ISSN 0439-755X
CN 11-1911/B
主办:中国心理学会
   中国科学院心理研究所
出版:科学出版社

心理学报, 2020, 52(5): 562-571 doi: 10.3724/SP.J.1041.2020.00562

研究报告

长时联结表征对工作记忆的抑制效应

张引1,2, 梁腾飞1,2, 叶超雄1,3, 刘强,1,2

1 四川师范大学脑与心理科学研究院, 成都 610000

2 辽宁师范大学脑与认知神经科学研究中心, 大连 116029

3 于韦斯屈莱大学心理学系, 于韦斯屈莱, 40014 芬兰

The inhibitory effect of long-term associative representation on working memory

ZHANG Yin1,2, LIANG Tengfei1,2, YE Chaoxiong1,3, LIU Qiang,1,2

1 Institute of Brain and Psychological Sciences, Sichuan Normal University, Chengdu 610000, China

2 Research Center of Brain and Cognitive Neuroscience, Liaoning Normal University, Dalian 116029, China

3 Department of Psychology, University of Jyvaskyla, Jyvaskyla, 40014, Finland

通讯作者: 刘强, E-mail:lq780614@163.com

收稿日期: 2019-07-9   网络出版日期: 2020-05-25

基金资助: * 国家自然科学基金项目资助.  31970989

Received: 2019-07-9   Online: 2020-05-25

摘要

本研究通过两个实验探讨了长时记忆联结表征如何影响当下工作记忆任务的加工。长时记忆联结表征采用无语义联系、无视觉相似性的Emoji图片对, 提前一天让被试完成联结表征的建立, 正式工作记忆任务采用独立探测的变化觉察范式。实验1控制呈现时间(500 ms / 1000 ms)与呈现方式(联结/独立), 发现两种呈现时间均显示出联结条件的正确率与记忆容量显著低于独立条件, 说明长时记忆联结表征抑制了当前工作记忆的加工。实验2设置了记忆项目数(2/4/6项)与呈现方式(联结/独立), 采用alpha震荡作为脑电指标, 考察长时联结表征在工作记忆维持阶段的作用。结果发现在维持阶段, 独立条件的alpha震荡随着记忆项目数量的增加而增大(2项 < 4项 < 6项), 而联结条件在4项已经到达顶点(2项 < 4项 = 6项)。实验2进一步说明长时联结表征在维持阶段降低了当前工作记忆容量。本研究的两个实验结果表明, 长时记忆联结表征对当前的工作记忆任务有一定的抑制作用, 这种抑制作用产生的机制可能来自于联结表征干扰了维持阶段的注意分配。

关键词: 长时记忆 ; 工作记忆 ; 联结记忆 ; alpha震荡

Abstract

Studies on how long-term memory affects working memory (WM) have found that long-term memory can enhance WM processing. However, these studies only use item memory as the representation of long-term memory. In addition to item memory, associative memory is also an essential part of long-term memory. The associative memory and item memory involve different cognitive mechanisms and brain areas. The purpose of the present study was to investigate how associative memory affects WM processing.
Before the WM task, participants were asked to store 16 pairs of dissimilar pictures into long-term memory. The participants would obtain the associative memory of these pairs of pictures in the long-term memory. The WM task was a change detection paradigm. Memory pictures in the memory array appeared in pairs (associative condition) or out of pairs (independent condition). In Experiment 1, the memory array with 6 items (3 pairs) was presented for 500 ms or 1000 ms. After a 1000 ms interval, participants needed to determine whether the probe item was the same as the memory array. The design and procedure of Experiment 2 were similar to those of Experiment 1, except that memory array was presented for only 500 ms, and 2 items (1 pairs) and 4 terms (2 pairs) were added in set size condition. Alpha power of electroencephalogram (EEG) was also collected and analyzed in Experiment 2.
The results in Experiment 1 showed that WM capacity and accuracy were significantly lower in the associative condition than in the independent condition (for both presentation-time conditions: 500ms and 1000ms). The results in Experiment 2 showed that the alpha power in the independent condition increased as the memory set size increased (2 items < 4 items < 6 items), while the alpha power in the associative condition reached the asymptote when the set size was 4 (2 items < 4 items = 6 items). Both of these two experiments' results showed that WM capacity in the associative condition was lower than that in the independent condition.
In conclusion, long-term associative representations inhibit the current WM processing and decrease WM capacity. This inhibitory effect is not affected by the length of encoding time. It implies that the reason for the increase of WM load by associative memory may come from the disorder of attention distribution.

Keywords: long-term memory ; working memory ; associative memory ; alpha power

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本文引用格式

张引, 梁腾飞, 叶超雄, 刘强. 长时联结表征对工作记忆的抑制效应. 心理学报[J], 2020, 52(5): 562-571 doi:10.3724/SP.J.1041.2020.00562

ZHANG Yin, LIANG Tengfei, YE Chaoxiong, LIU Qiang. The inhibitory effect of long-term associative representation on working memory. Acta Psychologica Sinica[J], 2020, 52(5): 562-571 doi:10.3724/SP.J.1041.2020.00562

1 引言

长时记忆(Long-term memory)的显著特点是没有容量限制, 个体能够记住从幼儿时期形成的无数场景与客体形象, 长时记忆表征是依据结构存储, 并由单个项目的表征到高层次的概念表征等多层次的表征结构构成(Brady, Konkle, & Alvarez, 2011)。与长时记忆存储容量没有上限不同, 工作记忆(working memory, 工作记忆)具有明显的容量限制, 并且平均存储容量只有3~4个单位(Cowan & Nelson, 2001; Luck & Vogel, 1997)。但工作记忆作为一个容量有限的缓存平台可以衔接感觉记忆与长时记忆, 并对这两个阶段的信息进行加工再处理, 以便完成各种认知活动(Hasson, Chen, & Honey, 2015)。已有大量研究针对二者的关系进行探讨(Brady, Konkle, Gill, Oliva & Alvarez, 2013; Schurgin & Flombaum, 2015; Thavabalasingam, O'Neil, Tay, Nestor, & Lee, 2019), 但关于长时记忆表征是否影响当前工作记忆的研究却相对较少。

