/ LB 1059 .115 Copy 1 SUPPLEMENT TO UNIVERSITY BULLETIN New Series Vol. IX No. 8 THE DOCTRINE OF FORMAL DISCIPLINE IN THE LIGHT OF CONTEMPORARY PSYCHOLOGY A DISCUSSION From the Proceedings of the meeting of the Michigan Schoolmasters' Club at Ann Arbor, Michigan, April 2, 1908 Reprint from the Educational Review, June, 1908 \;t>^- \A^ THE DOCTRINE OF FORMAL DISCIPLINE IN THE LIGHT OF CONTEMPORARY PSYCHOLOGY A DISCUSSION From the Proceedings or the meeting of the Michigan Schoolmasters' Club at Ann Arbor, Michigan, April 2, 1908 Reprint from the Educational Review, June, 1908 "S "limLa . rL Y\\:ctAv . jU3 . rL THE DOCTRINE OF FORMAL DISCIPLINE IN THE LIGHT OF THE PRINCIPLES OF GENERAL PSYCHOLOGY ^ It was not so very long ago that the recalcitrant small boy who objected to the study of the classics or of mathematics was urged to accept his fate gracefully on the ground that, however unpleasant the process, he was acquiring mental discipline which would stand him in good stead whenever later in life he had some especially hard intellectual task to face. The skepticism with which this doctrine was always greeted by the victim has in recent years found an echo in the heretical creed of certain pedagogical radicals, who have dared to proclaim in high places that the formal discipline cult was founded on a myth, and that the educational value of a study is measured directly by its intrinsic worth and not by its indirect gymnastic qualities. It is our business today to determine, if possible, how far this iconoclastic reaction is justified. The problem raised by the doctrine of formal discipline or, as it might more justly be called, " general discipline " falls into two main divisions, one subordinate to the other, (i) Does the serious pursuit of any study whatsoever leave the mind better able than it was before to cope with every other study? Stated otherwise, is every intellectual under- ' The three addresses which follow were grouped in a Symposium at a meeting of the Michigan Schoolmasters' Club in Ann Arbor, April 2, 1908. 2 Educatio7ial Review \]^^^^^ taking rendered materially easier or more efficient by virtue of previous mtellectual training, regardless of the material emploved for such training? (2) Assuming an affirmative answer to the first question, are there specific studies (e.g., the classics) which are peculiarly valuable in this regard; or is any study (e.g., literary criticism) honestly pursued as valuable as any other (e.g., physics) ? In short, does the merit consist in the mere drill given by the very fact of per- sistent concentration, or is there some residual value in the character of the subject-matter studied? These are questions which— theoretically, at least— are capa- ble of something approaching an empirical and experimental solution, and whenever such a solution is feasible, mere theo- rizing is impertinent. I regard the appeal to the general principles of psvchology with which our program begins as justified, chiefly if not wholly, by the possibility of gaming from this source a certain orientation for the entire sub- ject. Sundry details, already in part experientially deter- mined, will be discust by my colleagues on the program. Let us consider the psychological question raised by the first problem mentioned: i.e., does the conscientious pursuit of any intellectual occupation result in rendering the mind more efficient in all other lines of work? The limitations of time forbid any attempt to discuss adequately the second question. We may at the outset clear the deck of certain possible grounds of misapprehension. That the higher branches of a study like algebra are both logically and psychologically dependent upon the previous mastery of their elementary features is a truism which requires no debate and ought to introduce no confusion into our deliberations. Similarly, the fact that certain studies like physics make use of material borrowed from other disciplines like mathematics is notorious, and again requires no discussion and should occasion no ambiguity. Evidently our essential problem does not have to do with the transfer from one region to another of specific information useful in two or more fields. Tiie crucial ques- tion is whether studies or occupations which have few or no demonstrable points of contact are reciprocally l)eneficial in i9o8] The doctrine of formal discipline 3 the sense that the mastery of one will facilitate the mastery of any of the others. The issue concerns the transfer of an alleged capacity for achievement in general from a special field in which it was gained to all other fields, however differ- ent from the first. With this distinction in mind we may remark certain of the psychological considerations which are to be urged pro and con in the matter.^ Whatever disadvantages may ensue from such a procedure, we shall at least insure getting fairly into the middle of our subject if we take it up from the side of habit. The term habit is used loosely in psychology to designate the fact that muscular movements tend to be made in the same way again and again m response to the same stimulations. The neural energy liberated by the stimulus is discharged over a relatively fixt nervous pathway into a group of muscles by whose contrac- tion some appropriate consequence follows. Skating, swim- ming, and bicycle riding may serve to demonstrate the sort of thing we have in mind. To begin with, the connecting of stimulation and response requires conscious guidance; it has to be learned and is, as we say, intelligent. After the act has been repeated a number of times, conscious control tends to fall away and leaves in its place a condition closely comparable to a reflex act, in which an appropriate movement is made in response to a stimulus without the interposition of consciousness. 'The old-fashioned view of the formal disciplines rested, in fact if not in theory, on the foundation of the so-called faculty psychology. This in- volves a conception of the mind as made up of a number of distinct organs, so to speak, which can be exercised separately or conjointly. A training of memory would consequently train that faculty for any use. Similarly a training of reasoning would leave that faculty in improved form for any use to which one might put it. Contemporary psychology has little pa- tience with this conception, and, so far from recognizing such a thing as memory in general, it urges with seemingly conclusive force that we have many different sorts of memory, one for visual objects, one for sounds, etc. Moreover, nothing seems more certain than that one or more of these forms in which we employ memory may in a given individual be highly developed and extremely accurate, while the other forms are no better than the average, or even considerably below this average. It should not be assumed, however, that because the faculty psychology is exploded, therefore the inferences based upon it are all essentially er- roneous. They may have other foundations than those on which they were supposed to rest. 4 Educational Review [June Now working on the foundation of this idea of habit, it has sometimes been maintained that all habits are specific, that we acquire dexterity in this or that special activity and that no habit can be generalized so as to fit a miscellaneous set of conditions. Ergo, it is argued, no formal discipline can have the value claimed for it, because what we gain from such training is specific habits of performing certain limited groups of acts in certain definite ways. Only on the improba- ble assumption that the same groups of acts can be taken up bodily and transplanted substantially unmodified, can the formal discipline doctrine be justified. Before we undertake to pass judgment on this assertion let us examine some of the forms in which habit is actually manifested. We may roughly divide our habitual reactions into three groups, groups which are frankly arbitrary, but which will reasonably serve the practical purposes of our present busi- ness. There is (i) the sort of thing to which the term is most often applied and to which the characterizations of a few moments ago are most germane : i.e., motor activities in which the significant feature is some change brought about by the movement in the physical world. Walking, running, talking, and writing may illustrate this group. Here the important thing is the overt external result of the act; the distance traversed, the word spoken or written, and so on. Next (2) may be mentioned habitual acts in which the purport of the act is to be found not in the mere external result, but in some sensation which the act facilitates, em- phasizes, or renders possible. Here belong the habitual ac- commodatory movements by which we focalize our sense organs on stimuli to which we wish to attend. I turn my head to see an interesting object. I turn it in quite a different manner to hear the indistinct speaker. I give it still another shift, accompanied by certain accessory inspiratory move- ments, if I wish to get the full fragrance of a bunch of violets, etc. All these sensory activities involve motor ac- commodations of the habit variety : i.e., efficient muscular acts involving at present little or no conscious guidance. (3) Lastly there are certain ideational processes to which psy- 1908] The doctrine of formal discipline 5 chologists are sometimes hesitant to apply the term habit, because of the apparent absence of motor elements in some of them, but which certainly deserve it. The boy learning to use the multiplication table illustrates the point. As he becomes more and more expert, his mind executes arithmetical operations more and more automatically, until finally perhaps, here as elsewhere, the acti\ity becomes essentially reflex. The term " habit of thought " is applied to other forms of intellectual procedure with the intent sometimes to designate certain sentiments and prejudices, or again, to indicate that which is more nearly relevant to the present discussion: i.e., one's general methods of attacking a subject, the technique of one's thinking. The intellectual method which one acquires after a certain period of discipline in any field of thought — e.g., history, literature, economics, or commerce — will illus- trate the case. One gets into a manner of dealing with such problems and bringing certain considerations to bear upon them which essentially merits the term habit, altho the opera- tion may be considerably less mechanical and inflexible than is the case in the ordinary overt motor types of habits. Individual A always hunts for the details of his problem. Individual B has no interest in details, but always seeks at once the general bearings of the case. Individual C invariably lays out a systematic plan of campaign and follows it to the bitter end. Individual D dips in anywhere and continues to dip without reference to any scheme of action. These illustrations may serve to make clear the point. Now on the basis of this cursory examination of certain typical mani- festations of habit, let us consider the probabilities as regards the efl^ects of general training, or the carrying over of facility from one sort of habit to another. One kind of process which certainly goes on all the time, and which may have a remoie bearing on the general point at issue, is the incorporation of smaller habits in larger habit groups. The child in learning to write has at first to give all his energy to the mere grasping and guiding of the pen. As dexterity is gained, the movement gradually comes to take care of itself and gets incorporated in another and larger 6 Educational Review [June coordination : i.e., the