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When and where do we apply what we learn?: A taxonomy for far transfer
Abstract
Despite a century's worth of research, arguments surrounding the question of whether far transfer occurs have made little progress toward resolution. The authors argue the reason for this confusion is a failure to specify various dimensions along which transfer can occur, resulting in comparisons of "apples and oranges." They provide a framework that describes 9 relevant dimensions and show that the literature can productively be classified along these dimensions, with each study situated at the intersection of various dimensions. Estimation of a single effect size for far transfer is misguided in view of this complexity. The past 100 years of research shows that evidence for transfer under some conditions is substantial, but critical conditions for many key questions are untested.
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“First, transfer is much more likely under conditions where trained and untrained activities share many features (near transfer) than few (far transfer, Barnett & Ceci, 2002; Noack, Lövdén, Schmiedek, & Lindenberger, 2009).”
From Working memory training involves learning new skills (2019) · cites this paper as Barnett & Ceci, 2002
In the citing paper
“However, it may be that such transfer requires variability in training (Barnett & Ceci, 2002;Schmidt & Bjork, 1992) as most other studies using this form of working-memory training have used at least two variants of the tasks.”
From A simultaneous examination of two forms of working memory training: Evidence for near transfer only (2016) · cites this paper as Barnett & Ceci, 2002
In the citing paper
“The magnitude of transfer, when such was reported, is usually small, and is difficult to dissociate from a null result, since it is not resilient to correction for multiple comparisons.”
From Training-induced improvement in working memory tasks results from switching to efficient strategies (2021) · cites this paper as Barnett & Ceci, 2002
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“The goal in including transfer items was to assess whether students’ knowledge is robust in that it is transferred to unfamiliar problems (Barnett & Ceci, 2002).”
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“…or common elements, i.e. physical, functional, and psychological similarities (fidelity), between the training environment and the real world (Barnett & Cici, 2002; Chase & Ericsson, 1982; Gagne, Baker, & Foster, 1949; Korteling et al., 2011; Korteling et al., 2013; Noble, 2002; Lathan,…”
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Baron, C., Sklarwitz, S., Bang, H., & Shatara, H. (2018) · Theory & Research in Social Education · doi:10.1080/00933104.2018.1489927 · Cited by 24
“…layers in which those disparate historic materials are analyzed and understood (or not) and that there are considerable opportunities for developing critical pathways for learning and transfer across multiple sites and from sites to the classroom (cf. Barnett & Ceci, 2002; Baron, 2014).”
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Tenenberg, J. (2019) · Cambridge University Press eBooks · doi:10.1017/9781108654555.008 · Cited by 24
Linderoth, J., & Sjöblom, B. (2019) · Simulation & Gaming · doi:10.1177/1046878119873023 · Cited by 29
chia, C. F., Nadarajah, V. D., Lim, V., & Kutzsche, S. (2020) · Medical Teacher · doi:10.1080/0142159x.2020.1776239 · Cited by 24
“The transfer is considered a critical hallmark of true learning (Barnett and Ceci 2002).”
BackgroundLee, E. H., Kim, B. R., Kim, H.-H., Kim, S.-H., Chun, M. Y., Park, H. K., Park, K. D., Jeong, J. H., & Kim, G. H. (2020) · Dementia and Neurocognitive Disorders · doi:10.12779/dnd.2020.19.3.96 · Cited by 22
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“Furthermore, in contexts like ours, where the training medium differed from the application context, it was particularly important to assess the learning outcome with regard to knowledge transfer (Barnett and Ceci 2002).”
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“, predicting when learning a curriculum will generalize to untrained skill domains) would be especially valuable because transferability is often difficult to capture with traditional assessments (4).”
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“In more individual cognitive paradigms this sort of transfer would be referred to as ‘near transfer’ as the prior learning and target application are quite close to one another (Barnett and Ceci 2002 , 615).”
BackgroundEmurian, H. H., Holden, H. K., & Abarbanel, R. A. (2007) · Computers in Human Behavior · doi:10.1016/j.chb.2007.02.007 · Cited by 24
“Since the selection of a correct answer required the application of a general principle, this outcome supports the value of the instructional approaches to produce meaningful learning (Mayer, 2002) or far transfer of learning (Barnett & Ceci, 2002).”
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Taylor, J. L., Smith, K. M., van Stolk, A. P., & Spiegelman, G. B. (2010) · CBE—Life Sciences Education · doi:10.1187/cbe.10-02-0012 · Cited by 24
“To measure student performance we used both near-transfer tests and medium/far-transfer tests (Barnett and Ceci, 2002).”