目前, 一些研究认为, 长时记忆对工作记忆无影响(Olson & Jiang, 2004; Fukuda & Woodman, 2017)。例如, 在工作记忆任务中, 设置重复出现的图形, 这些图形在任务结束后形成长时记忆(被试能够准确再认), 但重复图形与不重复图形在工作记忆任务中的表现并没有差异(Olson & Jiang, 2004)。另一些研究认为, 长时记忆会促进当下工作记忆的完成(Liu, Grady, & Moscovitch, 2016; Oberauer, Awh, & Sutterer, 2016)。例如:鲍旭辉、姬鸣、黄杰、何立国和游旭群(2014)采用变化觉察范式, 要求被试完成记忆6个项目(随机选取自8个固定形状和颜色搭配的图形)的工作记忆任务。结果发现, 如果被试提前对这些项目进行充分的长时记忆, 则可以显著提升当下工作记忆的容量, 但如果被试仅在工作记忆任务中对这些项目形成了内

隐长时记忆, 则不会提升工作记忆容量。作者认为来自长时记忆的促进作用可能与其表征的激活程度相关。只要给予被试充分长时记忆的学习, 那么长时记忆表征会在工作记忆阶段诱发较高的激活水平, 就可以促进当下工作记忆的加工过程。之后, Oberauer等人(2016)利用回忆报告范式, 具体探讨了长时记忆对工作记忆容量与精度的促进作用。他们提前让被试记忆120个带颜色的物体, 反复记忆确保进入长时记忆。接下来被试完成工作记忆的回忆报告任务(记忆3项), 3个项目当中, 1项是长时记忆过的物体(old match), 1项是从未出现过的全新的物体(new), 一项是长时记忆过但被赋予一个新颜色的物体(mismatch)。记忆阵列消失后, 随机探测任意一个项目的颜色。结果发现, old match记住的概率最高, mismatch和new的记住概率没有差异, 三种条件精度没有差异。这表明, 长时记忆表征具体提高了被试能够在工作记忆中存储项目的概率, 但不会提高记忆精度, 而无关的长时记忆对工作记忆表征的提取加工也未能产生干扰。Oberauer等人(2016)认为在长时记忆和工作记忆间存在一个信息流的关卡。如果长时记忆和工作记忆里的信息出现错误匹配, 记忆系统会有一个特殊的关卡避免长时记忆对工作记忆产生干扰, 然而一旦长时记忆表征对当下工作记忆任务有利, 关卡便会开启, 帮助促进工作记忆任务的完成。

以上考察长时记忆影响工作记忆任务的研究均采用单一项目表征。但长时记忆系统是一个庞大的表征网络, 存在着各种组织关系(Eichenbaum, 2016)。其中涉及到表征-表征间的关系(Wang et al., 2014; Zeithamova, Dominick, & Preston, 2012)、表征顺序关系(Ezzyat & Davachi, 2014)、表征层级关系(Zalesak & Heckers, 2009)等。记忆联结关系不同于记忆单个项目, 例如, 研究发现, 海马受损大鼠仍然可以完成项目记忆, 但却无法完成联结关系的记忆(Eichenbaum, 2016)。对人类被试的研究同样发现, 项目记忆与联结记忆具有不同的认知机制。单个项目记忆的再认过程仅依靠熟悉性(指个体依靠较少认知资源即可较快再认的过程)即可完成, 而联结记忆的再认过程更多的依赖于回想(指个体依靠更多认知资源, 较慢的提取细节过程) (Sauvage, Beer, & Eichenbaum, 2010; Yonelinas, Aly, Wang, & Koen, 2010)。这说明, 联结记忆的再认过程比项目记忆更复杂。

研究者们考察了联结记忆在长时记忆编码和再认过程中的作用。如果多个表征在编码阶段可以进行“整合”, 那么会形成整体表征, 仅依靠熟悉度同样可以完成联结再认(Guillaume & Etienne, 2015)。整合编码能够促进联结记忆的再认过程。整合的方式有两种可能性:一种是整合的发生以损害单个项目表征的质量为代价, 因为被试将更多的资源投放到联结编码中, 从而减少了对单个项目编码的资源, 导致单个项目记忆质量下降(Ahmad & Hockley, 2014); 另一种是整合在促进联结再认时不影响项目再认, 因为联结编码是在项目编码的基础上完成, 只有在完成项目编码之后, 整合才可能发生(Parks & Yonelinas, 2015)。

联结表征对长时记忆的影响无法推论到工作记忆中。在工作记忆的研究中, 一个常见的现象是, 研究者们希望项目之间具有彼此独立的关系, 并在实验设计时尽量保证这一点。然而在现实的场景中, 更多的情况是, 个体短时维持的多个信息之间往往具有某种已经存在的联结, 这使得多个记忆项目很难被独立的存储在工作记忆中。遗憾的是, 并未有具体的研究直接探讨长时联结表征对工作记忆的影响。在当前的研究中, 我们尝试性的探讨长时记忆中存储的联结表征对工作记忆的加工是否具有影响, 如果有, 这种影响是何性质。考虑到在大部分研究中, 联结记忆被分为来源记忆与项目对记忆(Bastin et al., 2013), 本研究为与项目记忆的研究保持一致, 采用项目对记忆的方式, 即, 将无语义联系、视觉不相似的2个项目提前建立联结关系。为了方便叙述, 本文将2个项目组成的联结关系称为联结表征。在工作记忆任务中设置联结(有联结表征)与独立(没有联结表征)两个条件。探讨长时记忆联结表征是否会对工作记忆产生影响。联结条件下的项目两两配对, 独立条件下任意两个项目均没有配对关系。逻辑是, 如果联结记忆会对工作记忆加工存在影响, 那么联结条件的记忆成绩应该与独立条件产生显著差异; 如果联结记忆对工作记忆无影响, 那么联结条件的记忆成绩应与独立条件无差异。

2 实验1:长时联结表征对工作记忆的影响

2.1 方法

2.1.1 被试

一方面, 基于以往关于长时记忆对工作记忆影响研究的样本量(Oberauer et al., 2016); 另一方面, 基于相关研究中报告的效果量以及期望的功效值(0.8)所计算的样本量(计算软件采用GPower_3.1), 实验1计划样本量 15人以上。最终实验随机选取19名辽宁师范大学在校本科生或研究生, 平均年龄21.1 ± 2.5岁, 年龄范围在20至25之间(男8人, 女11人)。被试均为右利手, 视力或矫正正常, 无精神类疾病史。实验后给予被试20元现金报酬。被试在实验前阅读和签署知情同意书, 并获得辽宁师范大学伦理委员会批准。