spelling-and-writing coordination. This in turn gets taken up into a "paragraph-construction habit," which in its own turn may be swallowed up by the chapter, article, or section habit. Not that this account necessarily follows any unchanging chronological sequence or is true of all persons, but that it illustrates what is generally true all along tlie line: i.e., that specific habits are constantly merged with other specific habits to furnish forth larger and more complex coordinations. This is true of each of the three forms of habit which we have distinguished, and illustrations will readily suggest themselves. Evidently it might well often occur that a habit acquired in some special, study should find a place in a larger group of habits apparently quite dis- connected from the study. This is peculiarly true, it may be added, of all the common studies of the elementary school. It seems clear, too, that habits closely akin to one another may readily reinforce each other in a practical way, even tho the literal fact should prove to be that one or other is slightly modified in this case, rather than merely reinforced. For instance, a boy who has learned to play baseball and to judge accurately the position of a ball in the air, has a large part of the difficulty of certain strokes in tennis already conquered, despite the fact that the position which he must assume to meet the ball in the two cases is somewhat different. Here again we should on examination find that all our classes of habit would furnish illustrations of the principle. On the other hand, certain habits are apparently inimical to certain others. In a general way we recognize this when we lay stress on the avoidance of contracting " bad habits " at the outset of any new undertaking. Such habits may be bad in the conventional moral sense, or merely in the technical sense that they limit efficiency. But in either case we feel such habits to be not only inherently undesirable, but also a menace to the opposed good habits and an added difficulty in the securing of the latter. Apart, however, entirely from the question of bad habits, so-called, there seems to be no doubt that certain habits, if they become thoroly ingrained, may go far 1908] The doctri7ie of formal discipline 7 to incapacitate their possessor from contracting in an effective way certain other kinds of habits. One who has learned to drive spikes with a sledge hammer will probably find it more difficult to learn to execute fine embroidery than would have been the case had he not received the sledge practise and contracted the sledge habit. Similarly, one who has learned to concentrate altogether on the meaning of the printed page, and especially one who has learned to combine this capacity with great rapidity of reading, finds it extremely difficult, if not impossible, to read proof accurately. And conversely, it may be doubted if any first-class proofreader ever succeeds in reading very rapidly and at the same time with understanding. Attention has to be ditTerently directed to achieve the two ends. That our tastes and capacities rapidly become limited to those which we choose to cultivate is of course a fact familiar in literature as well as in common life; but as this fact has a possible explanation somewhat irrelevant to our topic, we may pass it by without further comment. In academic life what is so common as to observe that men who have confined themselves assiduously to some one field of intellectual endeavor become largely incapable of entering into other fields of interest ? It is not simply that their tastes rebel at tlie attempt. The machinery of their minds has lost_ a certain flexibility which possibly was once possest. All of which seems to show that expertness in specific directions instead of carrying with it unmitigated blessings may be purchased at a very great price, the price of efficiency in other important directions. It must be frankly con f est, however, that such instances are always ambiguous in the form in which we meet them in ordinary experience, because we have no reliable means of determining how far the outcome is due to native limitation of talent, or to the accidents of environ- ment, and how much is justly attributable to the sheer undi- luted effects of the special form of intellectual discipline pursued. This brings us fairly to the question whether there are any generalized habits ? Or, are all habits essentially specific ? In 8 Ediuatiojial Review [June the habits by which we accommodate our sense organs to things to which we wish to attend, the process is apparently highly specific, and any gain in the efficiency with which we use one sense organ, say the eye, resulting from the use of another, say the ear, must spring from some central factor common to the use of the two, of which no mention has as yet been made. To this hypothetical factor we shall refer again in a moment. Similarly, the habits which consist in effective manipulations of external objects have for the most part a highly specific character. One who has learned to hammer skilfully can drive nails or tacks with equal deftness perhaps, but sawing requires a quite different set of coordina- tions, and planing still another. Whether such habits will, on the whole, reinforce or inhibit one another can only be determined by actual test. In the intellectual range of habits we meet the most complicated case, and this brings us to the part played by attention and ideal control in all these cases. Personally I am disposed to believe that the most important elements in the whole situation before us are capable of state- ment in terms of attention. Leaving aside for the present purposes all more subtle mean- ings, I shall intend by the word " attention " the fact of menial concentration. We may accept for our present practical inter- ests a common psychological distinction between sensory and ideational attention. In the one case, the mind is concen- trated on some sense process; in the other, on some idea or train of ideas. Evidently there will be at least as many subordinate forms of sensory attention as there are sense organs. As we remarked a few lines above, when we attend to a sound our attitude is quite different from that which we assume when attending to a light, and both differ from the attitude of attention to an odor. There is mental con- centration in each case, and yet the acts are in the main quite distinct from one another. Similarly, in instances of idea- tional attention, despite the common characteristic of concen- tration, there will be some difference in the process as a whole, depending on whether we are calling into mind memory images of sound, or of things seen, or are reasoning out some 1908] The doctrine of formal discipluie 9 algebraic abstruseness which may chance to be teasing the mind. Now so far as these several forms of attention have di- vergent elements in them, and certainly there are many such divergences both of sensory content and of motor attitude, we shall hardly be entitled to look for beneficial effects in the use of one form of attention as a result of discipline in another form of it. So far as the two activities are different, it is difficult to see why a training in tone discrimination should produce a beneficial effect upon the discrimination of shades of color.^ But if we look more closely at the facts we shall see that there are certain factors common to all these cases which have not been mentioned. The persistent and voluntarily directed use of attention, especially when the subject attended to is lacking in inter- est, speedily becomes acutely distasteful. Voluntary atten- tion involves some strain and this strain, if long continued, is certain to become unpleasant. W^e first become bored, then restless, and finally find the thing intolerable and abandon it. Now no small part of the discipline which comes from the eft'ortful use of attention in any direction and on any topic is to be found in the habituation which is afforded in neglecting or otherwise suppressing unpleasant or distracting sensations. We learn to " stand it," in short. This fact has been pointed out at times by writers on these topics, but it is rarely given the importance which it properly deserves. Any one can attend to things which interest or please him as long as his physical strength holds out. But to attend in the face of difficulties which are not entertaining is distinctly an acquired taste, one to which children and primitive peo- ples always strenuously object. From this point of view it may well be that such studies as the classics and certain forms of mathematics have a peculiar value in affording the maxi- mum of unpleasantness diluted with a minimum of native interest, so that a student who learns to tolerate prolonged * That such a transfer of training may occur, see the interesting paper by Coover and F. Angell, "General practice effect of special exercise," Amer. Joiir. of Psychology (1907), p. 328. lO Educational Review [June attending to their intricacies may find almost any other undertaking by contrast easy and grateful. The actual mental mechanism by which this intellectual and moral acclimatiza- tion is secured, is extremely interesting, but we can not pause to discuss it. Certain it is that something of the sort occurs and that it is an acquirement which may presumably be car- ried over from one type of occupation to another. If each form of effortful occupation had a wholly unique type of discomfort attached to it, this inference might be challenged. But such does not seem to be the case. Again it is held by certain psychologists that, altho each form of sensory and ideational attention involves a special and peculiar motor attitude not found in any other form in which attention may be exercised, it is nevertheless true that there is a general attitude on wliich each of these special forms is grafted which remains as a constant background for all. Of course if this contention be true, and I am disposed both on theoretical and on experimental grounds to think that it is, there would be some matrix common to all acts of attention, and any development whatever would affect this central core in some degree. Altho we are here on distinctly speculative ground, there is at least some reason to think that the frontal lobes of the cerebral cortex are employed in all voluntary attention in a way which may afford a considerable amount of common cerebral action in many forms of attentive process, even tho the community of elements is by no means rigidly fixt and absolute. Allied to this physiological consideration and, according to certain psychologists, belonging in the realm of pure postu- late, is the doctrine that the mind is a unit and that all its processes must affect one another either positively or nega- tively. On the whole, it appears that the general theory of attention would lead us to look for some effect, whether advantageous or disadvantageous, on every intellectual under- taking as a result of every other previous mental activity. The approach to our problem from the side of attention enables us to attain an interesting and somewhat instructive 1908] The doctrine of formal discipline 1 1 sidelight on certain familiar edncational tenets. Much is said about the necessity of teaching- accuracy in observation. Clearly this leads us back at once to the various forms of sensory attention previously noticed. A boy taught to remark carefully what he sees, whether in the open field or under the microscope, may or may not learn to distinguish the rela- tions of musical tones more readily than if he had not had the training for his optical attention. On the basis