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“Both steps are likely required for successful transfer to occur (Barnett and Ceci, 2002).”
BackgroundModeling First: Applying Learning Science to the Teaching of Introductory Statistics
Son, J. Y., Blake, A. B., Fries, L., & Stigler, J. W. (2020) · Journal of Statistics and Data Science Education · doi:10.1080/10691898.2020.1844106 · Cited by 24
“Transfer can be broadly defined as applying old knowledge to new situations (e.g., new contexts, new concepts, new representations; see Barnett and Ceci 2002 for a taxonomy of transfer).”
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“"… there is little agreement in the scholarly community about the nature of transfer, the extent to which it occurs, and the nature of its underlying mechanisms" (Barnett & Ceci, 2002, p. 612).”
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“Depending on the similarity between learning and testing situations, transfer effects are called near or far, although this is a continuum rather than dichotomy [23].”
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“Stepping back, there is an extensive literature on transfer of training, one of the oldest topics in experimental psychology (e.g., Barnett & Ceci, 2002; Detterman & Sternberg, 1993; Harrison, Shipstead, & Engle, 2015; Mayer & Wittrock, 1996; Singley & Anderson, 1989; Taatgen, 2013).”
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“Hence, the present RCT is also a study of (far) transfer (Barnett & Ceci, 2002), that is, an experiment determining the generalizability of piano training on motor acuity in pianounrelated novel tasks.”
BackgroundKalz, M. (2023) · MedienPädagogik Zeitschrift für Theorie und Praxis der Medienbildung · doi:10.21240/mpaed/00/2023.11.19.x · Cited by 23
Condom, M. F. I., Rebolledo, P. A. L., Fernández, I. F., & Sabaté, S. (2015) · Educar · doi:10.5565/rev/educar.695 · Cited by 23
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“First, in mood-dependent retrieval, material is remembered well when the context at retrieval corresponds to the context at encoding (Barnett & Ceci, 2002; Bower, 1981; Eich, 1995), according to the encoding specificity principle (Tulving & Thomson, 1973).”
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“Barnett and Ceci [27] provide a very helpful framework for far transfer and principles to teach for successful transfer.”
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“As Barnett and Ceci (2002, p. 612) observed, “ there is little agreement in the scholarly community about the nature of transfer, the extent to which it occurs, and the nature of its underlying mechanisms.”
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“Barnett and Ceci provide a taxonomy of features that influence transfer learning in humans [2].”
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“Unfortunately, there is neither a formal definition nor an operational method to measure the distance of transfer, although there are some attempts to do so [8].”
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“Moreover, WM training can transfer to unrelated tasks such as nonverbal reasoning and mathematic problem solving (Barnett and Ceci 2002; Brehmer et al. 2012; Holmes et al. 2009; Jaeggi et al. 2008).”
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“Findings show that far transfer is the more difficult of the two to demonstrate (Barnett & Ceci, 2002).”
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“There is a growing consensus among cognitive psychologists that analogical reasoning is a key cognitive process important to creativity (Barnett and Ceci, 2002; Bowdle and Gentner, 2005; Green et al., 2008; Holyoak and Thagard, 1995; Mayer, 1999; Sternberg, 1977).”
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“, the learned behavior is not functional to requirements outside the lab) (Barnett and Ceci, 2002).”
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Zucker, N. L., Strauss, G. P., Smyth, J. M., Scherf, K. S., Brotman, M. A., Boyd, R. C., Choi, J., Davila, M. I., Ajilore, O., Gunning, F. M., et al. (2023) · Perspectives on Psychological Science · doi:10.1177/17456916231197980 · Cited by 20
“Using a near and far transfer design (Barnett & Ceci, 2002) may allow researchers to determine whether a generalized benefit has occurred.”
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“This deliberately broad definition encapsulates both near transfer (to similar contexts) and far transfer (to dissimilar contexts) [4] and avoids the subjective question of how similar or different the learning context is from the target context, as we are only concerned with whether the student…”
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BackgroundSmith, G., Gerretson, H., Olkun, S., Yuan, Y., Dogbey, J. K., & Erdem, A. (2008) · Computers & Education · doi:10.1016/j.compedu.2008.07.011 · Cited by 21
From Exploratory Talk to Abstract Reasoning: a Case for Far Transfer?