2.1.2 实验材料

实验在一个昏暗无噪音的小房间内进行。整个实验过程中光源全部关闭, 只有实验视觉刺激可以被察觉。视觉刺激呈现在19英寸刷新率为60 Hz的LCD台式机显示器上, 刺激材料分辨率为1024×768。整个实验过程中, 背景颜色为灰色(195, 195, 195)。实验程序的呈现与数据收集使用E-prime 2.0实现。实验刺激共有32个(16对)不相似的Emojis图片(www.emojipedia.org)。每个图片大小为2° × 2°, 在每个试次中, 记忆刺激的6张不同的图片等距离分布在一个半径为4°的虚拟圆上, 左右视野各三个图片。被试双眼与显示器的距离大约为60 cm, 被试单独完成实验。

2.1.3 实验程序

由于本研究考察的是个体长时记忆联结表征对工作记忆的影响, 因此, 被试需完成建立长时记忆联结表征与工作记忆测试两个任务。长时记忆联结表征的建立需提前一天记忆32个(16对)图片的两两配对, 给予被试充分时间记忆, 测试规则为随机出现一个项目, 被试需在3秒内回忆并口头报告出与之配对的项目, 所有联结全部回答正确才算通过测试。待工作记忆实验结束后再次测试, 测试结果显示, 所有被试在工作记忆实验结束后, 均能正确回忆项目配对, 回忆正确率达到99%以上。说明被试在工作记忆实验过程中对前一天长时记忆建立的表征并未遗忘。

实验1是2呈现方式(联结vs独立) × 2呈现时间(500 ms vs 1000 ms)设计。工作记忆任务中, 联结条件下记忆项目的位置全部打乱。即, 联结条件下记忆阵列的6个项目虽然是3对, 但项目可以在6个位置上随意分布。独立条件的6个项目全部独立, 任何2个项目均没有联结关系。另外, 参考Xie和Zhang (2017)的研究, 同时为了增加实验的可靠性, 将记忆阵列的呈现时间设置为500 ms (编码时间不足)与1000 ms (编码时间充足)两个水平。

工作记忆的实验流程为独立探测的变化觉察范式, 具体如图1。屏幕中央呈现200 ms的十字注视点, 提示被试记忆阵列即将出现, 随后呈现500 ms或者1000 ms的记忆阵列, 记忆项目始终为等距离圆周分布的6个项目, 随后呈现1000 ms空屏用以记忆维持, 随后呈现探测界面, 随机探测记忆阵列中的1个项目, 被试判断探测项目与记忆阵列中的项目是否发生变化, 如果发生变化按j键, 没有发生变化按f键, 要求被试忽略反应时, 尽量正确按键。探测界面按键消失, trial与trial之间间隔1000 ms。整个实验共有4个blocks, 每个block中包含80个trials, 共320个trials。每做完一个block被试休息2分钟。

图1

图1   实验1中联结、独立两种条件流程图。记忆阵列可能呈现500 ms或1000 ms。


2.1.4 数据分析

分析软件采用SPSS 19.0, 不符合球形假设的p值采用Greenhouse-Geisser法校正, 计算偏Eta方(eta-squared, ηp2)作为效果量的量度。实验分析正确率与记忆容量K值两个因变量指标。K值的计算方式采用Cowan (2001)的计算公式:K = N × (H - F), K表示记忆容量, N表示呈现项目数目, H表示击中率(正确反应变化试次的比例), F表示虚报率(错误回答不变试次的比例)。采用两因素重复测量方差分析(analysis of variance, ANOVA)分别对被试正确率与K值进行分析, 分析因素包括呈现方式(联结条件、独立条件), 呈现时间(500 ms、1000 ms)。

2.2 实验结果

结果如图2所示, 正确率指标上, 呈现方式主效应显著, F (1, 18) = 14.640, p < 0.01, ηp2 = 0.423; 呈现时间主效应显著, F (1, 18) = 31.972, p < 0.01, ηp2 = 0.615; 交互作用不显著, F (1, 18) = 1.395, p = 0.251; 事后配对检验结果显示1000 ms的正确率显著高于500 ms (p < 0.01); 独立条件正确率显著高于联结条件(p < 0.01)。

图2

图2   实验1结果。记忆阵列呈现时间为500 ms与1000 ms时, 联结、独立两种条件下的正确率(左)与K值(右)。


K值与正确率一致, 呈现方式主效应显著, F (1, 18) = 11.027, p < 0.01, ηp2 = 0.380; 呈现时间主效应显著, F (1, 18) = 30.421, p < 0.01, ηp2 = 0.628; 交互作用不显著, F (1, 18) = 0.599, p = 0.449; 事后配对检验结果显示1000 ms的K值显著高于500 ms (p < 0.01); 独立条件的K值显著高于联结条件(p < 0.01)。

2.3 讨论

实验1旨在探讨长时记忆表征之间的联结关系对工作记忆产生的影响。分别在2种呈现时间下, 对比了联结表征与独立表征在工作记忆任务中的表现。结果发现, 无论是1000 ms还是500 ms, 联结条件的记忆正确率与K值均显著低于独立条件, 说明长时记忆联结表征可能对工作记忆任务产生了抑制作用。

前人研究中对长时记忆的建立采用记忆单个项目(Brady et al., 2013; Oberauer et al, 2016)的结果发现, 长时记忆表征对工作记忆具有促进作用。而联结表征不同于单个项目表征, 项目记忆的提取更多依靠熟悉度完成, 而联结记忆更多依靠回想, 其在长时记忆系统中占有重要作用。因此, 考察联结记忆如何影响当下工作记忆任务十分重要。本研究不考虑位置信息以及多个表征之间的关系, 仅建立具有联结关系的2个项目为长时记忆联结表征, 这样可以比较长时记忆独立表征(无联结)与联结表征对工作记忆的影响有何差异, 二者的差异就是联结本身对工作记忆产生的影响。

实验1结果中联结条件的记忆正确率与K值均显著低于独立条件, 但似乎还不能推测长时记忆联结表征对工作记忆任务产生了抑制作用。由于实验1是行为实验, 在记忆的编码、存储、提取阶段均有可能造成正确率的差异, 而工作记忆最重要的是维持阶段, 那么联结表征的抑制作用是否发生在工作记忆的维持阶段?因此, 实验2采用高时间分辨率的脑电技术考察长时记忆联结表征对工作记忆实时维持阶段的影响。

