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MARCIA A. BARNES
University of Toronto, Toronto, Ontario, Canada
and The Hospital for Sick Children, Toronto, Ontario, Canada
and
PETER E. BRYANT
University of Oxford, Oxford, England
In this study we investigated the relation between young children’s comprehension skill and inference-
making ability using a procedure that controlled individual differences in general knowledge (Barnes
& Dennis, 1998; Barnes, Dennis, & Haefele-Kalvaitis, 1996). A multiepisode story was read to the children,
and their ability to make two types of inference was assessed: coherence inferences, which were es-
sential for adequate comprehension of the text, and elaborative inferences, which enhanced the text
representation but which were not crucial to understanding. There was a strong relation between com-
prehension skill and inference-making ability even when knowledge was equally available to all partici-
pants. Subsidiary analyses of the source of inference failures revealed different underlying sources of
difficulty for good and poor comprehenders.
Young children’s reading comprehension problems have at a local level but are unable to produce a coherent inte-
been attributed to deficiencies in a wide range of lower grated model of the text as a whole. Poor comprehenders’
level cognitive processing abilities, such as phonological difficulties with inference making are a likely cause of
processing skill (e.g., Shankweiler, 1989), word-decoding their text-level comprehension problems (Cain & Oakhill,
facility (e.g., Perfetti, 1985), and vocabulary knowledge 1999). In the present study, we explored possible sources of
(e.g., Beck, Perfetti, & McKeown, 1982; Carroll, 1993). In poor comprehenders’ difficulties with making inferences.
this article, we focus on a group of children who demon- Inference making is regarded as a central component of
strate text comprehension difficulties despite proficiency skilled reading (e.g., Garnham & Oakhill, 1996; Graesser,
in both word reading and these lower level cognitive skills Singer, & Trabasso, 1994; Singer, 1994; van den Broek,
(see Cain & Oakhill, in press, for a review). The compre- 1994). Although less skilled readers are capable of infer-
hension difficulties of these children must, therefore, arise ential processing, they do not generate as many inferences
from impairments in higher level cognitive skills. For ex- as more skilled readers do (e.g., Casteel, 1993; Casteel &
ample, previous research has shown that children with Simpson, 1991; Long, Oppy, & Seely, 1997; Oakhill, 1982,
comprehension difficulties are poor at inference making 1984; Omanson, Warren, & Trabasso, 1978; Paris & Lin-
(e.g., Cain & Oakhill, 1999; Oakhill, 1982, 1984). Such dauer, 1976; Paris & Upton, 1976). Thus, it is important to
problems have been interpreted within the mental models establish which factors limit inference making within such
framework (e.g., Oakhill, 1996). Our findings suggest that populations.
poor comprehenders construct incomplete representa- An inference can be made only when the requisite gen-
tions of text: They are often able to integrate information eral knowledge necessary to make that inference is avail-
able (e.g., Ackerman, Silver, & Glickman, 1990; Casteel,
1993). Indeed, relevant background knowledge for a pas-
sage is a better predictor of fourth graders’ ability to gen-
The study reported in this paper was supported by Economic and So- erate inferences from and elaborate on that text than is their
cial Research Council Grant R000 23 5438 awarded to J.V.O. and P.E.B.
The authors gratefully acknowledge the help of the Experimental Psy- comprehension skill (Marr & Gormley, 1982). General
chology Society, whose award to the first author, in the form of a Study knowledge differences are, therefore, a potential source of
Visit Grant, facilitated this work. The authors also thank The Hospital for individual differences in inference generation. Using a pro-
Sick Children, Toronto, for their kind hospitality on this visit. Finally, cedure that ensured that the relevant general knowledge
thanks to all the staff and pupils from the Brighton and Hove schools who
participated in this work. Correspondence should be addressed to K. Cain,
was equally available to all participants prior to inference
who is now at the Department of Psychology, University of Essex, Wiven- making, Barnes and colleagues have demonstrated that
hoe Park, Colchester, CO4 3SQ, England (e-mail: kcain@essex.ac.uk) . knowledge availability is not sufficient to ensure adequate
inference making in both normally developing children different functions and make a greater number of coher-
(Barnes, Dennis, & Haefele-Kalvaitis, 1996) and children ence inferences than elaborative inferences (e.g., Cas-
with the neurodevelopmental disorder of hydrocephalus teel, 1993; Singer, 1994; Whitney, Ritchie, & Clark, 1991).