of the consideration just canvassed, we should look even in this case for some gain, however slight, and there is some experimental evidence to justify this expectation, as has already been men- tioned. Moreover, we have to remember that the gain on the score of discipline to attention may be more than offset by the mutually inhibitory character of the habits involved in the two activities, so that loss and not gain would appear as the net result of certain combinations of this kind. But, in any event, nothing is more certain than that the boy's auditory attention must itself receive separate training if it is ever to be of much value. Training in observation, then, can never become widely effective unless it embrace all the important forms of sense activity. Memory also shares with " accuracy of obser\ation " the solicitude so often exprest as to modern educational methods and results. Few mental properties have been so widely sup- posed to profit by general training as memory. Nevertheless, certain distinguished psychologists have not hesitated to an- nounce that the devices commonly employed to secure this discipline were worthless. Other psychologists, hardly less dis- tinguished, have urged that the evidence advanced by the de- fenders of this doctrine was inconclusive, and my colleagues upon the program will no doul)t call to your attention some interesting experiments directed to solving this puzzle. We may notice, however, that memory is a func<^ion of concen- trated attention to the extent at least that, other things equal, the person who possesses the most concentration of attention will be found most tenacious of material learned and most prompt and effective in commanding this material when wanted. This consideration would lead us to expect that 12 Educational Review [June almost any training of memory would show some detectable effect in any subsequent use of the memory processes. Recent experiments indicate the correctness of this anticipation. Again it is said that education ought to train one's ability to execute analyses, to make accurate inferences, and to detect essential relations, as tho analyses and inferences and relations were names for perfectly homogeneous, uniform processes. The futility of this conception in the form in which it is often advocated requires no psychology more recondite than that afforded by common observation and a very modest type of common sense. If the world were built in a neat snug-fitting box, with all parts interchangeable, the scheme ought to work admirably. Unhappily the type of analysis and inference which is valid in mathematics, for instance, is practically very different from that which is valid in linguistics and history. A similar discontinuity of inferential procedure marks off from one another sundry other fields of knowledge. Surely from this side the most that educational doctrine can ask or urge is that the mind shall be brought into intimate con- tact with all the great characteristic divisions of human thought and that the processes in each of these domains shall be made familiar. If one has thus mastered the several modes of procedure needful in these main divisions of the world of mind, one is at least armed against the inevitable errors of complete ignorance and one is fairly started on the path to specialized proficiency. Psychologically, of course, the vari- ous forms of reasoning process reduce to one or two simple types with their variants. But practically the content of the ideas with which thought has to deal is often so diverse as to render discipline gained on this score in one direction of only the most remote consequence in another. It should not be forgotten that a very real intellectual ad- vantage is gained from any well-organized study, in that one is given a vivid illustration, which may prove contagious if the teaching be well done, of the possibilities of method and technique in thinking. The leverage given by system and organization is thus made clear. The precise system appro- priate to a given problem may, however, be quite inadequate 1908 J The doctrine of formal discipline 13 to some other problem, so that the profit on this score is not without its Hmitation. This last point leads to another which is in essence, per- haps, but a re-statement. It has been maintained that, after all, the great advantage in any serious study — the formal dis- ciplines as well as others — is in the creation therefrom of cer- tain ideals which are as such applicable to almost any situa- tion. Such ideals are thoroness, accuracy, system, and the like. I believe this contention may be granted without argu- ment, but it leaves us, as in the two preceding cases, quite uncertain as to the exact manner in which such an ideal as " system," say, could be transplanted from chemistry to poli- tics and literature. Even if the ideal really migrated, it would in many cases be necessary to discover from new expe- rience just hoAV it applied in the novel surroundings. SUMMARY In reply to our first question — i.e., whether the serious pur- suit of any study whatever may be expected to result in bene- fits for the subsequent pursuit of any other study — our general psychological principles lead us to the following conclusions, which specific experiment must confirm or disprove : ( i ) Cer- tain habits gained in the mastery of one study may be appro- priated directly in another; they may (2) be slightly modified before such application and still show for their possessor a great gain as compared with the individual who has to start from the beginning. (3) These habits may be incorporated in larger habit groups, either with or without slight modifica- tion. (4) They may tend to impede certain antagonistic habits and in turn be impeded by other previously extant and inhibitory habits. (5) But in all these cases, the instances of inhibition as well as those of reinforcement and incorporation, it seems probable that a certain gain in the power to use and sustain attention will accrue from any purposeful and per- sistent intellectual application. This result may be expected to come in part from the suppressing or disregarding of dis- agreeable and distracting sensations, and in part from the , . Educational Review discipline afforded to the common element in all acts of atten- "on whether this contmon element be fonnd ,n so...e cond - i™; of the cerebral cortex, or in sonte motor cond.t.ons wh c a,^ essetitial concomitants of all attentive attitudes. This prLipTe probably holds true in memory, in reasoning u rZtion, andm all the forms of ^ ^:^^_ common thought and language distinguish. C^') W'^j^^^^^ iects best reinforce one another; what ones most mevita ly CO fliet with one another; whether these relations are - pendent upon the mode of presentation, rather than upon he ' b ect-mltter itself; these and other similar questions, too :^^erous to point out, must one and all be --red by e- periment and experience. Dogmatism ,s wholly impossible advance of such drastic and exhaustive investigation. Time and space do not permit any attempt to discuss the second ciuestion which we formulated: i.e., whether any pai- 3::' sLies possess a special value for ^---1 ^hscip h^ry purposes? It should, however, be remarked that, stiictly sDcakin- there is probably no such thing as a purely dis- plny study. Any study is likely to be robbed o its good name and labeled a formal discipline, if somebody chances to alle-e that it is good for something beside that for which obviously exists. The implication of our deliberations would be that every study has latent in it the possibilities of becom- iiK. to some extent a formal or general discipline. Its pur- suU mav effect intellectual changes not confined to the topic with which it is ostensibly engaged. Meantime, it seems to be a safe and conservative corollary of this doctrine that no study should have a place in the curricnlum for which this general disciplinarv characteristic is the chief reconimenda- Uon Such advantage can probably be gotten in some degree from every study, and the intrinsic values of each study afford at present a tar safer criterion of educational worth than any which we can derive from the theory of formal discipline. J.\MES ROWL/VND AnGELL University of Chicago II THE EFFECTS OF TRAINING ON MEMORY This topic is perhaps that one of all the special problems connected with formal discipline that has been most frequently discust and most thoroly investigated. It may, therefore, stand as a type of the results and methods of experimental psychology as applied to the more complicated problems of mind, altho it is perhaps not the one in which most agreement has been attained. The oscillation of opinion on the topic is also charac- teristic of the attitude toward the problem in general. In my discussion I shall endeavor to reflect the results of theory and experiment, and shall make effort to distort them as little as possible by the surface from which they are reflected to you. Three important stages may be distinguished in the devel- opment of the theory. The first is probably most familiar to the popular mind, in fact was the universal assumption before the recent developments in our knowledge. It is that there is a single function or faculty of memory, and that any train- ing of that faculty must have its influence, no matter to what memory may be applied. On this theory, training anywhere would be effective everywhere. Our problem would be an- alogous to the problem of the physical culturist, for whom it makes no difference what work is done provided only the muscles are exercised. The arm gains strength just as cer- tainly if exercised on the pulley in the gymnasium as if em- ployed in wielding the blacksmith's hammer. Were the same analogy to hold, one could acquire a good memory by learn- ing names from the directory with the same certainty as by taking a college course. As in most matters of theory, violent statement gave place to violent reaction. If for generations there was no question that memory might be trained as an arm might be, and the 15 1 6 Edtuational Review [June whole curriculum was based upon that assumption, when the reaction came it was equally extreme. The beginnmgs of the reaction appeared with the refutation of the faculty theory by Herbart. More specifically the dogma received a blow when mental pathology, aided by normal psychology, dis- covered that man had not one memory, but many. It was found that there was a memory for each sense, not of course all represented in the same individual, but usually several m one individual. Then, too, there seemed to be special mem- ories for closely related kinds of material. It was found that memory might be lost for one part of speech, not for another; for one object and not for a closely related one. If memories are thus so distinct that one may disappear and leave the others unaffected, it would seem that training one memory could have no effect at all upon another. In this re- spect the analogv with physical training would assert that you can no more trahi your memory for historical dates by learn- ing poetry than you can train for a race by finger exercises on the piano. The two memories would be as distinct as the two members of the body. This negative conclusion was reinforced by two other con- siderations: one, theoretical; the other, factual. In the first place, there is little analogy between training the man as a physical whole and training memory, for the same kind of process is involved in muscular training in general as is involved in each piece of learning. When a muscle contracts there is left behind as a result of the contraction an