3 实验2:长时联结表征对工作记忆维持阶段的影响

实验2考察长时记忆联结表征对工作记忆实时维持的影响。前人研究大多采用对侧视野诱发的CDA作为工作记忆容量指标(Feldmann-Wüstefeld Vogel, & Awh, 2018)。由于本研究任务需左右视野同时记忆, 因此在脑电指标的选择上, 采用alpha频带震荡(alpha power, 8~13 Hz)。Alpha震荡在工作记忆维持阶段, 随着记忆项目数的增多而增大, 当记忆项目数达到个体记忆容量时, alpha震荡到达顶点, 因此alpha震荡的渐近线反映个体工作记忆容量 (Fukuda & Woodman, 2017; Kcs, Robison, & Vogel, 2018)。另外, alpha震荡也被认为是注意实时维持的记忆表征负荷量, alpha震荡越大(这里说的是绝对值, 其实是越负)表示需要注意实时维持的表征负荷越高(Fukuda & Woodman, 2017)。整体实验设计与实验1大致相同。不同处是:除联结与独立两种条件的设置外, 实验2加入了呈现数目(2项、4项、6项)作为另外一个自变量。

实验2预测, 独立/联结条件下, 记忆维持阶段的alpha震荡均随着记忆项目数的增加而增大。在此结果成立的前提下, 如果长时记忆联结表征对工作记忆的抑制作用发生在维持阶段, 那么联结条件下alpha震荡的渐近线应该比独立更早到达顶点; 如果长时记忆联结表征对工作记忆的抑制作用不在维持阶段发生, 那么联结条件下alpha震荡的渐近线应该与独立条件无差异。

3.1 方法

3.1.1 被试

一方面, 基于以往关于长时记忆对工作记忆影响研究的样本量(Oberauer et al., 2016; Fukuda & Woodman, 2017); 另一方面, 基于相关研究中报告的效果量以及期望的功效值(0.8)所计算的样本量(计算软件采用GPower_3.1), 实验2计划样本量15~30人。最终实验2随机选取27名辽宁师范大学在校本科生或研究生, 平均年龄21.7 ± 2.3岁, 年龄范围在20至25之间(男11人, 女16人)。被试均为右利手, 视力或矫正正常, 无精神类疾病史。实验后给予被试适当现金报酬。被试在实验前需阅读和签署知情同意书, 并获得辽宁师范大学伦理委员会批准。其中有2名被试的数据由于在去除伪迹时的无效trials过多(在任意条件超过30%)被剔除。

3.1.2 实验材料

同实验1。

3.1.3 实验程序

建立长时记忆联结表征的过程与实验1相同。实验2是2呈现方式(联结vs独立) × 3呈现数目(2项 vs 4项 vs 6项)设计。工作记忆任务大致与实验1相同, 不同之处在于去掉了呈现时间为1000 ms的条件, 原因是呈现时间过长会引起被试眼动, 而脑电实验中眼动会造成较大伪迹。增加记忆项目数量作为自变量, 具体流程如图3。屏幕中央呈现500~800 ms随机十字注视点(防止注视点成为事件相关), 提示被试记忆阵列即将出现, 随后呈现500 ms记忆阵列, 记忆项目始终为等距离圆周分布的6个项目, 随后呈现1000 ms空屏用以记忆维持, 随后呈现探测界面, 随机探测记忆阵列中的1个项目, 被试判断探测项目与记忆阵列中的项目是否发生变化, 如果发生变化按j键, 没有发生变化按f键, 要求被试忽略反应时, 尽量正确按键。探测界面按键消失, trial与trial之间间隔1000~ 1200 ms。整个实验共有6个blocks, 每个block中包含100个trials, 共600个trials。每做完一个block被试休息2~5 min, 整个实验过程大概持续1 h。在正式实验结束之后, 再次进行长时记忆的测试。测试结果显示, 所有被试在工作记忆实验结束后, 均能正确回忆项目配对, 对配对的正确回忆率达到98%以上。说明被试在正式实验过程中对前一天长时记忆建立的表征并未遗忘。

图3

图3   实验2的条件与流程图。


3.1.4 数据分析

(1)行为数据分析

分析方法与实验1相同。

(2)脑电数据分析

数据采集仪器为荷兰Biosemi公司生产的Active Two多道生理信号采集系统。按照10-20标准导联系统扩展的64导电极帽记录EEG数据, 以Cpz点作为在线参考电极。所有电极点的头皮电阻保持在10 kΩ以下, 采样频率为512 Hz, 滤波带通为0.01~100 Hz。

采用EEGLAB (Delorme & Makeig, 2004)软件包分析脑电数据。将采集到的连续EEG数据进行低通频率为30Hz的数字滤波, 以双耳乳突M1、M2作为参考。以记忆阵列呈现前500 ms至记忆阵列出现后1500 ms的脑电波进行剖分, 该分段包含足够长的基线以及我们感兴趣的时间段, EEGLAB对分段后的数据进行基线校正。其他包含肌电, 头动, 吞咽伪迹的试次通过手动的方式进一步的识别并去除。其余的水平眼动与眨眼伪迹采用已验证过的独立成分分析(Independent Component Analysis, ICA)方法校正(Jung et al., 2000)。移出那些对眼电有很大贡献, 分布在前额叶头皮的独立电极成分(Independent Components, ICs)。最后, 每个被试在2项联结、2项独立、4项联结、4项独立、6项联结、6项独立条件的trials数目不少于70个。

Alpha震荡的获取采用时频分析技术。为了获得更高信噪比、更可靠的脑电结果, 单试次EEG信号(处理数据)与复Morlet小波卷积。在MATLAB的小波工具箱中使用cwt.m函数, 在整个时间段内提取瞬时功率。频谱转换后的数据在每个条件的试次下平均, 并以分贝的形式标准化(10 × log10 (能量/基线))。计算相对于记忆阵列呈现之前的基线时间段(-400至-100 ms) alpha震荡(8~13 Hz)的变化。这样的基线选择能够避免边缘效应, 从而保证基线数据的平稳性。根据地形图激活部分与已有相关研究(Fukuda & Woodman, 2017; Kcs, Robison, & Vogel, 2018)选取以下电极:P1/2、P3/4、PO3/4、O1/2、PZ。时间窗为刺激出现后500~1000 ms的维持阶段。