(Barnes & Dennis, 1998). Given that skilled comprehen- Previous work has demonstrated that poor comprehen-
ders are likely to read more than less skilled comprehen- ders are poor to generate both types of inference, relative
ders and, thus, acquire more information from text, it is to their skilled peers (e.g., Cain & Oakhill, 1999; Oakhill,
plausible that their superior inference-making ability may, 1982, 1984). However, a limitation of this previous work
in part, stem from greater general knowledge. is that the two types of inference have depended on the in-
A primary aim of the present study was to use Barnes’s tegration of information from different sources. Genera-
paradigm to determine the extent to which the inference- tion of a coherence inference required integration of dif-
making problems experienced by children who experi- ferent pieces of information from within the text, whereas
ence text-comprehension difficulties without neurologi- generation of an elaborative inference required the reader
cal disorder may be accounted for by “general knowledge” to integrate information from the text with prior or general
deficits. To explore this issue, children were first taught knowledge. In the present study, generation of both types
a novel knowledge base—a series of facts about an imag- of inference depended on the ability to recall the correct
inary planet. These facts provided a background for the textual premise, retrieve information from outside the text
text that they subsequently read. Individual facts from the (from the taught knowledge base), and integrate these
knowledge base had to be retrieved and integrated with two pieces of information. Thus, we were able to explore
information in the text in order to generate particular in- whether poor comprehenders were impaired in drawing
ferences. Answers to the inference questions were consid- knowledge-based inferences that served different func-
ered only if the relevant knowledge-base information was tions in a text, even when the processing requirements for
recalled immediately after the story and questions had both inferences were the same. In this study, both types
been completed. This procedure enabled us to investigate of inference required the integration of a text premise
inference-making ability when knowledge was equally with the knowledge base.
available to all participants. In addition, the learning and A further aim of the study was to investigate sources of
recall trials enabled us to determine whether reading- inference failure. Different sources of inference failure
comprehension ability and skill at drawing inferences were have been identified for different populations of children.
related to differences in the retention of the knowledge Failure to recall relevant textual premises is the main
base. source of young children’s failure to make coherence in-
Barnes et al. (1996) found that short-term retention of ferences (Barnes et al., 1996), but failure to integrate the
a learned knowledge base was comparable across differ- text premise with the knowledge-base item (when cor-
ent age groups but that poor comprehenders with hydro- rectly recalled) accounts for the majority of inference
cephalus (a developmental brain pathology) remembered failures by older good and poor (garden variety) readers
fewer knowledge-base items when retested at the end of (Barnes & Dennis, 1996). In the present study, different
the narrative (Barnes & Dennis, 1998). It is not known reasons for inference failure were investigated: failure to
whether such information is learned or represented differ- retrieve the correct premise from the text, failure to recall
ently by poor comprehenders who do not have neurologi- the relevant item for the knowledge base, failure to inte-
cal impairments, the population of interest in the present grate the two, or generation of the incorrect inference.
study. The ability to access such information and integrate These reasons for inference failure are detailed below.