increased liability and capacity for contraction, that thus strengthens the muscle. Memory of any kind, on the generally accepted theory, is the result of an entirely analogous change in a nerve cell upon any excitation. One remembers a face because cer- tain cells in the back of the brain take on a habit of acting as a result of seeing the face, and this leaves a disposition to be recxcited whenever appropriate occasion arises. And the change in the cells as a result of some sensory impression is assumed to be entirely analogous to the change in the muscle as the result of action. You are training a memory whenever you receive a sensation in exactly the same sense that you 1908] The effects of training on nieniory 1 7 train an arm by contracting it. The problem, then, is not " Can you train memory thru use? " but " Can you train one group of nerve cells in the brain by exercising other sets of cells that may or may not be situated anywhere near them, or that may or may not be functionally related to them? " The factual considerations that tended to confirm the con- clusion were some actual experiments by Professor William James. ^ He first tested his memory by learning some lines of Victor Hugo's Satyr. He learned 158 lines during eight days. This required 131 5-6 minutes. He then worked twenty minutes daily until he had learned the first book of Paradise lost. After this training he went back to Victor Hugo's poem and found that 158 additional lines divided as before required 151 1-2 minutes for learning. There was, then, after training a loss of twenty minutes' time rather than a gain. Professor James admits, however, that there was some question of the validity of the second test, because he had been considerably fatigued by other work. The test was repeated by four of his students in approximately the same way. Of these, two showed some considerable gain as the result of practise and two showed no gain. The results are not as striking as the conclusion they were adduced to prove. In fact, it would be a question whether any conclusion at all could be drawn from them by a conser\^ative observer. But whatever value we may assign to the results themselves, the name and fame of the author and the cogency of his arguments from generally ac- cepted physiological theories carried great weight. In fact, it may be said that in American psychology at least his conclu- sion that the primary memory can not be trained, but that man is born with a certain retentiveness that can not be added to or subtracted from by taking thought, has been held to practically without exception. The only point at which Pro- fessor James would admit any effect of training is in ac- quiring better methods of learning, gaining capacity for pick- ing out the essentials of the matter to be learned, and in dis- carding the unessentials. Down, then, to a comparatively recent time we have had two diametrically opposed schools. Memory is either a single ' James : Principles of psychology, Vol. I, p. 666. 1 8 Educational Review [June thing that can be trained as a whole as you train a muscle, or it is a capacity of a vast number of separate organs sufficiently independent to have no increase in capacity of one affect the usefulness of any other. Both of these theories are logical deductions froni the assumed premises, but they are a priori in character, and have not been confirmed by carefully con- trolled experiment or observation. Where two sets of premises may give rise to such opposed conclusions, we must have recourse either to more accurate examination of the premises, or to concrete facts, before it will be possible to harmonize the conclusions or to accept either. Fortunately, more recent investigation seems to furnish both, and of a character to form what may be regarded as a compromise between the two extremes. In beginning our discussion of the more constructive work, it will be necessary to distinguish two forms of learning thai follow laws that are diverse, or at least two forms that have little to do with each other. These are rote learning and learning of substance, or logical learning. The two methods seem to be in part mutually exclusive, or at least independent one of the other. One may have a w'ell-developed rote mem- ory and little or no logical memory. At some stages of devel- opment a child seems compelled to learn word for word or not at all, while relatively few adults have an accurate mem- ory for anything more than the meaning of what is read or heard. Quite frequently, too, as one increases the other decreases. This is not a necessary relation, but from com- mon observation seems quite as frequent as to have both in- crease together. It will be necessary, then, to discuss each sort of memory separately. On rote memory there has been a large amount of work done in the last two decades, work that for the most part has not been directed to our particular problem of training the memory, but which has, nevertheless, developed a technique and established standards of accuracy that were entirely lack- ing at the time the experiments of Professor James were made. In the experiments, great care is taken to control all possible sources of error. The material employed is usually lists of 1908] The effects of training 07i nietnory 19 nonsense syllables that have never been used and so probably have never been learned even in part before. Then again, the syllables are exposed at perfectly regular intervals by an instrument that permits but one to be seen at a time and insures that each shall be shown for the same length of time as any other. A vast number of other apparently insignificant details, that experience has shown to be important in their effect upon learning, are carefully lookt to that no single ex- traneous factor may come in to obscure the results. It has been noted in nearly all experiments that have extended over a considerable time that the amount of effort required for learning became less with practise. Whatever the measure used, it has been found that fewer repetitions or less time is needed to perfect the learning process after practise than before. It was explained ordinarily that this was due to ac- quiring familiarity with unusual conditions of learning and with the new material, or at least that the practise would hold only for material of practically the same kind. In 1905, Ebert and Meumann - published from the laboratory of the University of Zurich the results of a long investigation that had for its chief end the determination of the effects of training in learning material of one kind upon the capacity to learn material of the same and different kinds. The investigation was extended over a long period of time, and the effects of the practise were tested upon a sufficient variety of material to leave but slight room for doubt that the main outlines of the investigation will stand the test of time. Eight subjects took part. Their memories were first tested for ease of learn- ing different sorts of material, such as series of letters, num- bers, nonsense syllables, words, Italian words, strophes of poetry, and selections of prose. They were tested for re- tentiveness on some of the same kind of material, and in addi- tion on visual signs that had no conventional meaning. After these tests had been made, the subjects turned to an investi- gation of a problem in the economical methods of learning that does not concern us here. In this investigation they learned thirty-two series of nonsense syllables; ordinarily they learned two series of syllables on one day and tested the re- '•' Arc/i.f. d. gesam. Psych., Vol. IV, p. i. 20 Educatio7ial Review [June tention of two more. In most cases this meant learning four series of twelve syllables each on each of sixteen days. At the end of this time the first test material was re-learned and the facility of learning was compared with the original. After the second cross section thru the memory capacity, there was still another period of training. Four of the subjects were trained on sixteen series of the same material as before, and four who could give more time were subjected to the com- plete set of thirty-two series. When these had been finished, a final test of capacity was made that could be compared with the original condition and with the result obtained after the first period of practise. The results fell out entirely in favor of special training giv- ing a general effect. For every subject there was a pro- gressive increase thruout the series both in quickness of original learning and in the amount of retention. Not only this, but the effect of training from learning nonsense syllables extended to the other materials that were used, and in nearly the same degree as the closeness of the relation between the kinds of material. The table will show the results in general outline. It gives the average for the subjects on the eleven different forms of work. We may divide the results into two groups: one shows the effect of training on original learning; the other, ihe effect of the training on retention, on the retentiveness of the memory as measured by the num- ber of repetitions required for relearning after the lapse of t went v- four hours. TABLE I 3d cross 2d cross ist cross per cent, gain per cent, gain section section section 3 over 2 3 over I Numbers II. 2 8.8 7 26 59 Letters "•3 9-5 7-2 19-3 58.2 Nonsense sj^llables 7-3 6.2 5-2 19 42 Words 8.8 7-3 20.5 Italian words 6.5 5.5 5 18 30 Poetic words 19 17 15 12 27 Prose words 22 19 17 16 29 In this table the figures all indicate the number of units that could be retained on one repetition. i9o8] The effects of training on niemojy 21 TABLE 113 AVERAGE NUMBER SECONDS PER SYLLABLE ist cross 2(1 cross 3d cross section section section Learning 0.4S 0.83 2. 11 Relearnuig 0.20 0.27 0.49 Learning 0.90 2.23 3.83 Relearning 0.30 0.35 0.68 Learning .108 .175 .273 Relearning .036 .040 .056 Learning 0.47 0.6 .75 Relearning .07 .oS 0.14 per cent, per cent. gam 3 over 2 43 35 59-6 14-3 32.8 10 21.6 12.5 gam 3 over I 77 59 76.5 55-9 60 36 37-3 50 READUXGS REQUIRED Learning 50 99 175 Relearning 9 12 36 49 25 Nonsense syllables [ Optical symbols - Italian words V Line of poetry ^^'"^ '• 20 lines of prose 75 j ^ It can be seen from the tables that in every case there was a gain in the average performance of the eight observers for each kind of material used. It will also be seen that there is a tendency for the gain to be greatest in material that is most closely related to that on which practise was obtained. The difference is not, however, sufficiently great to make it at all probable that rote memory for any sort of material would not be increased as a result of practise in learning any- thing else. It is also a striking result that the retentiveness of the memory should be increased as well as its quickness. It is suggestive of the extent to which training may go that the second period of training should still show a very marked eft'ect. Indeed it was the original intention of the investigators to continue practise until a limit was reached, but this did not seem practicable. The limit conjectured by the authors was a degree of training that would permit complete learning of the series used at a single repetition. There was some differ- ence in the amount of training between different individuals. This could be traced in large part to the amount of earlier training. The smallest amount of training was shown by Professor Meumann, who has devoted a large proportion of his time in recent years to learning nonsense syllables and in conducting investigations in memory. Still he did not fail 3 In this table the figures indicate the average time in seconds required to learn each syllable, except in the last instance, where the results are given in number of readings. 