Webb, P., Whitlow, J. W., & Venter, D. J. L. (2016) · Educational Psychology Review · doi:10.1007/s10648-016-9369-z · Cited by 24
“Evaluating this broad goal is complex and quite difficult, but Barnett and Ceci (2002) have provided an illuminating approach that makes evaluation more manageable by framing the goals of education in terms of Btransfer of training.”
BackgroundInfluentialHigher Order Thinking in an Online World: Toward a Theory of Web-Mediated Knowledge Synthesis
Deschryver, M. (2014) · Teachers College Record The Voice of Scholarship in Education · doi:10.1177/016146811411601202 · Cited by 22
“The notion of transfer in learning is a broad concept that explores how learners apply or generalize what they have learned in similar or dissimilar contexts (Barnett & Ceci, 2002).”
BackgroundYovanoff, M., Pepley, D. F., Mirkin, K. A., Moore, J. Z., Han, D. C., & Miller, S. R. (2016) · Proceedings of the Human Factors and Ergonomics Society Annual Meeting · doi:10.1177/1541931213601138 · Cited by 20
“Research suggests that near transfer of skills (transfer to similar environments) is better than far transfer of skills (transfer to different environments) (Barnett & Ceci, 2002).”
BackgroundMethodvan Brussel, S., Timmermans, M., Verkoeijen, P. P. J. L., & PAAS, F. G. W. C. (2020) · Contemporary Educational Psychology · doi:10.1016/j.cedpsych.2020.101844 · Cited by 28
Evans, N. S., & Acton, R. (2021) · Journal of Adventure Education & Outdoor Learning · doi:10.1080/14729679.2021.1902828 · Cited by 20
Roehling, M. V., Wu, D., Choi, M. G., & Dulebohn, J. H. (2021) · Personnel Psychology · doi:10.1111/peps.12492 · Cited by 30
The Role of Learning Theory in Child-Computer Interaction - A Semi-Systematic Literature Review
Eriksson, E. W., Baykal, G. E., & Torgersson, O. (2022) · ACM International Conference on Interaction Design and Children (IDC) · doi:10.1145/3501712.3529728 · Cited by 25
“group was used, whether transfer of learning [27, 176, 288] was examined or not.”
MethodCheung, J. J. H., & Kulasegaram, K. M. (2022) · Advances in Health Sciences Education · doi:10.1007/s10459-022-10174-y · Cited by 22
“Indeed, what counts as a transfer varies widely (Barnett & Ceci, 2002).”
BackgroundHistorical Argumentation: Watching Historians and Teaching Youth
Nokes, J. D., & Paz, S. D. L. (2023) · Written Communication · doi:10.1177/07410883221148679 · Cited by 24
“A less studied body of research focuses on contextual and social factors that 358 Written Communication 40(2) provide cuing mechanisms for the application of knowledge (Barnett & Ceci, 2002; Thorndike, 2009).”
BackgroundBernacki, M. L., Cogliano, M., Kuhlmann, S. L., Utz, J. C., Strong, C. L., Hilpert, J. C., & Greene, J. A. (2023) · Metacognition and Learning · doi:10.1007/s11409-023-09356-9 · Cited by 26
Harris, D., Donaldson, R., Bray, M., Arthur, T., Wilson, M., & Vine, S. J. (2024) · Multimedia Tools and Applications · doi:10.1007/s11042-023-17973-4 · Cited by 24
“It is well-established that motor skill transfer is most pronounced when the contexts are highly similar [2], which raises an intriguing question regarding the degree of similarity between real and virtual renditions of motor skills.”
Normore, G. P. M., Leibovitch, Y. M., Brown, D. J., Pearson, S. G., Mazzola, C., Ellerton, P. J., & Watt, G. (2024) · Thinking Skills and Creativity · doi:10.1016/j.tsc.2024.101546 · Cited by 36
Do semantic contextual cues facilitate transfer learning from video in toddlers?
Zimmermann, L., Moser, A., Grenell, A., Dickerson, K., Yao, Q., Gerhardstein, P. C., & Barr, R. (2015) · Frontiers in Psychology · doi:10.3389/fpsyg.2015.00561 · Cited by 20
“These changes increase the transfer distance (Barnett and Ceci, 2002) between the training Frontiers in Psychology | www.frontiersin.org 1 May 2015 | Volume 6 | Article 561 and test situations; that is, the degree of similarity between encoding and retrieval of new information.”