it within a model of the text during comprehension may Failure to recall the correct premise from the text may
depend on the stability of the information in memory. One arise because of poor memory for the text per se. When
index of stability for a knowledge representation is the fewer propositions from the story are recalled, a less co-
ability to remember that information over time. We there- herent representation of the text will exist to support re-
fore included a delayed memory test for the taught knowl- call. Alternatively, the correct premise may not be re-
edge base, 1 week after the initial experimental session, in called because there may be failure to encode a particular
order to assess whether comprehension skill and inference- premise in the first place, either fully or partially. Failure
making ability were related to the stability and retention to recall the correct knowledge-base item may occur
of the knowledge base over time. when the item is available but is, for whatever reason, dif-
Inference-making ability was assessed in the following ficult to retrieve. Knowledge-base items may be less ac-
way. After learning the knowledge base, children were pre- cessible because they may have been encoded less effi-
sented with short episodes from a story. Using questions ciently or retained less precisely. When both items (text
asked after each episode, we assessed their ability to make premise and knowledge-base item) are available, an infer-
two types of inference: coherence inferences, which are ence may not be made because the two pieces of informa-
necessary to establish the links between premises in the text, tion are not integrated. Finally, children may also fail to
and elaborative inferences, which enrich the text repre- generate the correct inference because they make a differ-
sentation. Previous authors argue that these two inference ent one (incorrect inference) or because they are utiliz-
types are conceptually distinct and serve different func- ing a different set of criteria for textual cohesion and are
tions in the construction of a text representation (e.g., Garn- not aware that an inference is necessary. Ultimately, fail-
ham, 1982, 1989). In general, readers are sensitive to these ure to generate such inferences, for any of these reasons,
852 CAIN, OAKHILL, BARNES, AND BRYANT
will result in a poorly integrated representation of the text, MacGinitie, 1989) and the Neale Analysis of Reading Ability—
and comprehension will suffer (Oakhill, 1996). Revised British Edition (Neale, 1989). As stated above, the purpose
As stated before, we know that children with adequate of the group selection procedure was to select two groups of chil-
dren with age-appropriate word-reading skills that differed in reading-
word-reading and vocabulary skills but poor text compre-
comprehension ability. We selected these groups by first adminis-
hension experience difficulties with inference making and tering the Gates–MacGinitie test to the entire 7- to 8-year-ol d
integration (e.g., Cain & Oakhill, 1999). However, although population of three junior schools (n = 163). This test is group-
their difficulties have been related to both working memory administered and requires children to select one out of four words
and metacognitive impairments, the source of inference- to go with the accompanying picture. This test provides a measure
making failure is not known. In the present study, we set of a child’s ability to read and understand single words out of con-
out to establish the reasons for inference-making differ- text. It was used to screen out “exceptional ” readers. These were
children who obtained either very low or very high scores and whose
ences between skilled and less skilled comprehenders reading age (calculated using the Neale Analysis) would be pre-
when knowledge was equally available to the two groups. dicted to be either substantially below or above their chronologica l
The question of interest here is, Do less skilled compre- age. In addition, children whose first language was not English or who
henders’ difficulties with inference making arise from the had known behavioral, emotional, or language difficulties were ex-
same underlying source as those of skilled comprehen- cluded from further testing. The remaining children (n = 79) were
ders, or do they fail to make as many inferences as their assessed individually using the Neale Analysis.
In the Neale test, children read a series of short stories out loud,
skilled peers because of a different source of difficulty? and any word reading errors are corrected. They are asked a set of
In summary, the present study was designed to assess comprehension questions after each story. The passages are graded
the following issues: (1) to determine whether poor com- in difficulty, and testing stops once a prescribed number of reading-
prehenders have difficulties with two types of knowledge- accuracy errors has been made. The test provides separate scores for
base inferences that perform different functions in text, reading accuracy, based on the number of words read correctly, and
(2) to assess the extent to which (general) knowledge def- reading comprehension, based on the number of comprehensio n
questions that the child answers correctly. Performance on the Neale
icits affect inference generation, (3) to identify the rea-
test was used to select and match the two groups (see Table 1 for
sons for inference failure and how they relate to compre- group characteristics) .
hension skill and inference type, and (4) to determine The skilled and less skilled comprehenders all obtained age-
whether less skilled comprehenders experience difficul- appropriate reading-accuracy scores and did not differ significantly
ties with inference generation from texts that they have on this measure [t(24) < 1.0]. The skilled group consisted of chil-
listened to (since the presentation of the text in the pres- dren whose reading-comprehension scores were at or above those
ent experiment was auditory). predicted by their reading-accuracy ability, whereas the less skilled
group consisted of children whose comprehension scores were de-
pressed relative to their word-reading age. As the values in Table 1
METHOD demonstrate, the mean difference between reading accuracy and
Participants reading comprehension for the less skilled group was 25 months. In
Two groups of children participated in this study: 7- to 8-year-ol d addition, the difference in reading-comprehension age between the
skilled comprehenders and less skilled comprehenders. It is now well skilled and less skilled comprehenders was 30 months [t(24) = 8.48,
established that some poor readers’ comprehension difficulties stem p < .001]. The two groups were also matched for chronological age,
from poor word-reading skills (e.g., Perfetti, 1985). In this study, we sight vocabulary (Gates–MacGinitie test), and the number of Neale
were not interested in generally poor readers, but, rather, we were stories that they had completed (all ts < 1.0). The latter measure was
interested in children who had a specific comprehension deficit in necessary to ensure that the difference in comprehension scores did
the presence of age-appropriate word-reading skills. Therefore, the not arise because the less skilled group had read fewer stories and,
skilled and less skilled comprehenders were matched for their abil- therefore, obtained lower comprehension scores simply because
ity to read words (both in and out of context) and for chronologica l they had attempted fewer comprehension questions .
age but were selected to differ on a measure of text comprehension .