2 2 Educational Review [June to show some evidence of training in most of the tests that were made. Surprizing, too, are the results of tests of the persistence of the effects of training. Tests made after the lapse of from seventy-five to one hundred and fifty-six days of vacation showed that there had been no loss of the training; in fact, in several instances there had been an actual increase in mem- ory capacity. If we are to take these results at anything like their face value, it would seem that memory is capable of being trained to an indefinite degree, and that training in one field carries with it training in other related fields, but they need not be so closely related as to render it at all likely that training in remembering any one sort of material would be entirely without effect in any other field. This effect of training is not transient apparently, but persists, or its effect may even be increased after the lapse of considerable time. It might be objected that training of this kind is impractica- ble and that the methods of training, the materials used, and the methods of testing are so different in character from those that would be used in practise that it is possible to draw no conclusions from them to apply to the fields where we are really interested in producing results. This may in part be met by citing the results of some experiments of Winch * on school children in Great Britain. The tests were made by learning selections from an historical reader, the training consisted in committing poetry or selections from a geographi- cal reader. More than one hundred children, from three neighborhoods of different social standing, were chosen to be subjected to the tests. Each class was divided into two groups of approximately equal mental attainments. One group, after a test had been made, spent four periods in committing to memory about one hundred words of poetry, while the others were engaged in doing sums. The other classwork was the same for the two groups. On the fifth morning after, each group committed a second test passage. It was found that the children who had had the special practise averaged nearly ten per cent, better than those without training. And when the two first divisions were again grouped with reference to •» Ihiiish journal of psychology, Vol. II, p. 2S4. 1908] The effects of training on memory 23 comparative merit, every group with training did better than the corresponding group without ; a very striking result, consid- ering the small amount of training. While these experiments are very much less complete and less carefully controlled than those of Ebert and Meumann mentioned above, they have the advantage of confirming the others on children of school age, on a larger number of individuals, and on material that is used in actual school practise. The two investigations, taken together, seem to leave little doubt that rote memory can be improved by practise. Our original theoretical question must then be faced : are we to interpret the results as a proof of the existence of a faculty of memory that acts in all the forms of learning that have been considered, or can we retain something of the more modern theory that the memory functions are in some measure distinct? It must be asserted that the former alternative of a memory faculty is not sufficiently in harmony with known physiological and pathological facts to be accepted, except as a last resort. The one alternative is to assume that, while there are different memories, they either overlap in part, and in sufficient measure to account for our results, or that there are other common elements of sufficient importance to ac- count for the effect. The observations of the subjects in the experiments of Ebert and Meumann tend to favor the latter interpretation. Their progress seemed to be marked by greater capacity for attending to the nonsense material or to attending mechanically in general. Then, too, they acquired better methods of learning. Instead of attempting to help themselves by extrinsic devices, they became willing to give themselves over to the purely mechanical repetition of the material without much thouglit of the consequences. Each tends to adopt the method of learning that is most economical for himself. This varies from individual to individual, but it could be observed in each that the method of learning changed qualitatively as the exercises progressed. The per- sons tested took a devious course towards the end in the early experiments and gradually eliminated the bypaths that proved less profitable as time went on. It would seem, then. 2 4 Educational Review [June that a large part of the training, as it appears in the memory process, can be explained in terms of the acquirement of better methods of working and of a familiarity with the ma- terial and processes that makes relatively interesting what at first is probably as uninteresting a task as can easily be imag- ined. Ebert and Meumann were of the opinion that in addi- tion there was a training of some common capacity that might be made to correspond fairly closely to memory as used in the popular sense. This does not seem to me to be a necessary conclusion, for no one knows how the gain due to these secondary factors stands to the total amount of improvement. One can not be sure, therefore, that all of the gain is or is not to be explained in terms of the change in these capacities that are generally assumed to be susceptible of training. What explanation is to be offered for the fact is of less importance than is the fact itself. It seems pretty certain, if we are to place any confidence at all in these results, that memory as a rough whole can be trained by comparatively simple methods to a degree that is great enough to offer prac- tical advantages. It also seems that the fact of training can be explained in a way that will not be out of harmony with generally accepted principles of pathology, physiology, and psychology. It matters little, then, whether we still assert or deny that the training is or is not of memory, or is or is not of other functions related to memory. What we in every-day life call rote memory does improve with use. Slightly dift'erent is the problem of the logical memory or memory of ideas as opposed to words or symbols. On this problem there are few, if any, technical experiments. Con- clusions must be drawn from observation and from general considerations. Some conclusions on learning of this charac- ter seem, however, to be pretty thoroly established. It is cer- tainly true, so far as common observation extends, that one's memory for any domain of work grows as one's acquaint- ance with the field increases. Mathematical symbols or dem- onstrations are remembered by the mathematician which would be forgotten quickly and entirely by one less versed in that lore. The same principle is evident in every field. What 1908] The ejfects of trainhig on 7neniory 25 one already knows something of one remembers, and so far as one can say from observation, the ease of remembering is pretty closely proportional to the amount of knowledge in the particular domain. In this sense, learning in one field seems to exert an influence upon other learning in the same field, and it is also probable that it makes easier learning in a related field. Training in mathematics or in chemistry evi- dently aids in some degree in remembering facts in physics; training in one language facilitates learning another, particu- larly if the language be a related one. This fact, if it be accepted as such on the basis of what I believe to be general opinion, probably recjuires a slightly different explanation from any that has been given for rote learning. Here apparently the increased facility for learn- ing is due to the circumstance that retention and recall depend upon the connections that are made with material already known. When much is known already, there are many points of attachment for new knowledge, and many of the attach- ments have probably been already partially formed before the particular moment in question. The new, then, is not altogether new, but is in part a new application of old knowl- edge. And even if in itself altogether new, it can be closely related to familiar matter. As a consequence, it seems that learning anything carries with it automatically increased ca- pacity for learning- everything that is related to it in any way. Where the two fields are closely related the gain from earlier knowledge is great ; where the relation is less close, the gain is smaller. In the light of the close relation of facts of all kinds, he would be a bold man who would attempt to assert that learning of any kind would be entirely without influence upon later learning of any other kind. He would also be equally bold who ventured to assert, on the basis of present knowledge, just what fields of knowledge were most closely related and how much influence training in one of the fields would have on any other. Besides this improvement in the capacity for remembering that is due to the acquirement of associative bonds, there are undoubtedly habits of learning that can be transferred from 26 Edzicational Review [June one sort of material to another that would improve factual or logical learning in very much the same way that similar habits improve rote memory. Habits of attention in general and to one kind of material not to another, are undoubtedly ac- quired thru study of any kind. Even the habit of using books intelligently needs to be acquired in the early stages, and once acquired, can be transferred to other fields. Even more im- portant is the capacity for selecting the important points and in properly knitting them to the related facts, to the facts and occasions that render their recall desirable. For most adult learning it is essential to remember the fact apart from the language in which it is exprest and apart from the particu- lar connections in which it is first learned. All these habits of easv and effective learning can be acquired by learning any sort of material that it is important to remember, and once acquired, may be transferred to almost any other field. If we retiu-n by way of summary to our original theories as to the nature of memory and of the factors that affect its training, we may say that we neither have one memory nor many that are absolutely distinct. Rather do we have many memories, more or less distinct, but closely associated, with common elements. We can not train one memory without training others. In terms of our comparison with the facts of physical training, we must find the analogy for memory neither in one muscle nor in many absolutely distinct muscles. But as training one muscle never leaves other muscles un- affected, so training one memory is not without influence on oth.ers. It is found that practise with one hand increases the strength of the other hand. This is in part no doubt due to the fact that the two sides of the body are so connected nervously that it is not possible to move one without moving the other slightly. There is thus actual exercise for both hands when one is exercised. In addition, training in any exercise that requires skill undoubtedly increases more general habits of accurate perception and methods of eliminating useless move- ments that are transferable to other movements and movements with other parts of the body. So, too, with memory, in the usual logical learning the factors involved are in large measure 1908] The effects of training on memory 27 