采用SPSS 19.0软件对alpha震荡进行两因素重复测量方差分析(analysis of variance, ANOVA), 分析因素包括呈现方式(联结条件、独立条件), 记忆项目数(2项、4项、6项)。不符合球形假设的 p值采用Greenhouse Geisser法校正, 计算偏Eta方(eta-squared, ηp2)作为效果量的量度。

3.2 实验结果

3.2.1 行为结果

图4, ANOVA结果显示, 正确率指标上, 呈现方式主效应不显著, F (1, 24) = 1.440, p = 0.242; 记忆项目数主效应显著, F (2, 48) = 146.823, p < 0.01, ηp2 = 0.860; 交互作用不显著, F (2, 48) = 1.197, p = 0.311; 事后两两配对检验结果显示记忆2项的正确率显著高于4项(p < 0.01); 4项的正确率显著高于6项(p < 0.01)。

图4

图4   实验2行为结果图。记忆项目数为2、4、6项时, 联结、独立两种条件下的正确率(左)与记忆项目数为4、6时, 联结、独立两种条件下的记忆容量K值。


K值指标上, 呈现方式主效应不显著, F (1, 24) = 0.996, p = 0.328; 记忆项目数主效应显著, F (2, 48) = 49.149, p < 0.01, ηp2 = 0.672; 交互作用不显著, F (2, 48) = 2.155, p = 0.144; 事后两两配对检验结果显示记忆2项的正确率显著高于4项(p < 0.01); 4项的正确率显著高于6项(p < 0.05)。

3.2.2 脑电结果

编码阶段脑电结果(0~500 ms):如图5, ANOVA结果显示, alpha power在呈现方式上主效应不显著, F (1, 24) = 0.317, p = 0.579; 记忆项目数主效应显著, F (2, 48) = 3.190, p < 0.05, ηp2 = 0.031; 交互作用不显著, F (2, 52) = 2.165, p = 0.126; 事后两两配对检验结果显示记忆4项的alpha power与2项差异不显著(p = 1.00); 6项的alpha震荡与4项差异不显著(p = 1.00)。2项的alpha震荡与6项差异不显著(p = 0.89)。

图5

图5   实验2结果。不同实验条件下, 总平均时频谱图(上行)。Alpha震荡时程图及头皮地形分布图(中行), 编码阶段横坐标用橙色条形标注, 维持阶段横坐标用红色条形标注。记忆项目数为2、4、6项时, 联结、独立两种条件在记忆编码阶段(左下)与维持阶段(右下)的alpha震荡值。** p < 0.01, NS p > 0.05。


维持阶段脑电结果(500~1000 ms):如图5, ANOVA结果显示, alpha power在呈现方式上主效应不显著, F (1, 24) = 0.336, p = 0.567; 记忆项目数主效应显著, F (2, 48) = 7.998, p < 0.01, ηp2 = 0.250; 交互作用显著, F (2, 48) = 3.781, p < 0.05, ηp2 = 0.136; 事后两两配对检验结果显示记忆2项的alpha power显著小于4项(p < 0.05); 4项的alpha震荡与6项无显著差异(p = 1.01)。简单效应分析发现, 独立条件与联结条件的alpha震荡在记忆4项时, 差异显著(p < 0.01), 记忆2项(p = 0.688)与6项(p = 0.221)无显著差异。

3.3 讨论

实验2采用脑电技术, 旨在考察长时记忆联结表征对工作记忆实时编码与维持的影响。主要发现以下结果:行为学上并未发现长时记忆联结表征对当前工作记忆任务有影响。脑电结果发现差异。首先, 研究表明, alpha震荡的渐进线可以反映个体工作记忆容量(Fukuda & Woodman, 2017; Kcs, Robison, & Vogel, 2018)。在维持阶段的独立条件下, 记忆2项的alpha震荡显著小于4项, 4项显著小于6项, alpha震荡随着记忆项目数量的增多在逐渐提高(Fukuda & Woodman, 2017), 说明实验控制可靠。而联结条件记忆2项的alpha震荡显著小于4项, 但4项与6项差异不显著, 这说明联结条件在记忆项目数为4项时已经达到记忆容量, 但独立条件记忆项目数为4项时, 尚未达到记忆容量。即, 联结条件下个体的记忆容量比独立条件下的更低, 可能的原因是, 长时记忆联结表征使得当前工作记忆容量降低。

联结条件与独立条件alpha震荡的绝对值仅在记忆4项时有差异, 联结条件要比独立条件的alpha震荡更大, 说明此刻联结条件需要注意实时维持的表征负荷更高, 似乎联结条件下个体需要付出更多资源进行维持。但联结/独立条件在记忆2项与6项时均没有差异, 这可能是由高限与低限效应导致的。2项相对简单, 尚不足以引起alpha震荡差异, 6项相对太难, alpha震荡在独立条件已经达到顶点, 导致alpha震荡的绝对值没有差异。

另外, 实验2的行为结果显示在记忆2、4、6项时, 联结与独立条件差异均不显著, 这与实验1结果不一致。实验1记忆6项联结条件的正确率与K值均显著小于独立条件, 实验2记忆6项的过程与实验1基本相同, 但联结与独立条件却没有差异。原因可能在于实验1中仅有6项出现, 并且联结项目的位置是随机的, 因此被试在工作记忆任务中并未发现有联结表征的存在(实验结束后询问被试, 19名被试当中仅有一名发现联结表征的存在)。而在实验2中, 由于2项与4项的存在, 导致被试在工作记忆任务中均察觉到联结表征的存在(实验结束后询问被试, 27名被试全部察觉联结表征)。对联结表征的察觉可能会使被试在决策阶段更多的利用联结特征进行决策。导致联结条件下的记忆正确率升高, 显示出与独立条件无差异的结果。

4 总讨论

本研究采用变化觉察范式, 考察长时记忆联结表征对个体工作记忆任务的影响。实验1采用呈现时间为1000 ms (编码时间充足)与500 ms (编码时间不足)的行为实验, 结果发现, 在两种呈现时间下, 联结条件的记忆正确率与工作记忆容量均低于独立条件。说明长时联结表征会抑制工作记忆任务的完成, 并与编码时间是否充足无关。实验2采用脑电技术进一步考察联结表征在工作记忆编码与维持阶段的作用。结果发现, 在工作记忆维持阶段, 随着记忆项目数量的增加, 联结条件相对于独立条件而言, 记忆容量更早到达顶点。这说明联结表征对工作记忆造成的抑制在维持阶段已经发生, 两个实验的结果均发现长时记忆的联结表征抑制了当前工作记忆的加工。

