: Learning, Memory, and Cognition, vol. 15(6), pp. 1147-1156

Adams, L., Kasserman, J., Yearwood, A., Perfetto, G., Bransford, J., Franks, J. (1988). Memory Access: The effects of Fact-Oriented versus Problem-Oriented Acquisition. Memory and Cognition, 16(2), pp. 167-175

Reeves, L., Weisberg, R. (1994). The Role of Content and Abstract Information in Analogical Transfer. Psychological Bulletin, 115(3), pp. 381-400

Ross, B., Ryan, W., Tenpenny, P. (1989). The Access of Relevant Information for Solving Problems. Memory and Cognition, 17(5), pp. 639-651

 

Integrated Models of Analogy

 

Class 8.           DUAL  & AMBR1: An Context-Sensitive Model of Analogy-Making          Discussion Forum

Required readings:

Kokinov, B. (1994) A Hybrid Model of Reasoning by Analogy. In: Holyoak, BarndenAdvances in Connectionist and Neural Computation Theory, vol.2, Analogical Connections. Ablex

Additional readings:

Kokinov, B. - The DUAL Cognitive Architecture: A Hybrid Multi-Agent Approach. In: A. Cohn (ed.) Proceedings of ECAI’94. John Wiley & Sons, Ltd., London, 1994.

Kokinov, B. -  The Context-Sensitive Cognitive Architecture DUAL. In: Proceedings of the 16th Annual Conference of the Cognitive Science Society. Erlbaum, Hillsdale, NJ, 1994.

Kokinov, B., Grinberg, M. (2001). Simulating Context Effects in Problem Solving with AMBR. In: Akman, V., Thomason, R., Bouquet, P. (eds.) Modeling and Using Context. Lecture Notes in Computer Science (Lecture Notes in Artificial Intelligence), vol. 2116, Berlin: Springer Verlag.

 

Class 9. AMBR2: An Integrated and Interactionist Model of Mapping and Retrieval          Discussion Forum

Required readings:

Kokinov, B., Petrschemaov, A. (2001) Integration of Memory and Reasoning in Analogy-Making: The AMBR Model. In: Gentner, D., Holyoak, K., Kokinov, B. (eds.) The Analogical Mind: Perspectives from Cognitive Science, Cambridge, MA: MIT Press.

Additional readings:

Kokinov, B., Zareva-Toncheva, N. (2001). Episode Blending as Result of Analogical Problem Solving. In: Proceedings of the 23rd Annual Conference of the Cognitive Science Society. Erlbaum, Hillsdale, NJ.

Kokinov, B. Petrov, A. (2000). Dynamic Extension of Episode Representation in Analogy-Making in AMBR. In: Proceedings of the 22nd Annual Conference of the Cognitive Science Society. Erlbaum, Hillsdale, NJ.

Petrov, A., Kokinov, B. (1999). Processing Symbols at Variable Speed in DUAL: Connectionist Activation as Power Supply. In: Dean, T. (ed.) Proceedings of the 16th International Joint Conference on Artificial Intelligence. San Francisco, CA: Morgan Kaufman, p. 846-851

Kokinov, B. (1998). Analogy is like Cognition: Dynamic, Emergent, and Context-Sensitive. In: Holyoak, K., Gentner, D., Kokinov, B. (eds.) – Advances in Analogy Research: Integration of Theory and Data from the Cognitive, Computational, and Neural Sciences. Sofia: NBU Press.

Petrov, A., Kokinov, B. (1998). Mapping and Access in Analogy-Making: Independent or Interactive? A Simulation Experiment with AMBR. In: Holyoak, K., Gentner, D., Kokinov, B. (eds.) – Advances in Analogy Research: Integration of Theory and Data from the Cognitive, Computational, and Neural Sciences. Sofia: NBU Press.

 

Class 10. CopyCat and TableTop: Integrated and Interactive Models of Mapping and Perception          Discussion Forum

Required readings:

Hofstadter, D. & Mitchell, M. (1994) The Copycat Project: A Model of Mental Fluidity and Analogy-Making. In: Holyoak, BarndenAdvances in Connectionist and Neural Computation Theory, vol.1, Analogical Connections. Ablex

Additional readings:

Chalmers, D., French, R., Hofstadter, D. (1992) High-Level Perception, Representation, and Analogy: A Critique of Artificial Intelligence Methodology. JETAI, vol. 4(3), reprinted in: Kokinov (ed.) Perspectives on Cognitive Science, vol. 1, NBU Press.