common to memories of all related subjects. You can not be sure that any fact is absolutely unrelated to any other, and so far as they are related, learning the one makes easier learn- ing the other. In both rote and logical learning there are definite habits and capacities of attending to be acquired, and these may apparently be acquired in one field and used in another. We have to do in memory, then, with a large num- ber of fairly distinct physiological capacities, but their use has become so dependent upon habits common to the differ- ent capacities that they are functionally parts of a common whole. Training one part thus trains related parts, and the whole in some degree. There is at present no means of say- ing how much training one memory receives thru training another, nor is it possible to say very exhaustively what mem- ories are more closely, what more remotely, related. Suffice it to say that memory for any range of facts will be trained more completely by practise in that field rather than in some other, just as training in rowing is more effective in that sport than in football. Nevertheless, the crew-man is better mate- rial for the eleven than a pianist or a golf-player or the man without training in any athletic sport. So the man with well- rounded training is probably on the average better trained for learning in any field than the untrained man, or even than the man with a narrow education in any other field. W. B. PiLLSBURY University of Michigan Ill THE RELATION OF SPECIAL TRAINING TO GENERAL INTELLIGENCE There have recently been urged upon the attention of Amer- ican teachers a number of experiments and statistical inquiries which are held by their authors to show that training of mental functions is always specific. Thus, it is asserted on the basis of these investigations that there is no general function of observation; there are, rather, as many kinds of observation as there are kinds of facts to be observed. There are no general functions of discrimination or comparison; no general virtues of neatness or good manners. All is spe- cific. To be precise in arithmetic means that and no more; it does not mean to be precise in baseball or even in reading and writing. My experience in experimenting with this problem leads me to believe that those who have advocated this doctrine of specific functions have had a very limited A'iew of the facts involved, and have consequently reached a formula of mental organization which is wholly inadequate. I shall report in some detail experiments which bear directly on the problem, and shall then pass to the theoretical and practical conclu- sions which follow from these experimental results. The first experiment which I have to report is a very simple one. A person who was to be tested was seated in such a position that his right hand and arm were entirely hidden from view by a large screen. Whatever he did with this right hand would, therefore, be unseen by him. On the left side of the screen and in full view, nine different lines were shown in succession, and he was required to place a pencil held in the unseen right hand in the direction indicated by the several lines seen before him. The errors made in placing the pencil were accuratclv measured and recorded. A stand- special training and general intelligence 29 ard of comparison was thus gained by which all later results could be evaluated. The next step in the experiment was to train the person being tested to more accurate localization of one special line, which for purposes of our description we may call No. 5. With this one line, No. 5, the reactor was given fuller visual experience and the error which he at first made with this line gradually disappeared. After this clear im- provement with No. 5 the original conditions were restored, and the reactor was again tested as at first with all nine lines. Every line in the series was affected. This means that there had been a transfer of effects under the conditions of the training described. This, however, was not all. Some of the lines had shown in the first series of tests an error in the same direction as line No. 5 ; others showed an error in the opposite direction. The transfer of practise differed in the two kinds of cases in that those lines which had a like error with No. 5 im- proved with No. 5, while the lines which had errors in the opposite direction to No. 5 grew worse as a result of prac- tise with No. 5. The transfer of practise was no less real in the case of the lines which increased in error than in the case of the lines which improved. Both kinds of cases show that the functions involved are interdependent, and that trans- fer of practise is a complex process which must be studied from a variety of points of view if its different modes of operation are to be fully understood. Joint improvement is only one of the possible forms of transfer; reciprocal inter- ference is just as significant a type of relation and just as certainly a type of transfer as is joint improvement. The experiment was carried a step further. After practise with No. 5, a new practise series was instituted with another line, which we may designate as No. 2. It was found that the person being tested was now very much less affected by practise with line No. 2 than he had been during the first practise series with No. 5. The amount of practise given Avith No. 2 was much greater in quantity and more radical in type, but the reactor remained relatively unaffected. This means, of course, that when the reactor first came to the 30 Educational Review [June experiment he was open to all kinds of suggestions. He was in the habit-forming attitude; he easily took on the effects of practise. But after the training which he received with line No. 5, he was less capable of acquiring new adjust- ments; he was no longer in the habit-forming attitude. This is a third phase of transfer of practise. It is no less significant than joint improvement or reciprocal inter- ference, for surely any influence which renders an observer immune to the effects of new practise is not to be overlookt in discussing the relations of various forms of experience to each other. The closing up of the possibilities of future practise is much more important a consequence of any prac- tise series than the direct transfer of effects to other functions. We can gain more light on this third type of relation between functions by bringing out the fact that all thru the experiment under consideration the person being tested was kept in total ignorance of the purpose and results of the tests. H did not know that he improved with line No. 5, or that he transferred the effects attained with line No. 5 to all the others. When he began working with line No. 2, he did not know that he was resisting improvement, and con- sequently was not disturbed by the absence of new practise effects. A second experiment, which exhibits more fully the effect of ignorance of results, is as follows. Two observers were gi\'en a series of tests in the comparison of two geometrical figures. The figures compared were complex and were incor- rectly perceived because of their complexity, giving rise to what is known as a geometrical illusion. One of the two fig- ures was overestimated ; the other was underestimated. As a result of a long series of comparisons, the two observers ultimately overcame the tendencies toward overestimation and underestimation: that is, they learned to apprehend the lines correctly. They both learned this lesson in about the same number of comparisons, showing that they were both at the outset equally capable of taking on the effects of practise. During the course of the experiment one observer was kept in total ignorance of the results of practise, while the other 1908] special training and general intelligence 31 was fully informed. Thus when they entered upon the second stage of the experiment, one had practise, but did not know its effects upon him. The other had practise and did know its effects. The figures which they were using for com- parison were reversed and a second series of tests began. When they began working with the reversed figures, both observers showed confusion under the new conditions. Very soon, how- ever, the observer who knew about the effects of practise adjusted himself to the new demands and rapidly overcame the illusion. There was in his case a speedy and advantageous transfer of practise. The other observer who did not know the effects of his earlier experience showed a greater error than at any time in the first series, and, what is still more im- portant, he showed no disposition to improve. In spite of the dift'erence in the final outcome it should be noted that the practise gained in the first series was transferred in both cases. In one case, it worked improvement ; in the other, it not only worked against improvement by increasing the illusion, but it also rendered the observer incapable of rapid readjustment. The facts which I have thus far cited are experimental results obtained under rigid and accurately measured condi- tions. They are paralleled by facts which appear in ordinary experience, and it will be well to refer to these commonplace experiences before we turn to any final formulation of principles. First, let us take a few cases of interference of training. The mathematical prodigy is a person who has become so absorbed in number that he has little or no attention for anything which can not be counted. His ability to use num- ber is cultivated at the expense of all his other possible modes of thought. Again, the bookworm may become so absorbed in reading that he will withdraw from the observation of nature and train his bookish capacities at the expense of all others. The scientist who is devoted to bugs or plants is proverbially negligent of the other facts which are offered to his eyes. Even the Greeks made sport of the philosopher who, while looking at the stars, fell into a well which he had not noticed. 