关于长时记忆如何影响当下工作记忆任务的完成这一问题, 已有一些研究进行了探讨。但前人研究中采用的长时记忆材料大部分是项目表征(Olson & Jiang, 2004; Oberauer et al., 2016)。并未对联结关系进行过探讨。本研究与前人研究的不同之处在于考察的是长时记忆联结表征对工作记忆的影响, 对比联结条件(6个项目3对)与独立条件(6个独立项目)的差异。这样设置的优势在于联结条件与独立条件的单个项目均已建立长时记忆表征, 二者的差异仅反应“联结”本身。并且, 联结表征的建立过程不涉及位置绑定, 可以排除位置绑定的影响。在本研究中, 建立长时记忆联结表征的方式采用图片对的联结记忆。早期针对联结记忆(associative memory, 词对, 图片对, 面孔-姓名)的研究发现, 联结记忆比单独的项目记忆难度更高(Old & Naveh-Benjamin, 2008)。在本研究中, 联结条件比独立条件的工作记忆容量降低, 虽然任务不需要个体回忆联结关系, 但依然存在联结关系被自动激活, 占用注意资源, 使得联结条件下记忆成绩降低可能性。

长时记忆联结表征会影响当下工作记忆任务具有相当的可能性。多数研究者认为长时记忆与工作记忆有一定的联系(Brown, Neath, & Chater, 2007), 而工作记忆相对长时记忆而言也具有特殊性(Jeneson & Squire, 2012)。Cowan (1988, 1999, 2001)在其工作记忆的嵌套模型中, 认为注意焦点容量约为4, 该容量即为工作记忆在简单任务下的存储能力。随后, Oberauer (2002), Oberauer和Lin (2017)对长时记忆与工作记忆的关系做了更进一步的推论, 提出三嵌套模型。该模型认为, 个体的记忆系统分为三个部分, 注意焦点、直接存取区(工作记忆)、长时记忆激活部分。长时记忆是一个庞大的信息表征网络, 其中只有某些与当下认知活动相关的项目处于激活状态。这些处于激活状态项目的一部分表征处于直接存取区中。而在直接存取区中, 注意焦点选择一个项目进行加工。在本研究中, 联结条件与独立条件的表征均来自长时记忆表征, 但联结条件下工作记忆能力却受到抑制。根据三嵌套模型的观点, 工作记忆维持阶段也同样需要注意资源的参与, 很可能注意资源在联结/独立条件下, 对表征的选择存在差异。独立条件下, 注意资源对6个项目按照尽量均衡的原则分配, 但联结条件下, 联结关系的存在干扰了注意资源的分配过程, 使注意无法均匀分配, 或者是无法按照独立条件下的分配方式顺利完成, 导致记忆维持阶段需要更多的资源参与。因此, 行为结果表现为联结条件下正确率与容量下降, 脑电结果表现为alpha震荡增加。未来研究可以从标定具体项目的角度考察, 来观察联结与独立条件下维持阶段的资源分配问题。

长时记忆联结表征的存储机制本身也存在争议, 有研究认为, 联结记忆的表征在长时记忆过程中会发生整合, 整合的发生以损害单个项目记忆为代价, 因为被试将更多的资源投放到联结编码中, 而减少了对单个项目编码的资源, 导致项目记忆质量下降(Ahmad & Hockley, 2014)。如果该假设成立, 那么本研究中, 联结表征对工作记忆造成损失的原因可能来自单个项目记忆质量的下降。但也有研究认为, 整合在促进联结再认时不影响项目再认, 因为联结编码是在项目编码的基础上完成(Parks & Yonelinas, 2015)。因此, 对联结表征内部机制的研究也有助于继续探索联结表征对工作记忆的影响。

综上, 长时记忆联结表征抑制当前工作记忆任务的加工, 降低工作记忆容量, 即使编码时间充足, 这种抑制作用依然存在。在工作记忆维持阶段, 抑制产生的机制来自于联结表征增加了当前工作记忆的维持负荷, 而联结表征增加工作记忆负荷量的原因可能来自注意分配的紊乱。

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Journal of Experimental Psychology: Learning, Memory, and Cognition, 28(3), 411-421

URL     PMID:12018494      [本文引用: 5]

Participants memorized briefly presented sets of digits, a subset of which had to be accessed as input for arithmetic tasks (the active set), whereas another subset had to be remembered independently of the concurrent task (the passive set). Latencies for arithmetic operations were a function of the setsize of active but not passive sets. Object-switch costs were observed when successive operations were applied to different digits within an active set. Participants took 2 s to encode a passive set so that it did not affect processing latencies (Experiment 2). The results support a model distinguishing 3 states of representations in working memory: the activated part of long-term memory, a capacity limited region of direct access, and a focus of attention.

Oberauer K., Awh E., & Sutterer D. W . (2016).

The role of long-term memory in a test of visual working memory: Proactive facilitation but no proactive interference

Journal of Experimental Psychology: Learning, Memory, and Cognition, 43(1), 1-22.

DOI:10.1037/xlm0000302      URL     PMID:27685018      [本文引用: 3]

We report 4 experiments examining whether associations in visual working memory are subject to proactive interference from long-term memory (LTM). Following a long-term learning phase in which participants learned the colors of 120 unique objects, a working memory (WM) test was administered in which participants recalled the precise colors of 3 concrete objects in an array. Each array in the WM test consisted of 1 old (previously learned) object with a new color (old-mismatch), 1 old object with its old color (old-match), and 1 new object. Experiments 1 to 3 showed that WM performance was better in the old-match condition than in the new condition, reflecting a beneficial contribution from LTM. In the old-mismatch condition, participants sometimes reported colors associated with the relevant shape in LTM, but the probability of successful recall was equivalent to that in the new condition. Thus, information from LTM only intruded in the absence of reportable information in WM. Experiment 4 tested for, and failed to find, proactive interference from the preceding trial in the WM test: Performance in the old-mismatch condition, presenting an object from the preceding trial with a new color, was equal to performance with new objects. Experiment 5 showed that long-term memory for object-color associations is subject to proactive interference. We conclude that the exchange of information between LTM and WM appears to be controlled by a gating mechanism that protects the contents of WM from proactive interference but admits LTM information when it is useful. (PsycINFO Database Record

Oberauer K., & Lin H. Y . (2017).