In this way, we aimed to control for the influence of lower level de- Materials and Procedure
coding and vocabulary skills on text comprehension (cf. Nation & All children were tested individually. The materials and proce-
Snowling, 1998). dure were modified from those used by Barnes et al. (1996) and are
There were 13 children in each group, selected using two tests: The explained in more detail below. There were three phases to the
Gates–MacGinitie Primary Two Vocabulary Test (MacGinitie & experiment.
Table 1
Group Characteristics (Means and Standard Deviations)
Gates– Reading Reading Number of
Age MacGinitie Accuracy Comprehensio n Stories
Skill Group M SD M SD M SD M SD M SD
Less skilled 8,0 3 41.3 2.01 8,10 12 6,9* 4 3.9 0.86
Skilled 8,1 4 41.7 1.88 8,8 7 9,2 12 4.1 0.76
Note—For less skilled and skilled comprehenders, ns = 13. Where appropriate, ages are given in
years, months, and standard deviations are given in months. The reading accuracy and comprehen -
sion scores are the age equivalent scores provided in the Neale test, and the number of stories read
refers to the stories that were completed during this assessment. *Less skilled comprehenders ob-
tained significantly ( p < .05) lower scores than skilled comprehenders .
INFERENCE MAKING AND KNOWLEDGE 853
Table 3
The Knowledge Base: Ease of Learning and Retention Scores
(Means and Standard Deviations) for Each Skill Group
Ease of Learning Retention
Picture Test Verbal Recall Immediate 1-Week Delay
Skill Group M SD M SD M SD M SD
Less skilled 14.08 2.25 13.62 2.40 11.77 0.69 10.77* 1.48
Skilled 12.77 0.83 12.31 0.48 11.85 0.37 11.85 0.37
Note—For the picture test and the verbal recall test, 1 point was awarded for each item correctly
recalled the first time. Errors were corrected and retested, and 1 point was added for additional
trials needed. Perfect recall score was 12. For the immediate and delayed tests of recall, the max-
imum score was 12. *Less skilled comprehenders obtained significantly ( p < .05) lower scores
than skilled comprehenders .
INFERENCE MAKING AND KNOWLEDGE 855
or because of a failure to integrate the two. In addition, ing performance on the test of long-term retention of the
children may generate a different inference to that in- knowledge base. This restricted range of scores may have
tended, or they may not draw an inference because they are limited the explanatory power of the retention measures.
not aware that one is necessary. Inference failure, for any Second, it may be that these variables are not suitable con-
of these reasons, will result in a less detailed and integrated trols for knowledge stability or accessibility. They do not
model of the text. We summarize and discuss the results assess the degree of integration between the items ac-
as they relate to these points, in turn. quired in the new knowledge base, nor do they assess the
The procedure was designed to ensure that all children speed or efficiency of access of this new information.
could learn the knowledge base from which the infer- Barnes et al. (1996) found that easily accessible knowl-
ences could be drawn with relative ease. There were ceil- edge was more likely to be used in inferencing than was
ing effects in both immediate and delayed recall of the knowledge that took longer to retrieve. We were not able
knowledge base, but these were a necessary consequence to test accessibility of knowledge in the present study, but
of the task requirements (to learn the knowledge base to it is plausible that poor comprehenders were restricted
criterion and to retain it). The results suggest that children by the accessibility of information in the taught knowledge
with good comprehension skills may find it easier to ac- base to a greater degree than were good comprehenders.
quire new knowledge and are also able to construct more Measures of knowledge accessibility should be included
stable representations of newly taught knowledge than less in follow-up studies.
skilled comprehenders, even when their short-term reten- In this study, we found that literal memory for the text
tion does not differ markedly. However, the present study did not account for group differences in inference making.