French, R., Hofstadter, D. (1991) Tabletop: An Emergent, Stochastic Model of Analogy-Making. In: Proceedings of the 13th Annual Cognitive Science Conference, reprinted in: Kokinov (ed.) Perspectives on Cognitive Science, vol. 1, NBU Press.

Hofstadter, D., French, R., (1992) Probing the Emergent Behavior of Tabletop. In: Proceedings of the 14th Annual Cognitive Science Conference, reprinted in: Kokinov (ed.) Perspectives on Cognitive Science, vol. 1, NBU Press.

 

Class 11. Distributed Representation Model of Retrieval and Mapping: LISA          Discussion Forum

Required readings:

Hummel, J. & Holyoak, K. (1997). Distributed Representations of Structure: A Theory of Analogical access and Mapping. Psychological Review, 104 (3), 427-466.

Additional readings:

Holyoak, K. & Hummel, J. (2001). Toward an Understanding of Analogy within a Biological Symbol System. In: Gentner, D., Holyoak, K., Kokinov, B., eds. The Analogical Mind: Perspectives from Cognitive Science. Cambridge, MA: MIT Press.

 

Analogy-Making in the Real World

 

Class 12. Analogical Reasoning in Chimpansees and Other Animals          Discussion Forum

Required readings:

Oden, D., Thompson, R., Premack, D. (2001). Can an Ape Reason Analogically? Comprehension and Production of Analogical Problems by Sarah, a Chimpanzee. In: Gentner, D., Holyoak, K., Kokinov, B. (eds.) The Analogical Mind: Perspectives from Cognitive Science, Cambridge, MA: MIT Press.

Additional reading:

Thompson, R., Oden, D. (1998). Why Monkeys and Pigeons, Unlike Certain Apes, Cannot Reason Analogically? In: Holyoak, K., Gentner, D., Kokinov, B., eds., (1998). Advances in Analogy Research: Integration of Theory and Data from the Cognitive, Computational, and Neural Sciences. Sofia: NBU Press

Gillan, D., Premack, D., Woodruff, G. (1981). Reasoning in Chimpanzee: I. Analogical Reasoning. JEP: Animal Behavior Processes, 7 (1), 1-17.

 

Class 13. Analogical Reasoning in Infants and Children          Discussion Forum

Required readings:

Goswami, U. (2001). Analogical Reasoning in Children. In: Gentner, D., Holyoak, K., Kokinov, B. (eds.) The Analogical Mind: Perspectives from Cognitive Science, Cambridge, MA: MIT Press.

 

Additional reading:

Goswami, U. (1992). Analogical Reasoning: What Develops?

Holyoak, K., Thagard, P. – Mental Leaps. MIT Press, 1995, Chapters 3 and 4

Goswami, U. (1992) Analogical Reasoning in Children. Erlbaum, Hilsdale. Chapters 1-3, 5, 6

Halford, G. (1993) Children’s Understanding: The Development of Mental Models. Hillsdale, NJ: Erlbaum. Chapter: Analogy

Gentner, D. & Toupin, C. (1986). Systematicity and Surface Similarity in the Development of Analogy, Cognitive Science 10, pp. 277-300.

 

Class 14.         Analogy-Making in Naturalistic Settings          Discussion Forum

Class 15.         Concluding discussion: Comparative analysis of the models, models’ validity, scaling up, limitations. Open Issues.

 

Presentations and discussions of the final papers.

 

10. Assessment

Students will be assessed on the basis of their written short papers (tickets for each class) as well as on their participation in the group discussions and final paper.

Grading procedure:

30% on short papers

30% on participation in group discussions

40% final paper

11. Prerequisites: GOG401 "Symbolic Modeling" or COG402 "Connectionist Modelling"; COG460 Thinking, Reasoning, Problem Solving

 


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