32 Educational Review [June These facts do not show that there is one facuhy for the observation of stars and another for the observation of wells; they show rather that the faculty of observing can not be turned at the same time in all possible directions. If the mind is full of thoughts about stars, this will interfere with thoughts about wells. It is just because mental life is a unity that it can not turn to everything in equal degree. I can not read books and at the same time look at the sky. No one would argue from this that I have one eye for the reading of books and one for looking at the sky. The simple fact is that I have one pair of eyes and I can use them as I will, but if I use them in one direction I must be content to turn them away from many other directions. Indeed, the process of mental training is in many cases one of educating the pupil to turn away from things. I teach my child to look at one part of a picture by withdrawing his attention from all else on the page. The principle of selection, or concentration of attention, or of disregarding distractions, is the principle illustrated in all these cases. So far does this principle go in sensory training that when I am intently look- ing at the page before me I do not hear the sounds that appeal to my ears. Does this argue that my hearing and seeing functions are unrelated, or does it show their intimate inter- dependence? I submit that interference of functions is the strongest possible evidence of their interdependence. Turning to the type of transfer which we found in our experiments when we observed that sometimes a person is less open to improvement after training than before, we can again find parallel facts in commonplace experience. Chil- dren who have not acquired fixt habits of articulation imitate very readily the pronunciations which they hear about them. We who are adult and have fixt habits, do not change easily. This is amply illustrated in the ease with which children learn a foreign language, and the difficulty which adults experience in trying to articulate unfamiliar sounds. Another illustration appears in the fact that the man who, thru much experience in walking, has learned certain methods of keeping his body balanced and erect, does not learn to ride 1908] special training and general intelligence 33 a bicycle as readily as the boy whose habits of bodily balance are much less fully adapted to the walking position. Again, how often have we heard music teachers and writing teachers say that the worst pupils are those who have bad methods. To break up a bad method is more than double the task of teaching a wholly untrained child. We might go on multiplying cases to show that, when train- ing has fixt a habit, all related activities are less open to education than before. It is in general the absence of all fixt habits of thought and action which makes the child such a good subject for education. It is not because our functions are separate and distinct that we grow less and less subject to education as we grow older. It is because we are dominated in all our functions by those activities, either of body or mind, which get the first and most intense training in early life. All the facts thus argue, I firmly believe, not for a dis- creteness of mental functions, but rather for a unity and compactness of mental life, such that if you influence one phase of a man's conscious being, you contribute, sometimes negatively to be sure, but none the less surely, to all the different elements of his nature. Let us turn from the negative cases to some commonplace facts of positive influence of one function upon another. I shall take at first a very broad illustration. Our whole generation is greatly influenced in its thinking by the doc- trine of evolution. That doctrine Avas first formulated in biology, but who would attempt to define the limits of its applications now? The preacher, the historian, the political economist, the educator, have all been dominated by this gen- eralization and have carried it over into their several spheres of thought and action. A second type of illustration is to be found in the fact that we all know what is meant by the phrase, the scientist's atti- tude. The man who, thru long training in the analysis of situations, has acquired certain general modes of intellectual procedure, will show himself a scientist in the presence of any emergency, however novel. Every new situation is attacked in the fashion for which his training has prepared him. 34 Educational Reviezv [June It is sometimes said that this general type of mental re- action is inherited rather than acquired. For my part I do not see how that changes the conclusion regarding the inter- relation of mental functions. If one can inherit a general function, why should we argue further for discreteness of functions? The general characteristic certainly pervades all mental activity, and this is exactly what we mean by the posi- tive cooperation and interrelation of functions. Other illustrations of the same type are easy to find. It is no idle fancy of popular observation that the clergyman always adopts habits of behavior and thought appropriate to his walk in life. Indeed, it has been charged that there are certain mental habits and ways of acting which go with the educational profession. We can have a theory to the effect that our training as teachers is not carried over into our other hours of life, and we may possibly derive some comfort from this theory, but it will hardly change the common view, which is after all a very respectable generalization. I shall be satisfied with this recital of facts. If we chose other illustrations of transfer and generalization of practise, we might fall into some of the doubtful cases covered by the nebulous phrase used by those who defend the doctrine of specialized functions when they say that certain specialized functions contain identical factors and are related thru these identical elements. I confess I do not understand fully what they mean by their references to identical factors. I feel safe in the cases above cited, however, for there can be no single factor in all of the scientific man's methods of thought, unless indeed the man himself be the identical element. I shall venture to stand thru the rest of our discussion on the facts which have been adduced. These facts certainly justify the statement that mental functions are interrelated and interdependent in the most manifold ways. Sometimes the training of an attitude aids the positive development of certain other attitudes. Sometimes one function interferes with other functions. Above all stands the fact that every experience changes the individual's capacity for new experiences. .1908] special training and general intelligence 35 With these conchisions in mind I behove we are in a position to restate the problem. We can no longer ask the simple ques- tion whether training in arithmetic helps the student in geog- raphy. To ask that question and be satisfied with some kind of a count of cases where it does and others where it does not, is to touch the real problem very superficially. Certainly it is true that an excessive interest in arithmetic, as in the case of the mathematical prodigy, may close up the avenues of interest in geographical lines. Certainly it is true that an excessive interest in maps and descriptions of countries might very conceivably make the solution of abstract problems of number very distasteful to a boy who wanted to travel rather than count. If geography and arithmetic interfere with each other at times, they must be related at least negatively, and our inquiry must extend to the consideration of such negative possibilities. Furthermore, the moment we admit negative possibilities we reach one of the radical objections to settling this question of transfer of training by averages. If out of one hundred boys there are twenty-five who enjoy counting and are so much absorbed in that form of thought that they seriously neglect geography, and twenty-five others who are indifferent to arithmetic because they enjoy reading about travel, and fifty who are much aided in the precision of all their work by their arithmetic, what will an average of the one hundred boys show about the relation between geography and arithmetic? The first fifty with their negative results will counterbalance the second fifty with their positive tend- encies, and our average will seem to show what is not true: namely, that there is no relation between training in arith- metic and training in geography. I can not refrain from the general remark that the statistician who would venture to assert a universal negative on the basis of an average seems to me to take himself very seriously. I think we are justified in saying to him and to ourselves, that the real question here is not one which can be answered by yes or no. Our ques- tion is not, are functions interrelated and capable of influ- encing each other? The vital question is, what is the type, and what the degree of interrelation? Our problem is one 36 Educational Review [June of analysis and not one of classification. To find out ivhy two functions conflict or cooperate is better than to assert or deny their relation in vague general terms. There are many productive educational problems of the analytical type thus proposed. Let me take up in detail one of them. What is the relation between education in the theory of a certain situation and education thru practical contact with the situation? It is not difficult to find enthusiasts in favor of practical training as opposed to theoretical. There is the horrible example of the college graduate who knows the theory of bridge-building, but makes very foolish blunders in the shop. There is the theoretically trained pedagog who makes a poor disciplinarian and an inefficient instructor. On the other hand, the consensus of human experience is that theoretical training is worth while. If the college man at first makes more blunders than the man who has grown up in the shops, the college man is not unlikely in a year or so to find himself, and to be able to use his theory very effectively in surpassing his practically trained neighbor. The notion that pedagogical theory is a hindrance in teaching gives way also in face of the facts. Our problem is clear. Why do theory and practise seem in some cases to conflict? Why do they seem at other times to cooperate in producing the highest degree of efficiency? And, when they conflict or cooperate, what are the details of the relation between them? W^ith the value of a simple experiment in mind, I shall try to reduce this problem of theory and practise to a very definite experimental basis. I am sorry that I have not been able to work the problem out more fully. Some ten or eleven years ago Mr. Scholckow, now principal of a New York school, undertook at my suggestion the experimental investi- gation of this problem. He did not complete the investigation and has never published his result or his method. I later carried the experiment a little further, and shall report on the basis of my results. I wish to acknowledge very fully Mr. Scholckow's contribution, and I secured his consent some time ago to the publication of anything relating to the topic. Two groups of pupils in the fifth and sixth grades were 1908] special training a7id general intelligence 37 required to hit with a small dart a target which was placed under water. The difficulty of hitting the target arises, of course, from the deflection which the light suffers thru re- fraction. The target is not where it seems to be, and the boy must tit his aim with the dart to conditions which differ from those which he knows in ordinary life. The amount of refraction and the consequent displacement of the target are capable of definite theoretical explanation before one throws the dart. In this experiment one group of boys was given a full theoretical explanation of refraction. The other group of boys was left to work out experience without theoretical training. These two groups began practise with the target under twelve inches of water. It is a very striking fact that in the first series of trials the boys who knew the theory of refraction and those who did not, gave about the same re- sults. That is, theory seemed to be of no value in the first tests. All the boys had to learn how to use the dart, and theory proved to be no substitute for practise. At this point the conditions were changed. The twelve inches of water were reduced to four. The difference between the two groups of boys now came out very strikingly. The boys without theory were very much confused. The practise gained with twelve inches of water did not help them with four inches. Their errors were large and persistent. On the other hand, the boys who had the theory, fitted themselves to four iches very rapidly. Their theory evidently helped them to see the reason why they must not apply the twelve-inch habit to four inches of water. Note that theory was not of value until it was backed by practise, but when practise and theory were both present the best adjustment was rapidly worked out. I regret to say that the experiment was not carried far enough to determine how long the boys who were without theoretical training would have had to work al the problem of