An interference model of visual working memory

Psychological Review, 124(1), 21-59.

DOI:10.1037/rev0000044      URL     PMID:27869455      [本文引用: 1]

The article introduces an interference model of working memory for information in a continuous similarity space, such as the features of visual objects. The model incorporates the following assumptions: (a) Probability of retrieval is determined by the relative activation of each retrieval candidate at the time of retrieval; (b) activation comes from 3 sources in memory: cue-based retrieval using context cues, context-independent memory for relevant contents, and noise; (c) 1 memory object and its context can be held in the focus of attention, where it is represented with higher precision, and partly shielded against interference. The model was fit to data from 4 continuous-reproduction experiments testing working memory for colors or orientations. The experiments involved variations of set size, kind of context cues, precueing, and retro-cueing of the to-be-tested item. The interference model fit the data better than 2 competing models, the Slot-Averaging model and the Variable-Precision resource model. The interference model also fared well in comparison to several new models incorporating alternative theoretical assumptions. The experiments confirm 3 novel predictions of the interference model: (a) Nontargets intrude in recall to the extent that they are close to the target in context space; (b) similarity between target and nontarget features improves recall, and (c) precueing-but not retro-cueing-the target substantially reduces the set-size effect. The success of the interference model shows that working memory for continuous visual information works according to the same principles as working memory for more discrete (e.g., verbal) contents. Data and model codes are available at https://osf.io/wgqd5/. (PsycINFO Database Record

Old S. R., & Naveh-Benjamin M . (2008).

Differential effects of age on item and associative measures of memory: A meta-analysis

Psychology and Aging, 23(1), 104-118.

DOI:10.1037/0882-7974.23.1.104      URL     PMID:18361660      [本文引用: 1]

In this meta-analysis, the authors evaluated recent suggestions that older adults' episodic memory impairments are partially due to a reduced ability to encode and retrieve associated/bound units of information. Results of 90 studies of episodic memory for both item and associative information in 3,197 young and 3,192 older adults provided support for the age-related associative/binding deficit suggestion, indicating a larger effect of age on memory for associative information than for item information. Moderators assessed included the type of associations, encoding instructions, materials, and test format. Results indicated an age-related associative deficit in memory for source, context, temporal order, spatial location, and item pairings, in both verbal and nonverbal material. An age-related associative deficit was quite pronounced under intentional learning instructions but was not clearly evident under incidental learning instructions. Finally, test format was also found to moderate the associative deficit, with older adults showing an associative/binding deficit when item memory was evaluated via recognition tests but not when item memory was evaluated via recall tests, in which case the age-related deficits were similar for item and associative information.

Olson I. R., & Jiang Y. H . (2004).

Visual short-term memory is not improved by training

Memory & Cognition, 32(8), 1326-1332.

DOI:10.3758/bf03206323      URL     PMID:15900926      [本文引用: 3]

A critical question in visual working or short-term memory (VSTM) research is whether the ability to remember briefly presented visual stimuli can be increased. Here we test whether VSTM for locations and shapes is improved by training that allows one to utilize another memory system, visual longterm memory (VLTM). Training was done by repeatedly presenting a subset of memory displays, creating long-term memory traces for these displays. Surprisingly, VSTM performance for repeated displays was not higher than for nonrepeated ones, even though participants recognized repeated displays on a forced-choice test given at the end of the experiment. We suggest that the fidelity of information held by VLTM is inferior to that of information held by VSTM and thus provides no additional benefit over what is extracted on the fly by VSTM.

Parks C. M., & Yonelinas A. P . (2015).

The importance of unitization for familiarity-based learning

Journal of Experimental Psychology: Learning, Memory, and Cognition, 41(3), 881-903.

[本文引用: 2]

Sauvage M. M., Beer Z., & Eichenbaum H . (2010).

Recognition memory: Adding a response deadline eliminates recollection but spares familiarity

Learning & Memory, 17(2), 104-108.

DOI:10.1101/lm.1647710      URL     PMID:20154356      [本文引用: 1]

A current controversy in memory research concerns whether recognition is supported by distinct processes of familiarity and recollection, or instead by a single process wherein familiarity and recollection reflect weak and strong memories, respectively. Recent studies using receiver operating characteristic (ROC) analyses in an animal model have shown that manipulations of the memory demands can eliminate the contribution of familiarity while sparing recollection. Here it is shown that a different manipulation, specifically the addition of a response deadline in recognition testing, results in the opposite performance pattern, eliminating the contribution of recollection while sparing that of familiarity. This dissociation, combined with the earlier findings, demonstrates that familiarity and recollection are differentially sensitive to specific memory demands, strongly supporting the dual process view.

Schurgin M. W., & Flombaum J. I . (2015).

Visual long-term memory has weaker fidelity than working memory

Visual Cognition, 23(7), 859-862.

[本文引用: 1]

Thavabalasingam S., O’Neil E. B., Tay J., Nestor A., & Lee A. C. H . (2019).

Evidence for the incorporation of temporal duration information in human hippocampal long-term memory sequence representations

Proceedings of the National Academy of Sciences, 116(13), 6407-6414.

DOI:10.1073/pnas.1819993116      URL     PMID:30862732      [本文引用: 2]

There has been much interest in how the hippocampus codes time in support of episodic memory. Notably, while rodent hippocampal neurons, including populations in subfield CA1, have been shown to represent the passage of time in the order of seconds between events, there is limited support for a similar mechanism in humans. Specifically, there is no clear evidence that human hippocampal activity during long-term memory processing is sensitive to temporal duration information that spans seconds. To address this gap, we asked participants to first learn short event sequences that varied in image content and interval durations. During fMRI, participants then completed a recognition memory task, as well as a recall phase in which they were required to mentally replay each sequence in as much detail as possible. We found that individual sequences could be classified using activity patterns in the anterior hippocampus during recognition memory. Critically, successful classification was dependent on the conjunction of event content and temporal structure information (with unsuccessful classification of image content or interval duration alone), and further analyses suggested that the most informative voxels resided in the anterior CA1. Additionally, a classifier trained on anterior CA1 recognition data could successfully identify individual sequences from the mental replay data, suggesting that similar activity patterns supported participants' recognition and recall memory. Our findings complement recent rodent hippocampal research, and provide evidence that long-term sequence memory representations in the human hippocampus can reflect duration information in the order of seconds.

