Why is the Wason selection task difficult?

29, Apr. 2024

 

Wason selection task

Test in the study of deductive reasoning

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Each card has a number on one side and color on the other. Which card or cards must be turned over to test the idea that if a card shows an even number on one face, then its opposite face is blue?

The Wason selection task (or four-card problem) is a logic puzzle devised by Peter Cathcart Wason in 1966.[1][2][3] It is one of the most famous tasks in the study of deductive reasoning.[4] An example of the puzzle is:

You are shown a set of four cards placed on a table, each of which has a number on one side and a color on the other. The visible faces of the cards show 3, 8, blue and red. Which card(s) must you turn over in order to test that if a card shows an even number on one face, then its opposite face is blue?

A response that identifies a card that need not be inverted, or that fails to identify a card that needs to be inverted, is incorrect. The original task dealt with numbers (even, odd) and letters (vowels, consonants).

The test is of special interest because people have a hard time solving it in most scenarios but can usually solve it correctly in certain contexts. In particular, researchers have found that the puzzle is readily solved when the imagined context is policing a social rule.

Solution

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The correct response is to turn over the 8 card and the red card.

The rule was "If the card shows an even number on one face, then its opposite face is blue." Only a card with both an even number on one face and something other than blue on the other face can invalidate this rule:

  • If the 3 card is blue (or red), that doesn't violate the rule. The rule makes no claims about odd numbers. (Denying the antecedent)
  • If the 8 card is not blue, it violates the rule. (Modus ponens)
  • If the blue card is odd (or even), that doesn't violate the rule. The blue color is not exclusive to even numbers. (Affirming the consequent)
  • If the red card is even, it violates the rule. (Modus tollens)

Use of logic

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The interpretation of "if" here is that of the material conditional in classical logic, so this problem can be solved by choosing the cards using modus ponens (all even cards must be checked to ensure they are blue) and modus tollens (all non-blue cards must be checked to ensure they are non-even).

One experiment revolving around the Wason four card problem found many influences on people's selection in this task experiment that were not based on logic. The non-logical inferences made by the participants from this experiment demonstrate the possibility and structure of extra logical reasoning mechanisms.[5]

Alternatively, one might solve the problem by using another reference to zeroth-order logic. In classical propositional logic, the material conditional is false if and only if its antecedent is true and its consequent is false. As an implication of this, two cases need to be inspected in the selection task to check whether we are dealing with a false conditional:

  • The case in which the antecedent is true (the even card), to examine whether the consequent is false (the opposite face is not blue).
  • The case in which the consequent is false (the red card), to study whether the antecedent is true (the opposite face is even).

Explanations of performance on the task

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In Wason's study, not even 10% of subjects found the correct solution, which for the specific criteria of this problem, would be 8 card and the red card.[6] This result was replicated in 1993.[7] The poor success rate of this selection experiment may be explained by its lack of relevant significance. If this task was reframed, however, empirical evidence has shown an increase in logical responses.[8]

Some authors have argued that participants do not read "if... then..." as the material conditional, since the natural language conditional is not the material conditional.[9][10][11] (See also the paradoxes of the material conditional for more information.) However one interesting feature of the task is how participants react when the classical logic solution is explained:

A psychologist, not very well disposed toward logic, once confessed to me that despite all problems in short-term inferences like the Wason Card Task, there was also the undeniable fact that he had never met an experimental subject who did not understand the logical solution when it was explained to him, and then agreed that it was correct.[12]

Wason also ascribes participants' errors on this selection task due to confirmation bias. Confirmation bias compels people to seek the cards which confirm the rule; meanwhile, they overlook the main purpose of the experiment, which is to purposefully choose the cards that potentially disconfirm the rule.[13]

Policing social rules

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As of 1983, experimenters had identified that success on the Wason selection task was highly context-dependent, but there was no theoretical explanation for which contexts elicited mostly correct responses and which ones elicited mostly incorrect responses.[14]

Each card has an age on one side and a drink on the other. Which card(s) must be turned over to test the idea that if you are drinking alcohol, then you must be over 18?