hitting the target, in order to overcome their confusion with every change in the depth of the water. They did master four inches, but were again confused with eight inches. We may safely appeal to general human experience, however, to supplement our results at this point. Theory has always been 38 Edticatio7ial Review [June built on the basis of series of particular results. When men first observed the results of refraction they were much con- fused by them. Lucretius, for example, is an illustration of a thinker who has no generalized theory of refraction. He is typical of all ancient observers when he reports the apparent crookedness of a stick in water and declares that it is a decep- tion of the mind. Men could not, however, be satisfied with this vague conclusion. They were stimulated by repeated experiences to attack the facts more vigorously until finally a general principle was formulated. This generalized expe- rience we call the theory of refraction. When one group of boys was instructed in the theory of refraction, they were merely given by a short-cut method the best experience of tlie race regarding the way to reach objects seen under water. When the boys absorbed this theory they had the epitome of many experiences. The experiment showed that this theoreti- cal knowledge was relatively useless in the first series of tests : that is, until each boy had realized in his own actual contact with water what experiences were discust in the theory. The theory is not a substitute for direct experience; it is rather a frame in which experiences may be properly held apart and at the same time held together. The boys who did not have the theory had experiences, but one experience got in the way of another and there was disconcerting confusion. There was, to be sure, in this confusion a certain relation, but it was of a type opposite in character to that which appeared in the cases of the boys who had the right cue in their theoreti- cal principle and so put the two groups of experiences into the right setting. Such an example as this makes it clear that every experience has in it the possibilities of generalization. Whether the generalization will be worked out by any individual is a question of that individual's ability and persistence. It is clear, however, that there is nothing in such an experience which would lead us to speak of training as specific and in- capable of generalization. Let us turn from this example to others of a more common ty])e. A boy is taught to look for birds. Does he become 1908] Special training and general intelligence 39 more alert in looking for flowers and rocks? That depends entirely upon what looking for birds means in the case under consideration. If a boy is taught in a narrow way to name birds and to look for their nests, with no intimation that there is anything else in the world of nature for which to look, then it is not probable that he will tend to generalize his atti- tude toward the world sufficiently to include other observable facts. If, on the other hand, a boy is taught to open his eyes to all the facts of the world; if, for example, he is taught that swimming birds have certain characteristics, running birds others, and that certain birds will be found in one kind of an environment, other types in other surroundings, then the tendency to generalize observation will be strong. It is safe to say that looking for birds may be a narrow training in some cases, and a very broad training in others. The most important educational principle here involved is not a princi- ple of special mental functions, but the principle that good teaching aims at generalizations. Again, if we ask whether arithmetic is helpful as an intro- duction to algebra, the answer depends on what we mean by arithmetic. One of the most vivid educational lessons I ever learned came to me when I once undertook to help some candidates for teachers' certificates review arithmetic. I gave them examples, and the question they always asked me was which rule in the book the example belonged under. Those girls had a kind of arithmetic which would not carry the weight of any algebraical superstructure. On the other hand, I have seen arithmetic taught as a method of comparing quan- tities in such a way that the transition to algebra could not be felt as anything but a legitimate fruition. There is another way in which I shall venture to put this matter of the desirability of generalizing training. A teacher who has a broad outlook on any field of knowledge will make a single piece of information carry to the student not only a bare kernel of truth, but a whole network of suggestions by which the central truth connects with the rest of the world. Suppose I say to a boy, Caesar was a great general. That is doubtless true, but it is a kind of nugget washed up in its 40 Educational Review [June separate purity and carried away by a boy with very little suggestion of other possibilities of rich findings. Now let me say instead that Caesar was a great man who, living in a military age, achieved his greatest success as a military leader. I think we have an idea which leads into a whole mine of truth. It will be noted that in tliis simple illustration I have tried to make it clear that the teacher is not called upon to say to the pupil, this idea has implications. The idea ought to be given with its implications present and actively reaching out into the world of new experiences. To check the legitimate flow of association in order to contemplate the process of association is a mistake. The skilful teacher keeps ideas mov- ing without calling attention to the machinery. The qualification which more than any other fits a teacher to present ideas with their implications, is the qualification which prepares a teacher to look all around a fact. The teacher ought to see what a fact is going to be used for later. The child has no perspective; the teacher should have. The teacher whose ideas are broad can do much to prepare the student to see and cultivate universals. The teacher who is narrow thru little training can do much to close the mind of a pupil to the possibility of transferring his culture to anything else. The teacher who knows nothing beyond what he teaches can only by the rarest good chance make a remark which will open the mind of his pupil to new connections. The teacher who is full of the legitimate developments of the ideas which he is teaching will never limit his students to a narrow formal view of facts. There are a few very specific suggestions which seem to me to grow out of the position which I have attempted to defend before you. Most of our textbooks are written with a division and subdivision of the subject and a finished nicety of definition which destroys all possible links with anything else. Knowledge must, I am clear, be divided into fine parti- cles in order to pass the narrow gateway into the young mind, but I never take up one of these highly dogmatic and completely subdivided textbooks on granimar or arithmetic without a shudder. The formal divisions dominate us in i9o8] Special training and general intelligence 41 our teaching to such an extent that I have sometimes thought that the statistics of the non-correlationists are the artifacts of our educational system. Our textbooks make boys and girls learn in such a way that there shall be a wall of division between arithmetic and everything else. And not only so, but we make the intelligent child, who would naturally find com- mon characteristics in the various processes which are de- scribed within the covers of a single book, afraid to look from one section into the next. I suppose you are asking what can be done about it. This much can be done, if nothing more. We can have reviews in our schools designed for the specific purpose of correlating and generalizing knowledge. If we need to divide knowledge into fine parts the first time it is presented, let us recognize with all clearness that in reviews we should not devote ourselves to going over the fine subdivisions, but we should rather develop the general phases of experience. There is a general phase in every expe- rience. To get at it is worth much time and effort. If you bring it out, the particular facts all fall into their proper relations and the compact whole is a substantial structure, not a mass of raw, detached materials. When teachers come to realize the value of reviews, I believe our textbooks will also take on a different form. There will still be divisions, but they will not be so formidable or so disintegrating. The. second observation which I wish to make is this. It has been my experience that school work drifts to the pre- cise and exactly markable answer and corresponding question. It is so easy to ask a good question in rhetoric and so hard to ask a good question in literature. It is relatively easy to have a show recitation in Latin made up of definite questions and answers which can be evaluated with mathematical preci- sion. It is relatively hard to make children describe some of the commonplace facts of the world of nature. As a result we drift into the exact forms of teaching. We say Latin is invaluable because it is so precise. I think we ought to ask whether it is capable of cuhivating powers of generalization. We say that scientific studies have not been formulated for teaching. For my part, I find this one of the richest fields for 42 Educatio7ial Review educational genius because it has not been trampled into life- less atoms by the weary tread of generations. One living, palpitating truth, grasped even vaguely, seems to me better than many isolated gems of formalism. If our supervisors and teachers could be freed from the bane of precise evalua- tion and could apprehend the significance of truths which have broad implications, our education would, I firmly believe, make inestimably greater progress. Finally, I wish to make in this connection a plea for less dogmatism in educational tlieory. The one thing I have tried to make clear in this paper is that a dogmatic answer to the question of transfer of training is totally impossible. Does nature-study train in observation? Does washing of slates train in neatness? Does saying good-morning to the princi- pal conduce to good manners on the playground? If there is any dogmatic answer given you when you ask these ques- tion, put it aside. There is no single answer to any one of these questions. Teachers have become so fixt in their habits of using precise textbooks and asking precise questions and accepting precise answers that they want precise pedagogical formulas. This is itself a very good illustration of generali- zation of a bad habit of mind. There is another and juster attitude toward educational problems. Every educational sit- uation is a new situation and is full of possibilities. Will one experience affect others favorably or unfavorably? The an- swer is, the effect of one experience on later life depends on the character of that experience and the way it is man- aged. We may make of our pupils eager seekers after truth, or we may make of them bigoted little dogmatists. What we do will depend very much upon what we and our interests are. If we believe in specialized functions we shall probably do very little to generalize knowledge in our students. If, on the other hand, we have broad views of the subject we are teaching and of our task in teaching it, we shall find very little in practical experience to bind us to tlie narrow view that mental life is made up of watertight compartments. Charles H. Judd Yale University LIBRRRY OF CONGRESS 021 339 549 P f LiBRftRY OF CONGRFc:c illi ^£1 339 549 p g