was not designed to assess the acquisition and retention of In contrast, Barnes et al. (1996) found that literal memory
knowledge, although these are issues that warrant further for the text in general was a significant predictor of co-
investigation. The skilled comprehenders’ superior recall herence inference-making ability within a population of
of the knowledge base may also have been aided by their 6- to 15-year-olds. Our present finding is supported by a
better memory for the story. Specifically, they may have study conducted by Omanson et al. (1978), who demon-
constructed a more integrated and embellished represen- strated that age-related gains in general memory capac-
tation of the text, which may have served to strengthen ity could not wholly account for developmental improve-
their memory of the knowledge base, such that knowledge- ments in inference making. The discrepancies between
base items may have been available as an integral part of different studies suggest that it may be necessary to explore
the story rather than a list of discrete facts. different aspects of literal memory in more detail in future
The differences that existed in availability of the knowl- work, such as the quality (i.e., detail) of the literal recall,
edge base were taken into account when inferencing skill as well as the quantity.
was assessed. The less skilled comprehenders generated A common source of inference difficulty for the less
significantly fewer inferences than the skilled comprehen- skilled comprehenders in the present study was a failure to
ders did. The effect sizes revealed that the group differ- retrieve the relevant textual premise. The primary source of
ences in inference-making skill were substantial (Cohen, skilled comprehenders’ inference failures occurred at a dif-
1988). Thus, even when they had the requisite knowledge- ferent stage in the comprehension process. Often, they re-
base information from which to generate an inference, called both the relevant textual premise and the knowledge-
the less skilled comprehenders did not make these infer- base item but failed to integrate the two. Recall of the
ences as readily as their skilled peers did. Knowledge incorrect premise suggests that the less skilled compre-
availability is therefore not a sufficient condition for in- henders experienced difficulty in selecting the relevant in-
ferencing, and we can rule out lack of knowledge as a pri- formation on which the inference should be based. Despite
mary source of poor comprehenders’ inference-making the finding that a higher proportion of the good compre-
difficulties. Furthermore, analysis of covariance demon- henders’ failures can be attributed to integration failures,
strated that the skilled comprehenders’ superior inference- relative to the less skilled group, it is certainly not the case
making skills were not simply due to differences in their that less skilled comprehenders do not experience integra-
memory for either the text or the knowledge base over tion failures. Rather, the less skilled comprehenders’ diffi-
time. As stated above, knowledge for the story may serve culties arose at an earlier stage in the inference-making
to strengthen memory for the knowledge base. Thus, the process: They often failed to recall the information that had
inclusion of delayed knowledge-base recall in our analy- to be integrated to generate the inference.
sis provides a particularly strong test of the hypothesis A small proportion of inference failures in both groups
that inference-making differences could be attributed to could be attributed to generating the incorrect inference.
differential memory. The group difference remained even This type of error was more common for elaborative in-
when both indicators of differential memory were en- ferences than for coherence ones. Generation of the wrong
tered into the analysis. inference is an indication that the reader (or listener) is poor
There are two qualifications to the conclusion that dif- at selecting the relevant information from the text and from
ferential memory did not affect inference-making perfor- his/her general knowledge (in this instance, the taught
mance. First, the skilled comprehenders demonstrated ceil- knowledge base). There were very few instances of incor-
858 CAIN, OAKHILL, BARNES, AND BRYANT
rect inference generation and, thus, no indication that the knowledge base, even when those inferences are necessary
less skilled comprehenders gained lower inference scores for comprehension. In addition, we demonstrated that less
because they were generating nontarget inferences. skilled comprehenders’ difficulties with inference mak-
The groups did not generate a significantly greater ing are not just restricted to reading situations but are
number of coherence inferences than elaborative ones, al- apparent in tasks involving listening comprehension as
though there was a trend in that direction, suggesting that well. Less skilled comprehenders’ difficulties with infer-
both groups of children were sensitive to the need to main- ence making were not wholly accounted for by memory for
tain textual coherence by making necessary inferences. the text or information outside of the text that was essen-
Previous studies have explored coherence and elaborative tial for inference generation. An analysis of errors revealed
inferences and report a difference between these two that a more likely source of inference-making difficulty for
types of inferences (e.g., Casteel & Simpson, 1991). How- this group was an inability to select the information rel-
ever, none of these studies have required the integration evant to making the inference.
of information from both text and a knowledge base for
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