Evolutionary psychologists Leda Cosmides and John Tooby (1992) identified that the selection task tends to produce the "correct" response when presented in a context of social relations.[14] For example, if the rule used is "If you are drinking alcohol, then you must be over 18", and the cards have an age on one side and beverage on the other, e.g., "16", "drinking beer", "25", "drinking soda", most people have no difficulty in selecting the correct cards ("16” and "drinking beer").[14] In a series of experiments in different contexts, subjects demonstrated consistent superior performance when asked to police a social rule involving a benefit that was only legitimately available to someone who had qualified for that benefit.[14] Cosmides and Tooby argued that experimenters have ruled out alternative explanations, such as that people learn the rules of social exchange through practice and find it easier to apply these familiar rules than less-familiar rules.[14]

According to Cosmides and Tooby, this experimental evidence supports the hypothesis that a Wason task proves to be easier if the rule to be tested is one of social exchange (in order to receive benefit X you need to fulfill condition Y) and the subject is asked to police the rule, but is more difficult otherwise. They argued that such a distinction, if empirically borne out, would support the contention of evolutionary psychologists that human reasoning is governed by context-sensitive mechanisms that have evolved, through natural selection, to solve specific problems of social interaction, rather than context-free, general-purpose mechanisms.[14] In this case, the module is described as a specialized cheater-detection module.[14]

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Evaluation of social relations hypothesis

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Davies et al. (1995) have argued that Cosmides and Tooby's argument in favor of context-sensitive, domain-specific reasoning mechanisms as opposed to general-purpose reasoning mechanisms is theoretically incoherent and inferentially unjustified.[15] Von Sydow (2006) has argued that we have to distinguish deontic and descriptive conditionals, but that the logic of testing deontic conditionals is more systematic (see Beller, 2001) and depend on one's goals (see Sperber & Girotto, 2002).[11][16][17] However, in response to Kanazawa (2010),[18] Kaufman et al. (2011) gave 112 subjects a 70-item computerized version of the contextualized Wason card-selection task proposed by Cosmides and Tooby (1992) and found instead that "performance on non-arbitrary, evolutionarily familiar problems is more strongly related to general intelligence than performance on arbitrary, evolutionarily novel problems",[19] and writing for Psychology Today, Kaufman concluded instead that "It seems that general intelligence is very much compatible with evolutionary psychology."[20]

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Further reading

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Helping Reasoners Succeed in the Wason Selection Task

Reasoners make systematic logical errors by giving heuristic responses that reflect deviations from the logical norm. Influential studies have suggested first that our reasoning is often biased because we minimize cognitive effort to surpass a cognitive conflict between heuristic response from system 1 and analytic response from system 2 thinking. Additionally, cognitive control processes might be necessary to inhibit system 1 responses to activate a system 2 response. Previous studies have shown a significant effect of executive learning (EL) on adults who have transferred knowledge acquired on the Wason selection task (WST) to another isomorphic task, the rule falsification task (RFT). The original paradigm consisted of teaching participants to inhibit a classical matching heuristic that sufficed the first problem and led to significant EL transfer on the second problem. Interestingly, the reasoning tasks differed in inhibiting-heuristic metacognitive cost. Success on the WST requires half-suppression of the matching elements. In contrast, the RFT necessitates a global rejection of the matching elements for a correct answer. Therefore, metacognitive learning difficulty most likely differs depending on whether one uses the first or second task during the learning phase. We aimed to investigate this difficulty and various matching-bias inhibition effects in a new (reversed) paradigm. In this case, the transfer effect from the RFT to the WST could be more difficult because the reasoner learns to reject all matching elements in the first task. We observed that the EL leads to a significant reduction in matching selections on the WST without increasing logical performances. Interestingly, the acquired metacognitive knowledge was too “strictly” transferred and discouraged matching rather than encouraging logic. This finding underlines the complexity of learning transfer and adds new evidence to the pedagogy of reasoning.

Introduction

Reasoning skills are a core component of intelligence [1]. Unfortunately, reasoning is subject to cognitive biases. Reasoners make systematic logical errors by giving heuristic responses that reflect deviations from logical norms. Dual process theories of reasoning explain this human tendency to violate the normative standards of logic by distinguishing two cognitive systems [2]-[3]. System 1 is defined as a set of autonomous sub-systems that reflect the domain-specific nature of learning, which encompasses rapid, parallel, automatic, and effortless processes (heuristic) by permitting conscious access only to the final production. System 2 is necessary for hypothetical thinking, and its (analytic) processes are slow, sequential, controlled, effortful, and require the working memory system and specifically executive processing. Dual process theories propose that the two systems often interact. Fast and unconscious processes based on prior knowledge and beliefs may provide correct responses but may also lead to bias in situations that require more complex reasoning. In these cases, the analytic system must override the belief-based responses produced by the heuristic system [4].