BackgroundBoersma, A. M. E., Dam, G. T. M. T., Wardekker, W. L., & Volman, M. L. L. (2015) · Learning Environments Research · doi:10.1007/s10984-015-9203-4 · Cited by 27
Lansdell, B., & Kording, K. P. (2019) · Current Opinion in Behavioral Sciences · doi:10.1016/j.cobeha.2019.04.005 · Cited by 22
A situated perspective on self-regulated learning from a person-by-context perspective
Ben‐Eliyahu, A. (2019) · High Ability Studies · doi:10.1080/13598139.2019.1568828 · Cited by 22
McLure, F. I., Won, M., & Treagust, D. (2020) · International Journal of Science Education · doi:10.1080/09500693.2020.1767315 · Cited by 16
Brown, D. A., Lewis, C. N., Lamb, M. E., Gwynne, J., Kitto, O., & Stairmand, M. (2019) · Developmental Psychology · doi:10.1037/dev0000756 · Cited by 24
“Lessons from educational and cognitive psychology about conditions that facilitate transfer of training may contribute to developing this understanding (Barnett & Ceci, 2002; Day & Goldstone, 2012; Gentner et al., 2007; Sweller et al., 1998).”
BackgroundInfluentialWeb-based programmed instruction: evidence of rule-governed learning
Emurian, H. H. (2004) · Computers in Human Behavior · doi:10.1016/j.chb.2004.03.002 · Cited by 20
“We would also benefit from research that would help us to engineer tutor frames to achieve the most efficient learning and transfer, while acknowledging the methodological challenges in this important area of work (Barnett & Ceci, 2002).”
BackgroundCognitive interventions for healthy older adults: A systematic meta-review
Velloso, V. F., Latgé-Tovar, S., Bomilcar, I., & Mograbi, D. C. (2025) · International Journal of Clinical and Health Psychology · doi:10.1016/j.ijchp.2024.100538 · Cited by 21
“The distinction between near and far transfer as described by Barnett and Ceci (2002) is not simple, but generally signifies the generalization of skills in similar domains/tasks, and the transfer of skills in domains/tasks that are not or very weakly related to each other.”
An Open-Source Cognitive Test Battery to Assess Human Attention and Memory
Adolphe, M., Sawayama, M., Maurel, D., Delmas, A., Oudeyer, P., & Sauzeon, H. (2022) · Frontiers in Psychology · doi:10.3389/fpsyg.2022.880375 · Cited by 17
“Based on a task related to object tracking abilities, we used the taxonomy of Barnett and Ceci (2002) to build the assessment tool.”
MethodOn the Application of Developmental Cognitive Neuroscience in Educational Environments
Leisman, G. (2022) · Brain Sciences · doi:10.3390/brainsci12111501 · Cited by 25
“of experience with a significant capacity at generalization [53,54].”
Metadata
- Authors
- Barnett, S. M., & Ceci, S. J.
- Affiliations
- Cornell University (US)
- ORCID
- Ceci, Stephen J.
- Venue
- Psychological Bulletin
- Published
- 2002
- Volume
- 128
- Issue
- 4
- Pages
- 612-637
- ISSN
- 0033-2909 (ISSN-L)
- 1939-1455
- OpenAlex
- W2094192576
- Semantic Scholar
- e43a3199d5f9070f595c7f37dcc71f17589bbab9
- Cited by
- 2,076
- References
- 126
- Citations by year
- 2026: 165 · 2025: 123 · 2024: 128 · 2023: 116 · 2022: 121 · 2021: 129 · 2020: 166 · 2019: 163 · 2018: 88 · 2017: 94 · 2016: 112 · 2015: 72 · 2014: 99 · 2013: 100 · 2012: 79
- FWCI
- 6.62
- Type
- journal article
- Language
- en
- Open access
- closed
- Locations
- Psychological Bulletin (publishedVersion)
- PubMed (publishedVersion)
- Topics
- Life Sciences › Neuroscience › Cognitive Neuroscience › Memory Processes and Influences
- Social Sciences › Psychology › Applied Psychology › Human Resource Development and Performance Evaluation
- Social Sciences › Psychology › Developmental and Educational Psychology › Educational and Psychological Assessments
- Keywords
- far transfer, transfer of learning, effect size estimation
- MeSH terms
- Attention, Child, Concept Formation, Generalization, Psychological, Humans, Learning, Mental Recall, Transfer, Psychology
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