Analogies between old and new concepts are common during classroom instruction. While previous studies of transfer focus on how features of initial learning guide later transfer to new problem solving, less is known about how to best support analogical transfer from previous learning while children are engaged in new learning episodes. Such research may have important implications for teaching and learning in mathematics, which often includes analogies between old and new information. Some existing research promotes supporting learners' explicit connections across old and new information within an analogy. In this talk, I will present evidence that instructors can invite implicit analogical reasoning through warm-up activities designed to activate relevant prior knowledge. Warm-up activities "close the transfer space" between old and new learning without additional direct instruction.

Analogy offers a new interpretation of a common concern in ethics: whether decision making includes or excludes a consideration of moral issues. This is often discussed as the moral awareness of decision makers and considered a motivational concern. The possible new interpretation is that moral awareness is in part a matter of expertise. Some failures of moral awareness can then be understood as stemming from novicehood. Studies of analogical transfer are consistent with the possibility that moral awareness is in part a matter of expertise, that as a result motivation is less helpful than some prior theorizing would predict, and that many adults are not as expert in the domain of ethics as one might hope. The possibility of expert knowledge of ethical principles leads to new questions and opportunities.

Existing accounts of analogical transfer highlight the importance of comparison-based schema abstraction in aiding retrieval of relevant prior knowledge from memory. In this talk, we discuss an alternative view, the category status hypothesis—which states that if knowledge of a target principle is represented as a relational category, it is easier to activate as a result of categorizing (as opposed to cue-based reminding)—and briefly review supporting evidence. We then further investigate this hypothesis by designing study tasks that promote different facets of category-level representations and assess their impact on spontaneous analogical transfer. A Baseline group compared two analogous cases; the remaining groups experienced comparison plus another task intended to impact the category status of the knowledge representation. The Intension group read an abstract statement of the principle with a supporting task of generating a new case. The Extension group read two more positive cases with the task of judging whether each exemplified the target principle. The Mapping group read a contrast case with the task of revising it into a positive example of the target principle (thereby providing practice moving in both directions between type and token, i.e., evaluating a given case relative to knowledge and using knowledge to generate a revised case). The results demonstrated that both Intension and Extension groups led to transfer improvements over Baseline (with the former demonstrating both improved accessibility of prior knowledge and ability to apply relational concepts). Implications for theories of analogical transfer are discussed.