The ability to avoid these heuristics and biases is thought to be related to cognitive control processes necessary to inhibit the response given by system 1 to activate responses from system 2 thinking [5]. Inhibition of irrelevant information or irrelevant strategies is at the core of the human cognitive system and its development [6–8]. The emphasis is on executive functions, which refer to high-level cognitive control processes that underlie goal-directed behavior. Inhibition processes are not only capable of resisting distraction but also of avoiding the eruption of routine behavior schemas that are ineffective, particularly in unfamiliar situations or when new problems must be solved. Houdé and Moutier [9] developed the original executive learning approach that seeks to redirect reasoners’ thinking. The aim of this approach is to lead reasoners to inhibit heuristic responses by introducing, in the learning instructions, several elements in the form of verbal and visuo-spatial executive warnings of the error risk (i.e., a “hot” type of learning). The pre- and post-learning effects were tested in another reasoning task that is known to activate the same erroneous heuristic response.

Executive learning (EL) induced significant metacognitive transfer in child and adult reasoners who exhibited fewer heuristic responses after EL than after to classical logical learning [9–12]. Metacognitive experiences are understood to encompass all conscious cognitive or affective experiences associated with the solving of a particular problem [13]. These transient experiences occur especially when the participant is performing a complex cognitive task that requires the implementation of control processes. However, there is an important remaining issue for the domain. It is not known whether the metacognitive transfer of knowledge acquired with the EL is always effective when the order of the learning task and the pre/post task are reversed. The present study answers this question directly by testing adults with the reverse of Houdé and Moutier’s original reasoning paradigm ( ).

A famous reasoning task is the Wason selection task (WST). It includes four cards, each of which is presented as having a letter a letter on one side and a number on the other side. Two of the cards have a letter on their exposed side, and two have a digit on their exposed sides. These cards read A, D, 3, and 7. These cards are also associated with the following conditional rule: if there is an A on one side of the card, then there is a 3 on the other side of the card. Logically, the first part of a conditional rule is called the antecedent, and the second part is called the consequent. The participant is told that this rule applies to the four cards shown and may be true or false. Further, he/she is asked to choose which card to turn over to decide whether the rule is true or false. Logically, the A card represents an affirmation of the antecedent (true antecedent), the D card represents a falsification of the antecedent (false antecedent), the 3 card represents an affirmation of the consequent (true consequent), and the 7 card represents a falsification of the consequent (false consequent). Logic requires that the person chooses to turn the A and 7 cards over (true antecedent and false consequent) because only this combination can falsify the rule and prove whether it is true or false (i.e., finding a card that has an A on one side and does not have a 3 on the other side, or finding a card that does not have a 3 on one side (here the 7 card) and has an A on the other side would falsify the rule). Despite the apparent simplicity of this popular reasoning problem [14], few participants give the correct answer, and most choose to turn the A and 3 cards or the A card only, which match the cards described in the conditional rule.

Many interpretations have been proposed to account for the difficulty encountered by the reasoners in the WST (see [15] for a review). A first attempt was to suppose that reasoners choose only those cards that would confirm the given conditional rule rather than refute it. This is the confirmation bias [16]. Another possible way to interpret performance of the WST refers to conversational maxims by Grice [17]. People may understand the presented conditional rule as biconditional (If and only if there is an A then there is a 3). Cheng and Holyoak [18] proposed that people often reason using pragmatic reasoning schemas. These rules are highly generalized and abstracted but nonetheless defined with respect to classes of goals and types of relationships such as the “permission” situations which improve performance on WST (If one is to take action A then one must satisfy precondition P). Cheng et al. [19] observed a learning effect on the WST using conditional rule training added to an example training based on pragmatic versions of the WST. However, these pragmatic versions lead reasoners to check the violation rather than the truth of the conditional rule as suggested in the framework of evolutionary psychology [20]. We know that reasoners performed successfully when they have to detect cheaters in a social contract. Several researchers [21]-[22] have noted that the WST is not a mere logical reasoning task. Therefore, the task may have two aspects: interpretation of the conditionals and decision making in regard to which cards to select.