Wang J. X., Rogers L. M., Gross E. Z., Ryals A. J., Dokucu M. E., & Brandstatt K. L. … Voss J. L . (2014).

Targeted enhancement of cortical-hippocampal brain networks and associative memory

Science, 345(6200), 1054-1057.

DOI:10.1126/science.1252900      URL     PMID:25170153     

The influential notion that the hippocampus supports associative memory by interacting with functionally distinct and distributed brain regions has not been directly tested in humans. We therefore used targeted noninvasive electromagnetic stimulation to modulate human cortical-hippocampal networks and tested effects of this manipulation on memory. Multiple-session stimulation increased functional connectivity among distributed cortical-hippocampal network regions and concomitantly improved associative memory performance. These alterations involved localized long-term plasticity because increases were highly selective to the targeted brain regions, and enhancements of connectivity and associative memory persisted for ~24 hours after stimulation. Targeted cortical-hippocampal networks can thus be enhanced noninvasively, demonstrating their role in associative memory.

Xie W., & Zhang W . (2017).

Familiarity speeds up visual short-term memory consolidation: Electrophysiological evidence from contralateral delay activities

Journal of Cognitive Neuroscience, 30(1), 1-13.

DOI:10.1162/jocn_a_01188      URL     PMID:28891784      [本文引用: 1]

To test how preexisting long-term memory influences visual STM, this study takes advantage of individual differences in participants' prior familiarity with Pokémon characters and uses an ERP component, the contralateral delay activity (CDA), to assess whether observers' prior stimulus familiarity affects STM consolidation and storage capacity. In two change detection experiments, consolidation speed, as indexed by CDA fractional area latency and/or early-window (500-800 msec) amplitude, was significantly associated with individual differences in Pokémon familiarity. In contrast, the number of remembered Pokémon stimuli, as indexed by Cowan's K and late-window (1500-2000 msec) CDA amplitude, was significantly associated with individual differences in Pokémon familiarity when STM consolidation was incomplete because of a short presentation of Pokémon stimuli (500 msec, Experiment 2), but not when STM consolidation was allowed to complete given sufficient encoding time (1000 msec, Experiment 1). Similar findings were obtained in between-group analyses when participants were separated into high-familiarity and low-familiarity groups based on their Pokémon familiarity ratings. Together, these results suggest that stimulus familiarity, as a proxy for the strength of preexisting long-term memory, primarily speeds up STM consolidation, which may subsequently lead to an increase in the number of remembered stimuli if consolidation is incomplete. These findings thus highlight the importance of research assessing how effects on representations (e.g., STM capacity) are in general related to (or even caused by) effects on processes (e.g., STM consolidation) in cognition.

Yonelinas A. P., Aly M., Wang W.-C., & Koen J. D . (2010).

Recollection and familiarity: Examining controversial assumptions and new directions

Hippocampus, 20(11), 1178-1194.

DOI:10.1002/hipo.20864      URL     PMID:20848606      [本文引用: 1]

It is well accepted that recognition memory reflects the contribution of two separable memory retrieval processes, namely recollection and familiarity. However, fundamental questions remain regarding the functional nature and neural substrates of these processes. In this article, we describe a simple quantitative model of recognition memory (i.e., the dual-process signal detection model) that has been useful in integrating findings from a broad range of cognitive studies, and that is now being applied in a growing number of neuroscientific investigations of memory. The model makes several strong assumptions about the behavioral nature and neural substrates of recollection and familiarity. A review of the literature indicates that these assumptions are generally well supported, but that there are clear boundary conditions in which these assumptions break down. We argue that these findings provide important insights into the operation of the processes underlying recognition. Finally, we consider how the dual-process approach relates to recent neuroanatomical and computational models and how it might be integrated with recent findings concerning the role of medial temporal lobe regions in other cognitive functions such as novelty detection, perception, implicit memory and short-term memory.

Zalesak M., & Heckers S . (2009).

The role of the hippocampus in transitive inference

Psychiatry Research: Neuroimaging, 172(1), 24-30.

DOI:10.1016/j.pscychresns.2008.09.008      URL     PMID:19216061      [本文引用: 1]

Transitive inference (TI) is the ability to infer the relationship between items (e.g., A&amp;gt;C) after having learned a set of premise pairs (e.g., A&amp;gt;B and B&amp;gt;C). Previous studies in humans have identified a distributed neural network, including cortex, hippocampus, and thalamus, during TI judgments. We studied two aspects of TI using functional magnetic resonance imaging of subjects who had acquired the six-item sequence (A&amp;gt;B&amp;gt;C&amp;gt;D&amp;gt;E&amp;gt;F) of visual stimuli. First, the identification of novel pairs not containing end items (i.e., B&amp;gt;D, C&amp;gt;E, B&amp;gt;E) was associated with greater left hippocampal activation compared with the identification of novel pairs containing end items A and F. This demonstrates that the identification of stimulus pairs requiring the flexible representation of a sequence is associated with hippocampal activation. Second, for the three novel pairs devoid of end items we found greater right hippocampal activation for pairs B&amp;gt;D and C&amp;gt;E compared with pair B&amp;gt;E. This indicates that TI decisions on pairs derived from more adjacent items in the sequence are associated with greater hippocampal activation. Hippocampal activation thus scales with the degree of relational processing necessary for TI judgments. Both findings confirm a role of the hippocampus in transitive inference in humans.

Zeithamova D., Dominick A. L., & Preston A. R . (2012).

Hippocampal and ventral medial prefrontal activation during retrieval-mediated learning supports novel inference

Neuron, 75(1), 168-79.

DOI:10.1016/j.neuron.2012.05.010      URL     PMID:22794270      [本文引用: 1]

Memory enables flexible use of past experience to inform new behaviors. Although leading theories hypothesize that this fundamental flexibility results from the formation of integrated memory networks relating multiple experiences, the neural mechanisms that support memory integration are not well understood. Here, we demonstrate that retrieval-mediated learning, whereby prior event details are reinstated during encoding of related experiences, supports participants' ability to infer relationships between distinct events that share content. Furthermore, we show that activation changes in a functionally coupled hippocampal and ventral medial prefrontal cortical circuit track the formation of integrated memories and successful inferential memory performance. These findings characterize the respective roles of these regions in retrieval-mediated learning processes that support relational memory network formation and inferential memory in the human brain. More broadly, these data reveal fundamental mechanisms through which memory representations are constructed into prospectively useful formats.

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