More recently, the WST has been acknowledged as a task that enables us to explore dual processes of thinking [23]. In the WST, System 1 processes compete with System 2 processes in determining the choice of cards. Heuristic processes are rapid, parallel, automatic, and effortless. They involve the allocation of selective attention towards the matching cases A and 3 (true antecedent and true consequent) and deem the other irrelevant [24]. This allocation implies triggering the intuitive response that is not logical (chose the A and 3 cards). The implication of these heuristic processes in the WST has been corroborated by Roberts and Newton [25]. Although authors found that reasoners’ responses in a rapid response time task did not radically differ from responses given in the free response time version, they also found an increase in the selection of the matching 3 card in the rapid response time task. The rapid response time condition permitted the activation of System 1 processes and the free response time condition did not permit the activation of System 2 processes. Reorienting reasoners’ knowledge using questionnaires is a way of constraining the possible range of misinterpretations, and it guides them to a logical interpretation in which they can reason correctly [26]-[27]. Osman [28] combined a tutoring procedure based on identifying and modifying the misinterpretations reasoners had of the task [29] and time constraints. The tutoring was based on the same version of WST that was used in pre- and post-test. She observed that this tutoring is effective when available cognitive resources are reduced using rapid response or rapid presentation task, opposed to a condition without tutoring. System 1 can no longer trap them even when they are placed in a rapid response time condition.

To solve the WST, the reasoner requires hypothetical thinking to select cards A and 7 (true antecedent and false consequent) that only System 2 could provide. Therefore, there would be a conflict between heuristic and analytic output. This conflict-monitoring in dual reasoning processes has recently been examined by De Neys and collaborators [30–32]. These authors showed that people detect the conflict between the output of the two systems and argued that reasoning errors occur not because people failed to monitor System 1 but because they failed to inhibit the pre-attentional response given by System 1 (for a review see [5]). The present article focuses on the assumption that people without gaps in normative logic could still be poor inhibitors [33]. This idea is consistent with several studies that support the contribution of executive processing capacity to reasoning at the behavioral level both in adults [34–36] and children [37–40].

Houdé and Moutier [9] developed the EL for teaching adult participants to inhibit the matching heuristic response primed by System 1 to activate the logical response provided by System 2 in the WST. These authors introduced warning elements in the form of verbal and visuo-spatial executive warnings with the aim of teaching subjects how to inhibit matching heuristic strategies and also provided the logical explanation underlying the task to activate the analytic strategy. The experimental training began with, "In this problem, the source of the error lies in a habit we all have of concentrating on cards with the letter or number mentioned in the rule (the experimenter points to cards A and 3 and to the place where they are mentioned in the rule) and not paying attention to the other cards. This factor can have a very misleading effect on us: we think this makes things easier when in fact we're falling into a trap!" Then, for each matching response (A, A-3) printed on a card, the subject was led to explain why it is misleading and then to put it under a transparent hatched area, which depicted inhibition. According to Perner [41], inhibition and set shifting (or cognitive flexibility) depend on a metarepresentation of the habitual act as maladaptive. These authors chose to subtract the executive warnings from the learning procedure and therefore retain the logical components as a classical logical learning condition (CL).

To determine whether EL or CL were sufficient to improve performance, Houdé and Moutier [9] presented the rule falsification task (RFT; [42]) to participants in a pre-test. Performance of this task required the same inhibition of a matching heuristic strategy at the attentional level and access to the same analytic strategy as the WST presented above (this factor is an essential feature of the design). The participants were asked to select two colored shapes (among circles, diamonds, and squares in blue, yellow, red, and green) to falsify the following conditional rule with which they were presented: if there is not a red square on the left, then there is a yellow circle on the right. Similar to the WST, few participants gave the logical answer by selecting, on the left, a shape that was not a red square (true antecedent) and selecting, on the right, a shape that was not a yellow circle (false consequent). Most participants selected the red square and the yellow circle (false antecedent and true consequent) (i.e., the shapes that matched those described in the rule). After the pre-test, participants were selected based on their poor performance on the RFT. Then, half of the unsuccessful participants received EL, and the others received CL. Instead of being limited to practice or instruction about the pre-learning task, the learning aimed to help subjects transfer a self-regulatory—or self-feeling—mechanism (also called autoregulation) from the WST to the RFT. Both types of learning were based on the WST, which is a formally identical reasoning task.

The summary of the responses on the WST at the beginning of the training phase observed in previous studies [9], [12] indicated massive failure. There was not a single correct answer (A-7) in the entire sample. The most frequent wrong answer, observed in half the participants, was A-3 that corresponded to the matching bias. The answers A or 3, which are called partial matching, were given by 28% of the participants (22% and 6%, respectively). The remaining 22% of the participants gave various incorrect answers including 7, A-D-7, A-D, and D-7. Therefore, a matching strategy (A-3, A, or 3) appears to be the typical bias triggered by WST; 78% of the sample relied on total or partial matching. In Moutier, Angeard, and Houdé’s study [12], the pre-test results indicated overall that participants’ logical performance in both the EL and CL conditions was very low (by construction, the scores of the two groups were comparable). The participants’ scores were divided them into two sub-populations: a biased group (n = 15) and a logical group (n = 3). The clearly predominant group exhibited biased behavior, which in the present case corresponded to the matching bias (total or partial: matching with the figure mentioned in the antecedent and/or consequent: red square and/or yellow circle). What were the respective proportions of the biased and logical sub-populations within the EL condition compared to the CL condition, on the post-test? The results showed that the proportions changed substancially between the pre- and post-tests. After EL, the sample could no longer be called globally biased. However, the CL sample, which had undergone no inhibition-component training (in which, by subtraction, only the logical components remained), had a clearly predominant matching-bias sub-population. An intra-individual analysis of changes from biased to logical behavior between the pre-test and the post-test indicated a training effect (existence of biased logical patterns) in the EL condition only (no effect in the CL condition). This finding indicates that executive warnings alone were helpful in managing to inhibiting the tempting matching heuristic generated by System 1.

The significant effect of EL in managing the inhibition of matching heuristic in conditional reasoning has been corroborated in a brain imaging study of adults [43]. Data provided evidence of a striking shift from the posterior part of the brain (a perceptual network that reflects the matching heuristic) when subjects were erroneous in the pre-test to a prefrontal network when they performed correctly in the post-test that was present only at the time at which inhibitory control was occurring. Note that this neuroanatomical shift was not observed after CL that was based on only the logical component of the task. The contribution of executive processes in overcoming the matching heuristic at the neural level has also been corroborated [44]-[45]. Furthermore, after EL (at the moment when the error-to-logic shift occurred), greater cerebral activity was observed in the right ventromedial prefrontal cortex [46]. This region is known to be implicated in the processing of risk, fear, and decision-making and is engaged in the recovery of previous emotional experiences to guide strategy selection [47]. The recruitment of this area can be interpreted as the retrieval of the emotional experience triggered by the executive warnings contained in the learning phase. Cassotti and Moutier [10] have recently showed that the emotional component of these warnings is essential for receptivity to this learning.

The behavioral and neural data provide evidence implicating inhibitory processes and open the doors to a neuropedagogy of reasoning [48]-[49]. Considering the efficiency with which EL has been observed to redirect reasoners’ thinking, investigating the generalization of EL is essential. Interestingly, the tasks used by Houdé and Moutier [9] differed in presentation and also in the metacognitive cost of inhibiting the heuristic ( ). The WST includes no negation in the conditional (if there is an A on one side of the card, then there is a 3 on the other side of the card) and requires half-suppression of the matching elements (the 3 card) for a correct answer. In contrast, the RFT includes a negation in the conditional (if there is not a red square on the left, then there is a yellow circle on the right) and necessitates a simple global rejection of the matching elements for a correct answer. Therefore, depending on whether one uses the WST or the RFT during the learning phase, metacognitive learning difficulty is expected to differ. We investigated this difficulty and various matching-bias inhibition effects in a new (reversed) paradigm.

Table 1

True antecedentFalse antecedentTrue consequentFalse consequentErroneous response / Matching casesCorrect response WST ANot A (D)3Not 3 (7)A and 3A and not 3 RFT Not a red squareRed squareYellow circleNot a yellow circleRed square and yellow circleNot a red square and not a yellow circleOpen in a separate window

The participants were presented with the WST in pre- and post-tests and taught to inhibit the matching heuristic in the RFT ( ). Because the two reasoning tasks are formally equal, one could hypothesize a positive effect of EL. Alternatively this effect could be modulated according to the reasoning task to which EL is applied. When the learning applies to the WST, as in the original paradigm, the inhibition of only one matching case named in the rule was taught; however, when the learning applies to the RFT, as is the case in the current study, inhibition of all matching cases named in the rule is taught because the rule includes a negation in the antecedent. In this condition, the metacognitive transfer of EL may be more “strict” because in the RFT, the experimenter learns to inhibit all matching cases to succeed. Then, reasoners may inhibit all matching cases in the WST presented in the post-test, although the logical answer is associated with more fine-grained partial inhibition of only one matching case.

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